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In-depth financial articles for global investors and readers.

In AI, Memory Is the Bottleneck — Why Global Investors Focus on SK Hynix

글쓴이 /
SK hynix CI

[finance daily KyeongChun Jeong] As AI workloads scale, memory bandwidth has become a critical bottleneck. SK Hynix sits at the center of this shift as a leading supplier of high-bandwidth memory. AI infrastructure investing is not about a single company. Samsung Electronics, Hyundai Motor, and SK Hynix together define Korea’s growing presence in the global …

In AI, Memory Is the Bottleneck — Why Global Investors Focus on SK Hynix 더 보기 »

Why Global Investors Are Re-rating Hyundai Motor — From Automaker to Physical AI Platform

글쓴이 /
hyundai motor CI

[finance daily by KyeongChun Jeong] As the global auto industry shifts toward AI-driven mobility and robotics, Hyundai Motor is increasingly viewed as more than a traditional automaker. This shift is drawing renewed attention from global investors. Hyundai Motor is not moving alone. Alongside Samsung Electronics and SK Hynix, it forms a key pillar of Korea’s …

Why Global Investors Are Re-rating Hyundai Motor — From Automaker to Physical AI Platform 더 보기 »

Why Global Investors Are Buying Samsung Electronics Again — AI Infrastructure Exposure at a Discount

글쓴이 /
samsung electronics CI

[finance daily by KyeongChun Jeong] Global investor interest in Korea’s stock market is returning. At the center of this shift is Samsung Electronics, increasingly viewed as a core AI infrastructure player rather than a cyclical semiconductor stock. Samsung Electronics is one of the core Korea AI stocks attracting renewed global investor attention. Together with Hyundai …

Why Global Investors Are Buying Samsung Electronics Again — AI Infrastructure Exposure at a Discount 더 보기 »

Korea AI Stocks: Why Global Investors Are Watching Samsung, Hyundai, and SK Hynix

글쓴이 /
Samsung Electronics, SK hynix, Hyundai motor CI

[finance daily by KyeongChun Jeong] Global investors are once again turning their attention to South Korea. This shift is driven not by short-term valuation gaps, but by Korea’s growing role in the global AI infrastructure ecosystem. From memory and semiconductors to robotics and mobility, Korea AI stocks are increasingly viewed as strategic assets in the …

Korea AI Stocks: Why Global Investors Are Watching Samsung, Hyundai, and SK Hynix 더 보기 »

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