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AI chip stocks’ rally distorts Asian benchmark indices, active funds trapped in a “the higher it rises, the more they sell” cycle.

AI chip stocks’ rally distorts Asian benchmark indices, active funds trapped in a “the higher it rises, the more they sell” cycle.

TSMC, Samsung, and SK Hynix—the three major AI chip stocks—together account for nearly one-third of the weight in the MSCI Asia Pacific (excluding Japan) Index. The concentration risk arising from this is forcing active fund managers to passively reduce their holdings once they reach the position limit, creating

SemiAnalysis responds to Vera SOCAMM controversy: Critics have not visited the SK Hynix booth at Computex

SemiAnalysis responds to Vera SOCAMM controversy: Critics have not visited the SK Hynix booth at Computex

``` After SemiAnalysis’s report on NVIDIA’s Vera Rubin platform SOCAMM memory triggered dramatic market reactions, the latest response shifts the focus of controversy from “whether AI memory demand is cooling” back to the facts about the product itself: the agency says those accusing it of spreading “fake news” have

IMF chief warns: The global economy is not yet ready to cope with accumulating shocks.

IMF chief warns: The global economy is not yet ready to cope with accumulating shocks.

``` Kristalina Georgieva, President of the International Monetary Fund (IMF), issued a warning that after round after round of crises, the global economic system is not truly prepared to cope with ongoing shocks, and countries need to build a more resilient foundation. On Monday, Georgieva said in an interview with a

The ECB is set to raise interest rates this week; economists warn it may repeat the policy mistake of 2011.

The ECB is set to raise interest rates this week; economists warn it may repeat the policy mistake of 2011.

``` The European Central Bank is set to hold a policy meeting this week, and the market widely expects an interest rate hike will be announced. However, multiple economists have issued warnings: as the eurozone economy shows signs of weakness and US-Iran peace talks continue, the ECB’s eagerness to defend

The biggest suspense of next week's Federal Reserve meeting: Will Waller bow to Trump or lean towards raising interest rates?

The biggest suspense of next week's Federal Reserve meeting: Will Waller bow to Trump or lean towards raising interest rates?

``` The new Federal Reserve Chair, Kevin Warsh, is about to preside over his first policy meeting since taking office. The market’s core question: in the face of the increasingly hawkish atmosphere within the Fed, can this new chairman—who has publicly advocated rate cuts—carve out his own policy

"You should feel happy!" Jensen Huang strongly supports AI: After the crash, you can finally buy it at a discount.

"You should feel happy!" Jensen Huang strongly supports AI: After the crash, you can finally buy it at a discount.

``` As global tech stocks face a sell-off, Nvidia CEO Jensen Huang is not shying away; instead, he characterizes this downturn as a great buying opportunity, reiterating that the construction of AI infrastructure has only just begun. On Monday, South Korea's benchmark Kospi index fell sharply, as enthusiasm for

Nvidia and LG Group announce joint construction of an AI factory, covering robotics, data centers, and autonomous driving.

Nvidia and LG Group announce joint construction of an AI factory, covering robotics, data centers, and autonomous driving.

``` NVIDIA and South Korea’s LG Group have announced a joint venture to build an AI factory, with cooperation spanning robotics, autonomous driving, data centers, and GPU cloud services. This initiative will provide the underlying computing power for AI transformation in multiple core businesses under the LG Group. In a