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Kioxia Investor Day: First-ever dividend due to AI, tenth-generation flash memory samples to be delivered this summer, with an average annual capital expenditure of 470 billion yen.

Kioxia Investor Day: First-ever dividend due to AI, tenth-generation flash memory samples to be delivered this summer, with an average annual capital expenditure of 470 billion yen.

The explosive growth of AI inference workloads is transforming Kioxia from a flash memory manufacturer troubled by cyclical issues into a core supplier of data center infrastructure. At the Investor Day held on June 2nd, Kioxia announced it will implement a progressive dividend policy, marking the company's first

100 billion into Google, 6.8 billion to buy real estate: Abel brings new betting logic to Berkshire

100 billion into Google, 6.8 billion to buy real estate: Abel brings new betting logic to Berkshire

``` On June 1, Alphabet announced an $80 billion equity financing plan, with Berkshire subscribing to $10 billion, split into two private placements: $5 billion for Class A shares priced at $351.81, and $5 billion for Class C shares priced at $348.20. That figure is already large, but what’

SK Hynix: Plans to Double Memory Production Capacity in Five Years, Shortages to Continue Until 2030

SK Hynix: Plans to Double Memory Production Capacity in Five Years, Shortages to Continue Until 2030

``` SK Hynix announced a large-scale expansion plan, aiming to double wafer production capacity in the next five years to address the continued shortage of memory chips caused by global artificial intelligence infrastructure build-out. SK Group Chairman Chey Tae-won told reporters at the Computex conference in Taipei on Tuesday that the

Met in Taipei, see you in Seoul! Jensen Huang to visit Korea this week to meet with the head of SK Group, marking the fourth meeting in half a year.

Met in Taipei, see you in Seoul! Jensen Huang to visit Korea this week to meet with the head of SK Group, marking the fourth meeting in half a year.

``` NVIDIA and SK Group’s high-level interactions are continuing to heat up at an unusually frequent pace. According to SK Group’s official announcement, NVIDIA CEO Jensen Huang and SK Group Chairman Chey Tae-won held a meeting in Taipei on June 1st to discuss in-depth prospects for cooperation in the

Japanese stocks have multiple positives! Goldman Sachs raises TOPIX target to 4,400 points, forecasting an 11% upside potential.

Japanese stocks have multiple positives! Goldman Sachs raises TOPIX target to 4,400 points, forecasting an 11% upside potential.

``` Goldman Sachs has raised its 12-month target price for the TOPIX Index from 4,200 points to 4,400 points, which implies an upside of about 11% from current levels. The reasons cited are Japanese companies’ earnings season exceeding expectations, continued net foreign inflows, and strong shareholder return momentum. According

Foreign capital continues to withdraw, with the cumulative net investment in the Indian stock market falling to the lowest level in nearly ten years.

Foreign capital continues to withdraw, with the cumulative net investment in the Indian stock market falling to the lowest level in nearly ten years.

``` As foreign capital continues to sell off, the attractiveness of India's stock market has sharply declined. This market, once ranked among the world's top five, is now under pressure from structural capital outflows. According to Bloomberg, as of June 1, the cumulative net investment by Foreign

Qiangnao Technology: Dozens of humanoid robot companies have placed orders, and sales of bionic hands are expected to increase significantly this year.

Qiangnao Technology: Dozens of humanoid robot companies have placed orders, and sales of bionic hands are expected to increase significantly this year.

Bionic hand manufacturer Strongbrain Technology is experiencing a surge of orders brought by the explosion of the humanoid robot industry. According to Bloomberg, He Xiyujin, partner of Strongbrain Technology, said in an interview that dozens of robot companies, including Unitree Robotics and Leju Robotics, have begun purchasing the company’s