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Under the shadow of the Iran war, South Korea's exports surged by 48% in March, with semiconductors becoming the core driver.

Under the shadow of the Iran war, South Korea's exports surged by 48% in March, with semiconductors becoming the core driver.

Under the shadow of the geopolitical and energy crisis triggered by the Iran War, South Korea's exports in March still showed resilience, with monthly export value breaking the $80 billion mark for the first time. Among these, semiconductor exports surpassed $30 billion for the first time, with AI

After the sharp decline in storage, pay attention to the "three major catalysts" that are expected to reverse market sentiment.

After the sharp decline in storage, pay attention to the "three major catalysts" that are expected to reverse market sentiment.

``` Memory stocks experienced a wave of concentrated sell-offs in March, with seemingly legitimate reasons—the sustainability of cloud vendors’ hardware expenditures, whether AI memory demand is overestimated, whether Google’s TurboQuant compression technology will crush HBM demand… All these concerns erupted at once, compounded by geopolitical tensions in the Strait

"Father of HBM" predicts AI architecture revolution: Memory will replace GPU as the core

"Father of HBM" predicts AI architecture revolution: Memory will replace GPU as the core

When AI moves from "generation" to "autonomous action," the bottleneck in computing power may shift from GPUs to memory. According to local media reports from South Korea, including Asia Economy, Professor Joungho Kim from KAIST, hailed as the "Father of HBM" by the industry,

Since the Iran war, global central banks have sold $90 billion in US Treasury bonds.

Since the Iran war, global central banks have sold $90 billion in US Treasury bonds.

Since the outbreak of the US-Iran conflict, foreign central banks around the globe have continued to sell off US Treasury bonds at a scale and speed that has raised high market vigilance. The US Treasury market is facing severe tests with multiple pressures accumulating. New York Fed custody data shows

Building a global gold hub! Singapore considers offering gold storage services for central banks worldwide.

Building a global gold hub! Singapore considers offering gold storage services for central banks worldwide.

Singapore is planning to offer additional gold storage services to central banks worldwide. On April 1, according to Bloomberg, Singapore is considering increasing its gold storage capacity to accommodate the gold reserves of other central banks around the world. This initiative is an important part of the country’s broader

Growth engines collectively downshift, Anta enters a narrative vacuum period.

Growth engines collectively downshift, Anta enters a narrative vacuum period.

2025, Anta Sports delivered a performance befitting its leading status: annual revenue reached 80.219 billion yuan, up 13.3% year-on-year, marking its fourth consecutive year as No.1 in China’s sports footwear and apparel industry. However, if the focus is shifted from “scale” to “structure,” the changes in

Hardcore teardown of Unitree G1 robot: gross margin exceeds 40%, supply chain fully exposed, moat lies in top-tier motion control algorithms

Hardcore teardown of Unitree G1 robot: gross margin exceeds 40%, supply chain fully exposed, moat lies in top-tier motion control algorithms

A humanoid robot priced at 85,000 yuan has a cost of only 41,600 yuan after teardown, with an estimated gross margin of 40.7%. But the real moat of Unitree G1 lies outside the hardware. On March 30, analysts Su Qianye, Sheng Wei, and Yang Shuaibo from Zhongyou