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Samsung Electronics and SK Hynix plan to cancel a total of 20.8 trillion won (approximately 14.1 billion USD) in treasury shares in response to corporate governance reforms. This move aims to enhance corporate governance, narrow the “Korea discount” phenomenon, and improve valuations by increasing shareholder returns. Samsung Electronics

Oracle is facing an especially tough earnings season. Amid sustained concerns about AI capital expenditures in the market, the enterprise software giant finds itself in a dilemma—**increasing spending exacerbates debt and cash flow pressures; cutting spending triggers fresh doubts about its competitiveness.** Oracle’s share price has fallen 54%

``` Although Trump's signals of easing tensions in the Middle East briefly boosted risk appetite, the latest trading desk warnings from Goldman Sachs and JPMorgan show that deep structural problems in the market are far from resolved. The core contradiction of systemic selling pressure and positions not having been

``` SK Hynix faces a critical turning point in the HBM market. On March 10, Korean analyst Jukan from Citrini7 wrote on platform X that, according to semiconductor industry sources, the company will soon submit final samples of its sixth-generation high-bandwidth memory (HBM4) to Nvidia. If it passes Nvidia’s qualification

A well-known equity private fund recently launched the first self-investment of the Year of the Horse. On March 9, Heyuan Fund issued an announcement, based on a positive outlook for the long-term development of China’s capital market and confidence in its own investment management capabilities, the company plans to

``` Demand for AI inference chips is heating up, reshaping the order landscape for Samsung's wafer foundry. On March 10, according to sources cited by Chosun Ilbo, AI chip startup Groq has requested Samsung Electronics to increase its AI chip production from about 9,000 wafers to 15,000

``` Author | Zhou Zhiyu On March 9, Dongfeng Group Co.'s shareholders’ meeting overwhelmingly approved the privatization plan and the proposal for Lantu Automobile to be listed on the Hong Kong Stock Exchange. This "privatization + high-quality new energy asset spin-off listing" capital operation has officially moved from planning