Browsing Tag
South Korea
234 posts
SK hynix (NASDAQ: SKHY) rebounds, but is the ADR premium justified?
SK hynix stock has rebounded after its Nasdaq debut, but a large ADR premium raises a crucial valuation question before earnings.
Weebit Nano (ASX: WBT) has surged more than 300%. What must happen before ReRAM royalties arrive?
Weebit Nano customers have moved ReRAM-based chips into fabrication, starting a 12 to 18-month qualification process that could lead to volume production.
Almonty Industries (ALM) jumps 11% as DA Davidson lifts PT to $33 on tungsten thesis
Almonty (ALM) jumps 11% to $16.31 as DA Davidson lifts PT to $33 on record tungsten pricing; Sangdong ramp meets 2027 US defense mandate cliff head-on.
South Korea plans chip windfall fund to finance AI growth and narrow inequality
President Lee Jae Myung’s government wants to channel additional semiconductor tax revenue into national technology projects, regional development and support for younger South Koreans, turning a cyclical chip boom into a test of long-term economic policy.
North Korea tests strategic cruise missile as Kim accelerates nuclear navy push
North Korea tested a strategic cruise missile from the Kang Kon destroyer as Kim Jong Un accelerates plans for a larger nuclear-capable navy.
PLS Group (ASX:PLS) spends A$175m before P2000 FID as lithium rally faces a valuation test
PLS is spending A$175m before P2000 approval. The lithium rebound supports growth, but its A$16.7bn valuation leaves little room for mistakes.
Canada seeks 10-country defence bank to unlock £100bn before NATO summit
Canada wants a £100bn defence bank before NATO meets in Ankara. The plan could cut borrowing costs, but major allies remain unconvinced.
BrainChip (ASX:BRN) ships AKD1500 chips, but can customer orders finally unlock revenue?
BrainChip is shipping AKD1500 chips, but order sizes remain hidden. ASX:BRN needs production revenue to turn an AI milestone into a rerating.
KKR (NYSE: KKR) expands Asia infrastructure strategy with SK renewable platform
Find out how SK Inc. and KKR’s KRW 2 trillion renewable platform could reshape Korea’s clean power supply for AI data centres and chipmakers. Read more now.
Why FCEL stock is jumping after FuelCell Energy’s $49m export financing
FuelCell Energy’s $49 million EXIM financing strengthens FCEL’s clean energy export story, South Korea deployment and AI data centre power strategy.