김종찬의 안보경제블로그

Samsung Electronics approves HBM3 for China, short of HBM3E, Korean media ‘passes NVIDIA’ Based on foreign media reports that Samsung Electronics' HBM3 chip was limited to use in the "less sophisticated NVIDIA graphics processing unit (GPU) H20," which was developed at a low stage for NVIDIA's entry into the Chinese market, most Korean media said that it was 'Nvidia passed'. Citing an official, ..

Korean stock market plunges, Iran airport ‘explosion sound’, US official says ‘missile’, Iran ‘no’ Regarding the explosion sound at the Iranian airport on the 19th, when the Korean stock market plummeted, a U.S. official said it was an “Israeli missile attack,” but an Iranian official denied it and said it was “not a missile airstrike.” The Korean stock market fell by 2.89% and SK Hynix by 5.43%..

Trend Force ‘Taiwan semiconductor operation normal’ Korean securities firm ‘TSMC damaged DRAM price rises’ While market research firm Trend Force published a report titled ‘Semiconductor production normal despite Taiwan earthquake’, Korean securities firms are leading the rise in Samsung’s stock price with ‘DRAM price rise due to damage to TSMC’. TrendForce said in a report on the 4th, “When the..

Korean retail sales decline for 6 consecutive quarters, China’s October indicator shows ‘economic contraction’ In the third quarter, retail sales decreased by -2.5%, facility investment -3.3%, and the cyclical value of the Donghaeng Composite Index, which shows the economic situation, fell 0.1 point in September, falling for four consecutive months, indicating a high interest rate and high infla..

Chu Kyung-ho's 181 trillion won export fund 'spreading out' Chinese tourism for 3 months 'stimulating' real estate luxury consumption In the midst of an economic downturn with simultaneous sharp declines in imports and exports, the government began to stimulate the economy by investing 181 trillion won in export subsidies in the fourth quarter and attracting Chinese tourists, thereby boosting th..

Reuters ‘additional production cuts’ vs. Korean media ‘past inventory peak’ in Samsung Electronics’ 9 trillion won deficit in the first half On the 27th, when Samsung Electronics announced its performance of a 9 trillion won deficit and a 95% drop in operating profit in the first half, Reuters reported that it “announced additional production cuts,” but the Korean media reported differently that..

Samsung's worst 'May bottom' suddenly changed to '2nd quarter bottom', foreign press '3rd quarter further decline' As Samsung's 2Q performance plunged 96% compared to the previous year, the 'May low point' in the worst performance announcement suddenly turned into '2Q bottom', and foreign media reported '3Q bottom' and market research as '3Q additional decline'. showed contrast. 'Newsis' said, "..

Samsung's high-performance memory semiconductor technology decline, NYT 'AI revival skepticism' As Samsung lags behind in high-performance memory due to technological decline, skepticism is growing, The New York Times reported five times. The NYT's unusual 'Samsung resurgence skepticism' was echoed by Asian technology correspondent Chang Che. “When we chose SK Hynix as our high-performance memor..

China's May exports plummeted, 'year-end bottom of the second half of this year' China's May exports plunged four times more than expected, prompting analysts to "decrease further in the second half of the year and hit the bottom at the end of the year." On the 22nd of last month, Deputy Prime Minister Choo Kyung-ho presented the 'lowest point in May' at the National Assembly, strengthening econ..

Securities companies Samsung ‘buy stocks at the low point in May’ vs. 2Q profits plummeted by 99% compared to the previous year As securities companies issued reports recommending Samsung Electronics stock purchases, the semiconductor bottom in May was continuously disseminated through the media, and Samsung Electro-Mechanics' operating profit in the second quarter was expected to drop by 99% co..