Tag: Development
Canadian Solar’s Energy Storage Boom: Q3 Results Show $3B Backlog While Solar Struggles
Canadian Solar just posted Q3 results that tell two very different stories - their energy storage division is absolutely crushing…
Canadian Solar’s Q3 2025 Results: A Window Into Solar Industry’s Current Realities
Canadian Solar's latest earnings call reveals fascinating insights about where the global solar industry stands as we head into 2026.…
Why Microsoft and AWS Are Challenging NVIDIA – The Truth Behind the Battle for AI Chip Priority
Microsoft and Amazon Web Services are supporting legislation to restrict NVIDIA's exports to China, despite being its largest customers. This…
Google Gemini: Global Success and Struggles in the Korean Market – Analyzing the Lock-in Effect and Competitive Landscape in the AI Market
While Google Gemini is threatening ChatGPT with 650 million MAU globally, its user base in Korea is declining. We analyze…
November 14, 2025 Pre-Market Key Stock Trends: A Mix of M&A Surges and Poor Performances
On November 14, in the pre-market, CDTX made headlines by soaring 103% following Merck's acquisition announcement, while TSST plummeted 42%…
Korean Stock Market Surpasses 4000 Points, IPO Frenzy and Concerns Over Capital Outflow from Banks Intensify
With the KOSPI surpassing 4000 points, a significant influx of capital is flowing into the stock market. Newly listed companies…
Analysis of the US-Korea Joint Fact Sheet: $350 Billion Investment Package and Redefinition of Strategic Alliance
In November 2025, the joint fact sheet announced at the US-Korea summit presented a comprehensive cooperation framework, elevating bilateral relations…
Structural Turnaround of HD Hyundai Energy Solutions – Transitioning from a Solar Module Manufacturer to a Global Energy Solutions Company
Despite a decline in sales, HD Hyundai Energy Solutions achieved a significant improvement in profitability, recording an operating profit margin…
Australia’s $70 Billion Clean Energy Gamble: Why Indigenous Partnership Could Make or Break the Renewable Revolution
Australia's massive Capacity Investment Scheme is putting Indigenous benefit-sharing at the center of its renewable energy transition. With 59 major…
The Korean DAT Strategy: The Practical Limitations of Following Strategy
Companies in Korea are adopting the DAT model, inspired by the Bitcoin strategy of the American company, Strategy. However, considering…