Tag: Technology
Japan’s Photoresist Export Ban: A Semiconductor Supply Chain Crisis That Could Reshape the Industry
Reports suggest Japan has quietly halted all photoresist exports to China as of mid-December 2024, targeting a critical semiconductor manufacturing…
Acceleration of Quantum Computing Commercialization Race: Analysis of Technological Advancements and Market Outlook for 2025
As quantum computing moves from the lab to commercial applications in 2025, competition among global tech companies is intensifying. Leading…
Rumors of Japan Halting Photoresist Exports to China: A Potential Shift in the Semiconductor Supply Chain?
Tensions are rising in the global semiconductor market as Japan is rumored to potentially halt exports of photoresist, a critical…
Another Victory for Warren Buffett – The Current Significance of Selling Apple and Holding Cash
We explore what Warren Buffett's strategy of significantly selling Apple shares and holding cash means as of the end of…
Opportunities Found by Korean Reducer Companies in the Physical AI Robot Market – Breaking Away from Dependence on China is Key
As the physical AI robot market experiences rapid growth, the demand for reducers, a key component, is skyrocketing. Amidst the…
NVIDIA’s Dominance and Semiconductor Supply Chain Limitations: Insights from Morgan Stanley’s Asia Value Chain Analysis on the New Phase of the AI Semiconductor Market
The reality of the AI semiconductor market revealed at Morgan Stanley's recent Asia Value Chain meeting exceeded expectations. It was…
Masayoshi Son’s Admission of “Selling NVIDIA Shares with Tears” Reveals the Truth About AI Investment
We analyze the current and future state of the AI investment market through SoftBank Chairman Masayoshi Son's reasons for selling…
The Dawn of the Quantum Computing Era: Companies Surviving the Commercialization Race by 2025
The quantum computing market, led by IBM, Google, and Amazon, is projected to grow to a scale of $10 billion…
Rapid Growth of the Global Battery Storage Market by 2025 and the Strategic Position of Korean Companies
As the global Battery Energy Storage System (BESS) market is expected to grow to $120 billion by 2025, Korea's LG…
A New Phase in Korea’s Energy Transition: A Balanced Growth Strategy for Renewable Energy and Nuclear Power by 2025
In 2025, Korea's energy policy is reaching a new turning point. A practical approach centered on the expansion of renewable…