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05.06.26 - 00:30
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Korean Officials Are "Paying Close Attention" As Foreign Outflows Trigger Bond/Won Collapse (ZeroHedge)
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Korean Officials Are "Paying Close Attention" As Foreign Outflows Trigger Bond/Won Collapse
Unless you have been living under a rock, you'll know that South Korea's stock market has been rocketing higher on the back of the AI/Semi speculation as SK Hynix and Samsung have dominated (accounting for over 40% of the KOSPI market cap)...
But, as the following chart from Goldman Sachs shows, this surge in Korean stocks has been driven by domestic Retail investors as Foreign investors have fled that market en masse...
These outflows have sparked a collapse in the Korean Won (exacerbated by pressure some Asian currencies face as the Iran war drags on), now at its weakest versus the USDollar since 2009...
...and pushed yields for South Korean bonds to their highest in almost 3 years...
With all that in mind, Bloomberg reported earlier in the week that South Korean officials have intensified monitoring of the government bond market through daily phone calls and a private messaging group wit...
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04.06.26 - 20:24
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Samsung Sponsor Spotlight (Bloomberg)
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Federico Casalegno, Executive Vice President of Design at Samsung Electronics speaks with Bloomberg's Kate Moriarty about design innovation and AI-enabled experiences at Bloomberg Tech 2026 in San Francisco. (Source: Bloomberg)...
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04.06.26 - 15:25
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Taiwan Semiconductor Delivers 2,095% Gain Over 10 Years. Will It Continue To Outperform? (24/7 Wall St.)
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A decade ago, Taiwan Semiconductor Manufacturing (NYSE: TSM) was respected but boring. It made chips for Apple, Qualcomm, and a long list of fabless designers, and the market valued it like a cyclical industrial. Then the node race got serious. TSMC pulled away from Samsung and Intel at 7nm, then 5nm, then 3nm, and the ... Taiwan Semiconductor Delivers 2,095% Gain Over 10 Years. Will It Continue To Outperform?...
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04.06.26 - 04:18
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Samsung Joins Blue-State Exodus, Moves U.S. HQ From New Jersey To Texas (ZeroHedge)
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Samsung Joins Blue-State Exodus, Moves U.S. HQ From New Jersey To Texas
We're still trying to settle on a name for the new "Rust Belt" for blue states, where high taxes, de-growth climate policies, permitting paralysis, and an obsession with woke governance have sparked a historic outflow of people, businesses, and capital to red states.
The old Rust Belt was hollowed out by decades of deindustrialization. This new version in blue states is being hollowed out by self-inflicted progressive policy failures after policy failures after policy failures.
The latest, and one of the most abrupt examples, is South Korean tech giant Samsung Electronics shifting its U.S. headquarters from lefty-controlled New Jersey to red-state Texas, which is governed by common sense.
Samsung is moving its U.S. headquarters to its existing campus in Plano, Texas.
Samsung Electronics America is abandoning its brand-new, 270,000 SF North Jersey headquarters after just eight months to consolidate operations in ...
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03.06.26 - 03:06
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Google′s AI glasses to boost wearable shipments to 17.5 million in 2026 (Digitimes)
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Google moved into the AI glasses market with new Android XR smart glasses co-developed with Samsung Electronics and partnerships with eyewear brands, and the entry is expected to lift global AI glasses shipments to 17.5 million units in 2026, according to DIGITIMES analyst Brandon Fang. The product roadmap under Google's plan divides offerings into voice-based AI glasses and display-type glasses, with the voice model slated for the third quarter of 2026 and the display version expected in the second half of 2026....
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