돈經濟

Even after the semiconductor cycle peaks, attention is turning to aerospace as an industry poised for continued growth, particularly from late 2026 onwards. While...

AI is redefining the essential infrastructure industry for managing new attack surfaces and new identities (agents) created by AI. As generative AI and agentic AI...

Demand for the dollar is not solely due to trade. Central banks around the world accumulate dollars as foreign exchange reserves, and investors buy dollar-denominated...

Forecasts for the first half of the year projected KOSPI to reach 7,000-9,500, with some even suggesting over 10,000. The reasoning largely converges on one point: AI...

This speech is more of a warning to Korean investors that the 'market where only semiconductors matter' is over. AI demand is still alive, but in an environment where...

The key is that AI doesn't just end with software or chips; it requires physical infrastructure. The biggest bottleneck in building data centers is power, followed by...

From a macroeconomic perspective, a strong won has both positive and negative aspects. On the import side, there are clear positive effects. The won-denominated cost of...

Wealth comes from the combination of flower fields, bees, and honey extractors. Now, let's put all of that on the ledger. Let's not just weigh the honey pot. Let's also...

Leveraged ETFs mechanically buy and sell underlying assets like Samsung Electronics and SK Hynix daily to maintain their target leverage ratio. This rebalancing,...

In 2026, the core of AI infrastructure investment will not be in chips, but in the ability to stably supply power, efficiently remove heat, and secure profits through...