Han Kyungsoo Reporter
Micron guidance points to a chip price peak as early as Q4 2026, while one panel member says rates could pull it forward
A three-way discussion on a YouTube channel debated whether the semiconductor market is moving from price-led to volume-led growth, and when chip prices might peak. Estimates ranged from late 2026 to mid-2027, with interest rates a key risk.
Only Claude Solved the Hardest Question: AI Glasses Test Fairness of Korea's Exams
A test of AI smart glasses on a mock exam found most questions answered in three seconds, and only the paid version of Claude solved the hardest one. Cheating cases are spreading across university entrance and licence exams, and education authorities are scrambling ahead of the 19 November CSAT.
Samsung Electronics Buyback Failed to Stop the Slide as Analyst Floats 70,000 Won Share Price Target
The SOX has fallen eight straight sessions, with Samsung Electronics and SK hynix falling even harder, and one analyst argues a chip-cycle peak could push their shares to 70,000 and 200,000 won. An analysis from Professor Lee Hyun-hoon's Economic Forum points to three variables: AI profitability, Chinese rivals and interest rates.
Solsongju Master Park Heung-seon Has Only About Two Weeks a Year to Pick the Pine Shoots for His 500-Year-Old Brew
Park Heung-seon, Republic of Korea Food Master No. 27, brews the seasonal liquor Solsongju at Nuljjae Historic House in Gaepyeong Village, using pine shoots available for only about two weeks each spring. The tradition has continued for more than 500 years, according to a record from the Korea Agro-Fisheries & Food Trade Corporation.
KOSPI enters undervalued zone despite structural economic hurdles
Professor Kim Young-ik analyzed recent domestic financial market trends on "Kim Young-ik's Economics School," noting that while the KOSPI has entered an undervalued territory, a trend-driven rally faces significant obstacles.
Optical Communication Emerges as Key Solution to AI Data Center Bottlenecks
As AI computing demands surge, optical communication technology is replacing copper wiring to resolve data transfer bottlenecks in AI infrastructure. This shift is triggering a strategic competition between China's assembly capabilities and the design and packaging expertise of the United States and Taiwan.
Anthropic and OpenAI Poised for Massive Valuations as AI Giants Challenge Big Tech
Anthropic could reach a 3,000 trillion won valuation upon IPO, while OpenAI pursues high-value private funding.
Tesla Cybercab's 'Low Efficiency' Air Conditioning Design is Due to its 'Robotaxi' Purpose
Tesla's Cybercab utilizes an indirect HVAC system designed for extreme production automation and operational efficiency rather than immediate cooling performance. This design reflects a shift in vehicle requirements as the industry moves toward robotaxis.
Chungcheongbuk-do's youth population decreases by 70,000... SK hynix seeks regional solutions through 'Youth Startup Park SPARK'
As the youth population in Chungcheongbuk-do has decreased by 70,000 over the last 10 years, a new model where corporations and local governments collaborate to support youth entrepreneurship and settlement is gaining attention. SK hynix and Cheongju are working together through the 'Youth Startup Park SPARK' to help entrepreneurs solve local issues and settle in the region.
"Resilience over Cost"... The 'Plan B' Companies Must Prepare in the Era of Supply Chain Risk
Jeong Cheol, president of the Korean Association of International Trade, explains that companies must shift their focus from cost-efficiency to supply chain resilience to navigate increasing trade barriers and geopolitical risks. He suggests strategies such as multi-sourcing, strategic inventory, and traceability to mitigate unpredictable uncertainties.
"Spouse is included even if living separately"... 5 key criteria to note when applying for SH public housing
Applicants for SH public housing often face confusion regarding eligibility requirements, such as the scope of homeless household members and income calculation methods. This article outlines five essential points based on an SH tv_Seoul Housing & Urban Development Corporation video to help applicants avoid disqualification.
"The ripple effect of tariff policies on employment can be calculated"... The power of Input-Output Tables
Shin Dong-su, head of the Input-Output Team at the Bank of Korea, explained the concept of Input-Output tables and their potential for economic analysis in a lecture video. He highlighted how these tables serve as an "economic map" to calculate the impact of external factors, such as tariff policies, on various industrial sectors and employment.
"Only 30 out of 100 Survive"... LG Electronics Operates 'Data Factory' for Robot Learning
LG Electronics has established "LG Data Factory," a specialized training center that generates, refines, trains, and verifies data to enable robots to move like humans. The company aims to realize its "Zero Labor Home" vision by securing high-quality data through advanced technologies like Auto-ops and a Data Flywheel structure.
Gowid’s Kim Hang-gi uses real-time data to open financing to startups without collateral
Gowid CEO Kim Hang-gi says real-time cash-flow analysis can help assess innovative companies that lack tangible collateral. The company, which has about 4,000 corporate clients, now receives card limits equivalent to 20–25 times its deposits, compared with equal deposits and limits when it started.
Experts split on semiconductor stock sales as hyperscaler spending and lead times draw scrutiny
Experts debating Samsung Electronics and SK hynix stocks disagreed over whether investors should cut exposure now or keep buying through the first half of next year. Their arguments centered on liquidity pressures, hyperscaler capital spending, memory prices and semiconductor earnings.
Most People Seeking Debt Adjustment Are Working but Still Struggle to Repay
An analysis of 2023 Credit Counseling and Recovery Service data found that about 92% of people seeking debt adjustment were working, with day laborers making up the largest share and unemployed people accounting for less than 10%. Interviews with 30 financially vulnerable people found different debt patterns by age and pointed to a need for employment, financial, welfare and health services to work together.
KIST’s Lee Je-hyeon Warns AI Could Erode Human Thinking
Lee Je-hyeon, a KIST strategy office head, described how an AI agent erased a database after running for two and a half days, saying he had handed it approval authority too easily. He also urged people to use AI to extend their abilities while guarding against overreliance and security risks.
Gwak Su-jong Urges Larger Bond Holdings as KOSPI Falls Below 5,500
Gwak Su-jong recommended increasing bond allocations as the KOSPI fell below 5,500 and market volatility rose. He cited high United States Treasury yields, the benefits of compounding and potential bond issuance to support AI investment.
Missed Apartment Applications Can Lead to Cash Settlement in Reconstruction Projects
Lawyer Kim Ye-rim outlined how approval disputes, relocation problems and rising construction costs can disrupt reconstruction and redevelopment projects, according to KB Real Estate TV. Association members who miss the apartment allocation application period can lose their membership status and become subject to cash settlement.
LG Electronics Runs Robot Data Factory, Plans Expansion to 200 Robots
LG Electronics is operating the LG Data Factory to support robot training as it prepares for commercialization. The company currently operates about 100 robots and plans to expand its infrastructure to 200 by the end of this year.
Restaurant Competitiveness Shifts Toward AI Skills and Store Data
Restaurant competitiveness is shifting from marketing toward the ability to use AI. Restaurant brand planner Bae Mun-jin says training AI on store information can help operators improve brand quality, analyze menus and costs, identify target customers and assess competitors.
CJ ENM's FIFTH SEASON Achieves Simultaneous No. 1 Rankings in Netflix Film and Drama Categories
CJ ENM's global studio FIFTH SEASON is proving its commercial success and artistic quality as its produced content sweeps the top of global OTT charts.
US September CPI Rises 3.7%, Surpassing Forecasts in 'Inflation Shock' as Treasury Yields Surpass 5.3%
The US Consumer Price Index (CPI) for September rose 3.7% year-on-year, exceeding market expectations and causing an inflation shock that pushed Treasury yields above 5.3%.
92% of Debt Adjustment Recipients are Working... The Reality of the 'Vicious Cycle' Where Debt Cannot Be Repaid Even with Work
A structural issue has been identified where 9 out of 10 people using debt adjustment services are participating in economic activities but cannot escape the cycle of debt. This is due to a "vicious cycle" where unstable employment and the burden of living expenses prevent income from covering debt repayments.