Global TradFi & Macroeconomics

According to a government policy announced on July 8, 2026, South Korea will require KOSPI-listed companies with assets of 10 trillion won or more to disclose climate-related risks, financial impacts, and greenhouse gas emissions starting in 2028. The mandatory climate disclosure framework,

According to Financial Times and major investment banks, global markets face converging risks this week as new Federal Reserve chair Kevin Warsh reduces forward guidance while the yen weakens to 162 per dollar—a 40-year low. State Street Investment Management warns that reduced Fed communication

According to Morgan Stanley's strategy team, on Monday, semiconductor stocks' recent correction could trigger broader market volatility and potentially shift the overall market into a choppy phase. The Philadelphia Semiconductor Index, up 78% year-to-date, has retreated in recent weeks, signaling po

According to Korean financial industry reports, SK Hynix ADR debuted on Nasdaq on July 10, surging 13.08% from its IPO price of $149 to close at $168.49. The closing price, equivalent to approximately 2.53 million Korean won, represents a 16% premium compared to SK Hynix's domestic KOSPI closing pri

Solana has introduced on-chain trading for initial public offering stocks through the launch of the $SKHY token, a tokenized representation of SK Hynix shares that enables eligible investors to trade blockchain-based exposure to the company's equity. The tokens are redeemable on a one-to-one basis f

According to BlockBeats, Samsung Electronics advanced the production timeline of its Icheon semiconductor cluster's first fab by two years on July 12, targeting October 2029 for operations startup versus the originally planned 2031. The South Korean government and Samsung have reached consensus to a

According to official announcements on July 10, 2026, Solana introduced $SKHY, a tokenized representation of SK Hynix shares, enabling on-chain trading across Solana, EVM, and TON blockchains. The token can be redeemed on a one-to-one basis for underlying SK Hynix equity and transferred to

According to Citrini analyst Jukan, Nvidia has decided to shelve its adoption of TSMC's COUPE (Compact Universal Photonic Engine) technology due to slow progress in the firm's silicon nitride (SiN) technology development and delays in implementing 2D grating

According to Ian Ralby, senior researcher at the Center for Maritime Strategy and president of Auxilium Worldwide, the ongoing U.S.-Iran conflict over the Strait of Hormuz cannot be resolved through military means and is driving up global fuel and food costs. Both sides have the willingness to

According to Morgan Stanley's latest industry report, supply chain signals indicate sustained artificial intelligence demand despite market debate over potential overheating. The firm estimates that the top 14 global cloud service providers will commit nearly $1.3 trillion to cloud infrastructure ca

Domestic experts raised South Korea's economic growth forecast for this year ahead of the Bank of Korea's rate decision meeting on the 16th. The upward revision is driven by the semiconductor supercycle's boom phase, which is propelling both exports and facility investment. Government expansionary f

SK Hynix raised $26.5 billion (approximately 40 trillion won) through an American Depositary Receipt (ADR) issuance on the Nasdaq on May 10 (local time), with payment settlement scheduled for May 14. The South Korean semiconductor manufacturer plans to allocate the funds primarily to domestic

AI industry executives stated this week that demand for artificial intelligence infrastructure remains exceptionally strong, countering concerns triggered by recent chip stock volatility. Pat Gelsinger, former Intel CEO and now general partner at Playground Global, told CNBC on Wednesday that he thi

According to Economist, SK Hynix raised $26.5 billion through an American Depositary Receipt (ADR) offering on July 10 to fund domestic semiconductor investments. The company plans to deploy most of the capital for production facilities in Icheon and Cheongju, as well as extreme ultraviolet (EUV) li

According to Asia Economy's survey of 14 South Korean economists, the country's 2026 GDP growth forecast was raised to 3.0% to 3.7% range on July 12, ahead of the central bank's rate decision on July 16. The median forecast of 3.0% was cited by the most respondents, with 72.7% of participants

According to Guru Club, Indonesia's benchmark stock index fell 4.2% to 5,688.574 points on June 4, marking the lowest level since December 2020.

Yang Ji-hwan, Research Center Director at Daishin Securities, stated in a recent interview with Edaily that concerns over AI investment slowdown are overblown and represent a repeated pattern from the past three years. Yang emphasized that adjustments in Samsung Electronics and SK Hynix should not b

According to Wall Street Journal, SK Hynix CEO Guo Lu-zheng stated recently that the memory chip shortage sweeping computer, automotive, and consumer electronics markets could extend beyond 2030. The CEO made the remarks following the company's record-breaking ADR offering in the United

According to Coinglass data, the Crypto Fear and Greed Index currently stands at 25, indicating extreme fear in the market. The index declined to this level on July 12. The 7-day average is 23, while the 30-day average is 19.

According to E-Daily, 19 KOSDAQ-listed companies announced stock mergers by July 10 to avoid the penny stock delisting rule that took effect this month. The rule eliminates shares trading below 1,000 Korean won for 30 consecutive days. However, mergers have proven ineffective; 13 firms that