Global TradFi & Macroeconomics

Samsung Electronics is rapidly closing the gap with SK Hynix in the high bandwidth memory (HBM) market by expanding HBM4 production to double next year's output compared to this year. Samsung's HBM market

According to Counterpoint Research, Samsung's high-bandwidth memory (HBM) market share jumped from 21% in Q1 to 33% in Q2 2026, narrowing SK Hynix's lead to 17 percentage points from 37 points. Samsung plans to double HBM4 and next-generation HBM4E production next year, increasing monthly wafer

US President Donald Trump purchased between $15,001 and $50,000 of SpaceX stocks on July 10 and sold between $1,001 and $15,000 on July 17, according to a public financial disclosure report cited by Reuters on local time. The transactions were part of over 1,000 trades Trump conducted in July,

According to Korea Economic Daily, the Korean won fell 22 won against the US dollar in a single trading session on September 21, dropping to around 1,350 won per dollar. Investors who had previously purchased US stocks and dollars amid market speculation faced significant currency losses from the

According to Reuters citing financial disclosure filings, U.S. President Donald Trump purchased SpaceX stock valued between $15,001 and $50,000 on July 10 and sold shares worth $1,001 to $15,000 on July 17. The transactions occurred following SpaceX's initial public offering in June, which valued th

AMD and Intel stocks surged on the 21st (local time) in US markets, triggering a rally in Korean printed circuit board (PCB) stocks on the previous trading day. AMD rose approximately 10% while Intel climbed 12.1%, with Korean PCB manufacturers Korea Circuit, Simtech, and Daeduck Electronics

AMD and Intel stocks surged in US markets on the 21st (local time), triggering a rally in Korean printed circuit board (PCB) stocks on the 23rd, with Korea Circuit jumping 25.43% to 65,600 won. The surge followed strong market reception of Meta's personal AI agent 'Muse,' which launched on the 8th o

Six Korean airline stocks gained on September 22, with Korean Air up 8.84% and Asiana Airlines up 8.70%, as international oil prices fell and the won strengthened ahead of Chuseok holiday travel demand. U.S. President Donald Trump's mention of a possible Iran summit ahead of the UN General

According to investment platform EpicAI and analyst Matthew Bryson from Wedbush, chip stocks surged on September 21 as Meta's newly launched AI Agent Muse gained traction. AMD rose 10% to close at $615.52, achieving a market cap exceeding $1 trillion, while Intel climbed 12.1% and Arm

According to Korea Exchange, on September 23, Korean airline stocks surged with Korean Air gaining 8.84%, Asiana Airlines up 8.70%, and Jeju Air rising 6.13%, alongside smaller gains from Jin Air, Trinity Air, and Air Busan. The rally was driven by expectations of falling international oil prices f

According to RWA.xyz data, Robinhood's tokenized stock offerings saw approximately 2.2 million new holders in a single month through mid-September 2026, with total wallet holders climbing from 1.33 million to 3.51 million. This represents a 164% increase in 30 days. The average position size per ho

According to freight pricing platform Xeneta, Shanghai-to-U.S. East Coast container rates surged to $10,479 per 40-foot TEU on September 11, marking the first time the route exceeded $10,000 per unit since June 2022. The Shanghai Containerized Freight Index (SCFI) rose 25.65 points to 3,687.83 on Se

Hancom (030520) selected Samil PwC as its first external advisory firm to launch a corporate value enhancement program aimed at improving shareholder returns and business growth. The Korean software company recently signed an advisory contract with Samil PwC to develop mid-to-long-term capital

Korean brokerage stocks declined sharply in the second half following a market downturn, with the KRX Securities Index falling 46% to 1809.41 as of the 22nd from its May 6 peak of 3362.84. The decline followed reduced trading volumes after a first-half market rally that generated record earnings

Hancom selected Samil PwC as its external advisory firm on the 22nd and launched a corporate value enhancement program. The company aims to raise its total shareholder return rate to the mid-to-high 30% range from the current 27% level. Hancom plans to disclose detailed implementation plans to share

Bitcoin surged to $87,395 on September 22, marking its highest level since January 29, according to trading data. The cryptocurrency has climbed 47% in the second half of 2026, significantly outpacing major global assets. Nvidia gained 14.76% and gold rose 8% over the same period, while Samsung

Oil prices fell for a fifth consecutive trading day on the 22nd after US President Donald Trump confirmed American officials met with an Iranian delegation. West Texas Intermediate (WTI) crude for October delivery closed at $94.59 per barrel, down $1.19 (1.24%), marking the lowest close since the 8t

According to investment banking industry sources, Hancom appointed Samil PwC as its first external advisory firm today (September 22) to advance its enterprise value enhancement program. The company plans to disclose detailed implementation plans to shareholders next month. The core initiatives

As of September 22, 2026, South Korea's KRX Securities Index plummeted to 1,809.41, down 46% from its May 6 peak of 3,362.84, according to the Korea Exchange. Major brokerage stocks fell sharply in the same period, with Mirae Asset Securities down 61%, Kiwoom Securities down 46%, and Samsung Securit

According to Capital Markets Compass Signal, South Korean software company Hancom appointed Three-One PwC on September 22 as an external value-up advisory firm. The company plans to unveil detailed capital reallocation and growth strategies to shareholders as early as October. Hancom aims to