■ SEMICONDUCTOR_[Export Data] Preliminary monthly DRAM exports of $17.2 trillion (YoY +22%)/NAND exports of $2.97 trillion (YoY -65%) for 25.01 (January-10), NAND continued sluggish

● Changes in the global semiconductor sector PHILADELPHIA SEMICONDUCTOR – ASML, Micron, Terradine, ON TO INNOVATION Japan – Tokyo Electron Korea (over KRW 1 trillion in market total) – SK Hynix, Hanmi Semiconductor, Eotechnics, Techwing, Park Systems, PSK Holdings 1) IT Device B2C Performance Demand Slows Down Legacy Semiconductor Demand2) Momentum weakens as AI infrastructure…

Tesla News Summary Expecting Megapacks Over Electric Cars

[January 6th issue in major countries] We’re sending it to you. United States of America At the annual general meeting of the American Economic Association (AEA) in 2025, concerns were intensively discussed that Trump’s tariff policy would have negative effects such as worsening corporate profitability, a shock to the labor market and destruction of trade…

One of the biggest issues of the year is the Trump administration’s tariffs. First of all, I think I’ve talked about universal tariffs several times. As the ripple effect is so strong… And as other countries are already fighting against universal tariffs… You’re going to find Trump quite perplexed by the strong dollar that’s been…