Stock Guides

Is Samsung Foundry Dead? What the Obituaries Miss About Its 2nm Order Book

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TSMC now owns 72.3% of the foundry market and Samsung 6.5% — an 11x gap. So why did Tesla hand Samsung a $16.5 billion contract, and why is Nvidia next?

One Filing, ₩1.12 Trillion: What HD Hyundai Electric’s Big-Tech Data-Center Deal Actually Tells Investors

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On July 2, 2026, HD Hyundai Electric disclosed a ₩1.12 trillion (~$721M) power-infrastructure contract with an unnamed global big-tech firm for North…

Data Center Cooling Stocks Beyond Vertiv: Korea Builds Every Part of the AI Power Stack — Except This One

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US investors buy data center cooling with one ticker: Vertiv. Korea has no clean pure-play. Here is where the cooling and power-distribution exposure…

Korea’s Grid Boom: 3 Ways to Play the HVDC and Subsea Cable Super-Cycle

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Korea’s cable makers ride the AI and offshore-wind grid boom — but the real No.1, LS Cable, isn’t listed. Here’s how foreigners actually get exposure.

Korea’s Battery Stocks: Forget EVs — the Real Bet Is Now AI Data Centers

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Korea’s battery makers look like a late EV bet — until you view them through ESS and AI data centers, where they’re the main non-China option on US soil.

Everyone’s Sold Out of Gas Turbines — Korea’s Doosan Is Still Taking Orders

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The world’s gas-turbine makers are sold out for years. Korea’s Doosan Enerbility is the AI-power overflow valve — plus an SMR option.

Forget the GPU Shortage — AI’s Real Bottleneck Is a Korean Transformer

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America waits years for the giant transformers that power AI data centers — and Korea’s Big 3 make them. The bull case, the risks, and a domestic tailwind.

Everyone’s Buying AI Chips. Korea’s Quietest AI Trade Builds Reactors.

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The AI power crunch revived the global nuclear cycle, and Korea is the rare country that can still build reactors on time and on budget. Here are the listed Korean nuclear stocks — and the policy risk foreign investors keep missing.