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• 이재명 대통령 '호남반도체 물부족' 비판에 "하루 100만톤 공급 가능"President Lee Jae-myung's criticism of 'Honam Semiconductor 이재명 대통령 '호남반도체 물부족' 비판에 "하루 100만톤 공급 가능" President Lee Jae-myung's criticism of 'Honam Semiconductor Water Shortage' said, "One million tons can be supplied per day." blog.naver.com · 2026.06.27
• Michael Burry shorts AI chip stocks such as SK Hynix and Micron in July 2026 He just shorted Micron, Nvidia, Applied Materials, and SOXX, the iShares Semiconductor ETF. The stock is up 248% year to date and is now more extended above its 200-day moving average than at any blog.naver.com · 2026.07.04
• Gold Looks Better as Semiconductor Mania Mirrors January Precious Metals Risk So much so that I added puts on SLV (half expecting to get hammered) literally the day before the silver But now, with the Semiconductor mania (I’ve released my final two positions, ASML and ALAB) in full swing blog.naver.com · 2026.06.26
• Why everybody is talking about stocks in Korea, and why it's worrisome gatherings, conversations increasingly revolve around [which shares surged overnight,] [which semiconductor stock might be the next to double] and [who made how much money in a single day.] blog.naver.com · 2026.05.21
• 슈나이더 일렉트릭 코리아, 반도체 및 장비 제조 업계 대상 ‘이노베이션 데이’ 행사 개최 에너지 관리 및 자동화 분야의 디지털 혁신을 선도하고 있는 글로벌 기업 슈나이더 일렉트릭 코리아가 반도체 업계 및 장비 제조사를 대상으로 ‘이노베이션 데이(Innovation Day : EcoStruxure for Semiconductor 2026)’ 행사를 오는 6월 23일(화)에 개최한다. blog.naver.com · 2026.05.27