Research

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ResearchAug 31, 2026· 6857
The Buyer Roster Widened in Three Directions — SK Hynix's Japan JV Search, AMAT's 24-Month Book, and Four Conglomerates Signing NVIDIA's Physical AI
Tokyo sold Advantest on Fed fear while its order-book ceiling thickened on three separate clocks
ResearchAug 31, 2026· 6488
The Materials Front — The Week Taiwan's 34-Company Alliance Took Aim at Japan's 52% Wall
In the week TSMC/Samsung raised foundry prices 10–15%, ABF entered a 19% supply gap, and MLCC inventory hit an all-time low, Taiwan finally organized its materials layer.
Research
ResearchAug 30, 2026· 4063
The Rebrand Week — When Shin-Etsu Called Itself an AI Stock, DNP's Photomask Hit an All-Time High, and China Named the Materials It Wants to Replace
Japan's picks-and-shovels layer finally gets the AI premium — in the same 72 hours the geopolitical clock on that premium starts ticking
ResearchAug 30, 2026· 2330
The Retention Trade — The Week TSMC's Bonus Outran Its Own Revenue, and Micron Taiwan's Union Cleared 80%
Q2 profit-sharing up 50.7% YoY at TSMC — outpacing revenue growth — as every Taiwan backend input reprices at once.
ResearchAug 30, 2026· 000660
The R&D Departure — The Week SK Hynix Moved Its Brain to Indiana as Korea Cashed an 11.2 Trillion Won Tax Receipt
A record 11.2 trillion won half-year tax haul marks the peak of concentration; SK Hynix's Indianapolis R&D expansion marks the beginning of departure.
ResearchAug 29, 2026· MU
The Memory Redraw — Three Days CXMT Surged 873%, Hynix Planted a Flag in Indiana, and Micron Passed Twice Intel's Value
Research
ResearchAug 29, 2026· 285A
5 Trillion Yen of NAND and an Anti-Volume 2nm — The Week Kioxia Bought Scale and Rapidus Refused It
Two Japanese answers in one week — Kioxia+SanDisk's ¥5T NAND expansion and Rapidus' deliberate 'no mass production' 2nm specialty pivot, and the materials/equipment layer being quietly repriced between them.
ResearchAug 29, 2026· 000660
The Indiana Discount — The Week SK Hynix Planted $62B in America and Foreign Capital Pulled 8T Won
Exports +166% YoY, NVIDIA's $160B commitment, HBM shortage through 2030 — yet foreign capital rotated into defense

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