Market View
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Shipbuilding Is Turning Into A Capacity Trade Again
South Korea’s June 26 Korea-U.S. shipbuilding investment MoU matters because it reframes marine names from simple order-book stories into execution, financing, and yard-capacity trades across Korea, the U.S., Japan, and Europe.
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South Korea’s Fab Push Turns The AI Chip Trade Into An Execution Race
Lee Jae Myung’s June 29 chip push matters because Micron just proved demand is real. The next market question is no longer whether AI memory sells, but whether Korea, Japan, Europe, and the U.S. can build enough capacity without creating new bottlenecks.