Nvidia Just Became Naver’s No. 3 Shareholder. Read the Line That Vanished From the Filing.
Nvidia is taking a 4.5% stake in Naver — ₩1.48tn (~$1.01B) via a third-party share issuance, Naver’s first in 22 years.
Earnings & Filings
SK Hynix Q2 Earnings: The Bar, Not the Profit
SK Hynix reports Q2 on July 29. An analyst just cut the estimate to ₩60.4tn (from a ~₩65tn consensus) — yet kept the price target.
Hanmi Semiconductor Just Posted a Record Quarter — the Filing’s Real Story Is That Its Biggest HBM Customer Switched From SK Hynix to Micron
Hanmi Semiconductor posted a record Q2 (₩180bn revenue, 47.9% margin). We read the filing line by line — the low base after Q1’s shock, and the quiet swap…
When Does SK Hynix Report Earnings?
SK hynix reports Q2 2026 around July 22 — its first earnings as a Nasdaq stock. How Korean earnings season actually works for new SKHY holders.
SK Hynix ADR (SKHY): What the Nasdaq Filing Says
SK Hynix lists on Nasdaq as SKHY on July 10, 2026 — the largest ADR offering in Wall Street history.
Looking for Korea’s ‘Constellation Energy’? There Isn’t One — and That Gap Is the AI-Power Story
US investors play the AI power boom through Constellation and Vistra. Korea funnels all that demand through one regulated utility — KEPCO — where the…