South Korea’s Gas Turbine Market Is $432 Million. One Doosan Contract in March Was Worth More.

Search “South Korea gas turbine market” and you get $432M. In March, Doosan signed a single ~₩1 trillion (~$665M) US big-tech contract.

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…

Was 7,200 the KOSPI Bottom? Three Days Later Came Circuit Breaker No. 7

Korean media called the bear-market exit on July 10. On July 13 the KOSPI fell 8.95% and tripped its seventh circuit breaker of 2026.

Korea Fell 9% in a Day. Is AI Demand Cracking — or Did a Crowded Trade Unwind?

The KOSPI crashed 8.95% on July 13 and broke 7,000. But the won moved 0.13% and refiners rose. What the numbers actually say about the AI trade.

The AI Power Trade at 63x vs. the Same Trade at 40% Off: What US Investors Miss About Korea’s Grid Trio

GE Vernova trades at 63x and Vertiv at 52x+ — while Korea’s transformer trio sits 40% off its highs with a record ₩32.35T (~$21.5B) order backlog.