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Recovery: 추론(Inference) 효율성이 AI의 새로운 화폐: 네비우스, 에이전 AI를 6억 4,300만 달러에 인수
Insights
2026.05.02

Recovery: 추론(Inference) 효율성이 AI의 새로운 화폐: 네비우스, 에이전 AI를 6억 4,300만 달러에 인수

Recovery: 메타의 1,450억 달러 AI 광풍과 수익의 역설: 천문학적 CapEx 지출 속 사라진 사회적 책임
AI
2026.05.02

Recovery: 메타의 1,450억 달러 AI 광풍과 수익의 역설: 천문학적 CapEx 지출 속 사라진 사회적 책임

Recovery: 턴베리 합의 붕괴 위기와 반도체 공급망의 불확실성: 미-EU 무역 갈등의 심화
Markets
2026.05.02

Recovery: 턴베리 합의 붕괴 위기와 반도체 공급망의 불확실성: 미-EU 무역 갈등의 심화

Recovery: 메타, 모바일 OS 실책 만회 위한 ‘휴머노이드 OS’ 전략 가속화: 어슈어드 로봇 인텔리전스 전격 인수
Hardware
2026.05.02

Recovery: 메타, 모바일 OS 실책 만회 위한 ‘휴머노이드 OS’ 전략 가속화: 어슈어드 로봇 인텔리전스 전격 인수

Pentagon Launches $17.9 Billion 'Golden Dome' Defense Initiative Featuring 300kW+ Mobile Laser Systems
Hardware
2026.05.02

Pentagon Launches $17.9 Billion 'Golden Dome' Defense Initiative Featuring 300kW+ Mobile Laser Systems

Intel Unveils 18A-P Node Specs: Achieving 9% Performance Gain and 50% Better Thermal Conductivity
Hardware
2026.05.02

Intel Unveils 18A-P Node Specs: Achieving 9% Performance Gain and 50% Better Thermal Conductivity

Meta to Cut 8,000 Jobs as Zuckerberg Pivots Toward Massive $140B AI Infrastructure Spend in 2026
AI
2026.05.02

Meta to Cut 8,000 Jobs as Zuckerberg Pivots Toward Massive $140B AI Infrastructure Spend in 2026

Wingtech Technology Spirals Toward Shanghai Delisting After $1.3 Billion Loss and Massive Nexperia Audit Failure
Markets
2026.05.02

Wingtech Technology Spirals Toward Shanghai Delisting After $1.3 Billion Loss and Massive Nexperia Audit Failure

ASML’s Strategic Moat: Analyzing the €38.8 Billion Backlog and the Road to Hyper-NA Lithography
Hardware
2026.05.02

ASML’s Strategic Moat: Analyzing the €38.8 Billion Backlog and the Road to Hyper-NA Lithography

Huawei’s Strategic Ascent: Filling the $67 Billion Vacuum as Nvidia Faces Regulatory Limbo
AI
2026.05.02

Huawei’s Strategic Ascent: Filling the $67 Billion Vacuum as Nvidia Faces Regulatory Limbo

SanDisk 3Q26 Analysis: Transitioning NAND from Commodity to Value-Driven Strategic Component
Markets
2026.05.02

SanDisk 3Q26 Analysis: Transitioning NAND from Commodity to Value-Driven Strategic Component

KLA 3Q26 Performance Deep-Dive: AI Process Control Excellence Overshadowed by Aggressive Market Guidance
Hardware
2026.05.02

KLA 3Q26 Performance Deep-Dive: AI Process Control Excellence Overshadowed by Aggressive Market Guidance

Pragmatic Sourcing: Japan’s Taiyo Refiner Re-Engages Russian Oil Amid Middle East Instability
Markets
2026.05.01

Pragmatic Sourcing: Japan’s Taiyo Refiner Re-Engages Russian Oil Amid Middle East Instability

Geopolitical Volatility vs. Climate Goals: Mitsubishi Corp.’s Strategic Pivot to Natural Gas
Markets
2026.05.01

Geopolitical Volatility vs. Climate Goals: Mitsubishi Corp.’s Strategic Pivot to Natural Gas

Japan’s AI Transformation: Monetizing IP and Redefining the Interactive Fan Ecosystem
AI
2026.05.01

Japan’s AI Transformation: Monetizing IP and Redefining the Interactive Fan Ecosystem

The Death of Upgradable VRAM: Technical Constraints and Market Dynamics in PC Gaming Hardware
Hardware
2026.05.01

The Death of Upgradable VRAM: Technical Constraints and Market Dynamics in PC Gaming Hardware

Regulating the Robot: California’s New Law for Autonomous Vehicle Enforcement
Insights
2026.05.01

Regulating the Robot: California’s New Law for Autonomous Vehicle Enforcement

The $35,000 Giant Killer: Why the Hyundai Elantra N Outshines the Toyota GR Corolla
Insights
2026.05.01

The $35,000 Giant Killer: Why the Hyundai Elantra N Outshines the Toyota GR Corolla

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