KOSPI Hits Fresh Record as Samsung Guides HBM4 Above Consensus
Memory cycle inflection: Samsung raised its HBM4 ASP guide by 18%.
Tech
Semiconductors, AI, EV, and the consumer hardware cycle in China and Asia.
Shenzhen EV Exports Surge 41% YoY in Q1 2026 on EU Demand
BYD and CATL-shifted models dominate the order book; Russia remains a wild card.
AI Memory Cycle 2026: HBM4 Carries the Second Half, DDR5 Lags
HBM unit shipments will outpace DRAM by 4.6x in 2026, per TrendForce.
China Tech IPO Pre-Marketing Picked Up in March; Subscriptions Open in Q2
Three dual-class primary listings target a combined USD 7.5 billion raise.
China Auto Sales +8.2% YoY in March 2026; NEV Mix Climbs to 51%
The 1.84 million NEV unit print is the strongest monthly total on record.
Opinion: Asia Fintech 2026 — The Quiet Decade That Built The Foundation
The next cycle will be defined by infrastructure, not app features.
