Fandom Drives Downloads, But Monetization Remains Key By weaponizing the formidable artist IP of SM Entertainment, Kakao Games has shot its mobile puzzle title ‘Smuinies’ straight to the top of the global charts. Shortly after release, it secured the number…
Geopolitical Risk Moves Beyond Oil, Reshaping Bond Yields and Rate Projections The head of the International Energy Agency (IEA) has labeled the current situation the “largest supply disruption in the history of the global oil market.” This is no longer…
AI Ignites a Memory Supercycle with HBM at the Epicenter The global race to build AI infrastructure is fueling a memory supercycle, with high-bandwidth memory (HBM) at its core. Bank of America projects the HBM market will skyrocket 58% year-over-year,…
글로벌 에너지 공급망 쇼크 카타르가 액화천연가스(LNG) 수출에 대한 불가항력(force majeure)을 선언하면서 전 세계 에너지 시장이 충격에 휩싸였다. 세계 LNG 수출의 약 20%를 차지하는 카타르의 이번 조치는 향후 5년 이상 지속될 전망이어서 파장이 상당할 것으로 보인다. 불가항력 선언 배경 이번 사태의…
