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Industry

Second round of semiconductor market hegemony puts HBM4 in focus

The HBM market is expected to change this year as Samsung Electronics begins mass production and shipments of fourth-generation HBM4, ending SK Hynix’s sole lead. Both companies say major customers are seeking multi-year long-term supply agreements, and competition to secure contracts in the first and second quarters is expected to determine market dominance through 2027. The next battleground is HBM4E and custom HBM tied to future product roadmaps.

Finance

Foreign ownership and retail cash reach record highs in South Korean stocks, raising correction fears

South Korean stocks keep setting record highs, with foreign investors’ market-cap ownership and retail investor deposits both reaching all-time peaks, stoking concerns about overheating and a short-term correction. The KOSPI and Kosdaq ended at fresh records. In the Kosdaq, institutional buying over four days was largely driven by retail purchases of related ETFs, analysts said. Margin lending also rose to a record, seen as a potential risk in a downturn.

AI & Enterprise

Next-generation Chinese AI models set for Lunar New Year showdown

Chinese big tech companies are set to unveil next-generation AI models around the Lunar New Year in February, drawing attention to how they may affect China’s AI landscape. The Information reported that Alibaba and ByteDance plan to release flagship models, and startup DeepSeek may also introduce its V4 model. ByteDance is preparing new language, image and video models, while Alibaba is readying Qwen 3.5 and marketing its Qwen AI app as competition intensifies in AI apps and commerce.