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Industry

Transformer and cable makers eye spillover as Nvidia \'Rubin\' shipments near

Expectations are spreading across the power equipment value chain ahead of Nvidia’s next-generation AI accelerator Rubin shipping in July. Racks built with Rubin require about 1.5 times more power than Blackwell racks and about five times more than Hopper racks, raising forecasts for demand for key grid components such as transformers and cables. Supply constraints have lengthened ultra-high-voltage transformer lead times to about four years. Analysts cite strong hyperscaler capex and rising data-centre electricity use, while noting speculation of delays.

Industry

Autonomous Manufacturing AI World Show opens in Seoul

The 2026 Autonomous Manufacturing AI World Show (AMWS 2026) opened on April 27 at the COEX Grand Ballroom in Seoul. Organisers said the event focuses on shifting beyond AI innovation in manufacturing to a stage of “actionable autonomous manufacturing,” where AI judges processes and directly controls robots and equipment. The programme includes keynote talks on policy, technology and application strategies, plus an exhibition of manufacturing AI, robots, digital twins and AI vision.

Finance

KOSPI nears record high breakout as analysts call for hedges beyond semiconductors

South Korea\'s KOSPI is nearing a break above its previous record high, lifting expectations for a stock market rally as Middle East geopolitical risks ease. The index slipped on April 17 as foreign investors turned to heavy net selling after U.S. shares hit records. Analysts expect strong tussles around the 6,300 level but see a record high as a matter of time, with semiconductors the key driver. They also recommend portfolio hedges such as IT hardware, defence and machinery.