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Finance

Shinhan Financial publishes report on conditions for KOSPI structural shift

Shinhan Financial Group said on Saturday it published a report analysing structural conditions needed for the KOSPI to keep rising. The report was prepared to assess the market’s direction after the index crossed 6,000 points and volatility increased due to external factors such as U.S.-Iran war risks. Shinhan Future Strategy Institute said the recent rise reflected value-up policies and an AI-driven semiconductor supercycle, and urged structural improvements including lower earnings volatility, a long-term investment culture and new growth industries.

Industry

Memory big two poised for Q1 earnings surprise, step up business overhaul

Samsung Electronics and SK Hynix are expected to post first-quarter results above market expectations, as rising DRAM and NAND prices lift profits. Brokerages estimate Samsung’s operating profit at 41.3 trillion to 45.3 trillion won, and SK Hynix’s at 36.9 trillion to 39.4 trillion won. Samsung is linking foundry and HBM4 advances, while SK Hynix is preparing a U.S. ADR listing and discussing long-term supply contracts.

AI & Enterprise

AI startup Cognichip draws investment to cut chip design time

Efforts to use artificial intelligence to shorten lengthy and costly semiconductor design processes are gaining momentum. Cognichip, which develops AI models for chip design, has raised $60 million in new funding led by Seligman Ventures, with Intel CEO Lip-Bu Tan participating via his venture fund and joining the board. The company says its approach could cut chip development costs by more than 75 percent and reduce development time by over half, though it has not disclosed chips or customers.