Introduces Lanting Tu to discuss Korean equities surge on HBM4 price reports.
David English
Lanting Tu
HBM4 prices reported ~$700, 20-30% higher than HBM3. Samsung profit margin could be 60%. Korean market opened strong as AI disruption fears receded, software selloff seen as overdone.
Asks about other factors and themes beyond tech/Korea.
David English
Lanting Tu
Japan also riding high on US AI optimism. Team watching optimism in China for LLM makers (MiniMax, T'pau) with breakthrough models competing with Anthropic/OpenAI.