Choi Mi-rae · Articles

2026.10.30

Tech giants race to commercialize quantum computing through error-reduction breakthroughs

Global companies including Google, IBM, and Intel are intensifying efforts to commercialize quantum computing, with IBM pledging over $10 billion in investment and Google reporting significant progress in reducing quantum errors.

2026.10.23

Korean clean energy stocks could benefit from potential Democratic Blue Wave

As the US midterm elections approach, South Korean investors are eyeing clean energy and energy storage system (ESS) stocks, anticipating a potential "Blue Wave" where the Democratic Party could control both chambers of Congress.

2026.10.15

Five South Korean Startups Named to NVIDIA Inception Grand Challenge 2026 Asia-Pacific Top 10

AIM Intelligence, Tnaps, Omelet, Filer and WIM said they were selected for the NVIDIA Inception Grand Challenge 2026 Asia-Pacific final top 10, held in Singapore on September 22. The startups presented work in AI security, industrial decision-making, live-stream ad suitability and robot control.

2026.10.02

[LMR Battery] LG Energy Solution and GM Choose Lithium Manganese Rich (LMR) Battery, Could It Be an Alternative to LFP?

The electric vehicle battery industry is developing lithium manganese rich (LMR) batteries to secure both price competitiveness and energy density. LG Energy Solution and GM are planning to establish LMR prismatic cell production facilities in Tennessee to expand their battery options.

2026.09.29

[Solar] Solar stocks surge ahead of US 'Section 232 of the Trade Expansion Act' minimum polysilicon price and tariffs

Solar-related stocks such as Hanwha Solutions and OCI Holdings closed strong on the 28th due to expectations of rising US module and polysilicon prices. This comes as the US prepares to implement minimum import prices and additional tariffs on polysilicon and its derivatives under Section 232 of the Trade Expansion Act on December 4.

2026.09.18

[MLCC] Shortage of MLCC due to overlapping demand from ESS and AI servers... Prices double and Murata announces discontinuations

The expansion of Energy Storage Systems (ESS) and increased investment in AI servers are intensifying the supply shortage of Multi-Layer Ceramic Capacitors (MLCC). Some domestic ESS companies are reportedly accepting MLCC prices nearly twice as high to prevent production disruptions, while Murata Manufacturing has notified customers of plans to discontinue certain items in nine of its MLCC series to stabilize supply.