1. Arquitos Capital Management reported strong returns of 29.6% net in Q2 2025, with a year-to-date return of 66.8%, driven by a focus on undervalued small-cap companies and long-term holdings. 2. Key holdings like Liquidia and Finch Therapeutics showed significant progress, including FDA approvals, litigation wins, and commercial success, while ENDI Corp demonstrated growth in assets and undervaluation. 3. The fund emphasizes patience, absolute returns, and comparisons to the Russell 2000 Small Cap Index, anticipating small-cap outperformance in the coming decade.
➀ ASML unveils the industry's first lithography scanner designed specifically for 3D packaging, with quadrupled productivity versus competitors;
➁ The Twinscan XT:260 supports 400nm resolution, handles warped wafers up to 1.7mm thick, and enables 4X reticle-sized interposers without stitching;
➂ This tool bridges the gap between front/back-end processes and accelerates adoption of advanced packaging technologies for AI/HPC applications.
➀ Hyosung is sponsoring the Seoul Disabled Art Creation Center's exhibition 'Narrative of Senses' at the Hangaram Art Museum from October 17 to November 6, supporting six resident artists;
➁ Since 2018, the company has funded stable creative activities, exhibition planning, and artist support for disabled artists;
➂ Hyosung also promotes accessibility in cultural arts for disabled individuals through initiatives like barrier-free film production and rehabilitation programs for children with disabilities.
➀ Rebellion becomes the first AI semiconductor startup selected for Arm's Total Design (ATD) program, a collaborative ecosystem based on Arm's Neoverse CSS platform for custom system development;
➁ The company will focus on addressing AI data center demands, integrating its high-performance, low-power AI chips into next-gen AI data center infrastructures through the ATD ecosystem;
➂ Arm previously participated in Rebellion's Series C funding, strengthening their strategic partnership to deliver optimized solutions for large-scale data centers.
➀ The 22nd ISOCC 2025, co-hosted by the Korea Semiconductor Society and IEEE, took place in Busan with 510 experts from 11 countries, featuring 221 papers on SoC design trends for AI-driven systems;
➁ Keynotes included SK Hynix's VP Park Myung-jae discussing HBM's challenges in the AI era and Samsung's VP Lee Jung-won outlining 6G communication roadmaps;
➂ Sessions explored AI-powered medical innovations, sustainable semiconductor strategies (led by Samsung's Ahn Soo-jin), and AI-driven design automation.
➀ South Korea proposed four new international standards at the ISO TC67 conference for marine plants, focusing on unmanned/eco-friendly systems and renewable energy infrastructure.
➁ Key proposals included safety signage for unmanned platforms, aerogel insulation standards for hydrogen/ammonia pipelines, material specifications for structural bolts/nuts, and anti-corrosion coating standards.
➂ The event marked Korea's first hosting of this ISO meeting since 1947, with technical seminars and Samsung Heavy Industries facility tours showcasing domestic marine plant technology to global experts.
➀ Doosan Robotics and Daedong announced a partnership to develop agricultural robots optimized for smart farms and outdoor environments, leveraging on-device AI technology;
➁ The collaboration involves developing robotic arm motion, control systems, autonomous mobile platforms, and pursuing government-funded AI SoC projects;
➂ Both companies aim to commercialize mobile robots and expand into the global agricultural market by combining Doosan's robotics expertise with Daedong's field equipment experience.
➀ The 6th International Nano/Micro Joining Conference (NMJ 2025) will take place in Yeongju, South Korea, from November 17 to 21, marking its first occurrence in the country;
➁ The event will highlight advancements in nano/micro joining technologies for semiconductors, batteries, and mobility, focusing on low-temperature and precision bonding;
➂ Keynote speakers include experts from SK Hynix, Samsung Electro-Mechanics, and global universities, with sessions covering semiconductor packaging, 3D IC hybrid bonding, and reliability analysis.
➀ DukSan Neoplux contributed to the UAE-SETREK i's 'Etihadsat' SAR satellite by supplying antenna and signal-processing hardware, enabling sub-meter (25cm) resolution for day/night and all-weather imaging;
➁ The satellite leverages slot array waveguide antenna technology for precise radar beam control and wide-area observation, with applications in military surveillance, disaster response, and environmental monitoring;
➂ DukSan aims to expand its global space industry presence and plans a KOSDAQ listing in 2026 after passing a technical evaluation with an 'A' grade.
➀ OCI Holdings successfully concluded its three-year 'OCI Forest' campaign at Seoul's Ichon Hangang Park, planting over 10,000 trees;
➁ The initiative, part of the company's ESG efforts, involved 500+ employees and families across subsidiaries, with a focus on carbon-absorbing species like spirea and yellow plum trees;
➂ The project transformed a 3,000 m² urban wasteland into a sustainable green space, aligning with OCI's renewable energy vision.
➀ The article parallels the semiconductor industry's speculative boom 64 years ago with today's AI industry, where unproven companies and financial operators drive stock surges before tangible product outputs;
➀ Sidney Siegel's 1961 critique highlights immature management and financial exploitation, mirroring current concerns about the fusion of tech and finance;
➂ The historical analogy warns of recurring risks in emerging technology sectors fueled by investor hype rather than operational substance.
➀ Active Surfaces won the inaugural PITCH.nano competition with its lightweight, flexible solar cells designed to integrate renewable energy into built environments;
➁ The competition, hosted by MIT.nano’s START.nano accelerator, supports hard-tech startups by providing discounted access to facilities and fostering connections within MIT’s innovation ecosystem;
➂ Advanced Silicon Group received the audience choice award for developing next-generation biosensors for healthcare and pharmaceutical applications.
➀ The AI PC revolution integrates dedicated Neural Processing Units (NPUs) directly into devices, enabling on-device AI capabilities without cloud dependency, mirroring the IBM PC's transformative impact.
➁ Apple leads the AI PC market with its vertically integrated M-series chips and Neural Engine, achieving 35 TOPS performance and standardizing AI across all Macs by 2025, outpacing x86 competitors.
➂ Global AI PC shipments are projected to surge 165% in 2025, driven by corporate demand for productivity tools and consumer adoption of local AI applications, reigniting growth in the stagnant PC industry.
➀ Capcom has been successful with its Resident Evil remakes; ➁ New evidence suggests a remake of Resident Evil 0 is in the works; ➂ The game originally released in 2002, featuring Rebecca Chambers and Billy Coen; ➃ Jon McLaren, a lead actor, updated their CV with 'Project Chamber', believed to be the codename for Resident Evil 0; ➄ Beyond Capture Studios is producing the motion capture for the game; ➅ DuskGolem, a Resident Evil leaker, claims remakes for Resident Evil 0 and Resident Evil Code Veronica are in progress.
➀ A new AAA Lord of the Rings game is reportedly in development; ➁ The Abu Dhabi Investment Office has agreed to a $100M deal to fund the game; ➂ The game aims to compete with Hogwarts Legacy, featuring a third-person open-world with customisable characters and RPG elements.
➀ MSI and Red Bull have announced a strategic partnership for the Valorant Grand Final; ➁ MSI will provide over 100 gaming desktops and laptops for the event; ➂ The collaboration aims to enhance competitive gaming.
➀ The Berlin University of Applied Sciences (HTW Berlin) will host its 10th Engineering Informatics Day on November 4, 2025, offering a platform for students, academics, and industry representatives to discuss technological developments;
➁ The event includes keynote speeches on industry trends, student project presentations, networking opportunities, and recruitment sessions for internships and research partnerships;
➂ Highlighted activities feature a poster session for master's students to showcase their research and corporate presentations from participating companies.
➀ Synopsys speed adapters enable high-fidelity system validation by integrating real hardware with emulation, uncovering critical RTL flaws invisible in virtual models;
➁ Physical layer testing via speed adapters reduced PHY programming/training time from months to weeks, improving PCIe Gen5 and UFS interface compliance;
➂ System Validation Server (SVS) exposed PCIe configuration bugs missed by legacy ICE solutions, preventing costly silicon re-spins.
➀ Marvel Rivals is introducing its first PvE event inspired by the Marvel Zombies comic; ➁ Players will team up in groups of four to fight against zombies and bosses; ➂ Characters have been adjusted for PvE gameplay with unique abilities.
➀ Cooler Master introduces the new Hyper 212 3DHP Black and Alpha V4 3DHP coolers; ➁ These new models feature Cooler Master's patented 3D Heat Pipe technology for improved cooling efficiency; ➂ The V4 Alpha 3DHP cooler is larger and features dual-fan configuration compared to the Hyper 212's single-fan setup.