18 days ago

➀ The South Korean-made Amech SGT-4 thermal paste emits acetic acid vapors, corrodes copper surfaces, and causes permanent damage to CPUs/coolers through 'ant nest corrosion'.

➁ Despite manufacturer claims of RoHS/REACH compliance, chemical analysis reveals its reactive acetoxy-curing formula reduces thermal conductivity by 30% and chemically 'glues' heatsinks to processors.

➂ Community backlash intensifies as the manufacturer dismisses evidence and attacks critics, eroding trust amid widespread reports of hardware damage.

CoolingThermal Paste
18 days ago
1. Celestica receives a 'Hold' rating as its stock price already reflects strong margin growth and hyperscale-driven CCS segment expansion; 2. Revenue is shifting toward higher-margin Connectivity & Cloud Solutions (CCS) due to AI/data center demand and partnerships with hyperscalers; 3. Despite robust EPS growth, valuation now aligns with peers like ANET, limiting near-term upside after a multi-year rally.
Stock ValuationAI Demand
19 days ago

➀ Koo Ja-yeol, Chairman of LS Group, was awarded an honorary Doctor of Law degree by Waseda University on October 18, 2025, in recognition of his contributions to Korea-Japan economic cooperation and academic exchange.

➀ Waseda University highlighted Koo's roles as former head of the Korea International Trade Association (KITA) and SETO Forum director, which advanced bilateral ties and international collaboration.

➂ He joins notable past recipients like Samsung's late Chairman Lee Kun-hee and pledged to further promote exchanges between the two countries.

19 days ago

➀ LX Pantos organized the "LX Pantos Nature Road Project" in Seoul's Cheonggyecheon to commemorate its 20th anniversary of restoration, involving 30 employees and children in tree planting, ecological surveys, and environmental cleanup;

➁ Participants received expert education, conducted freshwater fish observation, and contributed data to research institutes;

➂ The company emphasized ongoing commitment to ESG-based sustainable management and community contribution through social responsibility initiatives.

19 days ago

➀ S-OIL organized a 2-day volunteer activity in Gangwon Province, releasing two endangered otters and providing ecological education for the protection of natural monuments like the longhorn beetle;

➁ The company has supported conservation efforts for 18 years, successfully restoring fish populations and expanding protected species, including replacing the yellow sculpin with new designated species;

➂ S-OIL emphasized its commitment to ESG management and ongoing support for endangered species protection.

19 days ago

➀ LG Innotek CEO Moon Hyuk-soo emphasized the critical need for rapid adaptability to market demands, stating that survival depends on pivoting capabilities for both organizations and individuals;

➁ The company is expanding its future business into new areas such as mobility, robotics, and aerospace to enhance the value of its core technologies, moving beyond its mobile-focused origins;

➂ In the B2B manufacturing sector, Moon stressed differentiating through value-driven innovation rather than price competition, highlighting that solving market pain points first can lead to disruptive, high-value technologies.

19 days ago

➀ Hoseo University, in collaboration with the Chungnam Intelligent Innovation Center and Marine IT Convergence Technology Research Institute, organized the 2025 West Coast Marine and Fisheries AI Conference in Boryeong, focusing on AI integration in marine policies and industry;

➁ The event featured discussions on marine resource management, energy-efficient fishery technologies, and global AI application cases, with participation from government, academia, and industry stakeholders;

➂ The conference highlighted plans to strengthen AI-driven R&D and public-private partnerships to advance intelligent marine and fisheries systems in the West Coast region.

19 days ago

➀ Yongin City will participate in SEDEX 2025, a major semiconductor exhibition in Seoul, to promote its investment environment and support local semiconductor material, component, and equipment (supply chain) companies;

➁ Over 280 companies, including Samsung Electronics and SK Hynix, will exhibit at the event, showcasing advancements in memory, system semiconductors, and related industries;

➂ Yongin aims to strengthen its global competitiveness as a semiconductor hub by highlighting its industrial infrastructure, policies, and ongoing semiconductor cluster projects.

19 days ago

➀ This article highlights various accessories for the ASUS ROG Xbox Ally, including chargers, docking stations, carrying cases, and gaming headsets.

➁ It mentions specific deals and discounts on these accessories, such as the 65W USB-PD charger and the JSAUX USB Type-C docking station.

➂ The article also discusses the benefits and features of each accessory, such as the power capacity and connectivity options.

dealsaccessories
19 days ago

➀ Nvidia CEO Jensen Huang personally delivered the first DGX Spark AI mini-PCs to Elon Musk and Sam Altman separately, highlighting their rivalry since co-founding OpenAI.

➁ The DGX Spark, powered by Grace Blackwell Superchips, offers 1 petaflop of AI performance and supports models with 200 billion parameters, with a price increase to $3,999.

➂ Huang’s symbolic deliveries extended to top AI researchers at Google, Meta, Microsoft, and others, while partner brands like Dell and Asus offer similar systems without "Jensen-powered" service.

NVIDIAElon MuskAI
19 days ago

➀ The EU mandates detachable USB-C cables and power rating labels for external power supplies (EPS) by 2028, covering devices like gaming consoles, monitors, and routers;

➁ EPS units must adhere to USB-PD standards, enforce efficiency requirements, and include surge protection for certain categories;

➂ The legislation aims to reduce e-waste and save 1,070 TWh annually by 2030, promoting consumer convenience and sustainability.

GamingUSB-C
19 days ago

➀ TeamGroup launches T-Force Z54E, the first retail SSD with Phison's 6nm E28 controller, offering speeds up to 14.9 GB/s;

➁ The E28 controller enhances power efficiency and challenges Silicon Motion's SM2508 in PCIe 5.0 market dominance;

➂ Z54E utilizes graphene heatsink for thermal management, with 4TB models delivering up to 2,400 TBW endurance and a 5-year warranty.

SSDPCIe 5.0
19 days ago
1. ASML maintains a Hold rating due to its strong fundamentals, cash generation, and dominance in advanced lithography for AI-driven chip demand; 2. The company benefits from pricing power and strategic positioning but faces risks from geopolitical tensions and potential competition, particularly from China; 3. While momentum and cash flow are robust, growth trails AI peers, and current valuations reflect both solid fundamentals and AI-driven market optimism.
Geopolitical Risks
19 days ago
1. Cooper Companies (COO) is projected to strongly outperform the S&P 500, particularly in a recession, rebounding from its 2025 sell-off; 2. The stock trades at decade-low valuations, with renewed insider buying, positive momentum, and a history of resilience during economic downturns; 3. The company leads the global contact lens market, maintains a strong balance sheet, and recently expanded its share repurchase program by $1 billion.
19 days ago
1. Volkswagen is reiterated as a Buy due to attractive valuation and turnaround potential despite recent stock declines and macro challenges; 2. The company faces headwinds like weak EV demand, Chinese competition, and US tariffs but is implementing cost controls to boost margins; 3. Potential catalysts include rate cuts and economic recovery, though tariff uncertainties and global competition pose risks, making the investment case dependent on macro improvements and risk appetite.
Valuation

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