미국과 캐나다의 갈등으로 인한 또 하나의 피해자는 캐나다에 자동차 공장을 갖고 있는 일본의 자동차 업계 youtu.be/qnFs-h1lKVM?si=WIUi…
대형 데이터센터의 경우 하루 500만갤런(1892만리터)의 물을 필요로 하는데, 이는 최대 5만명이 사용하는 물의 양과 맞먹는다. 현재 미국 전역의 데이터센터는 2023년 기준으로 연간 170억갤런의 물을 필요로 하는데, 2028년에는 그 양이 연간 최대 730억갤런으로 늘 것 v.daum.net/v/202606101601253…
열악한 배달노동자의 삶을 외면한 채 왜곡된 배달노동자의 일상을 다룬 공익광고를 만든 중국 관영TV 해프닝 youtu.be/gUsGzZoNo7s?si=xXV0…
대한민국 가구의 자산 현황. 연령별 자산 현황 분석이 흥미롭다 youtu.be/TeSwO_lPvgE?si=eIW7…
정용진 회장, 손정현 스타벅스 대표에 해임 통보…"관련자 모두 문책하라" #뉴스1 news1.kr/industry/distributi…
미-이스라엘의 이란 침공으로 에너지 위기를 겪고 있는 전 세계인. 분노가 치민다 youtu.be/eYvYqaVe2lE?si=zWnn…
Economic View retweeted
The Semiconductor Value Chain
The Semiconductor Value Chain — simplified 👇
🧠 Fabless Chip Designers
Design the chips, don’t manufacture them.
Examples: NVIDIA, AMD, Qualcomm, Broadcom, Apple.
🏭 Foundries
Manufacture the chips.
Examples: TSMC, Samsung, UMC, GlobalFoundries.
📦 Testing & Packaging
Test and assemble finished chips.
Examples: ASE, Amkor, Teradyne, Advantest.
🛠 Equipment Makers
Build the machines that make chips.
Examples: ASML, Applied Materials, Lam Research, KLA.
🧪 Raw Materials & Components
Provide wafers, chemicals, optics, specialty materials.
🏢 IDMs (Integrated Device Manufacturers)
Design + manufacture their own chips.
Examples: Intel, Micron, Texas Instruments, SK Hynix.
Economic View retweeted
BREAKING: Iran is telling vessels that they are closing the Strait of Hormuz, per Reuters.
Over 20% of global oil supply is potentially coming to a halt.
Economic View retweeted
Today was a CRAZY day in the AI space.
Morning - Anthropic CEO Dario Amodei refused to work with the Pentagon because they wanted to use Claude for mass surveillance and autonomous killer robots.
Afternoon - OpenAI’s Sam Altman came out in support saying, “For all the differences I have with Anthropic, I mostly trust them as a company and I think they really do care about safety.”
Evening - President Trump banned Anthropic from every federal agency in the United States government.
Night - Sam Altman flipped. OpenAI submitted a bid to replace Anthropic and officially reached a deal with the Pentagon.
Economic View retweeted
Recent Layoff Announcements:
1. US Government: 300,000 employees
2. UPS: 78,000 employees
3. Amazon: 30,000 employees
4. Intel: 25,000 employees
5. Nissan: 20,000 employees
6. Nestle: 16,000 employees
7. Microsoft: 15,000 employees
8. Bosch: 13,000 employees
9. Verizon: 13,000 employees
10. Dell: 12,000 employees
11. Accenture: 11,000 employees
12. Ford: 11,000 employees
13. Novo Nordisk: 9,000 employees
14. Microsoft: 7,000 employees
15. PwC: 5,600 employees
16. Dow Chemical: 4,000 employees
17. Block: 4,000 employees
18. Salesforce: 4,000 employees
19. Lufthansa: 4,000 employees
20. Tyson: 3,200 employees
21. IBM: 2,700 employees
22. American Airlines: 2,700 employees
23. Paramount: 2,000 employees
24. Target: 1,800 employees
25. ConocoPhillips: 1,700 employees
26. General Motors: 1,700 employees
27. Applied Materials: 1,444 employees
28. Mastercard: 1,400 employees
29. Kroger: 1,000 employees
30. Meta: 1,000 employees
The big question: What % of these jobs cuts are due to AI?
Economic View retweeted
🚨Has the South Korean market gone TOO FAR?
Foreign investors dumped a record 6.8 trillion won ($4.7 billion) of South Korean stocks on Friday, the largest single-day selloff EVER.
This comes after the KOSPI surged +170% since its April low and +50% YTD, driven almost entirely by Samsung and SK Hynix.
The index soared past the 6,000 level this week, just a month after surpassing 5,000, before falling -1% on Friday.
Will we see more investors rushing to the exit?
Economic View retweeted
Samsung Electronics became the first South Korean company to top $1 Trillion in market cap
지난해 12월 35억1500만원에 매매가 된 헬리오시티 전용면적 110㎡는 호가가 30억원대까지 내려갔다. ‘급매’ ‘초급매’가 달린 매물은 늘었으나, 매수 문의는 많지 않다고 한다. v.daum.net/v/202602200602458… 35억에 탈출한 사람이 위너 👍

















