Mirae Asset Securities: SK Hynix > 12-Hi HBM4 replaced by 8-Hi is a way to stretch constrained supply; allow more stacks to be supplied. > HBM3E supplied for big tech companies has room for price increases in 2027. > Industry is bringing forward capacity expansion schedules with suppliers being unable to meet the volumes requested by major GPU and ASIC customers. > Customers are seeking to maximize the number of compute chips deployed even if this means reducing memory content per chip. $MU $DRAM $EWY

Mirae Asset Global Investments is launching its first copper-focused ETF trading on the Hong Kong Stock Exchange, opening up the opportunity for Asian investors to buy listed copper miners. Mirae is the company behind the highly successful Global X Copper Miners ETF (COPX), which has ballooned in size to $7.4 billion in assets and owns 2.6% of @IvanhoeMines_ & ~1% of @ivanhoeelectric

Mirae Asset Securities Korea: SK hynix’s 2Q26 operating profit estimate cut by 12% DRAM and NAND ASP assumptions were revised down by 8ppt and 5ppt, respectively. Mirae Asset estimates that around 50% of the company’s revenue is covered by long-term supply agreements (LTAs). - Maintains target price of KRW 4.2 million, implying 128% upside - Rating: Buy

BWENEWS: Mirae Asset Securities partners with Grvt to issue tokenised funding notes, expanding on Mirae Asset Financial Group's over US$1 trillion in global client assets as of September 2026. 方程式新闻: Mirae Asset Securities与Grvt达成合作发行代币化融资票据，依托Mirae Asset Financial Group截至2026年9月超过1万亿美元的全球客户资产。 GRVT MarketCap: 37M (Auto match could be wrong, 自动匹配可能不准确)

LATEST: ⚡ South Korea's Mirae Asset says it's targeting $109B in client digital assets, with Digital X at the center of a push spanning crypto, stablecoins, real-world assets and security tokens.