Paradis(@ParadisLabs):1. In the U.S. — Hyperscaler capex is expected to exceed defense spending in 2027. 2. In Korea — The entire trade surplus is chips, driven by memory from $SKHY and Samsung Electronics. Just shows how crucial semiconductors are as a global macro driver. Source: Nomura

Paradis

@ParadisLabs

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가입 March 2026

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Paradis@ParadisLabs

2026.08.21 12:56

1. In the U.S. — Hyperscaler capex is expected to exceed defense spending in 2027. 2. In Korea — The entire trade surplus is chips, driven by memory from $SKHY and Samsung Electronics. Just shows how crucial semiconductors are as a global macro driver. Source: Nomura