... the cycle's nadir: will there be hints of demand recovery in the second half due to increased chip production for AI and the automotive sector? If management hints that orders are beginning to rise (e.g., new requests from memory chip manufacturers or 5G equipment), the market will view this as a leading signal of a turnaround. The report itself will likely be weak—projected profit decline of ~37% and revenue drop—but this has already been factored into prices. Potential reaction: If financial ...

... approach enhances the country's image in the eyes of the IT business and creates additional opportunities for local startups. Digital Infrastructure for Connectivity and Data. For tech companies, the availability of modern networks (broadband internet, 5G, data centers) is essential. The U.S., Europe, and China have well-developed internet infrastructure, enabling seamless scaling of digital services. South Korea is renowned for having the fastest internet and a high smartphone penetration rate—no ...

... smartphones worldwide. Qualcomm's results provide insight into the health of the smartphone and wireless device market. After a downturn in 2022-2023, the industry shows signs of revival: many consumers are upgrading their devices, and the development of 5G and new technologies supports demand for chips. Revenue for the quarter is expected to be around $10.3 billion (+10% year-on-year), with earnings at ~$2.70 per share (+11% year-on-year). The key factor here is the mobile chipsets business (QCT division),...