#capex
4 articles tagged capex. At twelve articles this topic starts lifting the whole site in search.
Timeline
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Goldman keeps its KOSPI target at 12,000 (September 7) — the index trades at 5.3 times forward earnings
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What AI capex is — how big tech spending turns into Korean export figures
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SK hynix lifts capex near 60% for the AI build-out
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Memory capex: how money becomes supply
All articles
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Economy · 3 min readGoldman keeps its KOSPI target at 12,000 (September 7) — the index trades at 5.3 times forward earnings
Target — KOSPI 12,000 maintained. Timothy Moe, Goldman's chief Asia-Pacific equity strategist, on Bloomberg TV, September 4
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Tech · 3 min readWhat AI capex is — how big tech spending turns into Korean export figures
Definition — capex is money for multi-year assets, distinct from operating cost. AI capex is the data-center share of it
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Tech · 2 min readSK hynix lifts capex near 60% for the AI build-out
SK hynix is expanding this year's capex to the high 40 trillion won range, up about 60%
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Tech · 2 min readMemory capex: how money becomes supply
Capex flows through construction, tool installation and yield ramp before becoming supply