John Ian Lau is a contributing editor at Solomon Grey Capital, covering artificial intelligence, robotics, and deep-tech investment themes.
Research
South Korea holds a near-monopoly in HBM memory — the component that determines AI training speed. SK Hynix's structural position is a chokepoint with pricing power that persists for at least three years, and Korea's $7B AI investment programme reinforces the advantage.
Research
China's electricity generation capacity of 3,010 GW — including 521 GW of renewables added in 2023 alone — gives it a structural cost advantage in AI infrastructure that cannot be replicated by Western competitors on any credible timeline.
Research
Quantum Solutions (TSE: 2338) is building an AI services business in Japan at a moment when enterprise AI adoption is accelerating, US-Japan semiconductor alignment is strengthening, and the weak yen creates structural cost advantages. The question is whether the company can execute before bett...