John Kang

$LITE | Lumentum (LITE) — Analyst Price Target Rosenblatt tops the Street at $580, JPM at $565, and a massive +258% upgrade from B. Riley.

TrendForce reports that Google has decided to use Intel’s EMIB packaging for TPU v9, and Meta is also considering adopting EMIB packaging for its own ASICs. $INTC $TSM

@paurooteri wouldnt AVGO have had higher margins doing MTIA? TPU margins are getting lower

Rumor: Marvell and MediaTek Considering Intel’s EMIB Packaging – Digitimes $INTC

Optics is the next Memory. You just don't know it yet.

China crashing the memory supercycle will be super funny CXMT + YMTC plan to increase capacity by 120k WPM in 2026 YMTC is working on HBM as well Let's see how that plays out

@zephyr_z9 how abt the best optics play in the world? Innolight?

Lumentum is certainly the best American optics play

Deal With Eli Lilly Propels Founder Of Korean Biotech Firm Into Billionaire Ranks forbes.com/sites/johnkang…

South Korea’s newest billionaire is Lee Sang-hoon, founder of Seoul-based ABL Bio, after it struck a $2.6 billion licensing and joint research deal with Eli Lilly for its bispecific antibody technology. forbes.com/sites/johnkang… (Photo: Getty Images)

AI Chip Boom Propels Chairman Of Korean Circuit Board Maker Into The Billionaire Ranks forbes.com/sites/johnkang…

Meta In Talks To Buy Korean AI Chip Startup Founded By Samsung Engineer go.forbes.com/c/yyoV

Korean Biotech’s Shares Quadruple In Seven Months, Becomes Kosdaq’s Biggest Stock trib.al/0tRUDLW

Under 30 Alums’ AI Startup Aims To Help Hedge Funds Speed Up Stock Research trib.al/EYVMpDP

Former Naver Research Scientist Launches AI Startup, Aims To Be The OpenAI Of Korea trib.al/erAJG6N

In one of the most highly anticipated IPOs in South Korea this year, shares of online game developer Shift Up soared in their trading debut Thursday, making its founder and CEO, Kim Hyung-tae, a billionaire. Read more: forbes.com/sites/johnkang…

Founder Of Korean Gaming Company Becomes Billionaire As Shares Surge On Listing trib.al/8WcgK6T

Korean Pizza Chain Gopizza Raises Dough From Thailand’s CP Group trib.al/rDYrlUb

Little-Known Biotech Company Shows How Hard It Is To Ride The Ozempic Wave trib.al/wdlfQBg