Industry Analysis
Free access to industry structure, value chain, macro, and outlook analysis
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Secondary Battery Industry: EV Headwinds, ESS Tailwinds — Who Survives Inside the FEOC Shield
Korean makers at 50% utilization, CATL at 90%. Separate EV from ESS and the real opportunity emerges. Value chain margin structure, positioning matrix, scenario analysis, and pre-mortem risks.
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SaaS Industry Structure in the AI Era
Per-seat collapse, usage-based transition, data moat formation — how AI is restructuring the SaaS industry itself.
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FreeAI인프라
AI Infrastructure: GPU → Network → Data Center
Falling inference costs, surging power demand, cooling technology race — a layer-by-layer dissection of the full AI infrastructure value chain.
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Global Semiconductors: HBM, CoWoS, and On-Device AI
HBM supply shortage, advanced packaging competition, on-device AI demand — the three defining currents in semiconductors right now.
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