According to BlockBeats, on July 31, South Korean media reported that Doosan Group and SK Group signed an agreement to acquire semiconductor wafer manufacturer SK Siltron. With the completion of this transaction, Doosan is expected to further enhance its competitiveness in the semiconductor industry, building upon its core businesses in energy and machinery. Doosan Group's holding company, Doosan, disclosed on the 31st that it had signed a share purchase agreement with SK Group to acquire SK's 70.6% stake in SK Siltron for 2.3 trillion won.

However, the 29.4% stake held personally by SK Group Chairman Chey Tae-won is not included in this acquisition. SK Siltron is South Korea's only semiconductor silicon wafer manufacturer, ranking third globally in terms of 12-inch wafer market share. Last year, SK Siltron's corporate valuation exceeded 5 trillion won.

According to BlockBeats, on July 31st, Bridgewater Associates founder Ray Dalio stated that AI possesses revolutionary value in changing production methods, but the current market also exhibits some characteristics consistent with historical bubble patterns. Investors may overlook the gap between technological value and market price, and when asset valuations far exceed actual profitability and encounter tightening funding conditions, bubble risks can be quickly exposed.

Dalio points out that bubble bursts are typically amplified through debt chains. Falling asset prices depress collateral values, forcing highly leveraged investors to sell assets to pay off debts, further driving down prices. If inflation rises again and prompts central banks to raise interest rates, higher financing costs could also exacerbate market repricing.

He believes the global economy is in a long-term "grand cycle" characterized by debt accumulation, widening wealth inequality, political division, and shifts in the international power structure. Investors should avoid concentrating their wealth in a single asset and instead diversify their portfolios through stocks, cash, gold, bonds, and real estate to reduce risk. Gold, as a hard asset that is difficult to create, can play a role in mitigating risk during periods of currency devaluation and rising financial stress.

Regarding the job market, Dalio believes that AI will replace some repetitive mental labor, and those who can collaborate with AI and continuously adapt to change will have a greater advantage in the future. He emphasizes that even during economic recessions, technological progress will not stop.