Three Perspectives. One Economy.
The global AI infrastructure buildout has ignited one of the most consequential semiconductor capital expenditure cycles in history, and Korean chipmakers sit squarely at the center of it. With SK Hynix racing toward a U.S. listing to raise roughly $34 billion, KOSPI breaking 8,000 for the first time, and Big Tech committing to spending that … Read more
The AI-driven memory supercycle is no longer a forecast — it’s a financial reality reshaping the global semiconductor landscape. SK Hynix and Micron have both posted earnings that would have seemed like science fiction just two years ago, but beneath the headline numbers lies a more complex story about competitive positioning, HBM dominance, and what … Read more
The NAND flash memory cycle is entering a phase that has analysts deeply divided — not about whether demand is real, but about how long the good times last, who captures the value, and whether today’s exuberance is pricing in risks that haven’t shown up yet. We brought together our three Korea Perspectives analysts to … Read more