Semiconductor
Chip manufacturing, processor technologies, and semiconductor industry trends.
SK Hynix Target Price Raised to 870,000 KRW, A Memory Semiconductor Boom Unseen in 30 Years
KB Securities has raised SK Hynix's target stock price by 19% to 870,000 KRW, analyzing it as "the first memory…
A Strange Phenomenon Created by the AI Boom: DDR5 Memory Becomes More Expensive than the PS5
With G.Skill's 64GB DDR5 memory kit soaring to $600, it has become more expensive than the PlayStation 5 console. We…
NVIDIA’s Q3 Earnings Reveal a Structural Turning Point in the AI Semiconductor Market
NVIDIA announced during its Q3 earnings call that it has secured $500 billion in revenue visibility from its Blackwell and…
Will Google’s TPU Break NVIDIA’s Monopoly? Why Samsung Electronics Could Be the Biggest Beneficiary
With Google starting to sell its own AI chip, TPU, to external parties, cracks are appearing in NVIDIA's monopoly. KB…
Doosan and Sweden’s Sivers’ $15 Million Satellite Communication Project – Targeting a $740 Billion Market by 2040
Doosan has partnered with Swedish semiconductor company Sivers to develop next-generation satellite communication technology. This $1.5 million collaboration is a…
Game Changer in the Era of AI Inference, HBF Memory and Its Impact on the Semiconductor Paradigm
In the AI era where data processing efficiency is more crucial than GPU performance, a new memory architecture, HBF, surpassing…
Kioxia Shock and the Reality Check of the 2025 Semiconductor Market
The poor performance of Japanese NAND flash company Kioxia has shaken the entire Asian semiconductor market. With SK Hynix and…
Kioxia’s Plunge in Japan Sends Warning Signals to the Global Semiconductor Market
Japanese flash memory manufacturer Kioxia plummeted by 23% in a single day, hitting the lower limit. Beyond mere poor performance,…
Analysis of the US-Korea Joint Fact Sheet: $350 Billion Investment Package and Redefinition of Strategic Alliance
In November 2025, the joint fact sheet announced at the US-Korea summit presented a comprehensive cooperation framework, elevating bilateral relations…