Agentic AI ignites efficiency race amid memory crunch

Artificial intelligence is consuming memory chips at an explosive pace, with no viable substitutes as of present.

2026-04-25

SK hynix forecasts prolonged chip supercycle with supply constraints to persist 3 more years

SK hynix, the primary memory supplier to Nvidia, flagged at least three more years of tight supply in high-end memory after reporting record earnings of 37.6 trillion won for the first quarter on Thursday.

2026-04-23

SK hynix posts fivefold profit surge in Q1, beats estimates

SK hynix, the primary memory supplier to Nvidia, posted a fivefold increase in operating profit to 37.6 trillion won ($25.4 billion) in the first quarter from a year earlier, marking a record quarterly result.

2026-04-23

ICT exports for March more than double since last year on chip demand

Korea's exports of information and communication technology (ICT) products more than doubled in March from a year earlier, driven by strong semiconductor demand amid the global AI boom, government data showed Tuesday.

2026-04-14

For Samsung and SK hynix, long-term deals with Big Tech offer stability in churning chip cycles

Prospective memory deals with Microsoft and Google may usher in a transition that commits Samsung Electronics and SK hynix to long-term supply contracts of up to five years, bringing much-needed stability to the highly cyclical chip industry.

2026-04-14

Chip boom lifts Samsung to $38B operating profit in Q1, far above forecasts

Samsung Electronics reported preliminary operating profit of 57.2 trillion won ($38 billion) for the January to March quarter, a 755 percent year-on-year surge that smashed market expectations, driven by booming memory demand and rising chip prices.

2026-04-07

Korean gov't, investors pour 640 billion won into AI chip startup Rebellions in pre-IPO funding

Korea’s government and private investors have backed AI chip startup Rebellions with a 640 billion won ($420 million) pre-IPO funding round, valuing it at 3.4 trillion won, the company said Tuesday.

2026-03-31

Korean currency, markets increasingly mirror Japan as they drift from China, U.S.

Korea’s market is breaking from longstanding patterns, moving more in step with the Japanese yen and Japanese equities while leaving behind its former ties to the Chinese renminbi and U.S. stocks.

2026-03-30

JPMorgan flags Kospi pullback as chance to buy in

The Kospi is expected to remain attractive over the next five years despite its recent volatility, with the pullback following the Iran war potentially offering an entry point for investors, according to J.P. Morgan Asset Management (JPMAM).

2026-03-23

Hanwha Vision, U.S. chip designer Ambarella ink agreement on AI video security tech

Hanwha Vision, a video surveillance and vision solutions unit under Hanwha Group, said Monday it has partnered with U.S. AI chip design firm Ambarella to develop next-generation AI video security technologies.