Korea

Korean AI infrastructure: memory, HBM allocation, and the suppliers that set the pace.

Korea

Korea HBM: Who Gets Paid When AI Memory Is Still Stuck

September 2026 in one line: SK hynix's operating margin hit 76%, Korea's chip exports set another record, and HBM is still allocated to a short customer list. Who gets paid, and what dates change the read.

Korea

SK Hynix and the HBM Allocation Cycle

Korea holds the largest share of AI-class HBM output. How the allocation cycle turns into cash, and the four disclosures that tell you whether it is still tight.