K-economy/Stock market 썸네일형 리스트형 Why South Korea is Becoming the AI Hardware Capital: HBM and Glass Substrate Race Why South Korea is Becoming the "AI Hardware Capital": Inside the HBM and Advanced Glass Substrate Race Disclaimer: This article is for informational and educational purposes only and does not constitute financial or investment advice. Semiconductor markets are volatile, and forward-looking statements about capacity, yields, and market share carry real uncertainty. Always do your .. 더보기 The Next Tech Supercycle: Inside Korea's Advanced Materials and EV Battery Supply Chain The Next Tech Supercycle: Inside Korea's Advanced Materials and EV Battery Supply Chain The Part of the Korean Tech Story Everyone Skips Past Whenever people talk about South Korea's tech industry, the conversation almost always jumps straight to Samsung and SK Hynix memory chips. That's fair — they're genuinely dominant there. But the more time I spent digg.. 더보기 Why Global Tech Giants Are Looking at Korea's Nuclear Energy and Construction Powerhouses Why Global Tech Giants Are Looking at Korea's Nuclear Energy and Construction Powerhouses The Moment I Realized Nuclear Power Had Become an AI Story I've been following the AI boom mostly from the software side — new models, new chips, new benchmarks. But somewhere over the past year, I noticed the headlines quietly shifting from GPUs to gigawatts. Amazon si.. 더보기 From KOSPI 5000 to 9000 in a Year and a Half: Breaking Down Korea's 2026 Semiconductor Supercycle Rally Back in early 2025, KOSPI 5000 was mostly wishful thinking. Then, on January 22, 2026, Korea's benchmark index broke 5000 intraday for the first time ever. By January 27, it had closed above that level too. Five months later, on June 18, it blew past 9000. A move like that, in that short a window, is rare even by KOSPI's own volatile standards.This piece walks through where the rally actually ca.. 더보기 이전 1 다음