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Situations

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South Korea AI chip volatility and semiconductor expansion

278 clusters · 698 sources · last updated

Latest: SK hynix shares rise on AI memory demand and US expansion plans

The AI-memory surge and subsequent market volatility evolved through July and August 2026. Following a period of significant sell-offs, the KOSPI saw a massive single-day gain of roughly 18% on July 31, driven by Samsung

[QUIET] [TECHNOLOGY] [KR] [US] [CN]

Global AI memory and NAND flash shortage intensifies

15 clusters · 74 sources · last updated

Latest: Micron targets 100,000 HBM wafers per month by 2026

The global memory shortage, driven by AI demand, is intensifying across DRAM, HBM, and NAND flash sectors. Major manufacturers, including Samsung, SK hynix, and Micron Technology, have reportedly exhausted their DRAM and

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