Capital Marketsdeep-dive
The AI Memory Crunch Is Now a Consumer Recession Story
HBM ate your RAM. Now your phone costs more and your laptop ships later.
Sk Hynix
3 mentions
Geopoliticsnote
Korea's Semiconductor Statecraft
Annual licenses, tariff carve-outs, and the problem of making chips in China
Capital Marketsdeep-dive
Korea's 'AI Index' Meets Real Geopolitics
The Kospi was up 47% on semiconductors and vibes. Then the Strait of Hormuz closed.