#semiconductors
What Is HBM? High-Bandwidth Memory Explained, and Why Korea Dominates It
HBM is the stacked memory inside every AI chip. How it works, how HBM3E and HBM4 differ, who makes it, and why it moves Korea's stock market and exports.
KOSPI Plunges 5.3% After US Midterms: Why AI Data Center Fears Hit Korean Chips
Korea's KOSPI fell 300 points to 5,383.80 as a Democratic sweep in the US midterms sparked fears of data center curbs. What drove it and what to watch.
Korea's Exports Nearly Doubled in October. Here's What's Really Behind the 94% Jump
Korea shipped $115.3 billion of goods in October, up 93.7%. Chip prices, calendar quirks, and what it means for the won and the Bank of Korea.