Korea’s Chip Supercycle: Samsung, SK Hynix & the AI Memory Boom
SK Hynix’s record-breaking Nasdaq debut didn’t happen in a vacuum. It sits on top of a bigger story: a memory […]
Macro
Market strategy and macro trends — the Value-up Program, FX, foreign flows, and where the KOSPI is headed.
SK Hynix’s $26.5B Nasdaq Debut: Why the World’s Memory King Chose Wall Street
On July 10, 2026, a Korean chipmaker did something no foreign company had ever done: it raised more money in
Doosan Enerbility Valuation: Nuclear Renaissance and SMR Manufacturing Leadership
🚀 Global Growth: Record-breaking export volume driven by aggressive global expansion. 📉 Valuation Moat: Significant discount compared to global peers