Compute & Infrastructure
Seoul’s $950B AI cooperation push, including SK’s $750B chip supply plan, aims to anchor GPUs and memory in Korea. It tests export controls, data center capacity, and Asia’s non-U.S. compute routes.
Compute & Infrastructure
Seoul tightened rules on leveraged ETFs linked to Samsung and SK hynix. This curbs retail whipsaws—but also spotlights how Korea’s market structure can jolt AI compute capex and global HBM timelines.
Compute & Infrastructure
A post-ADR selloff narrowed SK hynix’s premium and exposed Korea’s HBM linchpin to cross-border liquidity shocks—risking capex timing and the AI compute pipeline.
Compute & Infrastructure
A post-ADR selloff narrowed SK hynix’s premium and exposed Korea’s HBM linchpin to cross-border liquidity shocks—risking capex timing and the AI compute pipeline.
Compute & Infrastructure
A post-ADR selloff narrowed SK hynix’s premium and exposed Korea’s HBM linchpin to cross-border liquidity shocks—risking capex timing and the AI compute pipeline.
Compute & Infrastructure
A post-ADR selloff narrowed SK hynix’s premium and exposed Korea’s HBM linchpin to cross-border liquidity shocks—risking capex timing and the AI compute pipeline.
Compute & Infrastructure
A Hormuz-linked risk-off hammered Seoul chipmakers while SK hynix’s ADRs jumped, revealing how Korea’s HBM and memory dominance leaves global AI compute exposed to faraway shocks.
Compute & Infrastructure
Shanghai startup Fysics AI launches Fysiverse, a world model built on physics laws rather than raw data—challenging the dominant Western AI paradigm.
Compute & Infrastructure
Samsung's industry-first UFS 5.0 storage redefines mobile AI hardware, slashing latency for on-device LLMs and signaling Korea's lead in edge AI infrastructure.
Compute & Infrastructure
Vietnam's top universities are slipping in global rankings as China overhauls 12,000+ programs for AI—revealing a talent pipeline crisis threatening Vietnam's tech ambitions.