Compute & Infrastructure
A veteran film auteur is debuting a vertical short-form drama in theaters, then on Lezhin Snack. The move spotlights Korea’s phone‑first stack for sub‑minute video: edge CDNs, encoding, adtech, and telco peering built for concurrency.
Compute & Infrastructure
Korea’s AI buildout is outpacing grid headroom. Seoul is weighing nuclear-backed campuses, time-of-use tariffs, and high-voltage upgrades that could reset North Asia’s compute map.
Compute & Infrastructure
Jeonbuk National University is convening a cross-border advisory network with firms like Thales and top universities—hinting at regional AI compute, defense-cloud tie-ins, and new procurement paths outside Seoul.
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.