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.
Business Adoption
LS Electric’s tie-up with Infineon puts DC distribution and solid-state protection at the center of Korea’s AI data center buildout—offering operators lower losses, higher density, and faster routes to localization across Asia.