KOREA ALPHA

Technology

Korea’s AI semiconductor rally expands beyond memory giants into equipment, materials and testing companies

AI infrastructure demand expands across Korea’s semiconductor value chain from chips to equipment, materials and testing

Rising AI infrastructure investment expands opportunities across Korea’s semiconductor supply chain

AI demand creates broader investment opportunities across Korea’s semiconductor supply chain

Technology

The AI Trade Is Spreading Beyond Korea’s Memory Giants

September 7, 2026 · 9 min read

Samsung Electro-Mechanics secures a KRW 1.07 trillion AI server MLCC supply contract

AI servers require significantly more MLCCs than conventional servers as computing power and power density increase

AI infrastructure investment is creating a new growth engine for Samsung Electro-Mechanics through rising demand for high-reliability MLCCs

Key factors to watch for Samsung Electro-Mechanics as AI server MLCC demand expands

Technology

AI’s Next Korean Winner May Not Be a Chipmaker

September 2, 2026 · 8 min read

Samsung Electronics closes the HBM gap with SK hynix as competition shifts toward HBM4

HBM4 changes the competitive equation between SK hynix and Samsung Electronics in AI memory

Rising HBM4 competition between SK hynix and Samsung could reshape pricing power and AI memory market leadership

Key factors to watch as SK hynix and Samsung Electronics compete for leadership in the HBM4 market

Technology

The HBM Trade Is No Longer Just About SK hynix

September 1, 2026 · 7 min