Conventional DRAM and NAND hit record highs in July: the memory squeeze widens
Korean industry data show conventional (non-HBM) memory prices at all-time highs in July—the AI supercycle now spills into the general-purpose stack.
5 h ago 6 8
Kioxia expects annual profit to multiply by 31: NAND enters the AI supercycle
Net profit Q1 up 4500%, annual projection 31x - Kioxia joins SK Hynix in the AI memory supercycle. The pinch spreads from HBM to enterprise NAND.
Jul 31, 2026 at 12:50 13 14
Korea's AIDC Alliance formalizes the AI data-center stack around 18.4 GW
MSIT and SK Telecom co-chair a 400-organization alliance built around three divisions - demand, supply, foundation - with an 18.4 GW build-out target. The Korean supercycle gets its industry body.
Jul 29, 2026 at 12:47 15 16
Nvidia takes 4.5% of Naver for $1B - Korea's AI supercycle hits the equity book
Naver shares jumped 10% after Nvidia disclosed a $1 billion equity investment - a 4.5% stake priced at 204,500 won per share. The AI supercycle now owns a seat on Korea's largest internet company.
Jul 27, 2026 at 10:16 10 10
Korea-US $950B: the AI supercycle signs its most political contract yet
Three days of meetings in Seoul and San Francisco result in a Korea-US package valued by ETNews at ~$950B. The `korea-ai-supercycle` thread moves from signal to lock.
Jul 26, 2026 at 18:40 14 11
Nvidia's Korea day: $500B SK partnership, $10B into Naver - the AI capex supercycle switches continents
In one day, Huang announces a $500B partnership with SK Group, Nvidia and Brookfield commit $10B to Naver ($1B specifically to a Naver AI data center), and Lee sits with Altman and Huang. Korea is becoming a second pillar of the AI capex supercycle.
Jul 25, 2026 at 10:27 14 19