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.
just now 6 8
Underutilized GPUs at 5%: Elice, Nota, Lablup offer the Korean answer to a global crunch
A CAST AI study on ~23,000 Kubernetes clusters (AWS/Azure/GCP): 5% average GPU utilization. Three Korean publishers respond the same day. The structural lever is not more compute, it's better compute.
Jul 31, 2026 at 12:51 13 10
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
Korean banks pivot to 'AI vs AI' after the Hugging Face lesson
The big four Korean financial groups roll out AI-native defensive stacks - Woori's Xint, Hana's HASF, Shinhan's generative pentests, KB in build - as the OpenAI-Hugging Face incident becomes the industry's proof point.
Jul 29, 2026 at 12:46 14 11
SK Hynix eyes record Q2 profit on AI memory boom - the memory cycle enters its blow-off top
SK Hynix is guiding to a record Q2 profit driven by AI memory demand. The Korean memory oligopolist is now the cleanest single proxy on HBM pricing power.
Jul 27, 2026 at 10:17 10 11
LG CNS joins CuspAI-led consortium (Nvidia, Meta, AMD, 3M, Merck) - Korea's SI layer buys a seat
LG CNS joined the AI consortium launched by UK startup CuspAI - whose members include Nvidia, Meta, AMD, 3M and Merck. The Korean SI layer moves closer to a materials-and-molecules AI stack.
Jul 27, 2026 at 10:16 7 8
Nvidia + KAIST: $300M for an AI research center in Korea
The agreement seals Korea's integration into the "Nvidia stack" - researchers, engineers, HBM wafers and inference fleet.
Jul 24, 2026 at 09:33 6 8
Tech in Asia: Oracle capex $50B FY26 - credit risk tightens, Asian reading counts
An Asian rebound in S&P reading - important for the appetite of Japanese/Korean institutions on Oracle revolvers.
Jul 20, 2026 at 16:42 17 12
Washington asks for a cut of Korean chipmakers' 'excess profits': the tariff frame goes profit-side
A single-source Korea Times story that, if true, shifts US-Korea chip diplomacy from tariffs to profit sharing.
Jul 16, 2026 at 13:49 15 11
Trend Micro partners with Anthropic and OpenAI to tackle the Korean security market
Trend Micro is pushing a security offering in Korea backed by its partnerships with Anthropic and OpenAI. The real signal is not the geography: it's the strategy of inserting provider models through the sector integrator.
Jul 15, 2026 at 12:34 22 7
SK Hynix's $26.5bn Wall Street landing - memory is the new oil, priced accordingly
SK Hynix's Nasdaq ADR debut raised $26.5bn - the largest foreign share sale ever on a US exchange - and jumped 13% on day one. The signal isn't Korean pride: it's that HBM is now the single most expensive input into AI compute, and the US market wants direct exposure.
Jul 11, 2026 at 11:41 4 8