wangandrew23

Kye-hyun Kyung, Samsung Electronics Senior Advisor: "Memory prices to fall in H2 next year… Korea must cultivate deep-tech manufacturing" Kye-hyun Kyung, Senior Advisor and former head of Samsung Electronics' Device Solutions (DS) Division, forecast that memory semiconductor prices will decline starting in the second half of next year, and urged Korean industry to prepare in advance. Delivering the keynote at the 285th NAEK Forum, hosted by the National Academy of Engineering of Korea (NAEK) at L-Tower in Seocho-gu, Seoul on the 18th, Advisor Kyung said, "Chinese players are aggressively expanding production capacity (CAPA)," adding that "as memory supply surges, the market could shift starting in the second half of next year or the first half of 2028." Citing global market research firms, Kyung projected that memory prices will fall from H2 next year, when global memory CAPA is expected to surge to 6 million wafers per month. "If Big Tech's return on capex deteriorates, there is a possibility that investment could be scaled back," he said, also warning that memory demand itself could contract from 2028 onwards. While Korean industry, led by Samsung Electronics and SK Hynix, is currently enjoying unprecedented growth by capturing Big Tech's memory demand, the former head of Samsung's semiconductor business argued that Korea must prepare in advance for the post-boom period. Advisor Kyung pointed out, "Korea holds nearly 70% share of the DRAM market, but only 1.5% of the fabless market, and unlike Taiwan, Korea lacks a full-stack semiconductor ecosystem that includes fabless." He went on to advise that "Korea must leap forward as a deep-tech-based manufacturing nation." The point is that Korea should independently build advanced technology capabilities—not only in memory but also in fabless-based system semiconductors and sovereign AI—and actively apply them to its existing strength in manufacturing. He added, "It is difficult for Korea to compete simultaneously with the U.S. and China in both hardware and software," and that "it is important for Korea to do what it does well, and to that end, we must seriously consider how to deploy AI."

But if you want to buy SNDK/MU now You are basically showing up to the party at 1:30 AM

🚨目前状况极其严峻，一家搜救直升机被击中后坠毁。虽然美军发动了代号为“战斗搜救（CSAR）”的紧急行动，但根据伊朗革命卫队刚刚发布的声明： 📌初步确认至少一名飞行员被俘： 伊朗方面声称，至少有一名美军飞行员已经在弹射着陆后被搜捕部队抓获。 📌搜救失败： 报道称，美军派遣了多架 黑鹰直升机和 C-130 试图进入胡齐斯坦省和中央省交界处救人，但其中一架直升机在卢尔德甘地区遭到伊朗防空火力攻击后坠毁。 📌美方反应： 五角大楼和白宫目前处于“高度沉默”状态，既没有确认也没有完全否认，这种沉默通常意味着实地局势非常糟糕。

我有时候一瞬间都会觉得，美股这一年是真的被川普调教成一个面包与马戏的游乐场了。所有人不再把股市当作一种远期现金流，而把它当作一种帝国臣民的门票。即使在帝国已经正在倒塌的现在。