What China’s HBM catch-up should teach Korea
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Two headlines in June should shape Korea’s artificial intelligence (AI) debate. The first was a victory lap. SK hynix overtook Samsung Electronics by common-share market capitalization for a day, powered by high-bandwidth memory (HBM) chips used in AI systems. Samsung has a fair caveat: If preferred shares are included, it remains larger. But the market signal was clear. AI has turned memory from a cyclical commodity into critical infrastructure. The second headline was less comfortable. Korean
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