Korean media reports that Nvidia has asked substrate makers in South Korea, Japan, and Taiwan to complete glass substrate development within two years, potentially before 2028.

Korean media reports that Samsung is considering expanding its 4nm capacity and investing in a new 2nm production line to meet surging demand for HBM4 base dies and prepare for HBM5. Amid strong demand, Samsung has reportedly recently raised prices for new 4nm foundry orders, as well as for HBM4 base dies. Samsung also expects its Q3 HBM4 revenue to more than triple quarter over quarter, with HBM4 accounting for well over 60% of its total HBM revenue in the second half.

Korean media report that Stanley Druckenmiller is set to make his first visit to South Korea, with plans to visit major Korean companies including Samsung, SK hynix, and Doosan.

Korean media is reporting that a former SK hynix employee who, as an analyst at KIS, put out the most aggressive price targets on Samsung and SK hynix of anyone on the Korean sell side has joined SemiAnalysis as head of its Korea entity.

Korean media reported that Samsung Electro-Mechanics has asked Korean CCL maker Doosan to accelerate its ongoing efforts with a Chinese company to develop and secure an alternative to T-glass, as the supply shortage persists.

Korean Air is bringing free Starlink WiFi to its passengers. Starting September 15, 2026, Korean Air will activate free Starlink WiFi on four aircraft, with passengers gaining access after entering their name and seat number and watching a short advertisement. Available across all cabin classes Launching on three Airbus A350-900s and one Boeing 777-300ER Hyundai Card is partnering with Korean Air to support the rollout Passengers will get high-speed in-flight connectivity powered by Starlink Free WiFi is coming to Korean Air flights powered by SpaceX’s Starlink.

Korean media reports that Samsung Electronics is pushing for another round of price increases for mobile DRAM and NAND flash supplied to Apple and other global smartphone manufacturers. Samsung is reportedly set to renegotiate supply prices with Chinese smartphone makers for shipments from Q3 onward and with Apple for shipments from Q4 onward, with discussions centering on an additional 7–10% increase from existing price levels.

Korean Air has just officially introduced @Starlink high-speed Wi-Fi onboard its commercial aircraft, the first airline in East Asia to do so. The service debuts on four newly retrofitted widebody aircraft: three Airbus A350-900s and one Boeing 777-300ER. The aircraft will be deployed on medium-and long-haul routes across the Americas, Europe, and Southeast Asia, as well as on key short-haul flights. The airline plans to progressively expand Starlink connectivity across its in-service fleet by the end of 2027.