The Analyst(@MMatters22596):So South Korea accounts for ~80% of global AI memory chip production. At the same time, its economy is highly dependent on oil. If oil keeps rising, the AI supply chain — including $SKHY, Samsung or even $MU — could collapse badly. And what happens after that in the AI race?

The Analyst

@MMatters22596

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The Analyst@MMatters22596

2026.09.20 15:02

So South Korea accounts for ~80% of global AI memory chip production. At the same time, its economy is highly dependent on oil. If oil keeps rising, the AI supply chain — including $SKHY, Samsung or even $MU — could collapse badly. And what happens after that in the AI race?