KraneShares(@KraneShares):Korea: If Taiwan is critical for making advanced chips, Korea is critical for the memory those chips need. Samsung and SK Hynix are two of the world’s leading producers of high-bandwidth memory (HBM). HBM helps AI chips process large amounts of data quickly. And as AI systems get bigger, they need more and more of it. What’s also changing is how that memory is being sold. Major customers are signing multi-year contracts to secure HBM supply, creating a growing backlog of demand. That’s very different from the traditional memory market, where demand and prices could change sharply from one cycle to the next. 3/6

2026.10.01 13:37

Korea: If Taiwan is critical for making advanced chips, Korea is critical for the memory those chips need. Samsung and SK Hynix are two of the world’s leading producers of high-bandwidth memory (HBM). HBM helps AI chips process large amounts of data quickly. And as AI systems get bigger, they need more and more of it. What’s also changing is how that memory is being sold. Major customers are signing multi-year contracts to secure HBM supply, creating a growing backlog of demand. That’s very different from the traditional memory market, where demand and prices could change sharply from one cycle to the next. 3/6