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ResearchSep 10, 2026· 000660
The Asset-Class Turn — 72 Hours Tokyo Listed Korea's Chip ETF, Turtle Launched a 2x Hynix Bet, and the BOK Flagged Concentration
The week two stocks became 70% of Korea's manufacturing operating margin, offshore markets stopped pricing them as equities and started pricing them as an asset class.
ResearchSep 9, 2026· INTC
The Agent Tax — 72 Hours Intel Repriced CPUs 10%, AMD Guided 80% Server Growth, and Arm Opened 128 Cores
Research
ResearchSep 9, 2026· 005930
The Full-Stack Line — 72 Hours Samsung's 4nm Landed Verda, Bought Into Mistral, and SK Hynix Opened HBF
Three days Korean semis redefined themselves from single-product memory to system-platform supplier
ResearchSep 8, 2026· NVDA
The $12 Ceiling — Three Days Google Externalized the TPU, Priced It Below B200, and Named NVIDIA's Moat
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ResearchSep 8, 2026· 2379
The ESUN Line — The Week Realtek Broke Into 3nm ASIC and Joined the Scale-Up Ethernet Alliance
Taiwan's second-tier fabless climbs from analog silicon into AI backbone networking, while foreign flows print the fourth-largest single-day buy on record
ResearchSep 8, 2026· 000660
The Ten-Day Line — 72 Hours Memory Inventory Broke, Foreigners Bought ₩5T, and Retail Capitulated on the Rally
Inventory below 10 days at Samsung and SK Hynix, ₩5T foreign inflow, HBM4 price hikes, and simultaneous target-price upgrades — three cycle signals converged in one week
ResearchSep 7, 2026· MU
The Underwritten Memory — 72 Hours Korea Wrote $20B Into SK Hynix, NVIDIA's Portfolio Hit $99B, and Micron Sold the Tariff Wall
ResearchSep 7, 2026· 2317
The 62% Line — The Week Memory Became the Motherboard of Vera Rubin
UBS teardown pins 62% of Rubin platform cost on memory, forcing Taiwan's supply chain to reprice around the stack it used to describe as a peripheral

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