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16 pages

Korea Tech Supply Chain

Upstage and Sovereign AI: What Changed After the Fable 5 Shutdown

Why the AI Supercycle Keeps Stretching: Agent Demand, IPO Funding, and the Cheapest Asset Still Standing — Memory and Storage

ADR Hits a Six-Year Low: Will the Megacap Chip Squeeze Tighten, or Is It Time for the Laggards?

Korea ADR at 67: Why the Index Can Hold While Most Stocks Are Weak

KOSPI Foreign Ownership Is High, But Samsung and SK Hynix Are at 2026 Lows

Korea Foreign Investor Flows: 95% of the 2026 Net Selling Came From Samsung Electronics and SK hynix

Pamicell Analysis: April Smart-Money Buying, ₩92bn Doosan Contract and AI CCL Materials

OpenEdges Technology: Samsung 4/5/8nm LPDDR6 and LPDDR5X Memory IP Upside

SK Hynix HBM Market Share 2026: AI Memory Investor Guide

Samsung Electronics Weight in KOSPI: 2026 Index Concentration Explained