Kwak Noh-Jung

Notable Quotes

"AI demand is no longer an unexpected tailwind but has become a constant, while competitive intensity has reached unprecedented levels." — 2026 New Year's address

from AI memory chip boom reshapes South Korea's stock market · Updated Yesterday

We need to proactively respond to accelerating AI-driven demand for high-bandwidth memory chips.

from The packaging pivot: why AI's real bottleneck isn't chips—it's putting them together · Updated May 20

Stories

AI memory chip boom reshapes South Korea's stock market

Money Moves

Leading company through record-breaking performance

South Korea's benchmark KOSPI stock index crossed 6,000 points for the first time on February 25, 2026. It completed its climb from 5,000 to 6,000 in just 34 trading days, the fastest thousand-point advance in the index's history.

Updated Yesterday

The packaging pivot: why AI's real bottleneck isn't chips—it's putting them together

Built World

Leading company through HBM expansion

For decades, chip packaging was the unglamorous final step—stacking and connecting silicon dies after the real engineering was done. Now it's the constraint holding back AI.

Updated May 20

Kwak Noh-Jung

Notable Quotes

Stories

AI memory chip boom reshapes South Korea's stock market

The packaging pivot: why AI's real bottleneck isn't chips—it's putting them together

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