SemiconSam
Subscribe
Sign in
Home
Notes
Archive
Leaderboard
About
Latest
Top
Discussions
TrendForce Roadshow Korea Review
2026 HBM Outlook/ China's 5nm/ Foundry Mature Node Oversupply
Nov 7
•
Jukanlosreve
24
Why is it no longer meaningful to apply the cycle theory to memory stocks?
A new paradigm requires a new multiple.
Nov 3
•
Jukanlosreve
31
October 2025
Summary of Major Issues in the Korean Semiconductor Industry
Has Samsung’s HBM3E truly passed the qualification tests?
Oct 27
•
Jukanlosreve
7
1
The Decline of Korea’s OSAT Industry: Why Doesn’t Korea Have CoWoS?
How the Chaebols’ Obsession with In-House Integration Led to the Collapse of an Ecosystem
Oct 23
•
Jukanlosreve
6
Why Europe Lost Semiconductors?
Could it be that their system simply isn’t compatible with semiconductors?
Oct 18
•
Jukanlosreve
18
Why do I feel a sense of fear when I see OpenAI’s DRAM orders?
The memory cycle doesn’t last forever.
Oct 11
•
Jukanlosreve
17
2
How did SK hynix beat Samsung?
The reason they were able to push HBM forward
Oct 4
•
Jukanlosreve
6
Why Korea’s Galápagos-ization Became a Blessing in the AI Era
For true sovereign AI, there must be a sovereign internet platform
Oct 3
•
Jukanlosreve
15
September 2025
Is glass substrate finished? What is a SiC interposer?
The End of the Glass Substrate Myth? Has the Winner in Semiconductor Packaging Already Been Decided?
Sep 25
•
Jukanlosreve
21
6
Transcript of an expert call with a ByteDance specialist
Cambricon 690, Ascend, Bytedance's ASIC, China's token consumption, Nvidia's market share
Sep 21
•
Jukanlosreve
12
HBM Hybrid Bonding: The Companies That Dominate CMP Will Be the Winners – A Complete Overview of Hybrid Bonding
SemiconSam Original Report
Sep 18
•
Jukanlosreve
12
2
Why did I turn bullish on NAND? feat. HBF
SemiconSam Original Report
Sep 13
•
Jukanlosreve
33
3
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
