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Why did the memory chicken game keep repeating—and who ultimately survived?
Micron’s history is the history of the memory chicken game.
Dec 27
•
Jukan
76
3
FII (Foxconn Industrial Internet) Expert Call
2026 Rubin / GB300 shipment outlook, and my view
Dec 16
•
Jukan
4
1
November 2025
GB300/TPU/Meta/Intel/Qualcomm Minutes
Possibly the spiciest thing I’ve ever posted
Nov 30
•
Jukan
6
Google TPU Expert Call script
Here’s the hottest TPU news in town — and it’s all non-public information.
Nov 28
•
Jukan
17
1
Copper Foil: Mitsui’s near-monopoly is creating a supply shortage — and an unexpected beneficiary is emerging
Shortage signs are now emerging in copper-clad laminates as well, following glass fiber
Nov 21
•
Jukan
16
1
7 Key Investment Ideas: The Train Keeps Moving No Matter the Noise
Wrapping Up a Tough Week and Turning the Page
Nov 16
•
Jukan
54
13
6
TrendForce Roadshow Korea Review
2026 HBM Outlook/ China's 5nm/ Foundry Mature Node Oversupply
Nov 7
•
Jukan
33
3
Why is it no longer meaningful to apply the cycle theory to memory stocks?
A new paradigm requires a new multiple.
Nov 3
•
Jukan
36
2
October 2025
Summary of Major Issues in the Korean Semiconductor Industry
Has Samsung’s HBM3E truly passed the qualification tests?
Oct 27
•
Jukan
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
•
Jukan
6
Why Europe Lost Semiconductors?
Could it be that their system simply isn’t compatible with semiconductors?
Oct 18
•
Jukan
21
2
Why do I feel a sense of fear when I see OpenAI’s DRAM orders?
The memory cycle doesn’t last forever.
Oct 11
•
Jukan
20
2
3
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