South Korea's Chip Factories Can't Ship Fast Enough, And the World's AI Ambitions Depend on Them
South Korea's April 2026 chip exports hit $31.9B, up 173.5% YoY, as SK Hynix HBM3E sells out through 2026 and HBM4 ramps for Nvidia's Vera Rubin platform.
OpenAI Brought Stargate to Korea, What Samsung and SK Are Really Getting Out of the Deal
OpenAI, Samsung SDS, and SK Telecom broke ground on Korea's first Stargate data centers in March 2026, including a radical floating facility concept that could rewrite where AI infrastructure can exist.