Insights

Korea's memory chip exports surpassed $23 billion in the first 20 days of June 2026, tracking toward a record $38-42 billion for the full month. HBM shipments surged 51% MoM while DRAM ASPs doubled year-over-year. This analysis breaks down the drivers and supply-demand dynamics.

Micron Technology reports FY26 Q3 earnings on June 25, 2026. Options markets show extreme bearish positioning (PCR 2.21, 3.5σ), yet history suggests this is a contrarian bullish signal. We break down the key metrics, fund flows, and supply-demand dynamics heading into the report.

In June 2026, SK Hynix overtook Samsung Electronics for the first time to become South Korea's most valuable company, driven by structural demand for HBM (High Bandwidth Memory). This analysis breaks down the three drivers behind Hynix's rise, how it diverged from Samsung, and what it means for the memory sector's shift from cyclical to growth stock.