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Telecommunications & Media

First agenda for four-member Broadcast Media Commission draws attention

As South Korea’s Democratic Party pushes to launch the Broadcast Media Communications Commission in a four-member format in February, attention is on what its first agenda item will be. Academic circles point to follow-up rules needed after amendments to three broadcasting laws, while industry sources cite a long-delayed 63 billion won fine on Google and Apple over in-app payment practices. Officials say the choice depends on whether the panel has four or seven members.

Industry

HBM market pauses in first quarter as industry awaits shift to next-generation products

The HBM market is likely to face a pause in the first quarter as AI infrastructure spending growth slows and customers await next-generation products. Goldman Sachs put hyperscalers' 2026 capex consensus at $527 billion, while growth is expected to decelerate further. Analysts said supply constraints and a widening “memory wall” could prompt big tech to hold back HBM3E orders and shift investment to HBM4, which is expected to enter mass production in the second quarter.

Finance

President Lee declares all-out war on housing market, loan curbs in sight

President Lee Jae-myung has issued a series of tough messages on the housing market following the Jan. 29 supply measures, raising expectations of stronger policy action. Lee has vowed to crack down on multi-home speculation and warned of broader economic distortions from rising house prices. Financial authorities are reviewing additional curbs, including expanding stress DSR rules and tightening management of mortgage lending, as they seek to restrain household debt growth.