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Industry

QLC SSD demand rises as HDD supply tightens on cold data surge

As AI inference spreads, cold data is surging and extending HDD supply lead times. With HDD replacement difficult and NAND supply constraints adding pressure, development of high-capacity, low-cost QLC SSDs is being spurred. Export data show a sharp rise in SSD shipments, outpacing NAND component exports, suggesting big tech and cloud operators are expanding storage infrastructure. Rising KV cache demand and NAND price gains are also accelerating the shift toward QLC SSDs.

Finance

Hawkish signals in focus ahead of Shin Hyun-sung's first BOK rate meeting

Markets are watching for signs of a shift in the Bank of Korea’s policy stance under Governor Shin Hyun-sung (신현성) as U.S. Treasury yields rise and inflation worries persist. Brokers broadly expect the May 28 Monetary Policy Board meeting to keep the policy rate at 2.50 percent, but see a higher chance of dissenting votes for a hike and a more hawkish rate path. Some also flag rising bond yields and oil-price risks.

AI & Enterprise

OpenAI faces two IPO dilemmas amid large losses and ChatGPT growth stall

OpenAI posted first-quarter revenue of $5.7 billion, helped by growth in its coding AI agent Codex, The Information reported, citing two people familiar with internal matters. The outlet said Anthropic appears to have retaken the lead and the gap could widen by year-end. While OpenAI is seen meeting its $30 billion revenue target, it faces a large loss structure and stalled growth in ChatGPT users, with an adjusted operating margin of minus 122 percent in the first quarter, sources said.