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Industry

Smartphone, PC costs to rise 15 to 40 percent in vicious cycle from commodity DRAM shortage

Memory makers are allocating more wafer capacity to high-bandwidth memory and DDR5, reducing output of commodity DRAM and lifting prices, an industry source said. The shift is expected to raise the cost of making a smartphone or PC by at least 15 to 40 percent this year. As higher costs are hard to pass on amid weak demand and falling shipments, pressure is likely to move to parts and materials suppliers.

Finance

Korean stocks may rebound after Black Tuesday; brokers see leaders regaining strength

South Korean shares plunged more than 10 percent in a day, prompting brokerage analysts to flag a higher chance of a short-term rebound after an outsized drop. They said the selloff likely reflected position unwinds in semiconductors and leverage products amid thin liquidity rather than a new recession signal. Analysts cautioned against reading an initial bounce as a trend reversal, urging investors to watch foreign flows, the won-dollar rate and corporate earnings.

Games & Commerce

Naver pivots from search to AI infrastructure with \'AI factory\' push

Naver is positioning AI infrastructure as a new growth pillar, moving beyond domestic search, shopping and advertising into B2B infrastructure aimed at global AI computing demand. Its core project is an “AI factory” 추진 with Nvidia. Plans call for ramping capacity from 55MW in the first half of next year to 200MW by end-2028, with a long-term goal of 1GW. Key hurdles include long-term customer contracts, funding, power and sites, and technology-change risks.