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Finance

Securities industry says stability comes first as T+1 settlement shift gains speed

Discussions are accelerating in South Korea on shortening the stock market settlement cycle from T+2 to T+1, but brokerages and related agencies said stable preparations in back-office operations must come first. They cited issues including foreign investor settlement and currency conversion, securities lending, ETF creation and redemption, and system overhauls. Participants also stressed automation and standardisation, warning that inadequate readiness could undermine settlement stability and market trust.

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.

Industry

Samsung Electro-Mechanics evolves into an AI infrastructure company

Samsung Electro-Mechanics plans to execute investment over the next three years equivalent to the past decade, with companywide capital spending expected to more than double from a year earlier. Five brokerage houses raised target prices to 1.05 million to 1.10 million won from the 600,000-won range, citing analysis that a triple phase of price increases has begun. The investment is described as order-based spending backed by long-term supply agreements with AI big tech customers.