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Industry

South Korea faces warnings of growing reliance on semiconductors

Warnings are growing that South Korea is shifting toward an economy led by a single semiconductor sector, similar to Taiwan. Record chip exports driven by AI demand are lifting potential growth forecasts and per-capita GDP projections. But analysts say gains are concentrating in Samsung Electronics and SK hynix as they handle production and packaging in-house. That could widen the gap between headline indicators and felt conditions, with institutions also warning of structural risks and weaker non-chip manufacturing.

Industry

Why Samsung and SK Hynix shares tumbled as China chase and oversupply fears grow

Memory chip shares fell sharply this week as investors focused on China’s technology advances and the possibility of oversupply in 2029. SK Hynix, Samsung Electronics and Micron slid over the past five sessions. The selloff followed announcements by China’s ChangXin Memory Technologies and commentary pointing to a future supply surge. Analysts cited uncertainty over yields and the time needed to build and ramp plants, while longer-term contracts may cushion price swings.

Crypto

Tokenisation supercycle to be led by tokenised stocks and non-dollar stablecoins

Jesse Pollak (제시 폴락), founder of Coinbase\'s layer2 blockchain Base, said an upcoming \"tokenisation supercycle\" will be led by tokenised stocks and stablecoins pegged to non-dollar currencies. He said the dollar is already on blockchain and the next step is U.S. and global equities, followed by other national currencies. Base offers 32 stablecoins linked to 21 currencies. Pollak said tokenised stocks are growing fast and highlighted their 24-hour tradability.