Insights

Deep perspectives on the Korean economy.

Industry deep dives, regulatory updates, and market signals from the team that has specialized in Korea since 2013.

Semiconductors
Semiconductors

After Q1 2026: SK Hynix's record quarter, Samsung's HBM4 re-entry, and the Rubin slip that resets 2026

SK Hynix booked ₩52.6T in Q1 2026 at a 72% operating margin. Samsung's first HBM4 shipments to NVIDIA's Vera Rubin landed in February. TrendForce now models Rubin at 22% of NVIDIA's 2026 mix, down from 29%. The Korean duopoly is intact — but the swing variable for the rest of 2026 is no longer share, it is qualified yield into a delayed flagship.

May 8, 2026 · 9 min read

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The NRG Brief

Never miss a Korea signal.

Monthly dispatch. Industry briefs, regulatory tracking, and expert perspectives delivered at 7am KST on the first Monday.

Bio & Pharma

Celltrion's record Q1, Samsung Biologics' ADC milestone, and the GLP-1 lane Korea is now openly building

May 7, 2026 · 8 min read

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Batteries & EVBatteries & EV

Korea's battery majors enter Q1 2026 in the red — and the JV architecture is unwinding

May 6, 2026 · 9 min read

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AI & Digital

100 days into Korea's AI Framework Act: LG leads, Naver is out, and the chip policy ground has shifted

May 5, 2026 · 9 min read

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Archive

Twelve years of Korea research, indexed by industry and year.

Est. 2013 · 340 briefs→
Financial ServicesFinancial Services

Korean banks' first ₩6T quarter: KB Indonesia turns profitable, Vietnam licences thaw, Woori stalls

May 4, 2026 · 8 min read

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Consumer & Retail

K-Beauty 4.0: Olive Young's Pasadena week, $3.1B Q1 exports, and the Sephora pivot

May 2, 2026 · 8 min read

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