Korea's third-largest stock market files everything to DART, in Korean. kstock reads the filings and the local press, checks the numbers, and writes it up for people who cannot read the source — price, financials, filings and analysis on one page per company.
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SK hynix designs and manufactures memory semiconductors — DRAM, NAND flash and, since 2023, high-bandwidth memory (HBM) stacks used in AI accelerators. It is the second-largest memory maker in the world after Samsung Electronics and the primary HBM supplier to Nvidia.
Samsung Electronics is the world's largest memory maker and also builds phones, displays and contract chips. For a US reader the memory division is the part that moves with the same cycle as SK hynix..
Hanmi Semiconductor makes the thermo-compression bonders used to stack HBM dies. SK hynix is its largest customer, so its order book is a read on HBM capacity..
Leeno Industrial makes test probes and sockets used to test memory and logic chips. It sells into the back end of the same supply chain..
Wonik IPS builds deposition and etch equipment for memory fabs. Its revenue tracks Korean memory capex..