Musk says memory demand is outrunning supply, AMD and SpaceX beat forecasts, and Coupang posts its worst loss since its IPO — three signals for anyone watching Korean tech today.
Elon Musk told investors memory chip demand is growing over 200% a year against 20% production growth, backing continued price strength. AMD's data center revenue more than doubled to 6.72 billion dollars, and SpaceX posted 92% revenue growth even as its stock fell on heavy AI capital spending. Coupang Inc. reported an 835 billion won operating loss (about 605 million dollars), its largest since its 2021 IPO, driven by a privacy fine and warehouse-fire costs. Samsung's new zHBM memory technology is positioning Korea to defend its lead as Nvidia's HBM market share edges lower this year.
Sources:
- 머스크 "생산 20% 늘때 수요 200% 급증…메모리 값 오를 것" — Seoul Economic Daily, 2026-08-05
- 빅테크 '숨은 빚' 1000억弗 육박 — Seoul Economic Daily, 2026-08-05
- '탈팡족' 돌아왔지만…쿠팡, 상장 이후 최대 적자 — Seoul Economic Daily, 2026-08-05
- 메모리 성능 8배·전력효율 3배 높여…AI 모델 고도화 길 튼다 — Seoul Economic Daily, 2026-08-05
- "韓, 2031년까지 메모리 최강국" — Seoul Economic Daily, 2026-08-05
- 삼성·SK, CXL로 치고나가…美·中·日은 HBM 대체 총력전 — Seoul Economic Daily, 2026-08-05
About AI PRISM:
AI PRISM is Seoul Economic Daily's WAN-IFRA award-winning newsroom AI series, delivering Korean economic news adapted for global audiences. Episodes are produced with AI assistance and reviewed by a human editor.
Tags:
#KoreaStocks #KOSPI #Semiconductors #AMD #SpaceX #Coupang #Samsung #AIPRISM #SeoulEconomicDaily #WANIFRA
