SILICON PENINSULAFor semiconductor analysts, memory-sourcing teams and supplier business development
Turn Korean semiconductor signals into your next research task.
English analysis of Korean filings, company releases and original trade reporting. Each brief separates the documented change, its implications, missing evidence and the next check. Published on weekdays, excluding Korean public holidays; dated follow-ups when new reporting is limited.
From source to decision
A new product demonstration, a development agreement and an accepted customer order answer different questions. We keep those stages separate, identify the relevant source and explain what to verify next.
Read the original source alongside our interpretation. Dates, scope and uncertainties stay visible. English company documents already exist for many topics; we do not promise exclusive information or a fixed lead over other publications.
Published in Busan, Korea. 30 analysis editions in the site archive, with a public directory of Korean semiconductor suppliers. Publication counts are outputs, not evidence of customer demand.
DART filing research panel
Use the original filing and its date when checking a signal. This panel is a research aid, with no guaranteed refresh interval or complete coverage.
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Who is on the watchlist? See the full supply-chain directory — 64 companies with English names, tickers and what they make.
Latest issues
Silicon Peninsula #030 — NVIDIA’s leadership change puts supplier continuity on the agendaFriday, November 13, 2026 · For Korean AI-hardware supplier strategy and sourcing teams · Reviewed November 13 KSTSilicon Peninsula #029 — Physical AI memory needs an evidence packet, not just a safety badgeThursday, November 12, 2026 · For robotics platform architects and automotive memory sourcing teams · Reviewed November 12 KSTSilicon Peninsula #028 — Samsung’s reported EUV squeeze makes qualification the next deadlineWednesday, November 11, 2026 · For lithography-material sourcing and Korean supplier strategy teams · Reviewed November 11 KSTSilicon Peninsula #027 — Rebellions enters the rack roadmap; deployment still has a dateTuesday, November 10, 2026 · For AI-infrastructure sourcing and Korean supplier strategy teams · Reviewed November 10 KSTSilicon Peninsula #026 — The CXL pilot needs a workload agreement before a memory orderSilicon Peninsula reads Korean semiconductor filings and company sources, separates documented facts from interpretation, and records the next evidence to check. Reply with a company you want tracked. Our [30-day Korea Watchlist Pilot](https://silicon-peninsula.com/#pro) covers an agreed watchlist; scope is confirmed before payment.Silicon Peninsula #025 — SOLUM and Infineon bring power suppliers into early designSilicon Peninsula reads Korean semiconductor filings and company sources, separates documented facts from interpretation, and records the next evidence to check. Reply with a company you want tracked. Our [30-day Korea Watchlist Pilot](https://silicon-peninsula.com/#pro) covers an agreed watchlist; scope is confirmed before payment.Silicon Peninsula #024 — Samsung's reported S7 tool sale needs an acceptance clockSilicon Peninsula reads Korean semiconductor filings and company sources, separates documented facts from interpretation, and records the next evidence to check. Reply with a company you want tracked. Our [30-day Korea Watchlist Pilot](https://silicon-peninsula.com/#pro) covers an agreed watchlist; scope is confirmed before payment.Silicon Peninsula #023 — The optics merger changes the watchlist before the purchase orderSilicon Peninsula reads Korean semiconductor filings and company sources, separates documented facts from interpretation, and records the next evidence to check. Reply with a company you want tracked. Our [30-day Korea Watchlist Pilot](https://silicon-peninsula.com/#pro) covers an agreed watchlist; scope is confirmed before payment.Silicon Peninsula #022 — Samsung's reported foundry exit puts the migration timetable firstSilicon Peninsula reads Korean semiconductor filings and company sources, separates documented facts from interpretation, and records the next evidence to check. Reply with a company you want tracked. Our [30-day Korea Watchlist Pilot](https://silicon-peninsula.com/#pro) covers an agreed watchlist; scope is confirmed before payment.Silicon Peninsula #021 — CXMT's sample milestone moves the qualification watchlistSilicon Peninsula reads Korean semiconductor filings and company sources, separates documented facts from interpretation, and records the next evidence to check. Reply with a company you want tracked. Our [30-day Korea Watchlist Pilot](https://silicon-peninsula.com/#pro) covers an agreed watchlist; scope is confirmed before payment.Silicon Peninsula #020 — AI-memory earnings need three clocks: results, product mix and procurementSilicon Peninsula reads Korean semiconductor filings and company sources, separates documented facts from interpretation, and records the next evidence to check. Reply with a company you want tracked. Our [30-day Korea Watchlist Pilot](https://silicon-peninsula.com/#pro) covers an agreed watchlist; scope is confirmed before payment.Silicon Peninsula #019 — Co-design brings memory suppliers earlier into the room; orders still need evidenceSilicon Peninsula reads Korean semiconductor filings and company sources, separates documented facts from interpretation, and records the next evidence to check. Reply with a company you want tracked. Our [30-day Korea Watchlist Pilot](https://silicon-peninsula.com/#pro) covers an agreed watchlist; scope is confirmed before payment.Silicon Peninsula #018 — Korea's export surge needs a working-day check before an earnings modelSilicon Peninsula reads Korean semiconductor filings and company sources, separates documented facts from interpretation, and records the next evidence to check. Reply with a company you want tracked. Our [30-day Korea Watchlist Pilot](https://silicon-peninsula.com/#pro) covers an agreed watchlist; scope is confirmed before payment.Silicon Peninsula #017 — Axcelis breaks ground; Korea's suppliers should map the qualification pathSilicon Peninsula reads Korean semiconductor filings and company sources, separates documented facts from interpretation, and records the next evidence to check. Reply with a company you want tracked. Our [30-day Korea Watchlist Pilot](https://silicon-peninsula.com/#pro) covers an agreed watchlist; scope is confirmed before payment.Silicon Peninsula #016 — FADU's earnings and Gen6 sales run on different clocksSilicon Peninsula reads Korean semiconductor filings and company sources, separates documented facts from interpretation, and records the next evidence to check. Reply with a company you want tracked. Our [30-day Korea Watchlist Pilot](https://silicon-peninsula.com/#pro) covers an agreed watchlist; scope is confirmed before payment.Silicon Peninsula #015 — SK hynix brings NAVER Cloud workloads into its CXL proof of conceptSilicon Peninsula reads Korean semiconductor filings and company sources, separates documented facts from interpretation, and records the next evidence to check. Reply with a company you want tracked. Our [30-day Korea Watchlist Pilot](https://silicon-peninsula.com/#pro) covers an agreed watchlist; scope is confirmed before payment.Silicon Peninsula #014 — FADU moves file handling into the SSDSilicon Peninsula reads Korean semiconductor filings and company sources, separates documented facts from interpretation, and records the next evidence to check. Reply with a company you want tracked. Our [30-day Korea Watchlist Pilot](https://silicon-peninsula.com/#pro) covers an agreed watchlist; scope is confirmed before payment.Silicon Peninsula #013 — Two baselines behind SK hynix's FeNAND efficiency claimThursday, October 15, 2026 · 5-minute read · Free editionSilicon Peninsula #012 — Samsung's CXL pitch moves the memory debate beyond HBMWednesday, October 14, 2026 · 5-minute read · Free editionSilicon Peninsula #011 — CXMT's DRAM challenge: density is not delivered supplyTuesday, October 13, 2026 · Late edition · 5-minute read · Evidence checkSilicon Peninsula #010 — NEXTIN's Hynix order is visible; its cash timing is notWednesday, October 7, 2026 · 5-minute read · Free editionSilicon Peninsula #009 — JSR put the world's first EUV metal-oxide resist line in KoreaThursday, October 1, 2026 · 5-minute read · Free editionSilicon Peninsula #008 — China is building glass substrate lines fourteen times the size of Korea'sMonday, September 28, 2026 · 5-minute read · Free editionSilicon Peninsula #007 — The bottleneck moved to the package, and Seoul repriced it in one sessionWednesday, September 23, 2026 · 5-minute read · Free editionSilicon Peninsula #006 — Chips are now 47.8% of everything Korea exportsTuesday, September 22, 2026 · 5-minute read · Free editionSilicon Peninsula #005 — The shortage moves down the stack, and Solidigm goes looking for American landMonday, September 21, 2026 · 5-minute read · Free editionSilicon Peninsula #004 — SK hynix ships 16-high HBM4 first; Samsung calls it unnecessaryFriday, September 18, 2026 · 5-minute read · Free editionSilicon Peninsula #003 — SK hynix eyes Intel's Ohio fab for its first US memory lineThursday, September 17, 2026 · 5-minute read · Free editionSilicon Peninsula #002 — Samsung sends every new DDR5 module offshoreWednesday, September 16, 2026 · 5-minute read · Free editionSilicon Peninsula #001 — The Korea chip tape, read from the sourceTuesday, September 15, 2026 · 5-minute read · Free editionKorea Watchlist Pilot
A 30-day research pilot for the first five clients: $99 once. We agree the scope and start date before payment.
- Up to 10 companies or topics agreed with you.
- English alerts on material Korean filings, company releases and trade reporting, with the source, implication and next check date.
- One weekly summary and an end-of-pilot signal ledger.
- A final review of whether the service helped your research workflow.
No automatic renewal. We do not promise exclusive news, investment returns, data APIs or a continuously updated tracker. Any follow-on service is quoted separately.
Read a sample weekly decision sheet — dated public-source examples, with evidence, uncertainty and the next check.
Tell us your companies, research question and preferred delivery channel. The previous annual Founding checkout is not the payment link for this pilot; a matching invoice will follow only after scope confirmation.
What each brief helps you check
The source date, the product or company involved, and whether the evidence concerns a plan, trial, order or delivery.
A concrete question for sourcing, evaluation or supplier planning, with our interpretation distinguished from the source.
What remains unverified and which document, test or customer acceptance could change the assessment.
A review date and a practical follow-up task. Our monitoring dates are not company commitments.
Start with a recent issue or the dated pilot sample. If its evidence and questions help your workflow, subscribe to the free brief.