SILICON PENINSULAFor the analysts, PMs and supply-chain teams who have to explain what Korean memory did overnight
Know why Samsung and SK hynix moved — before New York opens.
We read the Korean filings, trade press and earnings calls at 6am Seoul time and send you the three signals that matter, every number linked to its primary source. It lands in your inbox the evening before the US open. Free, five minutes, Monday, Wednesday and Friday.
Why the English version arrives late, and thinner
Korea's first-hand reporting — THE ELEC, Electronic Times, TheBell, DART regulatory filings, brokerage notes — is published almost entirely in Korean. The English editions that follow are partial, and their timing is not something you can plan around — sometimes the same evening, sometimes two days later.
That gap has a price. When Chosun Biz reported that SK hynix was easing off its HBM4 ramp, the index fell far enough to halt trading in Seoul and the selloff went global — memory names are roughly 60% of the KOSPI. English desks read the sentence afterwards. A week later Seoul repriced the AI-slowdown debate a full session before Wall Street delivered its own semiconductor rout.
That is not an opinion about Korean media. It is the tape. If you hold or cover Korean memory and cannot read Korean, you are structurally last to know — and it does not show up on the P&L as a cost.
Written in Busan, Korea, from the same Korean-language sources the desks in Seoul read — THE ELEC, Electronic Times, TheBell, DART. 20 issues published, 64 companies on the watchlist, more than 2,500 DART filings collected since September 15 — and every figure in every issue links to the document it came from.
DART radar — live filings from 64 Korean chip companies
Regulatory filings from our watchlist, titled in English within minutes of hitting DART.
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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 #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 you get every morning
The overnight SOX and the Seoul open for Samsung and SK hynix — with the reason, not just the number.
What moved capacity, pricing or policy today — each with one line on why it matters, not a summary of the article.
Six Korean outlets and the DART filing feed, read in Korean every morning and compressed into one five-minute brief — so you are not monitoring Seoul's press yourself.
Export unit prices, wafer capacity, contract sizes — standardised, unit-checked, and every one linked to where it came from.
P.S. The last time a Korean-language story reset memory expectations, Seoul had halted trading before most English desks had the sentence translated. The next one is being written somewhere in Seoul tonight. Being on the list costs nothing; not being on it has a price you only find out afterwards. Take the free brief.