SILICON PENINSULA

Korea's chip supply chain, read from the source.

A five-minute English brief on Samsung, SK hynix, HBM, DRAM pricing, DART filings and 200 suppliers — built every weekday morning from Korean-language reporting that rarely reaches English the same day.

Weekday mornings, 07:30 KST. No spam, unsubscribe anytime.
47.1%of all Korean exports were chips, Sept 1–10Korea Customs Service
$92,183per kg — Korea's DRAM export price, Aug 1–20TrendForce · +401% YoY
+270%YoY semiconductor export growth, Sept 1–10Korea Customs Service

DART radar — live filings from 60 Korean chip companies

Regulatory filings from our watchlist, titled in English within minutes of hitting DART.

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Latest issues

Silicon 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 edition

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What you get every morning

The tape

Overnight SOX and Seoul open for Samsung and SK hynix, with the reason, not just the number.

Three signals

The stories that move capacity, pricing or policy — each with a one-line "why it matters."

Korea-only radar

Items found only in Korean coverage: THE ELEC, Electronic Times, TheBell, DART filings.

Numbers you can cite

Export unit prices, wafer capacity, contract sizes — standardized and linked to the primary source.