If there is a production disruption at Micron's factory, replacement demand could flow to SK Hynix and Samsung Electronics to fill the supply gap in the HBM3E supply chain for global big tech companies. On the other hand, Bis*'s 8-inch operation disruptions and price increases could act as cost increase factors for Korean finished product manufacturers and the downstream packaging industry that need to procure power management chips.
* A fire broke out at VIS's 3rd factory located in Taoyuan, Taiwan on the night of the 27th, and about 200 employees evacuated
K-wave is having an impact not only on music, dramas, and movies but also on performance pay.
▶ Source: https://www.g-enews.com/article/Global-Biz/2026/08/202608290703568182fbbec65dfb_1
