The Seoul Node is a Seoul-based English publication covering korea’s memory & chip-materials supply chain, read from seoul. It is written by JayK, a Seoul-based observer of the industry.
What we publish:
- HBM Desk — What Korean desks flagged this week — the first English read of Korean-sourced HBM signals
- Memory Watch — How Korea’s sell side reads Samsung & SK Hynix — where the Seoul consensus sits, splits, and diverges from the global narrative
- The Sobujang Files — Defining Korea’s materials, parts & equipment (sobujang) ecosystem — the terms and hidden suppliers no one covers in English
Method
Korean sell-side research is the densest semiconductor coverage in the world — and it is
locked behind the Korean language. We read the primary Korean sources (brokerage reports,
analyst channels, company disclosures), extract the facts, and publish original analysis in
English. We do not republish or translate reports; every article is our own thesis, tested
against multiple sources, and every verdict ships with its falsifiers.
Disclaimer
Nothing on this site is investment advice. Articles are analysis and opinion based on
publicly available information. If you find a factual error, please tell us via the contact
page — we verify and correct promptly.