Korean Semiconductors Rise to 'Super Eul' Status on DRAM and HBM Sell-Out Streak

South Korean semiconductor companies have ascended to a 'super eul' position with strong negotiation power due to the surge in demand for DRAM and HBM (High Bandwidth Memory). DRAM volumes are expected to be completely sold out through 2027.

This surge is a result of the explosive increase in demand for semiconductors like DRAM and HBM, which are core components of AI, as AI technology evolves beyond simple learning to perform complex tasks.

The advancement of AI has led to a sharp rise in the usage of DRAM and HBM, becoming a major reason for the rebound in DRAM prices since April. As AI performance improves, the profit structure for semiconductor companies is becoming increasingly robust, signaling a boom across the entire semiconductor industry.