Sources
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Twitter/X
@jukan05
Active
jukan05
Linked items
192
Errors
62
Last fetched
2026-06-22 00:56
Priority
P3
Must-read
No
Recent items
The 15 most-recently-ingested items from this source, newest first.
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@jukan05: hankyung.com/article/2026062…
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삼성전자, 평택캠퍼스 '마지막 반도체 공장' 본격 착공
삼성전자, 평택캠퍼스 '마...
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2026-06-21
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@jukan05: Samsung Electronics Breaks Ground in Earnest on Its Last Pyeongtaek Semiconductor Fab
Samsung Elect...
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2026-06-21
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@jukan05: Korean media reported that CXMT employees who received equity incentives ahead of the company’s list...
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2026-06-21
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@jukan05: mk.co.kr/en/business/1207939…
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"We Sharpened Our Blade for 10 Years" — Determined ...
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2026-06-21
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@jukan05: This is a great piece explaining why Nvidia’s CMX rack could drive massive NAND demand. I highly rec...
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2026-06-21
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@jukan05: What do you think about Micron’s earnings? I read Citi’s preview report, and their ASP assumptions l...
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2026-06-21
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@jukan05: Honestly, if I had hoarded physical boxes of DRAM last September instead of buying DRAM stocks, I pr...
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2026-06-21
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@jukan05: Korea’s June semiconductor export unit prices
(Historical figures are based on full-month data, whil...
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2026-06-21
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@jukan05: South Korea Preliminary Exports (June 1–20)
- MLCC: +24% YoY, +23% MoM
- Semiconductor Manufacturin...
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2026-06-21
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@jukan05: South Korea Preliminary Exports (June 1–20)
- DRAM (including modules): +342% YoY, +3% MoM
- Flash ...
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2026-06-21
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@jukan05: etnews.com/20260619000108?SN…
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JEDEC, 'SPHBM4' 표준 제정…유리기판 활용성 주목
국제반도체표준협의회(JEDEC...
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2026-06-21
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@jukan05: JEDEC Ratifies 'SPHBM4' Standard; Glass Substrate Utility Draws Attention
The Joint Electron Device...
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2026-06-21
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@jukan05: wsj.com/tech/why-the-memory-…
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2026-06-20
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@jukan05: There have been reports since February that HP, Dell, and others have been evaluating Chinese memory...
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2026-06-20
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@jukan05: More and more sell-side firms are saying that higher memory prices are becoming an inflationary head...
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2026-06-20
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