K
K-SEMIGO
KOSPI2745.3+0.8%
USD/KRW1362.4
KRX OPEN
K-SEMI PULSE

Semi Cycle Score

09:05 KST
82/100
Heating

Cycle accelerating — broad signal expansion

YoY
+19.4%
MoM
+3.8%
Breadth
64%
Memory Mom.
Strong
SOX Mom.
+7.4%
Score Components
Global Semi Sales Mom.
840.25
Memory Price Mom.
930.20
Korea Export Mom.
880.15
Bellwether Mom.
820.15
Korea Basket Breadth
640.15
Event Sentiment
760.10
VALUE CHAIN

Segments

WATCHLIST

Korea Basket

Mini Map
PRIMARY SIGNAL PATH · AI → HBM → DRAM → SK HYNIX → EQUIPMENT → HANMI
Signal Flow
Positive linkage
Negative / risk
Neutral
MEMORY

HBM Demand

Sold-out through cycle

Signal
96
Delta
+11.2

HBM allocation remains supply-constrained; pricing and mix lead the broader memory recovery.

Key Metrics

ASP
+6.1% QoQ
Supply
Sold-out

Drivers (Upstream)

Effects (Downstream)

Related Events

news2h · Reuters

SK Hynix qualifies HBM4 12-Hi for lead AI-accelerator customer

price update10h · TrendForce

DRAM contract price +9.2% QoQ for Q3, above guidance

earnings13h · Company IR

NVIDIA data-center revenue beats; guides next quarter higher

earnings4d · Company IR

Micron raises HBM TAM outlook for calendar 2026

PRICES

Memory Board

USD · idx
ItemLastChgTrend
HBM3E 8-Hi (idx)
contract
14.20+6.1%
HBM4 12-Hi (prelim)
contract
18.50+1.4%
DDR5 16Gb 5600
contract
4.10+3.2%
DDR5 16Gb (spot)
spot
4.55+5.4%
DDR4 8Gb 3200
contract
1.95+1.1%
NAND 512Gb TLC
contract
3.85-1.8%
NAND Wafer (spot)
spot
2.60-2.4%
eSSD 1TB (idx)
contract
78.00+0.9%
GLOBAL

Bellwethers

US / TW
KOREA

Heat Matrix

20D mom.
LIVE

Event Feed