Micron, No. 3 in DRAM, Appears to Have Been Eliminated from HBM4 Competition; Nvidia Supply Shaping Up as Two-Way Race Between Samsung and SK hynix

Summary

Park Se-ik reads viewer comments and newspaper articles, focusing on Korean market strength, HBM4 competition, Chinese EV pressure, and speculative AI labor platforms. The key market implication is that Micron appears to have dropped out of Nvidia's HBM4 race, leaving Samsung Electronics and SK hynix to split supply. The host also relays positive Korean market commentary and warnings about Chinese EV competition.

• Park Se-ik opens with viewer comments and investment psychology, emphasizing patience amid volatility.
• A viewer comment frames the Korean market as strong with limited downside, citing share buyback reform, earnings, and FX benefits.
• News reports Korea's combined market cap rose to 8th globally after surpassing Taiwan, with brokers raising KOSPI targets.
• HBM4 article says Micron effectively fell out of Nvidia's HBM4 race, leaving Samsung Electronics and SK hynix as the main suppliers.
• Article warns Chinese-made EVs reached 34% of Korea's EV market and Korean EV exports to the US fell 87%.
• Park Se-ik discusses the Rent Human platform where AI agents hire humans and pay in crypto, calling it speculative.
• The episode closes with warnings about impersonation scams using Park Se-ik and Chesley's name.