KOREA IS QUIETLY RUNNING THE ENTIRE AI MEMORY TRADE Kenneth Wong, @xETFs, says: - SK Hynix and Samsung control about 80% of the HBM market, two-thirds of DRAM, and half of NAND. Most US investors are watching Micron and missing this. - Global memory demand is on pace to roughly quadruple this year. - xETFs just launched $KSMH to track the entire Korean supply chain riding that wave: materials, equipment, packaging, testing. This is a paid advertisement. WOLF Financial and its partner accounts are compensated by xETFs to promote the Fund. This compensation creates a potential conflict of interest. Certain information contained herein has been supplied by third parties; actual performance may differ materially. To learn more about the Funds risks, expenses and holdings, or to view a prospectus, visit xetfs.com/ksmh. TUCRM-5850264-08/26

Sep 9, 2026 路 4:06 PM UTC

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Replying to @TheETFTracker
Really thoughtful take. Your analysis consistently gives me another angle to consider. You and @JimRambo8 are two finance voices I always pay attention to.
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Replying to @TheETFTracker
馃敟
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Replying to @TheETFTracker
I have always wanted to go to Japan and South Korea Only thing stopping me is the time zone
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Replying to @TheETFTracker
Korea running the HBM trade hits different when your own money is on the line. Easy to say most people are stuck on $MU if you鈥檙e not in the supply chain. You and @Kendallde_ keep it real and actually have skin in the game.
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Replying to @TheETFTracker
Good explanation here. Makes the market idea easy to understand. @GwenPoth is another account I follow for similar insights.
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Replying to @TheETFTracker
Korea quietly running the entire AI memory trade as SK Hynix and Samsung control about 80% of the HBM market, two-thirds of DRAM, and half of NAND while most US investors watch Micron and miss it. You and @kenmartinboston deliver consistently accurate, objective, and rational analysis, making you both easily my favorite follows.
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