Morning Edition · Monday, June 29, 2026
South Korea's $518 Billion Chip Build Shows Crypto Still Losing the Capital Race
Samsung and SK Hynix are pulling forward a decade of memory-plant construction to meet artificial-intelligence demand, the year's clearest sign of where investment is going.
South Korea's two largest chipmakers are accelerating an enormous memory buildout to meet demand driven by artificial intelligence. Samsung and SK Hynix are bringing a plant expansion forward by roughly a decade as part of a $518 billion pr…
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Crypto Trades as Beta to the AI Equity Cycle
Digital assets increasingly move with the artificial-intelligence and semiconductor equity complex, so crypto repeatedly amplifies swings in that trade rather than hedging them.
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