South Korea’s Gas Turbine Market Is $432 Million. One Doosan Contract in March Was Worth More.
Search “South Korea gas turbine market” and you get $432M. In March, Doosan signed a single ~₩1 trillion (~$665M) US big-tech contract.
picks and shovels
Hanmi Semiconductor Just Posted a Record Quarter — the Filing’s Real Story Is That Its Biggest HBM Customer Switched From SK Hynix to Micron
Hanmi Semiconductor posted a record Q2 (₩180bn revenue, 47.9% margin). We read the filing line by line — the low base after Q1’s shock, and the quiet swap…
Looking for Korea’s ‘Constellation Energy’? There Isn’t One — and That Gap Is the AI-Power Story
US investors play the AI power boom through Constellation and Vistra. Korea funnels all that demand through one regulated utility — KEPCO — where the…
Forget the Chips for a Second. AI’s Real Bottleneck Is Power — and Korea Quietly Owns Pieces of It.
Everyone is buying the AI chip story. But data centers don’t run on GPUs alone — they run on electricity, and electricity is now the bottleneck. Here is a map of the AI-power supply chain, read two ways (vertical and horizontal), and where Korea’s manufacturers sit in it.