About Silicon Peninsula

Korea ships nearly half of its exports as semiconductors, and its DRAM export price has quadrupled in a year — yet the industry's first-hand reporting (THE ELEC, Electronic Times, TheBell, DART regulatory filings, brokerage notes) is published almost entirely in Korean. English readers get it a day late and a layer thinner.

Silicon Peninsula closes that gap. On Monday, Wednesday and Friday (KST) we read the Korean sources, standardize the numbers, and send a five-minute brief: the tape, three signals that matter, a Korea-only radar of stories that haven't reached English, one number of the day, and the calendar. Every figure links to where it came from.

Who it's for: investors and analysts covering memory and AI hardware, equipment and materials suppliers, and anyone who models the Korea–Taiwan–US chip triangle for a living.

We also keep a public directory of the 64 listed Korean companies we monitor, and a live DART radar that titles their regulatory filings in English within minutes.

Korea Watchlist Pilot: 30 days, $99, up to ten agreed companies or topics. Request a scope before payment.

Published by WAY Corporation, Busan, Korea. Contact: waycorp36@gmail.com