In July last year, the Export-Import Bank of Korea

In July last year, the Export-Import Bank of Korea predicted that the size of the HBM market will grow 46% annually from $2.7 billion in 2022 to $37.7 billion in 2029.

Prior to that, the U.S. investment bank Goldman Sachs predicted that the annual average (CAGR) will grow by 100% by 2026 to reach $30 billion.

Last week, US Micron's groundbreaking ceremony for the HBM plant in Singapore was expected to be worth $100 billion in 2030.

Regardless of which prediction is correct (I'm 100% high growth), high growth in the HBM market is certain.

Micron, the third-ranked player in the world, has decided to pour money, and SK Hynix, the first-ranked player in this field, is proud to be ahead of Nvidia's demands.

What about Samsung Electronics?

The chairman of Korea-U.S. Semiconductor was invited to join the groundbreaking ceremony of the Micron plant.

It's hard to make HBM properly without the benchmark of Korea-U.S. semiconductors.

Samsung Electronics has tried to steal technology from Korea-U.S. semiconductors in the past.
There was a legal dispute, and in the end, Korea-U.S. semiconductor won.

That's why Korea-U.S. Semiconductor supplies SK Hynix and Micron equipment but doesn't even look at Samsung Electronics.

Samsung Electronics is in a situation where Lee Jae-yong has to go and kneel in front of the chairman of Korea-US Semiconductor, so can Lee Jae-yong do that?

Lee Jae-yong, who became the chairman of Samsung Electronics due to tax evasion and illegal succession, is the biggest risk.


Work out
Exercise lowers the incidence of cancer. On the other hand, lack of exercise increases the risk of developing cancer. Here are the recommendations made by the American Cancer Society.
1. Adults should move their bodies moderately or very actively for at least 150 minutes a week. You can do it three times, 50 minutes each, or several times, 10 minutes each. Either way, you should fill two and a half hours a week.
2. Children and adolescents should perform physical activities daily at least 60 minutes at moderate to vigorous levels.
It is better to exercise outdoors than indoors. The exposure to the sun itself prevents many types of cancer. UVB (ultraviolet light B) in the sun is divided into ultraviolet A (315-400 nm), ultraviolet B (290-320 nm), and ultraviolet C (100-290 nm) depending on the wavelength. The middle wavelength of ultraviolet rays is ultraviolet B, which can be removed by windows. This is the wavelength that burns the skin the most when exposed to sunlight.) Radiant rays lower the risk of developing breast cancer, colon cancer, ovarian cancer, prostate cancer, and lymphoma cancer. It has been confirmed that the mortality rate of bladder cancer, esophageal cancer, kidney cancer, lung cancer, pancreatic cancer, rectal cancer and gastric cancer decreases with increased UVB exposure.
Sunscreens interfere with UVB radiation absorption. Therefore, the traditional rule that sunscreen is not correct when doing outdoor activities. Unless you are someone who gets sunburnt easily, such as when your hair is red or your face is very white, do not continue to wear sunscreen. Use sunscreen only during the daytime in midsummer or when the risk of sun damage is high, such as long exposure to intense sunlight.
The act of regularly exposing the skin to the sun to the extent that it does not cause burns can prevent cancer. Eating a lot of fish and omega-3 fatty acids, EPA/DHA (which reduces intake of omega-6 fatty acids, such as corn oil and safflower oil) can prevent melanoma, the most dangerous form of skin cancer. Melanoma is associated with excessive exposure to sunlight.