➀ The semiconductor industry in South Korea is experiencing a better year with rising DRAM and NAND prices and strong demand for HBM due to AI. ➁ Morgan Stanley predicts a downturn in the semiconductor industry, with DRAM prices expected to decline and HBM supply exceeding demand. ➂ SK Hynix and Micron remain optimistic about the HBM market, with SK Hynix planning to increase HBM revenue by over 300% this year and Micron expecting HBM to contribute billions to its revenue.