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  1. AI Is Reallocating the World’s Memory Factories

    AI demand is forcing memory makers to decide how scarce DRAM capacity is divided among HBM, server memory and other products before new fabs arrive—pushing allocation decisions into customer contracts, factory investment and AI-system design.

  2. Busan

    Why Some Commercial Space in Busan Is Hard to Reuse

    Two empty commercial spaces exposed to the same broader economy can have very different prospects for reuse. In Busan, the difference can lie in tenant fit, conversion costs and whether the property can be changed for the next viable use.

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