JKM spikes on the Iran scare and Australian strikes in early June, then falls ~15% on the month as buyers hold back ahead of summer peak
South Korea
Lee Jae-myung's June peace gestures meet a Pyongyang that is fencing within 80m of the line and rebuffing the South's overtures
HBM dominance drives SK Hynix past Samsung Electronics on June 22; a $29-33B Nasdaq ADR and a 300T won Honam chip cluster follow within 48 hours
Beijing investigates memory pricing, fines could reach $2.5B, while domestic champion CXMT files for a $4.2B IPO and nears third-largest by wafer capacity
Seoul bilateral yields HBM4E samples and LP40 foundry talks; Tesla A16 to be built at Taylor, Texas; Samsung pins HBM5 comeback on an in-house 2nm base die
Jensen Huang confirms Samsung, SK Hynix and Micron passed HBM4 qual on June 5; SK Hynix holds ~60-70% of Rubin volume, 12-layer stacks priced above $600
April–May test launches and a fresh ICBM engine advance Pyongyang's modernisation as Washington's focus stays elsewhere
Intel and Samsung start the shift from organic resin to glass cores; SK's Absolics ships first commercial-grade panels; Korea contests Intel on standards