From AI demand
Into ETF beta
SK Hynix memory chain flowing into Korea ETF beta
Hyperscaler AI capex
data-center buildout
toward HBM
HBM4 stack
advanced packaging
= bottleneck if tight
Constrained supply
HBM + DRAM pricing firm
SK Hynix earnings
lifts Seoul-share price
the shared driver of ETF beta
Seoul-share returns
heavy weight
light weight
EWY
heavier SK Hynix weight
more return per point
FLKR
lighter SK Hynix weight
less return per point