Taiwan chip veteran flags memory's rising strategic weight in Korea-US alignment

DigiTimes reports that Lu sees memory becoming a more important geopolitical and industrial lever, with Samsung's first-quarter 2026 earnings performance cited as evidence that memory has moved back to the center of the semiconductor cycle. For RamTrend, the point is less about one company's quarterly comparison and more about how AI-driven memory profits are changing bargaining power across Asian chip supply chains. If Korea and the US deepen cooperation around advanced semiconductors, Samsung and other Korean memory suppliers could gain more policy support and customer attention. This is a strategic signal rather than an immediate pricing catalyst. It reinforces the view that memory is being treated as critical infrastructure, especially as AI demand raises the value of DRAM, HBM, and high-capacity storage.