Beyond The K-Pop Glow
South Korea keeps turning up as the manufacturing engine behind the world’s biggest booms. Take semiconductors: Samsung Electronics and SK hynix supply the DRAM and high-bandwidth memory running the AI buildout, profiting from something much bigger than either company alone. Beauty is far less capital-intensive, but the same instinct is showing up in it. Manufacturing power sits underneath brands that span the globe and the viral sensations coming out of Korea’s own beauty market. Korean brokerages have been pricing this in for months; the rest of the world is still catching up.