Samsung and SK Hynix still have one advantage Japan can't match, says Kioxia dealmaker

In the memory chip market, Samsung and SK Hynix continue to outshine their Japanese counterpart Kioxia, which has recently emerged as Japan's most valuable company. Despite Kioxia's impressive market cap, a dealmaker involved with the company highlights a key advantage these South Korean firms possess: a deeper, more integrated supply chain and a greater ability to innovate. This edge underscores why global tech competition increasingly favors South Korean firms, even as Japan strives to maintain its tech leadership. The dynamics suggest a continued shift in the semiconductor industry's power balance.