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Tuesday 15 September 2026
Apple's foldable debut set to further widen Samsung Display's OLED lead
Samsung Display could emerge as one of the biggest supply-chain beneficiaries of Apple's entry into foldable smartphones, as the Korean panel maker already accounts for about two-thirds...
Tuesday 15 September 2026
AI servers are eating MLCC capacity, and Chinese suppliers are taking what's left

AI servers are reshaping the global multilayer ceramic capacitor (MLCC) market. Murata Manufacturing and Samsung Electro-Mechanics (SEMCO)...

Tuesday 15 September 2026
South Korea updates AI safeguards as Microsoft sets shutdown rules

South Korea is updating its artificial intelligence security guidance as companies deploy AI agents capable of operating with limited...

Tuesday 15 September 2026
Samsung's Cheonan plant reallocates packaging capacity from Exynos to HBM
Samsung Electronics is accelerating the restructuring of its semiconductor packaging footprint. Its Cheonan facility is gradually phasing out packaging operations for the Exynos mobile...
Tuesday 15 September 2026
Samsung, SK Hynix diverge on cell design for sub-10nm DRAM in 2028

Samsung Electronics and SK Hynix are preparing to move DRAM below the 10nm threshold in 2028, with the two memory makers pursuing different...

Tuesday 15 September 2026
HS Hyosung joint venture to invest KRW1.2 trillion in Ulsan silicon anode plant

HS Hyosung Energy Solution Korea, a joint venture formed by South Korea's HS Hyosung Group and Belgian materials leader Umicore, signed...

Tuesday 15 September 2026
AI's next bottleneck may be profitability, not compute, SK chair warns
For years, as the heat surrounding AI continued to build, competitiveness across the industry was largely measured by brute-force computing power. The broader infrastructure race was...
Tuesday 15 September 2026
South Korean firms hold 80% of the automotive OLED market
South Korean panel makers command about 80% of the automotive OLED market, according to Sigmaintell, as electrification and smarter vehicles keep demand for car displays stable and...
Tuesday 15 September 2026
Hyundai Motor Group bets on data, Nvidia, and in-house AI to speed autonomous driving rollout
Hyundai Motor Group is moving to standardize its autonomous driving hardware, deepen its data pipeline, and accelerate in-house AI development as it prepares a staggered rollout of...
Tuesday 15 September 2026
Global data center capex could reach US$31.6 trillion by 2050 as AI demand surges
PwC and Oxford Economics jointly released their Global Data Centre Outlook 2026–50 in early September, projecting cumulative global...
Tuesday 15 September 2026
Sigmaintell: Memory shortage to ease in 2027 before chip growth hits 2029 wall

After months of tight supply and sharp price increases in 2026, the global memory market is expected to see its supply-demand gap narrow...

Monday 14 September 2026
Samsung, SK Hynix reject US$19 billion power prepayment as Korea speeds chip expansion

Samsung Electronics and SK Hynix have rejected a proposal to prepay KRW25 trillion (approx. US$18.7 billion) in electricity bills, highlighting...

Monday 14 September 2026
Sandisk recruits engineers in Korea as memory talent race heats up

Sandisk is making an unusual push into engineering recruitment in South Korea, seeking talent across NAND system architecture, NAND...

Monday 14 September 2026
South Korea broadens espionage law to counter rising tech leaks
South Korea's revised Criminal Act took effect September 13, extending the scope of espionage offenses from acts benefiting North Korea to those benefiting any foreign country or equivalent...
Monday 14 September 2026
LG Display's AI transformation turns employees into AI builders, yielding 450+ in-house projects
LG Display announced on September 13 that it is expanding its company-wide artificial intelligence transformation (AX) initiative by scaling up its "AX SQUAD" program. Designed to...