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Thursday 7 March 2024
Is Taiwan's defense industry up for asymmetric warfare?
As China's National People's Congress holds its annual Two Sessions meeting, the defense budget for 2024 submitted by China's Ministry of Finance has revealed a 7.2% growth to reach...
Thursday 7 March 2024
2024 Industry Outlook (6): Learning from past economic nodes of paradigm shift
Using the IMF's statistics on global GDP, I will explore the keys to the post-1950 rise of the four Asian Tigers. I have chosen 1950, 1980, 2009, 2019, and 2023 as nodes to explore...
Wednesday 6 March 2024
Interview with UBI Research founder Yi Choong-Hoon: breaking down the competition in the panel sector
Founded in 2007, UBI Research has become South Korea's most renowned research institution regarding the panel industry by establishing a diverse OLED database through its extensive...
Wednesday 6 March 2024
XR market becomes growth focus for South Korean manufacturers as ABF substrate business struggles
Although the semiconductor industry has experienced rapid growth in certain sectors such as high-bandwidth memory (HBM), the recovery remains slow. Particularly, companies that viewed...
Wednesday 6 March 2024
Say hyun-hi to Hyundai's new IONIQ 5 N
Hyundai has announced the arrival of the IONIQ 5 N.
Tuesday 5 March 2024
Samsung and SK Hynix restart equipment investment as DRAM demand returns
The DRAM market demand is picking up, and Samsung Electronics and SK Hynix, which previously adopted a production reduction strategy, have recently shown signs of resuming equipment...
Tuesday 5 March 2024
Let them fight: Toyota momentarily pips Samsung in market value
On February 15, 2024, the market value of Japan's Toyota Motor Corporation briefly surpassed that of South Korea's Samsung Electronics
Tuesday 5 March 2024
Samsung reportedly cooperates with Applied Materials to simply EUV lithography
Samsung Electronics is reportedly collaborating with Applied Materials in hopes of reducing the number of extreme ultraviolet (EUV) process steps, which, if successful, could help...
Monday 4 March 2024
Samsung alerted? Intel foundry reportedly woos South Korean chip design houses
Intel recently re-entered the foundry market and aims to become the world's second-largest wafer foundry by 2030, targeting Samsung Electronics. This initiative entails significant...
Monday 4 March 2024
Samsung accelerates R&D in MUF process and 2nd Gen MBCFET
Samsung Electronics is reportedly promoting Molded Underfill (MUF) materials in its advanced packaging processes. Since SK Hynix has already adopted MUF technology for its High Bandwidth...
Monday 4 March 2024
AI puts a rocket under HBM demand, SK Hynix rides the wave
The memory industry is set to exit the production cut phase as Generative AI superpowers high bandwidth memory (HBM) and DDR5 demand.
Monday 4 March 2024
AI-powered automation: Samsung's weapon against memory market slump and labor shortage
Samsung Electronics is reportedly accelerating automation innovation in its production lines to cope with the memory market downturn and labor shortages. By using manufacturing equipment...
Thursday 29 February 2024
Southeast Asia to face aging society challenges as labor shortages loom
East Asian countries, including Japan, South Korea, Taiwan, and China, have successively crossed the threshold into low birthrate and aging societies from the late 20th century to...
Thursday 29 February 2024
South Korean government join forces with corporations, aiming to create 'South Korea's Nvidia'
With the US, China, and Japan all actively developing semiconductors, the pressure is starting to build for South Korea. In response, the South Korean government is strengthening...
Thursday 29 February 2024
SK Hynix said to purchase 8 EUV machines for HBM3E processes
SK Hynix plans to invest KRW2 trillion ($1.5 billion) in 2024 to introduce extreme ultraviolet (EUV) lithography equipment to cope with the new generation of memory investment in...