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Complete internalization of Chinese semiconductor subcontractors, special gas threat to Korea even if semiconductors fail
As the United States continues to strengthen its semiconductor restrictions on China, and China persists in its efforts to achieve semiconductor local…
2024.05.17 by 배종인 기자
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[Serial Project - Used Battery Industry ④] Battery Recycling and Testing Equipment Companies: The First Link in the Virtuous Resource Cycle
This article examines companies related to the used battery industry that were not covered in previous articles—POSCO and Ecopro—as well as battery te…
2024.05.15 by 성유창 기자
[Serial Project - Used Battery Industry ③] Used Battery Industry Players Actively Expand Overseas and Expand Their Businesses
As the used battery industry grows, many Korean companies are actively investing in and developing technologies for related industries including secon…
2024.05.08 by 성유창 기자
'Today's Colleagues, Tomorrow's Enemies': Nvidia's 'Platformization' vs. Big Tech's 'AI Chip Self-Sufficiency'
With the advent of the Artificial Intelligence (AI) era, the industrial and market landscape is undergoing significant transformation. As paradigm shi…
2024.05.08 by 권신혁 기자
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“Monetization is more important than LLM performance and scale”… LLM OS implementation on the horizon
Generative AI is transforming the paradigm across all industries. While global enterprises are focusing on developing diverse generative AI models, th…
2024.05.07 by 김예지 기자
Adoption of High-Capacity Memory Driven by AI Infrastructure Rises, “Supply Tight in Second Half”
Companies are racing to launch services centered on generative AI, and competition to build AI server infrastructure is intensifying. Proactive invest…
2024.04.30 by 권신혁 기자
China's semiconductor boom continues... Self-sufficiency lies in 'money flow'
When authenticity is in doubt, one should look at where the money is being spent. This is a phrase commonly used in political circles, and among the i…
2024.04.22 by 권신혁 기자
Will BYD, which has dominated China, also expand its global presence?
BYD, which has experienced rapid growth based on the domestic market, has begun global expansion by capturing gaps in the electric vehicle segment; ho…
2024.04.09 by 성유창 기자
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Securing Electric Vehicle and Autonomous Driving Reliability… PHM Technology in the Spotlight
As electric vehicles and autonomous driving technology have lost trust due to consecutive accidents, it appears to be an opportune time for the advanc…
2024.04.08 by 성유창 기자
EMC Shielding and Testing Market 11 Trillion → 15 Trillion, EV Leading Growth
In the context of device miniaturization and increasing complexity of electronic systems, the importance of shielding and testing solutions for electr…
2024.03.25 by 권신혁 기자
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Russian helium imported domestically, semiconductors 'unavailable'
Russian helium (He) has begun to be imported into the domestic market en masse; however, supply for semiconductor use remains unavailable, and the pri…
2024.03.21 by 배종인 기자
$24,999 vs. $1,999: The Current State of the Korean-Chinese Display War
In the display industry, as South Korea exits the LCD business and goes all-in on OLED, concerns are escalating over China's pursuit in the display se…
2024.03.19 by 권신혁 기자
Hyosung Chemical, NF3 Business Sale Progress… Will Sale Rumors Succeed This Time?
Hyosung Chemical, which has been facing difficulties due to deteriorating performance and market downturn, is reportedly making progress as multiple c…
2024.03.12 by 배종인 기자
The background to the 600 million won lawsuit between Kokusai and Eugene Tech: The future battle for ALD market.
Japanese semiconductor equipment manufacturer Kokusai Electric has filed a patent infringement lawsuit against domestic semiconductor equipment compan…
2024.03.08 by 권신혁 기자
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AI Server Demand Rising… Data Center Power Efficiency Needed
As the era of artificial intelligence transformation (AX) arrives, demand for data centers providing high-performance GPU server infrastructure suitab…
2024.02.29 by 김예지 기자