<2025 Big Quest> 2025 Big Quest Part 1: What are the conditions for Korean semiconductor revival?

2025-01-02 23:41:04

Samsung Electronics, known as a national company, is responsible for about 20% of the KOSPI market capitalization and 20% of Korea's exports, accounting for one-fifth of the national economy.

If we consider the impact it has on numerous partner companies centered on the high-tech industry of semiconductors, Samsung Electronics' impact on the national economy can be said to be more than just numbers.

Samsung Electronics, which has been a semiconductor powerhouse leading the global market for a long time, is struggling in the AI ​​semiconductor market as it has been pushed out of the competition for HBM (High Bandwidth Memory), the next-generation memory semiconductor.

For its foundry business, which produces chips upon customer orders, Samsung Electronics invested more than 20 trillion won in the construction of a plant in Texas, USA.

The Biden administration is increasing semiconductor production in the United States and keeping China in check by providing subsidies to semiconductor companies building factories in the United States through the so-called 'Chips Act' (CHIPS and Science Act) starting in 2022.

However, in the meantime, China invested an astronomical amount of money to foster its own semiconductor technology and built its own semiconductor ecosystem.

 

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