Industry

  • Chipflation (2): Winners — component makers; losers — consumers
    Chipflation (2): Winners — component makers; losers — consumers Editor’s Note: This is the second installment in AJP’s Chipflation series, examining how explosive AI demand and South Korea’s dominance in memory chips are reshaping the global technology supply chain — from Silicon Valley data centers to everyday consumer electronics. SEOUL, February 27 (AJP) - Chipflation is, at its core, a story about economic rents. When demand concentrates on a scarce, indispensable input, the suppliers of that input capture retu February 27, 2026
  • SK hynix, Sandisk launch joint effort to standardize HBF memory for AI
    SK hynix, Sandisk launch joint effort to standardize 'HBF' memory for AI SEOUL, February 26 (AJP) - South Korean chipmaker SK hynix and U.S. data storage company Sandisk have partnered to standardize a next-generation memory technology dubbed High Bandwidth Flash (HBF) to target the expanding artificial intelligence inference market. The two companies held a kick-off event for the HBF standardization consortium on Thursday at Sandisk's headquarters in Milpitas, California. To advance the initiative, they will form a dedicated joint workstream under February 26, 2026
  • Galaxy S26: a phone with nunchi – and a price to match
    Galaxy S26: a phone with "nunchi" – and a price to match SEOUL, February 26 (AJP) - “Nunchi” is one of those Korean words that resists direct translation. It refers to a kind of social intuition — the ability to read the ambience, anticipate needs, and move before being asked. Those who lack it are considered daft; those who possess it are quick, nimble, perceptive. With the new Samsung Galaxy S26, Samsung Electronics is attempting to embed that instinct into hardware. After nearly three decades of phone-making, Samsu February 26, 2026
  • Samsung Electronics becomes first South Korean company to hit $1 trillion market cap
    Samsung Electronics becomes first South Korean company to hit $1 trillion market cap SEOUL, February 26 (AJP) - Samsung Electronics has become the first South Korean company to reach a market capitalization of over US$1 trillion. As of Thursday's market close, Samsung Electronics' market value was tallied at $1.03 trillion. Only 13 companies worldwide have market caps of $1 trillion or more. The milestone lifted the electronics giant to No. 12 globally in terms of market value, surpassing supermarket chain Walmart and pharmaceutical company Eli Lilly. February 26, 2026
  • Samsung Electronics ushers in agentic AI phone era with Galaxy S26
    Samsung Electronics ushers in agentic AI phone era with Galaxy S26 SEOUL, February 26 (AJP) -The drizzle over the Palace of Fine Arts in San Francisco did not stop more than 1,200 journalists and influencers from crowding into the domed venue Wednesday for Samsung Electronics’ latest Unpacked event — a return to the same stage where the company once declared it was preparing for a “new decade” of mobile. This time, instead of dazzling hardware theatrics, Samsung framed the Galaxy S26 series as its first truly “agent February 26, 2026
  • SK hynix okays $16 bn investment into Yongin chip facility to stay ahead in HBM race
    SK hynix okays $16 bn investment into Yongin chip facility to stay ahead in HBM race SEOUL, February 25 (AJP) - SK hynix said Wednesday it will invest more than 21 trillion won ($15.7 billion) in new semiconductor production facilities at the Yongin Semiconductor Cluster, as it moves to expand capacity and stay ahead in the high-bandwidth memory race amid the artificial intelligence boom. According to a regulatory filing with the Financial Supervisory Service, the company plans to invest 21.61 trillion won in the construction of Phases 2 through 6 of its first fabri February 25, 2026
  • Except for chips, Korea now a laggard behind China in next-gen industries
    Except for chips, Korea now a laggard behind China in next-gen industries SEOUL, February 25 (AJP) - With the exception of semiconductors, South Korea has slipped into laggard status behind China across most next-generation industries, from robotics and electric vehicles to batteries and autonomous driving, a government-backed report warned Tuesday, underscoring a widening competitiveness gap that is no longer narrowing. A study released by the Korea Institute for Industrial Economics and Trade (KIET) found that China now holds comprehensive value-chain a February 25, 2026
  • Chipflation (1): Korean memory makers seize pricing power in AI boom
    Chipflation (1): Korean memory makers seize pricing power in AI boom Editor’s note: This is the first installment in AJP’s Chipflation series, which examines how explosive demand for artificial intelligence and South Korea’s dominance in memory chips are triggering a ripple effect of price hikes across the global tech supply chain — from Silicon Valley data centers to everyday consumer electronics. This installment looks at how Korean memory makers have gained the upper hand in price-setting. SEOUL, February 24 (AJP) - South February 24, 2026
  • For 2026 rematch with Apple, Samsung fields AI photo studio for short-form gen
    For 2026 rematch with Apple, Samsung fields AI photo studio for short-form gen SEOUL, February 23 (AJP) - Familiar scenes were repeated at the 2026 Milan–Cortina Winter Olympics: medalists capturing once-in-a-lifetime moments by flipping open pocket-sized Samsung phones. Despite strong sales of its foldable fleet, Samsung Electronics lost its decade-long position as the world’s top smartphone vendor last year to Apple, buoyed by the popularity of the iPhone 17 lineup. Samsung readies a rematch with the unveiling of its flagship Galaxy S26 seri February 23, 2026
  • SK chair sees profit from memory sales topping $100bn amid AI boom, wary of volatility
    SK chair sees profit from memory sales topping $100bn amid AI boom, wary of volatility SEOUL, February 22 (AJP) -The surging demand for artificial intelligence infrastructure could push operating profit at SK hynix beyond $100 billion in the near term, but the chip operation is equally at risk of an unprecedented volatility, said Chey Tae-won, chairman of SK Group. Speaking at the Trans-Pacific Dialogue (TPD) 2026 held Feb. 20–21 at the Salamander Washington DC, Chey said AI is fundamentally transforming industrial structures worldwide. The Trans-Pacific February 22, 2026