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Industry

AI chip glass substrate supply chain race enters round two, expands into materials alliances

Competition over glass substrates, a next-generation semiconductor packaging material, is shifting from individual company technology validation to a race to build supply chains led by materials alliances. Samsung Electro-Mechanics has moved to set up a 480 billion won joint venture with a Sumitomo Chemical group affiliate. The move sharpens its rivalry with SKC, whose unit Absolics has completed construction of a glass substrate mass-production line in Georgia.

Industry

SKC sets up CEO-led AX organization including units such as SK Nexilis

SKC is stepping up its push for artificial intelligence transformation. The company said it has launched a dedicated AX organization and will build a companywide system to use AI. SKC set up an AI Frontier task force under the CEO, with participation from SKC and investee affiliates including SK Nexilis, SK PIC Global, ISC, Absolics and SK REVO. The task force will develop projects, work with external experts, and set AI guidelines. SKC will also review generative AI tools and expand training.

Industry

Subsidies vs tax credits put South Korea chip support at crossroads

Samsung Electronics and SK Hynix are reviewing investments worth hundreds of trillions of won in semiconductor clusters in the Honam and Chungcheong regions, accelerating debate over how the government should support the industry. The key issue is whether to rely on tax credits for fab construction or shift to direct cash subsidies like rival countries. The government is also pursuing a regional balance strategy, with a semiconductor special law due to take effect in August.