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Industry
Illusion of semiconductor boom: AI high value smiles, but commodity and electronics sectors in shadow
South Korea\'s semiconductor exports continue to hit record highs, but performance is diverging even within memory chips. Demand tied to AI infrastructure is lifting prices and volumes for high-value, high-capacity server memory and enterprise SSDs, while commodity DRAM lags. Data for September show semiconductors driving overall export growth and trade surplus. Some warn the strength could distort fourth-quarter indicators, as broader manufacturing and electronics sectors remain subdued due to rising input and logistics costs.
Industry
Nvidia, Doosan Group expand cooperation across robots and AI data centres
Nvidia and South Korea\'s Doosan Group have expanded cooperation from robots to power and materials for AI data centres. Doosan said on June 8 that four affiliates, including Doosan Robotics, Doosan Bobcat, Doosan Enerbility and Doosan Electronics BG, will broaden collaboration with Nvidia in physical AI, robotics and AI factory infrastructure. The group plans to expand integration with Nvidia platforms step by step based on results at each unit.
Industry
Lotte Energy Materials to invest 50 billion won to expand Iksan circuit foil capacity for AI demand
Lotte Energy Materials will invest about 50 billion won to expand circuit foil production capacity for AI data centres. The investment will target facility expansion at its Iksan plant in North Jeolla Province, the only circuit foil production base in South Korea. The company aims to raise annual maximum circuit foil capacity to 16,000 tons by 2027. It said the move is a pre-emptive investment aimed at both earnings recovery and market expansion.
