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Industry

Water infrastructure demand rises with fab expansions in Yongin and southwest; ultrapure and reuse systems gain ground

Water infrastructure demand is expected to grow alongside semiconductor fab expansions in South Korea, with the ability to secure water emerging as a key pre-investment check for capex. Water use by major chipmakers far exceeds that of other large facilities, and planned expansions in Yongin and the southwest are set to raise demand further. This is driving adoption of ultrapure water, zero-liquid-discharge reuse and integrated treatment designs, while supply schedules and permitting risks remain.

Industry

AI data centre-driven power semiconductor market enters new phase as 8-inch SiC shift accelerates

Chinese power semiconductor companies that expanded market share with low-priced supply have begun raising prices, a shift expected to accelerate South Korean companies\' move to 8-inch (200 mm) silicon carbide wafers. Global leaders are also lifting prices as AI data centre demand spreads supply shortages to MLCCs and power semiconductors. Domestic firms are lining up GaN and SiC production plans. The industry faces complex SiC processes and yield challenges, while the government is upgrading public fab infrastructure in the south and planning integrated R&D.

AI & Enterprise

NamuAX develops in-house server virtualisation platform

AI infrastructure company NamuAX said on Wednesday it has developed an in-house server virtualisation platform, namuVIRT. The KVM-based infrastructure-as-a-service platform integrates management of compute, storage and network resources and supports operation of large-scale virtual machines. It provides migration tools to move virtual machines from VMware environments to KVM and supports switching between different hypervisors. The company plans to link namuVIRT with its CocktaiCloud GPU optimiser.