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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.

Industry

Shinil Electronics launches Smart Cube power strip, targets digital accessories market

Shinil Electronics said on Tuesday it has launched its Smart Cube power strip, which supports power supply and charging for home appliances and digital devices at the same time. The cube-shaped product combines USB charging ports and power outlets to allow simultaneous use in limited spaces such as meeting tables and kitchens. It supports up to 4,000W on AC outlets and up to 33W on USB output, the company said.

Finance

South Korea stock market outlook for second half focuses on overlooked stocks amid semiconductor concentration

South Korea\'s stock market is expected to remain led by semiconductor bellwethers Samsung Electronics and SK Hynix in the second half, with investors watching whether flows broaden to non-chip sectors and the Kosdaq. Brokerages raised KOSPI target ranges on expectations of improved chip earnings and an ongoing AI investment cycle. Still, analysts cite interest rates, the dollar and concentration risks as key variables, while regulatory changes could weigh on Kosdaq sentiment in the short term.