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Industry

Sovereign AI drives second boom in semiconductor market

A second market is opening for AI semiconductors as sovereign AI demand from national and public sectors grows beyond U.S. hyperscalers, expanding needs from GPUs to full-stack chips including CPUs and memory. Power, cooling and space constraints in sovereign environments raise the priority of power efficiency and CPU-memory integration. Forecasts cite rising sovereign AI revenues and a growing AI cloud market. In South Korea, government-backed spending is driving GPU procurement and broader server-component demand.

Industry

SK Hynix earnings surprise likely as NAND exports surge

Expectations are rising that SK Hynix will deliver a first-quarter earnings surprise, with brokerages forecasting operating profit of about 35.2 trillion won and some estimates as high as 39.6 trillion won. Analysts cite solid server demand, preemptive purchases by mobile and PC clients, and the spread of long-term contracts. NAND results are also in focus, with brokerage estimates pointing to a sharp rise in exports and profitability. SK Hynix reports on April 29.

Industry

Korea\'s three battery makers set for first-quarter losses

South Korea\'s three battery makers are expected to post losses in the first quarter, as weak conditions in automotive batteries and a transition toward energy storage systems weigh on results. Securities industry estimates point to operating losses at LG Energy Solution, Samsung SDI and SK On. Analysts also flag a domestic production promotion tax credit, expected to take shape in a July tax revision plan, as a potential variable for profitability in the second half.