KNJ said first-half revenue rose 80.2 percent from a year earlier to 69.07 billion won, while operating profit increased 27.7 percent to 13.96 billion won, helped by growth in its semiconductor parts and FPCB businesses. Net profit fell to 6.7 billion won due to higher manufacturing costs, valuation losses on convertible bonds and corporate tax expenses. The company is bringing forward expansion plans to add capacity and widen supply in the second half.

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.