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Industry

China cost and yield race in synthetic graphite draws battery anode material supply away from South Korea

Demand for electric-vehicle battery anode materials outside China is rising, but supply remains concentrated among Chinese companies, the article said. Chinese firms with graphite processing capacity are competing on costs and yields for synthetic graphite and expanding volumes and customers beyond China. South Korean suppliers have not increased their share even in growing non-China markets. The article said cost and yield are likely to become key competitive benchmarks in Europe as EU rules develop, while recognition of Korea-made materials under FTA provisions remains uncertain.

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

South Korea semiconductor exports top $60 billion for first time in September, total exports up 84%

South Korea\'s semiconductor exports rose to $60.3 billion in September, the first time a single item topped $60 billion in a month, the industry ministry said. Total exports climbed 83.5 percent to $120.9 billion, also a monthly first, while imports rose 26.0 percent to $71.1 billion, lifting the trade surplus to $49.9 billion. Exports to China, the United States and ASEAN all increased sharply, led by semiconductors.