Economy
Business·Industry
Biotech Startups’ Risky Moves… Why the “Build First, Then Lease” Formula Persists
There have been repeated instances of domestic biotech startups building factories even before product development is complete or before signing contracts with global companies. However, contrary to e…
Business·Industry
“No Additional Investments in the U.S. or Japan… Maximizing Use of Domestic Production Bases”—SK hynix Conference Call
“In South Korea, we plan to develop Icheon and Yongin as production hubs for next-generation DRAM and AI memory, and Cheongju as a production hub covering NAND and advanced packaging. The large-scale …
Business·Industry
LGELECTRONICS Holds ‘AX Hackathon’ with All Employees… Selects Five Business Innovation Projects
LGELECTRONICS is embarking on efforts to improve work productivity through an Artificial Intelligence Transformation (AX) initiative involving all employees.
A view of LGELECTRONICS’ Twin Towers he…
Business·Industry
“HBM4 Yield and Quality Stable… HBM4E Mass Production in 2027”—SK hynix Conference Call
“Mass production of HBM4 also began in the second quarter, and we are securing stable mass production yields and quality while expanding our supply capacity. We have completed sample deliveries of HBM…
Business·Industry
“Investment to Reach the High 40 Trillion Won Range This Year… M15X Mass Production Schedule to Be Accelerated”—SK hynix Conference Call
“We are executing investments to expand production capacity in response to robust customer demand and medium- to long-term growth opportunities. With accelerated timelines and expanded investment, we …
Business·Industry
“‘HBM4 Volume to Expand in the Second Half… Earnings Improvement to Accelerate’—SK hynix Conference Call”
“In the second quarter, the timing of shipments for certain products and the composition of the product portfolio affected the overall blended average selling price (ASP). We expect these factors to g…
Business·Industry
“LTA Contracts Typically Last 5 Years… Focus on Ensuring Medium- to Long-Term Stability”—SK hynix Conference Call
“The long-term supply agreement (LTA) we are currently discussing is based on a five-year term, but the specific contract duration and terms may vary depending on the customer and product characterist…
Business·Industry
“Expanding Capacity Based on Confirmed Long-Term Customer Demand… Concerns About Oversupply Are Limited”—SK hynix Conference Call
“The company is formulating a medium- to long-term production capacity (CAPA) strategy based on structural growth driven by AI demand and consultations with key customers. Recently, our cooperative re…
Business·Industry
“AI Infrastructure Investment Is Not Slowing Down, but Rather a Monetization Process… Will Remain Robust Beyond Next Year”—SK hynix Conference Call
“We are well aware of concerns regarding a slowdown in investment, stemming from recent moves by some Big Tech companies to lease out data centers and the emergence of highly efficient AI models. Howe…
Financing
[Market In] Motional, with a 3.3 Trillion Won Loss: Why It’s Distributing Stock Instead of Annual Salaries
Analysis suggests that the reason why Motional, Hyundai Motor Group’s autonomous driving joint venture, is showering its employees with restricted stock units (RSUs) despite accumulating losses in the…