The author is an analyst for NH Investment & Securities. He can be reached at pk.park@nhqv.com -- Ed.Gene cell therapy approaches are gradually gaining renewed attention in response to recent CRISPR and CAR-T news. GCT received keen attention in 2H20 as a viral vector and mRNA-based coronavirus vacc
The U.S. Department of the Treasury is set to announce detailed regulations on “Foreign Entities of Concern” (FEOC), which excludes some companies from electric vehicle tax incentives under the Inflation Reduction Act (IRA), on Dec. 1 (local time). The South Korean battery industry is closely monito
SK ecoplant is set to provide solid oxide fuel cells (SOFCs) to an upcoming data center in Ireland, a data center hub for major global tech companies.On November 2, SK ecoplant made a significant announcement, revealing the signing of a memorandum of understanding (MOU) with Ireland's Lumcloon Energ
Amid the global semiconductor demand slowdown, it’s projected that the operation rate of Samsung Electronics’ legacy 8-inch wafer foundry will be cut in half next year.Market research firm TrendForce reported on Oct. 12 that Samsung Electronics’ 8-inch wafer foundry’s operation rate will be around 5
On Oct. 11, HD Korea Shipbuilding & Offshore Engineering announced at Seoul Square a concluded investment agreement with the pioneering fuel cell company Elcogen AS. The agreement sees the shipbuilding giant investing a total of 45 million euros (US$48 million).The event was graced by the presence o
The U.S. government has decided to indefinitely postpone export controls on equipment for Samsung Electronics and SK hynix’s semiconductor plants in China. While there’s some relief in the semiconductor industry, uncertainties over their China plants haven’t entirely vanished, making the incentive f
South Korea’s battery industry is on high alert due to the potential designation of companies as “Foreign Entities of Concern” (FEOC) by the United States. If Chinese companies that supply raw materials and substances to Korean firms get listed as FEOCs, it could hinder these firms from receiving th
On Sept. 13 (Korean time), LG Chem announced the inauguration of its European Customer Solution Center (CS Center) in Frankfurt, Germany. The opening ceremony was graced by the presence of LG Chem’s Petrochemical Division Chief Noh Guk-rae, the Deputy Mayor of Frankfurt, and other key executives and
Amid the global restructuring of the semiconductor supply chain, Samsung Electronics and SK hynix are likely to be the most affected by decisions related to U.S. licenses.On Sept. 11, the Korea Institute for International Economic Policy (KIEP) reported in its Global Semiconductor Supply Chain Restr
Hyundai Motor Group is faced with complicated situations in its business operations in France after France’s announcement of a draft decree to subsidize electric vehicles based on carbon emissions. While the draft decree is not as worrisome as the U.S. Inflation Reduction Act (IRA), it will be a tot
The Korea International Trade Association (KITA) has expressed deep concerns, indicating that the electric vehicle (EV) subsidy reform proposed by the French government might violate the Korea-European Union (EU) Free Trade Agreement (FTA). France is pushing forward with the introduction of new envi
ESG disclosures in Korea will be mandatory for companies with more than 2 trillion won in assets starting in 2025, but even large companies are still struggling to prepare.The Korea Chamber of Commerce and Industry (KCCI) surveyed ESG executives from 100 Korean companies -- 59 large companies and 41
SK hynix has successfully developed the world’s first 5th generation High Bandwidth Memory (HBM), setting a new benchmark for high-performance DRAM.On Aug. 21, SK hynix announced, “We have successfully developed ultra-high-performance DRAM for Artificial Intelligence (AI), dubbed the 5th generation
Nvidia, which leads the global artificial intelligence (AI) chip market, is expected to introduce a new advanced graphics processing unit (GPU) that will boost AI performance, fueling the expansion of the advanced memory chip market led mainly by Korean companies. SK hynix and Samsung will be able t
An outlook has emerged predicting a narrowing of the market share gap between SK hynix and Samsung Electronics in the High Bandwidth Memory (HBM) market.HBM is a technology that boosts functionality by vertically stacking multiple DRAM modules. This innovation is integrated into Graphics Processing
Tony Blinken, the U.S. Secretary of State who is currently visiting China, has announced that he met with President Xi Jinping of China and reached an agreement on the stabilization of U.S.-China relations.From June 18 to 19, Secretary Blinken had a two-day schedule during which he sequentially met
The United States has decided to extend the grace period for Korean companies to export semiconductor equipment to China. This immediately alleviates the concerns for domestic companies such as Samsung Electronics and SK hynix, who can continue producing semiconductors in their Chinese factories for
Doosan Enerbility announced on May 15th that it has begun the production of main components for Shin Hanul Units 3 and 4 at its Changwon headquarters.The event was attended by key figures from the government, local authorities, contractors, and partner companies, including Minister of Trade, Industr
On April 10th, George Mason University Korea (Mason Korea) held an opening ceremony for the spring 2023 semester of the Global Campus program for the Incheon Citizen Life College.The opening ceremony took place at the Global Lounge of Mason Korea and was graced by the presence of 14 internal and ext
As a world-leading consumer electronics company, LG not only innovates to make life better for all, but also to invent completely new lifestyles. But for the company to accomplish its ambitious goals, it requires its partners from around the world to help in its pursuit of superior technologies and