K-Cable Strikes ‘Gold Mine’ in Submarine Cables

August 26, 2026 by Leave a Comment
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Sales of high-value submarine cables expanding

Increased demand arising from West Coast Energy Expressway project

Cable companies are accelerating profitability improvements, focusing on high-value-added products including ultra-high voltage and submarine cables. LS Cable & System and Taihan Cable are expected to achieve record-high performance this year, and according to the West Coast cable industry, LS Cable & System’s order backlog, which stood at KRW 2.8 trillion in 2022, reached 7.5 trillion in the first quarter of this year alone. The order backlog at the end of last year was approximately KRW 6.9 trillion.
LS Cable & System’s growth is attributed to the expansion of proportion of high-value-added products, including ultra-high voltage and submarine cables. Ultra-high voltage cables are key equipment that minimizes power loss when transmitting high voltage electricity produced at power plants over long distances. Submarine cables are used to connect offshore wind farms with the mainland.

LS Cable & System invested KRW 44.9 billion in 2023 to acquire KT Submarine (now LS Marine Solution), a submarine cable laying company.
Taihan Cable is also expanding its ultra-high voltage and submarine cable business. The proportion of ultra-high voltage and submarine cables in total sales increased from 13% in the first quarter of last year to 19% in the first quarter of this year. The order backlog for the first quarter of this year reached KRW 3.8 trillion.
Taihan Cable has set out to expand its submarine cable construction capabilities by acquiring a cable-laying vessel. It is reported that the company secured 56% of the domestic market based on laying capacity by acquiring the Scandiconnecto, a 7,000-ton submarine cable-laying vessel (CLV), for KRW 115.4 billion last May. The ultra-high voltage and submarine cable market is expected to grow rapidly as the West Coast Energy Expressway project, which will build an 8GW transmission network along the west coast by 2038, is accelerated.

 
 
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LGD Starts Supplying Dual-Mode OLED Panels

August 26, 2026 by Leave a Comment
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LGD Starts Supplying Dual-Mode OLED Panels to Samsung Electronics and Dell in the USA

Selectable screen types for movies and games

LG Display is supplying dynamic frequency and resolution (DFR·dual mode) panels to Samsung Electronics and U.S. computer maker Dell Inc.
This is a technological capability secured by LG Display, which successfully developed it for the first time in the world to differentiate itself in the market.
According to industry sources, LG Display has recently begun supplying panels equipped with dual-mode technology for organic light-emitting diode (OLED) monitors produced by Samsung Electronics and Dell.
LG Display has been expanding its supply of dual-mode panels, starting with LG Electronics in 2024, to ASUS last year and Samsung Electronics and Dell this year.

Samsung Electronics is reportedly equipping its 31.5-inch OLED monitors with LG Display’s dual-mode panels. This is the first time Samsung Electronics, which had applied dual-mode panels to liquid crystal display (LCD) monitors, has expanded the technology to OLEDs. Samsung Display Co., Ltd. plans to launch dual-mode technology this year and begin mass production.
Dell is also reported to have applied LG Display’s red, green and blue (RGB) stripe technology and dual-model panels to its 39-inch OLED monitors for the first time this year.
Dual-mode is a technology that allows users to choose either a high refresh rate or high-resolution mode depending on the content, maximizing image quality. With a single monitor, it can handle both movies that require high resolution and shooting games that rely on a high refresh rate.
In the past, consumers had to buy separate monitors for gaming and movie viewing. But with a monitor equipped with a dual-mode panel, there is no need for an additional purchase, thus reducing the cost burden.
The share of dual-mode-equipped gaming monitors, which stood at just 4~5% of the total in the fourth quarter of this year, is expected to rise to around 20% by 2028.

 
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OCI & Hanwha’s Solar Power Business

August 26, 2026 by Leave a Comment
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OCI & Hanwha’s Solar Power Business in the U.S. See Revival

OCI’s Malaysia factory benefits.

Hanwha’s U.S. factory will begin operations next month.

As the United States excludes high-purity polysilicon, a key material for solar power generation, from additional tariffs under Section 301 of the Trade Act, South Korean solar companies have received the green light for their North American business.
Polysilicon is a key raw material used in the manufacturing of solar wafers and semiconductors. In the solar industry, it serves as the starting point for the production of ingots, waters, cells, and modules. It is analyzed that the United States made the decision to exempt this material from tariffs to prioritize the securing of essential materials needed for its domestic solar manufacturing ecosystem while reducing its dependence on China-centric supply chains at the same time.

OCI Holdings is mentioned as the biggest beneficiary of this exemption decision. OCI Terrasus, OCI Holdings’ production subsidiary in Malaysia, possesses an annual production capacity of 35,000 tons of solar-grade polysilicon. It is one of the few non-Chinese production bases capable of reliably supplying materials to global solar manufacturers targeting the U.S. market.
It is assessed that OCI Terrasus has secured a competitive edge in terms of price compared to global competitors. The industry estimates that OCI’s polysilicon offers a price competitiveness of approximately 30% compared to products from Germany’s Wacker and the USA’s Hemlock.
Hanwha Q CELLS, a subsidiary of Hanwha Solutions, is also set to establish the largest integrated solar production system in North-America, covering ingots, wafers, cells, and modules, centered on its plant in Cartersville, Georgia and then begin full-scale commercial operations. However, the recent tariff exemption is expected to impact production costs.
The Cartersville plant has a production capacity of 3.3GW (gigawatts) for ingots and wafers, 3.3GW for cells, and 3.5 GW for modules. When the 5.1GW module production capacity of the plant in Dalton, Georgia is added, Hanwha Q CELLS’ total module production capacity in the USA expands to approximately 8.6GW.


 
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K-Semiconductor Equipment

August 26, 2026 by Leave a Comment
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K-Semiconductor Equipment Enters Terafab Ecosystem

HPSP, which improved yield with high-pressure hydrogen, is to participate as an essential partner for micro-processing.

Hanmi Semiconductor also accelerates final negotiations.
 

As the construction of Terafab, the next-generation artificial intelligence (AI) semiconductor production base driven by CEO Elon Musk, gains momentum, domestic semiconductor equipment manufacturers are accelerating their entry into the core supply chain.
Amidst growing competition among top global semiconductor equipment companies, Korea’s HPSP, a front-end semiconductor company, has already confirmed the supply of pilot equipment, while Hanmi Semiconductor, responsible for back-end equipment, is known to be in the final stages of negotiation for supply.
According to the semiconductor industry, HPSP recently finalized the supply of high-pressure hydrogen annealing equipment for the Terafab pilot production facility and secured a purchase order (PO).

High-pressure hydrogen annealing equipment improves performance and yield by using hydrogen to compensate for micro-defects occurring in semiconductor circuits.
Hanmi Semiconductor is also reportedly continuing final negotiations to participate in the project to build an advanced packaging line for Terafab. The company is currently in final discussions with Terafab regarding supply plants for high-bandwidth memory (HBM) TC bonders, MSVP which is back-end equipment that performs semiconductor package cutting and inspection), and electromagnetic interference (EMI) shielding equipment.
Terafab is a massive semiconductor project being pursued to establish a supply chain for AI semiconductors necessary for future business of xAI, SpaceX and Tesla which are led by Musk. It will be built in Austin, Texas, with a total investment of USD 119 billion (approximately KRW 177 trillion). It aims to begin full-scale operation in 2028, and construction of pilot production lines is scheduled to start next year.
Until now, domestic semiconductor equipment manufacturers have expanded their business focusing on existing memory and foundry customers such as Samsung Electronics, SK Hynix, Micron, Intel, and TSMC. Terafab represents a new type of demand source where AI service companies are directly stepping forward to build semiconductor production and packaging ecosystem.
In particular, if both HPSP and Hanmi Semiconductor successfully join the Terafab supply chain, it will become a symbolic example of major domestic front-end and back-end equipment companies participating in Musk’s AI semiconductor project at the same time.


 
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K-Semiconductor Equipment

July 22, 2026 by Leave a Comment
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K-Semiconductor Equipment Enters Terafab Ecosystem

HPSP which ‘improved yield with high-pressure hydrogen’ plans
to participate as an essential partner for micro-processing.

Hanmi Semiconductor also accelerates final negotiations.

With growing momentum in the construction of ‘Terafab,’ the next-generation artificial intelligence (AI) semiconductor production base promoted by CEO Elon Musk, Korea’s semiconductor equipment manufacturers are accelerating their entry into the core supply chain.
Amidst competition among top global semiconductor-equipment companies, HPSP, a front-end semiconductor company, has already confirmed the supply of pilot equipment; while Hanmi Semiconductor, responsible for back-end equipment, is known to be in the final stages of negotiations for supply.

According to the semiconductor industry, HPSP recently finalized the supply of high-pressure hydrogen annealing equipment for the Terafab pilot production facility and secured a purchase order (PO).
High-pressure hydrogen annealing equipment improves performance and yield by using hydrogen to compensate for micro-defects occurring in semiconductor circuits.
Hanmi Semiconductor is also reportedly completing final negotiations to participate in the project to build an advanced packaging line for Terafab. The company is currently in final discussions with Terafab regarding supply plants for high-bandwidth memory (HBM) TC bonders, MSVP which is back-end equipment that performs semiconductor package cutting and inspection), and electromagnetic interference (EMI) shielding equipment.
Terafab is a massive semiconductor project being pursued to establish a supply chain for AI semiconductors that are essential for future business of xAI, SpaceX and Tesla which are led by Elon Musk. It will be built in Austin, Texas, with a total investment of USD 119 billion (approximately KRW 177 trillion). It aims to begin full-scale operation in 2028, and construction of pilot production lines is scheduled to start next year.
Until now, domestic semiconductor equipment manufacturers have expanded their business focusing on existing memory and foundry customers such as Samsung Electronics, SK Hynix, Micron, Intel, and TSMC. Terafab represents a new type of demand source where AI service companies are directly stepping forward to build semiconductor production and packaging ecosystems.
In particular, if both HPSP and Hanmi Semiconductor successfully join the Terafab supply chain, it will become a symbolic example of major Korean front-end and back-end equipment companies participating in Musk’s AI semiconductor project at the same time.

 
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OCI and Hanwha’s Solar Power Business

July 22, 2026 by Leave a Comment
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OCI and Hanwha’s Solar Power Business in the USA See a Revival

Hanwha’s U.S. factory will begin operations next month.

As the United States excludes high-purity polysilicon, a key material for solar-power generation, from additional tariffs under Section 301 of the Trade Act, South Korean solar companies have received the green light for their North American business.
Polysilicon is a key raw material used in the manufacturing of solar wafers and semiconductors. In the solar industry, it serves as the starting point for the production of ingots, waters, cells, and modules. It is analyzed that the United States decided to exempt this material from tariffs in order to prioritize the securing of essential materials needed for its domestic solar manufacturing ecosystem, thus reducing its dependence on China-centric supply chains at the same time.

OCI Holdings is mentioned as the biggest beneficiary of this tariff exemption decision. OCI Terrasus, OCI Holdings’ production subsidiary in Malaysia, possesses an annual production capacity of 35,000 tons of solar-grade polysilicon. It is one of the few non-Chinese production bases capable of reliably supplying materials to global solar manufacturers targeting the U.S. market.
It is assessed that OCI Terrasus has secured a competitive edge in terms of price compared to its global competitors. The industry estimates that OCI’s polysilicon offers price competitiveness of approximately 30% compared to products from Germany’s Wacker and the USA’s Hemlock.
Hanwha Q CELLS, a subsidiary of Hanwha Solutions, is also set to establish the largest integrated solar production system in North America — covering ingots, wafers, cells, and modules — centered on its plant in Cartersville, Georgia, and then begin full-scale commercial operations. However, the recent tariff exemption is expected to impact production costs.
The Cartersville plant has a production capacity of 3.3GW (gigawatts) for ingots and wafers, 3.3GW for cells, and 3.5 GW for modules. When the 5.1GW module production capacity of the plant in Dalton, Georgia is added, Hanwha Q CELLS’ total module production capacity in the United States will expand to approximately 8.6GW.

 
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Samsung Electro-Mechanics

July 22, 2026 by Leave a Comment
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Samsung Electro-Mechanics Completes Lineup of its Core AI Semiconductor Components

Full-scale mass-production of silicon capacitors begins.
Essential components for GPUs and HBM
Targeting data centers and physical AI

Samsung Electro-Mechanics is starting full-scale mass-production of silicon capacitors, which are responsible for the stable power supply of artificial intelligence (AI) semiconductors. With the addition of silicon capacitors, the company has now completed its supply chain for core AI semiconductor components, following its existing flagship products, multilayer ceramic capacitors (MLCCs) and flip-chip ball grid array (FC-BGA) substrates for AI semiconductors.

Samsung Electro-Mechanics recently announced that it has fully established a mass production system for silicon capacitors, and is expanding its presence in the global AI semiconductor market. Silicon capacitors are components used in the packaging of AI semiconductors.
Previously, Samsung Electro-Mechanics announced that it will supply silicon capacitors to a global company starting next January. The scale of the supply is KRW 1.5 trillion.
Silicon capacitors are components that store electricity and supply it stably to semiconductors when needed and reduce signal interference. They act as a ‘power buffer’ that maintains stable power-flow inside AI semiconductors.
As the era of AI semiconductors is taking off, the importance of silicon capacitors is rapidly growing.
In line with these market changes, Samsung Electro-Mechanics is cultivating silicon capacitors as a next-generation growth engine.
The strengths of silicon capacitors are pronounced, especially in AI semiconductors. They are manufactured based on silicon wafers so they can be manufactured in significantly reduced thickness and directly mounted inside semiconductor packages. Furthermore, they generate less power loss during the power transfer process than MLCCs, enabling rapid response to power fluctuations.
Competition in silicone capacitor technology is expected to intensify in the future. This is because as AI semiconductors become more advanced, power-consumption increases while operating voltage decreases, making power-quality management increasingly important.
The application fields of silicon capacitors are also expanding rapidly. The industry predicts that their application will expand in the future within the field of physical AI — such as humanoid robots, autonomous vehicles, and industrial robots.

 
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LS Electric and Hyosung

July 22, 2026 by Leave a Comment
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LS Electric and Hyosung Heavy Industries Actively Entering Japanese ESS Market

Renewable energy growing rapidly by 35% annually
Expanding business into construction and operation

Domestic power-equipment manufacturers have set out to target the Japanese energy storage system (ESS) market, where power demand driven by artificial intelligence (AI) is increasing and renewable energy generation is expanding. They are broadening their scope beyond simple equipment supply to provide comprehensive solutions, including engineering, procurement, and construction (EPC) and operation and maintenance (O&M).

According to global market research firm Grand View Research, the Japanese ESS market, valued at approximately USD 13.4 billion (KRW 20.215 trillion) in 2025, is projected to grow at an average annual rate of 34.9 percent until 2030.
As the local market expands, domestic companies are also accelerating their entry into the Japanese market, LS Electric, which built the Hokkaido ‘Chitose Solar Power Plant’ in 2017, Japan’s first renewable energy power plant integrating solar power and ESS, constructed grid-connected ESS power plants in Kyushu in 2022 and in Watari-gun, Miyagi Prefecture in 2025. Grid-connected ESS power plants are a method of storing electricity generated from renewable-energy sources by connecting them to the power grid and supplying power when needed.
In addition, LS Electric is building a grid-connected energy storage system (ESS) plant, featuring a 2MW battery output and an 8MWh capacity, in Ichihara City, Chiba Prefecture, Japan. This project is LS Electric’s first direct investment and operation in Japan, and the company plans to expand its scope to cover the entire ESS business cycle, from investment and operation to power trading.
Hyosung Heavy Industries entered the Japanese market last February by securing a 48.5MW, 228MWh ultra-high voltage ESS EPC project in the Shiranuka region of Hokkaido. In addition, having signed an ESS EPC project contract worth approximately KRW 11 billion with a local energy developer last month, the company will construct 40MWh high-voltage ESSs in five locations, namely, Oita, Kumamoto, Yamaguchi, Okayama and Mie.

 
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Samsung Display to Mass-Produce World’s First 8.6th Generation OLED

June 18, 2026 by Leave a Comment
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Expected to supply Apple’s MacBook Pro and others

Samsung Display is set to become the first in the world to begin mass-production of the ‘8.6th generation IT OLED,’ incorporating next-generation organic light-emitting diode (OLED) technology capable of producing laptops and tablet PCs more affordably and efficiently.
According to industry sources, Samsung Display has already completed preparations for the operation of its 8.6th generation IT OLED production line at its Asan Campus in Chungnam and plans to begin full-scale mass-production from July this year.

8.6th generation OLED is next-generation production technology that more than doubles the size of the glass substrates used to make displays, compared to existing 6th-generation OLEDs used for smart phones. Samsung Display announced plans to invest approximately KRW 4.1 trillion in 2023 to build an 8.6th generation production line with a capacity of 15,000 sheets per month.
As of now, Apple is expected to be the primary customer. Panels produced by Samsung Display are anticipated to be supplied for the next-generation MacBook Pro. The industry expects that the adoption of LEDs will expand throughout the iPad, AI PC, and premium laptop markets in the future.

In particular, as generative AI and on-device AI capabilities expand, there is growing awareness of the importance of power efficiency in laptops. This is because power consumption increases as AI computations increase. The industry anticipates that the future competitiveness of AI PCs will be determined not only by the processor but also by battery efficiency and heat management. This is the background behind why securing low-power display technology is emerging as a key element of competitiveness for next-generation IT devices.


 
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LG Advances into the Chinese Market

June 18, 2026 by Leave a Comment
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 Pioneering new demand following washers and dryers
Annual sales growth of 30% in Greater China

LG Electronics is accelerating its advance into the Chinese market, often referred to as the ‘graveyard of foreign home appliances.’
According to industry sources, LG Electronics is speeding up its expansion into China by focusing on home appliances equipped with designs that reflect the tastes of local consumers and AI technology.

The business segment achieving the greatest success is the clothing care appliance sector, spearheaded by LG Styler. According to market research firm AVC and others, LG Styler, which was introduced for the first time in 2015 in China, ranked first in the Chinese clothing care appliance market last year, securing a 38.46% market share.
It is assessed that the company has successfully established itself in the Chinese clothing care appliance market, outpacing Chinese appliance company CouCoq, which ranked second with a 19.93% share during the same period, and Samsung Electronics, which took third place with 15.43%.
The Chinese home appliance market has transformed into a prime example of a blue ocean as local companies such as TCL and Hisense have grown rapidly, leveraging price competitiveness as a weapon. Amid these environmental changes, LG Electronics has shifted its strategy, with LG Styler, to a premium approach centered on ‘experience’ rather than ‘price.’
The growth of LG Styler is also confirmed by its global sales performance. Since its launch in 2011, cumulative sales surpassed one million units in 2021, and then broke through two million units in cumulative global sales just five years later. Currently sold in 27 countries worldwide, the LG Styler recorded sales growth of over 30% compared to the last year in the Greater China market, including China and Taiwan, as of last year.
LG Electronics plans to accelerate its efforts to target the business-to-business (B2B) market in China, extending beyond home appliances. In particular, the company is creating new demand by expanding the application of the LG Styler to premium accommodation facilities such as hotels and resorts in China.


 
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