Apple Presses White House for CXMT Chip Clearance, Posing First Competitive Threat to Samsung and SK Hynix's Apple Account
Apple is lobbying the Trump administration for assurances that China's CXMT will not be added to the Entity List, a move that would open the door for Chinese DRAM in Apple devices and challenge Samsung (005930.KS) and SK Hynix (000660.KS), which together control ~70% of global DRAM supply. Memory prices have quadrupled over three quarters, prompting Apple to raise product prices by USD 100–500.
Hanwha Vision Q1 2026: Operating Profit Falls 55% as Bundang HQ Acquisition Adds KRW 308B in New Debt
Hanwha Vision (489790.KS) reported Q1 2026 operating profit of KRW 22.1B, down 55.3% YoY, as a KRW 307.9B Bundang headquarters acquisition added heavy non-cash financial charges and industrial equipment losses widened.
Samsung Biologics Unveils Four Drug Delivery Platforms at BIO USA 2026, Targeting Technology Licensing as New Revenue Pillar
Samsung Biologics presented four proprietary drug delivery platforms at BIO USA 2026, signaling a push into technology licensing to diversify revenue beyond contract manufacturing.
LG Innotek Eyes Record H2 as AI Substrate Revenue Poised to Surge 14x by 2030, KB Securities Maintains KRW 2M Target
KB Securities maintains BUY on LG Innotek with KRW 2M target as AI substrate FC-BGA revenue is set to grow 14-fold to KRW 2T by 2030; Q2 2026 operating profit forecast at KRW 202.8B, 18x year-over-year.
BYD Launches Korea's First PHEV at KRW 37.5 Million, Challenging Hyundai and Kia at Busan Mobility Show
BYD Korea unveiled the Sealion 6 DM-i plug-in hybrid at the 2026 Busan Mobility Show on Thursday, marking its first PHEV launch in Korea at KRW 37.5 million — a direct price challenge to Hyundai Motor and Kia's dominant mid-size SUV lineup.
Second Worker Dies at S-Oil's USD 7B Shaheen Site as Soil Collapse Strikes Hyundai E&C Package
A soil collapse killed one worker at Hyundai E&C's package at S-Oil's KRW 9.3 trillion Shaheen ethylene complex in Ulsan, the second fatality at the site in 31 days.
Samsung and Korea Grid Operator Sign Nation's First Carbon-Free Electricity Certification for Semiconductor Factories
Samsung Electronics and Korea Power Exchange ink Korea's first carbon-free electricity certification for semiconductor factories, targeting AI-era supply chain ESG requirements.
Hyundai Motor and KAI Restart South Korea's eVTOL Race After Supernal Pause, Target 2034 Commercial Launch
Hyundai Motor Group (005380.KS) and Korea Aerospace Industries (KAI, 047810.KS) sign MoU to jointly develop eVTOL aircraft, reviving the stalled Supernal program with a new 2034 commercial target after a September 2025 pause and 80% workforce cut.
Hyosung Corp Posts 15.6% Operating Profit Jump in Q1 2026 as IT and Pump Units Surge
Hyosung Corporation (004800.KS) Q1 2026 operating profit rose 15.6% YoY to KRW 94.6B despite a 4.3% revenue decline, as IT/ATM and pump manufacturing margins expanded sharply.
Hanmi Semiconductor Targets TSMC Supply Chain With FC Bonder 3.5, Breaking Into AI Chip Foundry Market
Hanmi Semiconductor (042700.KQ) launched FC Bonder 3.5 for 2.5D AI chip packaging, targeting global foundries and OSATs with 340mm substrate support.
Seoul Extends Electricity and Gas Rate Freeze Through Year-End, Deepening KEPCO's KRW 206 Trillion Debt Trap
South Korea freezes electricity and gas rates for H2 2026, extending KEPCO and Korea Gas Corporation cost recovery delays as the government prioritizes inflation control.
Douzone Bizon Posts 62% Operating Income Jump in Q1 2026 as AI-ERP Strategy Pays Off
Douzone Bizon (012510.KS) Q1 2026: revenue KRW 116.6B (+18.2% YoY), operating income KRW 35.0B (+62.2%), net income KRW 22.8B (+90.1%). AI-ERP strategy and Jeju Bank entry.