Cho argues South Korea's semiconductor champions are irreplaceable global suppliers: Samsung has raised foundry prices 15% and, without Samsung and SK Hynix, the world cannot get HBM/AI semiconductors. This supply-chain criticality gives the Korean semiconductor complex structural leverage.
Cho argues South Korea's semiconductor champions are irreplaceable global suppliers: Samsung has raised foundry prices 15% and, without Samsung and SK Hynix, the world cannot get HBM/AI semiconductors. This supply-chain criticality gives the Korean semiconductor complex structural leverage.