Ryu Jong-eun

Samsung Electronics is pushing to build a new advanced packaging factory in Gwangju, Honam region, to overcome limitations of its old packaging plants in Cheonan/Onyang, significantly boost HBM production capacity, and benefit from better power infrastructure and land availability in the region. This expansion will strengthen Samsung's competitiveness in AI memory and advanced packaging, which is increasingly critical for HBM and high-performance computing.

Korean shipbuilders HD Korea Shipbuilding & Offshore Engineering and Samsung Heavy Industries have already achieved over 60% of their annual order targets by May, with Samsung Heavy reaching nearly 70%. Expectations of large LNG project orders in the second half suggest they are on track to meaningfully exceed full-year targets, driving further earnings and order book growth.

Korean shipbuilders HD Korea Shipbuilding & Offshore Engineering and Samsung Heavy Industries have already achieved over 60% of their annual order targets by May, with Samsung Heavy reaching nearly 70%. Expectations of large LNG project orders in the second half suggest they are on track to meaningfully exceed full-year targets, driving further earnings and order book growth.