South Korea's industry saw a semiconductor boom and retail crisis in 2025, with Samsung and SK hynix rebounding on AI-driven HBM demand, while Homeplus entered receivership amid governance disputes and legal battles.
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[2025 Top 10 Industry News①] Semiconductor Boom, Retail Sector in Crisis
South Korea's industry saw a semiconductor boom and retail crisis in 2025, with Samsung and SK hynix rebounding on AI-driven HBM demand, while Homeplus entered receivership amid governance disputes and legal battles.
Google's entry into the AI chip market with its TPU is set to intensify competition with Nvidia, as both Samsung Electronics and SK Hynix are expected to benefit from rising HBM demand and supply shortages, splitting Google's HBM orders and positioning themselves as key suppliers in the expanding AI ecosystem.
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Google's TPU Emerges as a Threat to Nvidia—'Both Samsung Electronics and SK Hynix Stand to Benefit'
Google's entry into the AI chip market with its TPU is set to intensify competition with Nvidia, as both Samsung Electronics and SK Hynix are expected to benefit from rising HBM demand and supply shortages, splitting Google's HBM orders and positioning themselves as key suppliers in the expanding AI ecosystem.
Standard & Poor’s forecasts SK hynix will further boost profitability over the next 1–2 years, driven by strong HBM demand and rising memory prices, despite increased capital expenditures reducing free cash flow.
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S&P Says SK hynix to Further Improve Profitability Over Next 1–2 Years
Standard & Poor’s forecasts SK hynix will further boost profitability over the next 1–2 years, driven by strong HBM demand and rising memory prices, despite increased capital expenditures reducing free cash flow.
SK hynix led the global DRAM market for the third consecutive quarter in Q3 2025, posting record revenue as surging AI-driven HBM demand fueled its dominance over Samsung Electronics.
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SK hynix Tops Global DRAM Market for Third Consecutive Quarter
SK hynix led the global DRAM market for the third consecutive quarter in Q3 2025, posting record revenue as surging AI-driven HBM demand fueled its dominance over Samsung Electronics.
SK hynix and Samsung Electronics posted record earnings, confirming the AI-driven memory super cycle as robust demand for HBM and DRAM drives unprecedented growth in the semiconductor sector.
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After Samsung Electronics, SK hynix Confirms 'AI Memory Super Cycle'
SK hynix and Samsung Electronics posted record earnings, confirming the AI-driven memory super cycle as robust demand for HBM and DRAM drives unprecedented growth in the semiconductor sector.
Micron Projects Strong September–November Results on Robust HBM Demand—Shares Rise 1.2% After Hours
Micron Technology forecasts fiscal Q1 revenue above expectations on strong HBM demand, with shares rising after hours as AI market momentum drives robust earnings.
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