韩半导体公司不认输！

Core Insights - The report by the Federation of Korean Industries (FKI) indicates that by 2030, China is expected to surpass South Korea in all major export industries, including semiconductors, displays, steel, electronics, automotive parts, general machinery, shipbuilding, secondary batteries, petrochemicals, and biopharmaceuticals [3][6]. Industry Competitiveness - Currently, South Korea's competitiveness is rated at a baseline score of 100, while China's score is 102.2, Japan's is 93.5, and the US leads with 107.2. By 2025, China's score is projected to rise to 112.3, nearing the US score of 112.9 [3][6]. - In the semiconductor sector, South Korea currently holds a slight edge with a score of 99.3, but by 2030, China's score is expected to reach 107.1, indicating a significant shift in competitiveness [3][6]. Semiconductor Industry Dynamics - South Korea's semiconductor giants, Samsung and SK Hynix, currently dominate the global market, holding over 50% market share. However, they face increasing competition from Chinese manufacturers, who are rapidly closing the technological gap [6][7]. - Chinese companies have begun mass production of advanced NAND flash memory chips, with expectations to surpass South Korean technology in the near future [6][7]. Investment Strategies - SK Hynix plans to invest over 128 trillion KRW (approximately 85.5 billion USD) in its semiconductor cluster in Yongin by 2028 to enhance its response to the growing demand for AI-related memory chips [9][10]. - Samsung has announced a five-year investment plan of 310 billion USD, focusing on AI-driven technologies and expanding its semiconductor production capabilities [12][13]. AI Integration and Future Prospects - Samsung is collaborating with Nvidia to integrate AI into every stage of semiconductor production, aiming to enhance efficiency and manufacturing capabilities [14][16]. - The partnership is expected to yield significant performance improvements and scalable deployment in the semiconductor manufacturing sector [17].