韩国打造第二个HBM

Core Viewpoint - The article discusses the strategic involvement of SK Group in South Korea's power semiconductor development project, which is part of the government's initiative to enhance the semiconductor industry and compete globally in the next-generation chip market [2][3]. Group 1: Government Initiatives and Industry Response - SK Group is leading the government's power semiconductor development project, marking the first participation of a major South Korean company in this initiative under the current administration [2]. - The government plans to support domestic semiconductor companies in participating as leading enterprises in the power semiconductor development project, forming a team with relevant companies, ministries, and experts to ensure global competitiveness [2][3]. - The power semiconductor market, particularly silicon carbide (SiC) semiconductors, is expected to grow at an annual rate of 20%, reaching $10.3 billion by 2030 [2]. Group 2: Market Dynamics and Competitive Landscape - The competition in the next-generation chip development field is expected to intensify with SK Group's entry into the power semiconductor market [3]. - The government aims to create a complete value chain from raw materials like silicon carbide wafers to packaging and post-processing, while also establishing an integrated ecosystem connecting SMEs with universities and research institutions [3]. - The power semiconductor market is projected to reach $68.5 billion by 2030, highlighting the importance of optimizing both data (chips) and energy (power semiconductors) for survival in the global chip competition [4]. Group 3: Technological Advancements and Industry Challenges - Power semiconductors are crucial for the stable operation of future industries such as humanoid robots, electric vehicles, and data centers, as they help reduce heat generation and power loss [2][4]. - South Korea currently lags in the SiC-based power semiconductor market, with a significant gap compared to global leaders like STMicroelectronics, ON Semiconductor, and Infineon [5]. - The government plans to enhance the domestic technology autonomy rate for SiC power semiconductors from 10% to 20% by 2030, with specific development tasks to be outlined following a review by the National Science and Technology Advisory Committee [5][6].