Hyundai to adopt CATL’s CTP tech widely in 2023 Hyundai to adopt CATL’s CTP tech widely in 2023 Starting with light EVs Korea Zinc’s share swaps with LG Chem, Hanwha could signal end of partnership with Youngpoong Korea Zinc’s share swaps with LG Chem, Hanwha could signal end of partnership with Youngpoong Korea Zinc focused on energy and resource development Co-managing families Choi and Chang 'in conflict' SK On starts to place equipment at new battery factory in Hungary SK On starts to place equipment at new battery factory in Hungary Toptec, SFA, Woowon kits used Samsung Display to dominate Apple iPhone 14 OLED supply this year Samsung Display to dominate Apple iPhone 14 OLED supply this year The company expects over 70% share Samsung removes Ibiden from Galaxy S23 HDI supply chain Samsung removes Ibiden from Galaxy S23 HDI supply chain Meiko to step in as replacement
Semiconductor CSOT further delays installing equipment at T5 LCD factory CSOT further delays installing equipment at T5 LCD factory Korean kit makers’ earnings to suffer Gijong Lee Semiconductor Winpac sees Q3 profit jump thanks to Samsung Winpac sees Q3 profit jump thanks to Samsung Order from tech giant rapidly increasing Jang Keyoung Yoon Semiconductor Abov’s growth slows as MCU shortage eases Abov’s growth slows as MCU shortage eases Third-quarter earnings slow down Kang sung tae Display Panel Samsung Display nullifies LG Display’s OLED patent Samsung Display nullifies LG Display’s OLED patent Patent related to deuterium Gijong Lee BATTERY LG Chem to spend 4 trillion won to build cathode factory in the US LG Chem to spend 4 trillion won to build cathode factory in the US In Tennessee with target capacity of 120,000 metric tonnes Stan Lee Semiconductor Samsung to showcase 8K DDI tech at ISSCC 2023 Samsung to showcase 8K DDI tech at ISSCC 2023 SK Hynix to show off 300-layer V-NAND Kang sung tae Semiconductor Nextin expects double revenue from China this year Nextin expects double revenue from China this year CEO says China accounts for 70% of sales Kang sung tae Component Samsung Electro-Mechanics’ MLCC factory in the Philippines operation rate drop to 40% Samsung Electro-Mechanics’ MLCC factory in the Philippines operation rate drop to 40% Other MLCC companies are seeing remaining orders drop as well Gijong Lee BATTERY SK On to exclude Chinese equipment suppliers for US battery factory SK On to exclude Chinese equipment suppliers for US battery factory BlueOval SK’s choices are limited by US-China tradewar Stan Lee Display Panel Samsung’s Galaxy M54 OLED to be developed by BOE and CSOT Samsung’s Galaxy M54 OLED to be developed by BOE and CSOT Samsung Display’s share dropping Gijong Lee Component Samsung removes camera supplier from Flip 5 supply chain Samsung removes camera supplier from Flip 5 supply chain Tech giant manufacturing more of their own camera modules Kang sung tae BATTERY SK On’s new joint factory with Ford in Turkey to be copy of Hungary factory SK On’s new joint factory with Ford in Turkey to be copy of Hungary factory Same design, 30GWh capacity Stan Lee
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TOP 10 1Samsung Display to dominate Apple iPhone 14 OLED supply this year 2ASML’s high-NA EUV equipment to cost 350 million euros, CEO says 3Qualcomm to continue using multiple foundries for chip production 4Nextin expects double revenue from China this year 5SK On to exclude Chinese equipment suppliers for US battery factory 6Samsung’s Galaxy M54 OLED to be developed by BOE and CSOT 7Samsung Electro-Mechanics’ MLCC factory in the Philippines operation rate drop to 40% 8Samsung to showcase 8K DDI tech at ISSCC 2023 9Samsung Display nullifies LG Display’s OLED patent 10Samsung removes Ibiden from Galaxy S23 HDI supply chain