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Korean media report that Lam Research Korea allegedly leaked confidential information about Samsung Electronics’ etching technology.
“My understanding is that Samsung headquarters viewed this as a leak of proprietary technology and took the matter very seriously,” a person familiar with the matter said.
The reports say some believe the incident prompted the replacement of the head of Lam Research Korea.
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Korean Won Firms to 1,348.70 Versus the US Dollar
Korean Won Rallies 1% Against the Greenback
Korean media report that the Big Three memory chipmakers are in talks to develop common standards for robots used in their fabs.
So could all that spending on performance bonuses end up putting more robots on the fab floor…?
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Korean stock market erasing all gains since March.
(Past performance is no guarantee of future results)
Korean media report that JNTC, a Korean glass substrate maker, has been registered as a TGV glass substrate supplier to NVIDIA.
Korean media report that U.S. startup Palomino recently received its first purchase order from a strategic customer, a global hyperscaler, for GaN microLED-based optical interconnect chips for AI infrastructure.
First commercial use of microLED chips for optical interconnects?
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Korean battery stocks are rallying across the board today.
Samsung SDI: +10.3%
LG Energy Solution: +4.5%
Korea Investment & Securities sees SK Hynix' DRAM ASP at +18% QoQ and NAND ASP at +13% for Q4'26.
$SKHY $DRAM $EWY
Korean media reports that Samsung’s second Taylor foundry fab is already fully booked for AMD and NVIDIA HBM base dies—even before construction begins. AMD reportedly accounts for most of the volume.
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