AGP Executive Report
Last update: 4 hours agoSouth Korea Chip Push: President Lee Jae Myung unveiled sweeping “mega-projects” to supercharge AI and semiconductor capacity, with Samsung and SK hynix expected to commit up to 1,000–2,000 trillion won over the decade, including a southwest chip cluster and major AI data center/robotics buildout. Market Mood: Reuters reports KOSPI slid on tech losses and oil-price jitters tied to renewed US-Iran strike risk, while South Korea’s exports are forecast to hit their strongest growth in decades as memory chip shipments surge. Power Electronics Manufacturing: Soitec and ZenSemi announced a collaboration to scale 300mm BCD-on-SOI production for next-gen power chips aimed at AI datacenters, EVs, and humanoid robots. Robotics Services in Europe: JD.com launched JoyRobocare, a Europe-wide after-sales network for embodied-intelligence robots with repair centers in the UK and Germany. Security & Policy: Japan is preparing a CFIUS-style foreign investment review mechanism after incidents involving alleged industrial espionage and AI-chip smuggling. Energy Storage Demand: A new outlook projects lithium-ion batteries to reach $189.4B by 2032 as EV and grid storage needs accelerate.
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