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South Korean chipmakers are being urged to sharpen their cost competitiveness in conventional memory while investing in advanced packaging and high-bandwidth memory (HBM). A Samil PwC report, covered by the South China Morning Post, says Chinese competition is likely to intensify first in conventional memory, mature-node manufacturing, packaging and testing.
Why it mattersHBM is used alongside AI processors, making the advice relevant beyond the traditional memory market. The report’s message is a familiar industrial balancing act: protect margins in established products while backing the sectors tied to newer demand.
Discuss: Should South Korean chipmakers prioritise defending margins in conventional memory, or put more investment into HBM and other advanced sectors?
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