Hanmi Semiconductor Establishes US Subsidiary in San Jose to Break Free from HBM Customer Concentration - finance.biggo.com

Hanmi Semiconductor’s establishment of a wholly-owned subsidiary in San Jose represents a strategic move to reduce over-reliance on HBM clients and accelerate expansion into AI chip markets. This shift will strengthen its position in advanced packaging and manufacturing, enhancing integration with major AI chipmakers like NVIDIA and AMD. From a compliance standpoint, local presence helps mitigate U.S. export control risks, although it raises operational costs. Competitors such as SK Hynix and Micron may respond with accelerated North American investments. Over the next 12–24 months, this development signals a broader realignment of global semiconductor supply chains, especially amid surging demand for AI compute power. Hanmi’s success in this transition could redefine its competitive stance in the U.S. market.