Industry Analysis
US pressure on South Korean chip investments reflects deeper shifts in global semiconductor supply chain dynamics. This move forces Korean firms to restructure their AI chip and advanced packaging strategies, accelerating collaboration with Taiwan and Hong Kong to mitigate geopolitical risks. Apple’s launch of the 2nm M6 chip marks a critical leap in AI inference capabilities, compelling competitors like Qualcomm and MediaTek to expedite 2nm adoption. MediaTek’s win with Google TPU signals growing traction in data center AI chips, establishing technical moats. Over the next 12 months, the global AI chip market will enter a phase of rapid technological iteration, with advanced packaging becoming a key bottleneck. Geopolitical tensions will drive supply chains toward the Asia-Pacific, fostering a new dual-cycle of technology and capital flows.
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