00:03한국의 8인 판매리 센터
00:05한국의 8인 판매리 센터
00:05is heading for full capacity.
00:07SK Hynix is lifting output
00:09of AI power chips.
00:11Its 판매리 unit
00:12plans to run at 100%.
00:14It's Friday, November 13.
00:16Let's take a look
00:17at a key development
00:18in Korea's industry sector.
00:20AI data centers
00:21need power semiconductors,
00:23which are made
00:24on older 8-inch wafer lines.
00:26SK Hynix's
00:27판매리 arm,
00:28SK Key Foundry,
00:29is winning orders
00:30from a U.S. customer
00:32in that segment.
00:33Korea's three 8-inch players
00:35are Samsung Electronics,
00:37SK Key Foundry,
00:38and DB Hitech.
00:40Here's what the numbers show.
00:42SK Key Foundry runs about
00:44100,000 wafers a month
00:46at its Cheungju fab.
00:47It plans to fill that capacity
00:49at 100% utilization
00:50on new power chip orders.
00:53Global 8-inch Foundry share
00:55stands at 7% for Samsung,
00:575% for DB Hitech,
00:59and 3% for SK Key Foundry.
01:02Separately,
01:03DB Hitech posted
01:04third-quarter operating profit
01:06of 90 billion won,
01:07about $67.6 million,
01:10up 7%.
01:12So what does this mean
01:13for industry analysts
01:14and supply chain managers?
01:16Earlier,
01:17we said the sector
01:18is heading for full capacity.
01:20Here's what that actually means
01:21for you.
01:22Mature node lines,
01:24once seen as legacy,
01:25are becoming a bottleneck
01:27for AI power supply.
01:28Whether SK Key Foundry
01:30adds capacity
01:31beyond current lines,
01:33lead times on 8-inch power chips
01:35into next year,
01:36DB Hitech's
01:37fourth-quarter utilization.
01:39That's today's AI Prism,
01:41Industry Daily.
01:43This episode was produced
01:44with AI Assistants,
01:45based on Seoul Economic Daily reporting,
01:48and reviewed by a human editor.
01:50AI Prism is a Juan Ifra
01:52award-winning series.
01:53We'll be back tomorrow.
01:58We'll be back tomorrow.
