Korea Tech Daily — 2026-11-13
South Korea’s semiconductor buildout remains on track, with a new production line now scheduled to start in June 2028, about a year earlier than originally planned. Samsung also pledged mass production of its next HBM generation, while nine Korean startups are seeking places in a major 2027 startup competition.
Korea Tech Daily — 2026-11-13
Top Story
South Korea’s semiconductor expansion is moving ahead despite uncertainty around AI investment, with a new production line scheduled to begin operations in June 2028—roughly a year earlier than originally planned. The report places the line within a broader industrial buildout involving Samsung’s semiconductor complexes.

Samsung · SK Hynix · LG
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Samsung targets HBM4E mass production: Samsung’s chairman said the company would mass-produce seventh-generation HBM4E at its Onyang plant. The report describes the move as part of a 46 trillion won expansion aimed at retaking the HBM lead from SK Hynix.

Samsung HBM4E production report -
Samsung enters the AI eyewear race: Aju Press reported Samsung’s entry into the AI eyewear race; the supplied research result did not include further product details.
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Samsung and SK Hynix shares rise: The Korea Herald reported that both chipmakers gained more than 2% in early Thursday trading as the Kospi rose.

Market report on Samsung and SK Hynix shares
Naver · Kakao · LINE
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Naver’s revenue rose as operating profit fell: A report on the companies’ third-quarter results attributed Naver’s lower operating profit to factors including depreciation, operating costs, sports rights fees and commerce marketing spending.
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Kakao emphasizes profit protection: The same report described Kakao’s approach as prioritizing profit protection, contrasting it with Naver’s increased investment and differing AI strategy.

Report on Naver and Kakao’s differing investment and AI strategies
Startups & Investment
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Nine Korean startups seek a place in a 2027 competition: The startups span deep-tech areas including healthcare, fintech, energy, semiconductors and AI, and are seeking entry to Disrupt 2027’s Startup Battlefield 200.

Startup Battlefield competition report -
Korean AI startups assess exposure to Nvidia: Seoul Economic Daily reported that Korean AI startups are weighing risks associated with Nvidia dependence, while NPU makers may see an opening.
Policy & Industry
South Korea’s economic assessment was upgraded to “solid growth,” with strong exports and investment cited; the report also identified AI policy direction as a new external risk.
What to Watch
- Samsung’s new production line is scheduled to begin operations in June 2028.
- Nine Korean startups are seeking places in Disrupt 2027’s Startup Battlefield 200.
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