Issue PICK With Teacher: The Future of K-Semiconductors and Ecosystem Strategies... Broadcast on the 6th

KBS 1TV 'Issue PICK With Teacher' will broadcast its 295th episode on the 6th (Sun) at 7:10 PM under the theme 'Will the Semiconductor Windfall Continue?'

In this broadcast, Professor Shin Chang-hwan of the School of Electrical Engineering at Korea University will appear to analyze the light and shadow of South Korea's semiconductor industry. Along with the background of the semiconductor Syndrome that led the KOSPI to break the 9,000 level in June 2026, the program will deeply address recent market concerns regarding whether the memory semiconductor boom will persist.

Opportunities and Crises in the Semiconductor Industry

Professor Shin Chang-hwan mentions the speed of South Korea's infrastructure construction following the expansion of demand for AI semiconductors, but also points out the need to be wary of the possibility of oversupply due to the expansion of global production capacity. In particular, he emphasizes the influence that the investment directions of global big tech companies such as Google, Amazon, Microsoft, and Meta have on the Korean semiconductor industry conditions.

Furthermore, he diagnoses the threat from China, which is accelerating semiconductor independence despite U.S. sanctions and is catching up through the acquisition of DUV lithography equipment technology and via CXMT. Professor Shin suggests that during boom periods, a 'grounding' strategy is necessary to solidify technology, talent, and the industrial ecosystem.

Source: KBS Press Release

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