Samsung Electronics is targeting leadership in artificial intelligence, while SK hynix has committed to a sustained renaissance in 2025. The Korean semiconductor industry may face a talent outflow due to the US expansion of the H-1B visa program. Korean chip firms are shifting their focus from China as a result of the US probe into market flooding. In 2024, exports to Taiwan increased by 119.2% to $18.53 billion, mainly due to SK hynix's high-bandwidth memory (HBM) chips shipments to Nvidia. Samsung Electronics has also moved its production facilities in China to Vietnam, accounting for 12.9% of total chip exports. The US "America First" policy is expected to shift supply chains towards the country and urge its allies to join its trade war against China.
https://koreajoongangdaily.joins.com/news/2025-01-05/business/industry/Korean-chip-exports-to-US-Taiwan-Vietnam-increase-as-sales-to-China-drop/2215653