BOE, CSOT and Visionox Are Accelerating IT OLED Investment as Samsung Display Defends the Premium Market 🖥️ iAtlas Daily #50 | OLED & Display | September 2026 The Korea China OLED Competition is entering a new phase. For years, South Korea maintained a commanding lead in OLED displays while Chinese manufacturers built their dominance primarily…
Air Products, Axcelis, Corning and Pacifico Energy Expand Investment Across Chips, Materials and Power 🏭 iAtlas Daily #49 | Semiconductor Supply Chain & Energy | September 2026 The U.S. Investment in Korea Semiconductor Industry is expanding beyond chip manufacturing itself. Four U.S. companies — Air Products, Axcelis Technologies, Corning and Pacifico Energy — have committed…
From Memory Chips and Data Centers to Storage, Power and Batteries 📊 iAtlas Weekly #9 | Weekly Briefing | September 2026 The AI Industrial Infrastructure cycle is becoming much larger than the semiconductor boom that started it. For much of the past two years, the AI investment story could be summarized relatively simply: AI Models…
Slower EV Growth and Surging AI Power Demand Are Reshaping Battery Manufacturing 🔋 iAtlas Daily #48 | Battery Manufacturing & ESS | August 2026 The EV Battery to ESS Conversion trend is accelerating across the Korean battery industry. LG Energy Solution, Samsung SDI and SK On originally built much of their global manufacturing networks around…
AI Inference Is Turning Enterprise SSDs and High-Capacity Storage into Strategic Infrastructure 💾 iAtlas Daily #47 | Semiconductor & AI Storage | August 2026 The AI NAND Flash Market is entering a new phase as artificial intelligence expands from model training toward large-scale inference. High Bandwidth Memory has been one of the biggest beneficiaries of…
A KRW 3.08 Trillion Investment Shows How AI Competition Is Moving from Chips to Physical Infrastructure 🌐 iAtlas Daily #46 | AI Infrastructure & Data Centers | August 2026 The SK Horizon AI Data Center strategy marks a major expansion of South Korea’s AI infrastructure ambitions. SK Telecom announced that it will establish SK Horizon,…
Record Chip Shipments Show How AI Demand Is Reshaping Korea’s Export Economy 🧠 iAtlas Daily #45 | Semiconductor & AI Memory | August 2026 The Korea Semiconductor Exports boom is accelerating as global investment in artificial intelligence drives extraordinary demand for memory chips. During the first 20 days of August, South Korea exported approximately $26…
LG Energy Solution, Samsung SDI and SK On Are Competing for Korea’s Next Large-Scale Energy Storage Market 📊 iAtlas Daily #44 | Battery & Energy Storage | August 2026 The Korea ESS Battery Market is entering a new phase as LG Energy Solution, Samsung SDI and SK On prepare for the third round of Korea’s…
From AI Memory and Advanced Packaging to Critical Battery Materials 📊 iAtlas Weekly #8 | Weekly Briefing | August 2026 The AI Infrastructure Supply Chain is expanding rapidly as investment moves beyond GPUs and data centers into memory, advanced packaging, storage, power infrastructure and critical materials. For much of the past two years, the AI…
From Lithium and Cobalt to Recycling and Silicon Anodes, the U.S. Is Building More of the Battery Value Chain at Home 📊 iAtlas Daily #43 | Battery & Advanced Materials | August 2026 🌍 The Big Story The U.S. battery materials supply chain is receiving another major push toward domestic production. The U.S. Department of…