SemiVoice

November 2

• K-Shipbuilding Strives to Secure Autonomous Navigation Competitiveness...Paints Future Maritime Blueprint

  ➀ Hanwha Ocean tested its autonomous navigation platform HS4 on the HAN-V ship, integrating real-time AI analytics and digital twin technology, and plans to link with Hanwha Engine for remote monitoring;

  ➁ Samsung Heavy Industries completed a trans-Pacific voyage using its AI-based SAS system, achieving fuel savings and on-time arrival, while developing the autonomous Shift Auto research vessel with IoT and expanded mission capabilities;

  ➂ Both companies are advancing fully autonomous navigation technologies, including AI-driven route optimization, collision avoidance, and unmanned docking, to strengthen global maritime leadership.

• [The Power of Gyeonggi Province's City and County Leaders] Yongin City Unveils New City Brand with 'Dragon' Symbol, Embarking on a Dream to Become a Semiconductor Hub

  ➀ Yongin City launched a new integrated city brand centered on a dragon symbol, reflecting its vision to become a global semiconductor hub by unifying branding, industrial zones, transportation, and international cooperation;

  ➁ The city accelerated government approvals (reduced from 4.5 years to 1.9 years) and introduced tax incentives to attract semiconductor projects, while expanding highways (e.g., National Highway 45 expansion to 8 lanes) and residential infrastructure to enhance industrial-living synergies;

  ➂ Strategic partnerships, such as with Seville, Spain, aim to boost Yongin’s global profile, aligning with its goal to become a "semiconductor belt" connecting key industrial clusters and improving regional accessibility.

• Asia-Pacific LNG Industry Leaders Agree on LNG as Core Energy for AI Era... Pave Way for Long-Term Partnerships

  ➀ Asia-Pacific LNG leaders emphasized LNG's critical role in supporting AI-driven energy demands, particularly for data centers requiring stable power;

  ➁ U.S. LNG was highlighted for its strategic value in ensuring regional energy security, flexible contracts, and portfolio diversification;

  ➂ Participants called for policy support to advance carbon capture (CCS) and sustainable LNG development, reinforcing partnerships between U.S. and Asia-Pacific stakeholders.

• HD Hyundai and Siemens Join Hands to Accelerate U.S. Shipbuilding Industry Revitalization

  ➀ HD Hyundai and Siemens signed an MOU to modernize the U.S. shipbuilding industry through digital twins and automation, aiming to enhance efficiency, reduce costs, and minimize risks;

  ➁ The partnership integrates HD Hyundai's shipbuilding expertise with Siemens' digital platforms to optimize design, assembly, and production processes;

  ➂ Collaborative training programs with U.S. universities and Siemens’ facilities will cultivate specialized talent, while joint initiatives with companies like HII and ECO strengthen local partnerships.

• GS Caltex Hosts 3rd 'DT Day'... Exhibiting Digital and AI Innovation Cases

  ➀ GS Caltex held its 3rd DT Day under the theme 'Way of Work, AI,' showcasing over 20 digital and AI innovation cases, including in-house AI-driven content creation, automated contract review systems, and a digital platform for equipment management.

  ➁ Key initiatives included the Production Division's 'Asset lus' platform for integrated facility management and the S&T Division's AI-based systems for improving operational efficiency and decision accuracy.

  ➂ CEO Huh Se-hong emphasized AI as a transformative 'new colleague' to enhance decision-making and collaborative workflows, aiming to build a smarter and more human-centric organizational culture.

October 31

• Vice Chairman Jang Jae-hoon: 'Hydrogen is the Future Core Energy'... Public-Private Partnership is Key

  ➀ Hyundai Motor Group Vice Chairman Jang Jae-hoon emphasized hydrogen as the future core energy for sustainability at the APEC CEO Summit, highlighting the need for public-private collaboration to accelerate the hydrogen ecosystem;

  ➁ The Korean government introduced policies to support a full-cycle clean hydrogen ecosystem, including the Hydrogen Act and over 40,000 hydrogen vehicles deployed nationwide by September 2025;

  ➂ Hyundai plans to develop 5MW PEM electrolysis technology for green hydrogen production on Jeju Island by 2029 and expand hydrogen mobility, including hydrogen trucks and buses.

October 30

• LG Electronics and KT Collaborate on Developing 'Quantum Direct Communication' Technology

  ➀ LG Electronics and KT signed an agreement to jointly develop Quantum Direct Communication (QDC), a quantum internet technology aimed at building ultra-secure networks;

  ➁ Key R&D areas include quantum relays, network element technologies, validation environments, and standardization efforts to enhance security for AI homes, smart factories, and autonomous vehicles;

  ➂ The collaboration expands their prior 6G partnership, aiming to strengthen South Korea's quantum ecosystem and global competitiveness in next-gen communication standards.

• Taiyo Yuden Releases Multilayer Ceramic Capacitor Characteristic Graphs on TY-COMPAS

  ➀ Taiyo Yuden has published capacitance, temperature, and AC characteristic graphs for multilayer ceramic capacitors on its product search platform TY-COMPAS;

  ➁ Users can access these graphs via the 'Graph Display' feature after searching for specific capacitor specifications on the site;

  ➂ The company emphasizes its commitment to providing extensive product data, including circuit simulator resources and PDFs, to support hardware developers.

October 29

• Samsung Electronics Opens 'Private Booth' in Gyeongju for All-Out Semiconductor Efforts at APEC 2025

  ➀ Samsung Electronics will operate a private booth during APEC 2025 in Gyeongju, showcasing next-gen semiconductor technologies like HBM4, 1c DRAM, Exynos 2600 AP, and 2nm processes;

  ➁ The booth targets global leaders and executives from Big Tech firms (e.g., NVIDIA, Google, Meta) to strengthen partnerships in AI semiconductor foundry manufacturing;

  ➂ Samsung aims to regain dominance in the memory and foundry markets by highlighting advanced packaging and AI-focused solutions amid rising demand.

• Photo: Choi Tae-won at K-Tech Showcase – SK Group Booth

  ➀ SK Group Chairman Choi Tae-won and AWS CEO Matt Gaman interacted at the SK Group booth during the APEC CEO Summit held at Gyeongju EXCO on October 28;

  ➁ The event showcased South Korea's technological advancements as part of the K-Tech Showcase;

  ➂ The meeting highlighted potential collaborations between SK Group and AWS in the context of APEC's regional economic initiatives.

• [Photo] Tower of Time, Window of History

  ➀ The 'K-Tech Showcase,' highlighting South Korea's cutting-edge technology, was held on October 28 at Expo Park Air Dome in Gyeongju;

  ➁ The event featured an immersive installation titled 'Tower of Time, Window of History,' blending kinetic cubes and media walls to visualize the nation's industrial evolution;

  ➂ Attendees explored multimedia exhibits showcasing South Korea's technological advancements, symbolizing its role as a global tech leader.

October 28

• Samsung Electronics Presents AI Vision for 6G Network

  ➀ Samsung Electronics outlined its AI-driven vision for advancing 6G networks at the 'Mobile Korea 2025' event in Seoul;

  ➁ The event served as a global cooperation platform to explore AI's role in next-gen 6G infrastructure;

  ➂ A Samsung researcher presented the company's roadmap for integrating AI into 6G networks to enhance performance and connectivity.

October 27

• Rainbow Robotics Develops Surgical Assistant Robot… Participates in Ministry of Health and Welfare R&D Project

  ➀ Rainbow Robotics joins South Korea's ARPA-H project led by the Ministry of Health and Welfare to develop a dual-arm surgical robot for assisting precision tasks in operating rooms by 2029, with a total budget of ₩17.5 billion (≈$13.46 million USD);

  ➁ The robot will integrate physical AI technology to enable real-time surgical recognition, prediction, and autonomous assistance, surpassing basic automation;

  ➂ Samsung Seoul Hospital collaborates in the development, focusing on advancing healthcare innovation through AI-driven robotic solutions.

• HMM Obtains Integrated Certification for Anti-Corruption and Compliance Management Systems

  ➀ HMM has acquired dual ISO certifications (ISO 37001 for anti-bribery management and ISO 37301 for compliance management) from global certification body LRQA;

  ➁ The company implemented measures including establishing ethical policies, conducting compliance training for all employees, and launching a Compliance Program (CP) to align with international standards;

  ➂ HMM expanded its CP initiatives globally, appointing compliance officers and hosting "Compliance Day" to foster a sustainable ethical culture.

• LX Hausys Launches New Advertising Campaign for Autumn Peak Season

  ➀ LX Hausys launches a new ad campaign starring actress Gianna Jun, highlighting luxurious living spaces designed with its products;

  ➁ Features tailored product recommendations for diverse lifestyles, including newlyweds, families with pets, and homeowners;

  ➂ Digital campaign to run on YouTube and social media until November, emphasizing product quality and expertise during the interior design peak season.

• LG Energy Solution Launches 'B.once', an Electric Vehicle Battery Evaluation Service

  ➀ LG Energy Solution introduced 'B.once', a service that diagnoses EV battery status (remaining capacity, voltage, temperature) within 5 minutes;

  ➁ Offers two modes: 'Quick Scan' (basic diagnosis via device connection) and 'Power Scan' (precision analysis using charging data from 50% to 80% capacity, with results within 30 minutes);

  ➂ Targets used car platforms/service centers (Quick Scan) and insurance-linked warranty products requiring detailed diagnostics (Power Scan).

• Advantech Accelerates Edge Intelligence Implementation with Industrial Panel PC 'PPC-300S Series'

  ➀ Advantech launched the industrial panel PC 'PPC-300S Series,' featuring an ultra-slim design, Intel 13th Gen processors, and AIoT integration for smart factory applications;

  ➁ The series supports DDR5 memory, M.2/PCIe expansion slots, and fanless cooling, ensuring durability in harsh environments while offering displays from 10.1" to 21.5";

  ➂ Integration with WISE-DeviceOn enables remote monitoring, predictive maintenance, and energy-efficient operations, enhancing industrial automation efficiency.

October 26

• Oil Refiners Facing Q3 Earnings Announcements Expected to Escape the Swamp of Deficit

  ➀ SK Innovation and S-Oil are projected to report profits in Q3 (revenue: ~$15B and ~$6.3B, operating profit: ~$173M and ~$195M respectively) after losses in the first half due to improved refining margins;

  ➁ Refining margins surged to $13 per barrel (up from below $5), driven by global supply cuts, winter fuel demand, and stabilized U.S.-China trade tensions;

  ➂ Despite short-term optimism, long-term challenges like geopolitical risks, oil price volatility (~$63-$70/barrel), and potential oversupply raise concerns for sustained recovery.

• KDDX Contractor Selection Method Likely Concluded in November... HD Hyundai Heavy Industries' Victory or Hanwha Ocean's Comeback?

  ➀ The selection method for Korea’s next-generation destroyer (KDDX) project, valued at 7.8 trillion KRW (~$5.8 billion USD), is expected to be finalized in November 2025, ending a two-year delay. HD Hyundai Heavy Industries (basic design contractor) and Hanwha Ocean (concept design contractor) are competing between a sole-source contract or joint development model.

  ➁ The sole-source contract favors HD Hyundai for technical consistency, while joint development proposes dual participation in detailed design and simultaneous shipbuilding to accelerate deployment. However, joint development risks complexity, unclear accountability, and potential delays.

  ➂ Industry observers anticipate controversy regardless of the decision, as both models have distinct pros and cons. The Defense Acquisition Program Administration (DAPA) faces pressure to balance expertise, timelines, and political demands.

• Samsung Electronics Selected as 'Beloved Home Appliance Brand' in Australia

  ➀ Samsung Electronics was named the 'Most Loved Home Appliance Brand' in the 2025 Finder Customer Satisfaction Awards in Australia, based on a survey of over 60,000 consumers evaluating product innovation, performance, reliability, and usability;

  ➁ The company scored highly for its AI-driven personalized features, energy efficiency, and seamless connectivity within the SmartThings ecosystem;

  ➂ Samsung also won 26 'Best' and 13 'Excellent' awards across categories like TVs, refrigerators, and washers, while its Neo QLED 8K TV and Bespoke AI Combo Washer-Dryer previously earned design accolades.

• LG Electronics Collaborates with Industry, Academia, and Research Experts to Lead Future Technologies

  ➀ LG Electronics hosted the 'Future 2030 Summit' with KAIST and KRISS to strengthen leadership in 6G, AI, quantum, and space technologies;

  ➁ The event showcased advanced solutions like 6G FDR, P5G-based smart factory robotics control, and satellite-enabled voice communication for remote areas;

  ➂ LG is accelerating R&D in humanoid robots, autonomous vehicles, and space technology, including a communication module for Korea's 2026 Nuri rocket launch.

• S-Oil Sponsors 10 Million KRW (~$7,240) for '2025 Seoul Social Welfare Walking Event'

  ➀ S-Oil donates 10 million KRW (approximately $7,240) to the 16th Seoul Social Welfare Walking Event organized by the Seoul Metropolitan Social Welfare Council, continuing its sponsorship since 2014;

  ➁ The event, scheduled for October 28 at Ttukseom Hangang Park, aims to foster unity among welfare workers and public engagement, with around 1,000 participants expected;

  ➂ Activities include a walking course, experience booths, and an opening ceremony, emphasizing community growth and philanthropic practices.

October 25

• Samsung Heavy Industries Wins Contract for 3 Crude Oil Carriers Worth 341.1 Billion Won to be Built at Vietnam Shipyard

  ➀ Samsung Heavy Industries secured a contract worth 341.1 billion KRW (~$2.4 billion USD, at 1,400 KRW/USD) to build three crude oil carriers for a Liberian client, with construction to take place at a Vietnamese shipyard;

  ➁ The company aims to achieve its annual order targets by focusing on high-value vessels like LNG carriers, eco-friendly container ships, and FLNG facilities, while expanding global operations through partnerships with shipyards in China, Southeast Asia, and domestic SMEs;

  ➂ Strategic collaborations with India's Swan Shipyard and U.S.-based Bechtel Marine aim to strengthen maintenance and production networks, ensuring competitive flexibility in a volatile market.

• POSCO Group Chairman Jang In-hwa Wins '2025 Van Fleet Award' for Contributions to Korea-US Economic Cooperation and Friendship

  ➀ POSCO Group Chairman Jang In-hwa received the 2025 Van Fleet Award for advancing Korea-US economic cooperation and strengthening bilateral ties, recognized for supporting US industrial ecosystem revitalization and sustainable supply chains;

  ➁ The Van Fleet Award, established in 1992, honors individuals or organizations promoting mutual understanding between Korea and the US, with past recipients including George W. Bush, BTS, and SK Group Chairman Chey Tae-won;

  ➂ POSCO has strategically expanded US investments in steel, secondary battery materials, and energy, with Jang pledging future innovation partnerships in AI-driven manufacturing to foster a 'new renaissance' in US industries.

• BosSemiconductor and Tenstorrent Collaborate to Expand Open Chiplet Ecosystem

  ➀ BosSemiconductor partners with Tenstorrent to develop and promote the Open Chiplet Atlas (OCA) architecture, enhancing chiplet-based SOC integration through improved communication and compatibility;

  ➁ The collaboration includes integrating Tenstorrent’s NPU into BosSemiconductor’s automotive AI chip 'Eagle-N' and leveraging OCA for ASIC development;

  ➂ Joint efforts aim to drive industry adoption of OCA by co-developing chiplet products and showcasing real-world commercial applications.

• ADI Launches Power Design Solution 'ADI Power Studio'

  ➀ Analog Devices (ADI) introduced its new power design solution 'ADI Power Studio' on October 24, featuring advanced modeling, component recommendations, and efficiency analysis;

  ➁ The tool automates key processes like BOM generation and performance simulation, accelerating engineering workflows and shortening product development cycles;

  ➂ ADI also released new web-based tools 'ADI Power Studio Planner' and 'ADI Power Studio Designer' to streamline power system design from concept to evaluation.

• Late Chairman Lee Kun-hee's 5th Memorial Service ... Jay Y. Lee and Family Pay Tribute

  ➀ A memorial service for the late Samsung Chairman Lee Kun-hee was held at his family gravesite in Suwon on October 24, 2025, attended by family members including Jay Y. Lee and over 50 current executives;

  ➁ Hanwha Group Chairman Kim Seung-yeon sent floral tributes, and former Samsung executives are expected to pay respects later in the day;

  ➂ Jay Y. Lee emphasized overcoming challenges through bold innovation, echoing his 2022 message urging executives to 'prepare and build capabilities amid difficulties.'

• Hanwha Aerospace Establishes Fifth 'H-Lounge' at Guri Armed Forces Hospital

  ➀ Hanwha Aerospace opened its fifth 'H-Lounge' at Guri Armed Forces Hospital, part of a social contribution initiative to renovate rest areas in 12 military hospitals nationwide;

  ➀ The space, tailored for mental health patients, features calming design elements like soft-toned furniture and large LED screens to promote psychological stability;

  ➂ The company has completed similar projects at four other military hospitals since 2020, reinforcing its commitment to improving welfare for military personnel.

• Rainbow Robotics and Samsung Heavy Industries Develop Robots for Shipbuilding

  ➀ Rainbow Robotics signed an MOU with Samsung Heavy Industries to jointly develop automation robots for shipbuilding, combining their expertise in robotics and shipbuilding processes;

  ➁ The collaboration focuses on co-developing collaborative robots, mobile dual-arm robots, quadruped robots, and automation systems, alongside conducting technical validations and workforce training;

  ➂ The partnership aims to establish new standards for customized robotic solutions in shipbuilding and expand into global markets through smart shipyard initiatives.

October 24

• Integrated HD Hyundai Heavy Industries to Launch on December 1... Securing Absolute Dominance in the Global Market

  ➀ HD Hyundai Heavy Industries and HD Hyundai Mipo's merger, approved by over 87% of shareholders, will take effect on December 1, aiming to consolidate resources for global market dominance;

  ➁ The merger strengthens defense capabilities by combining shipbuilding expertise, docks, and R&D to expand influence in the global K-defense and special-purpose vessel markets;

  ➂ The integrated entity targets revenue of ₩37 trillion (~$26.8 billion USD) by 2035, doubling its 2024 revenue, with ₩10 trillion coming from the defense sector.