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Taiwan fabless firms outwit Korean rivals in chip supercycle
Foundry capacity shortage widens gaps in sales and profit margins By
(Courtesy of Silicon Works, South Korea s No. 1 fabless semiconductor company)
Taiwanese fabless semiconductor firms, with the backing from their hometown foundry companies, are reaping the benefits from higher chip prices and soaring demand from electronic goods brands to automakers. In contrast, their Korean rivals have yet to fully benefit from the global chip industry boom, struggling to find manufacturers of chips they designed.
This year, Taiwanese fabless companies are expected to further expand their presence even in the premium markets such as the segment for organic light-emitting diode (OLED) displayer driver IC (DDI) chips dominated by South Korean chipmakers such as Samsung Electronics Co., Silicon Works Co. and MagnaChip Semiconductor Ltd., analysts said.
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Parts business to boost LG s new holding firm
Posted : 2021-05-02 15:58
Updated : 2021-05-02 17:36
Silicon Works research center in Daejeon, south of Seoul, is seen in this photo, Sunday. Korea Times file
By Kim Yoo-chul
After confirming the official launch of LX Group, a spin-off holding company from the LG Group, investors attention is on how Chairman Koo Bon-joon will formulate his thoughts into detailed corporate growth focusing on its semiconductor affiliate, Silicon Works.
Silicon Works is the country s largest fabless (non-manufacturing) company and is set to diversify its business portfolio under this new leadership, given Koo s strong interest and successful track record in managing component-oriented businesses, according to people familiar with the issue.