AI chip boom lifts South Korean semiconductor materials makers' profits in 2Q26

DIGITIMESAugust 23, 2026en

The AI semiconductor investment boom is increasingly spilling over into the materials supply chain. South Korea's major semiconductor materials suppliers broadly improved profitability in the second quarter of 2026, as stronger demand for advanced materials drove sharp operating profit growth. With customers expected to expand capacity from 2027 onward, the sector could see another wave of revenue growth.

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