Samil PwC warns South Korea chipmakers as China's CXMT, YMTC gain share

A Samil PwC report warns South Korean semiconductor firms to defend profitability as Chinese rivals CXMT and YMTC expand in conventional memory, mature-node manufacturing, and packaging/testing. The report signals intensifying competitive pressure in mid-to-low-end chips, with implications for South Korea's export-led economy. Uncertainty remains over the pace of Chinese capacity expansion and potential government support.

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