Monthly Market Insight 3 - Flipbook - Page 4
General Market Updates
Affected Sites and Commodities
The strike primarily affects semiconductor production lines located in the Gyeonggi-do,
Gyeongsangbuk-do, and Chungcheongnam-do provinces, which host key Samsung operations.
Province
Major Cities
Gyeonggi-do
Yongin-si, Hwaseong-si,
Pyeongtaek-si
Chunacheonanam-do
Asan-si, Cheonan-si
Geonasanabuk-do
Gumi-si
Commodities
Supplier
Microprocessors (MPU),
MOSFETs, FPGAs, Telecom
Interfaces, Specialized ICs,
Microcontrollers (MCU),
Embedded Interface Boards,
Evaluation/Development Kit
& Boards, Display Drivers &
Controllers, Specialized ICs,
Interface Controllers, IGBT
(Board Mount) - Single, Power
Drive Modules, Motor Drive
ICs, Specialized Interfaces
Cavium, Inc., Inoneon
Technologies AG, Lattice
Semiconductor Corp.,
NXP, Semiconductors,
Texas Instruments Inc.,
STMicroelectronics
N.V.,Toshiba Electronic
Devices, & Storage Corp.,
Xilinx, Inc.
DRAM, Memory
Modules
Memory Modules
Samsung
Semiconductor, Inc.
Samsung
Semiconductor, Inc.
The ongoing strike by the National Samsung Electronics Union has the potential to signiocantly disrupt
Samsung9s semiconductor production, impacting multiple global suppliers. Continuous monitoring
and alternative sourcing strategies may be necessary for affected companies.
North America Experiences Surge in EV Battery Factory Construction
Amid Growing Demand
North America is witnessing a surge in EV battery factory construction. This boom is driven by increased
demand for electric vehicles and government incentives. Companies are investing heavily in new
facilities to secure a competitive edge and meet the growing market needs.
Company
Update
Tesla
Expanding Gigafactory operations in Texas to
increase battery production capacity.
LG Energy
Building a new battery plant in Ontario, Canada, to
meet rising EV demand.
Panasonic
Investing in a new facility in Kansas to boost battery
supply for North American markets.
CATL
Setting up a major battery manufacturing site in
Tennessee to support local EV production.
Page 3
REBOUND ELECTRONICS
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