VUCA
CLAIM · ASSESSED ~ · CONFIDENCE 0.58

SK Siltron began operating its Gumi No.4 plant after 2.3 trillion won investment, expanding silicon wafer capacity 50%.

WHY THIS MATTERS · This matters because China just extended export controls to the equipment that makes gallium and germanium chips while the US locked down sub-14nm tool sales — a two-way choke that is already delaying compound-semiconductor parts for Western defense and power-electronics makers.

Part of the monitored dynamic Global Semiconductor Competition · VUCA INDEX 60/100

EVIDENCE CHAIN · 1
INGESTED ARTICLETIER 3JUL 17
thelec.kr — SK실트론, 美 SiC 웨이퍼 자회사 연내 청산

"최근 2조3000억원을 투입한 구미 4공장 가동을 개시했다. 생산 능력은 기존 대비 50% 확장한다."

PROVENANCE

Extracted by pipeline v0.5 (claude-opus-4-8) from thelec.kr · approved by christopher@vucanews.com JUL 18.

Extracted JUL 17; approved JUL 18 at 0.58.

MORE FROM THIS DYNAMIC
STRUCTURED DISSENT