South Korea

통신3사 무선서비스 매출 변동폭 확 커졌다

ZD Net Korea | Local Language | News | Nov. 10, 2025 | UndeterminedOperating Results

Sales volatility in the wireless services sector for South Korea’s three major telecom companies—SK Telecom, KT, and LG Uplus—has significantly increased, driven primarily by subscriber movement following SK Telecom’s data breach in the first half of 2025. This volatility was accentuated by compensation and the waiver of termination fees, marking a standout feature in the telecom industry’s third-quarter financial results, which were otherwise impacted by one-off costs related to the hacking incident, voluntary retirement programs, and real estate gains.

SK Telecom experienced a sharp decline in third-quarter wireless service revenue, dropping 20.5% year-on-year to 2.124 trillion won and 19.0% quarter-on-quarter, largely due to its 50% fee reduction implemented in August. Conversely, KT and LG Uplus saw revenue increases, with KT growing 4.7% year-on-year to 1.7336 trillion won and LG Uplus rising 5.2% to 1.6272 trillion won. Both companies also posted quarterly wireless revenue growth rates typically seen on an annual basis, increasing by 1.7% and 2.6%, respectively.

This shift is attributed to competitors aggressively recruiting SK Telecom subscribers following the government’s administrative ban on SK Telecom’s new wireless subscriber recruitment since May and the termination fee waiver starting in July. The migration disrupted the usual revenue gains driven by LTE users upgrading to 5G, triggering larger-scale subscriber movements in an otherwise saturated market.

Looking ahead, similar market fluctuations may recur as data breaches affect all three telecoms. The government’s interim investigation into KT’s cybersecurity failures and potential further termination fee waivers could intensify subscriber churn. Industry sources indicate that without aggressive marketing restrictions and with the recent abolition of the DanTong law, subscriber volatility could surpass previous levels if such regulatory measures are implemented.

[반차장보고서] SK하이닉스 'AI 메모리' 전면전 선언…HBM4 시장, SK⋅삼성 '양강' 구도

Digital Daily | Local Language | News | Nov. 10, 2025 | UndeterminedTech Development/Adoption

SK Hynix CEO Gwak No-jeong announced a strategic vision centered on AI-optimized memory at the SK AI Summit 2025, emphasizing a two-track approach comprising AI-DRAM and AI-NAND. The AI-DRAM line focuses on optimizing data center efficiency, breaking memory limitations, and expanding into industrial applications, while AI-NAND targets performance, bandwidth, and density to address storage bottlenecks, with ultra-high-speed AI-NAND samples expected by the end of 2026.

In the high-bandwidth memory (HBM4) market, SK Hynix and Samsung Electronics are solidifying a dual-giant structure. SK Hynix has finalized an HBM4 supply contract with NVIDIA and is preparing for full-scale shipments in Q4 2025. Samsung is close to concluding its HBM4 supply deal with NVIDIA, having improved yields using its latest DRAM process, and both companies are key partners for NVIDIA’s next-generation GPUs, including the Rubin GPU slated for release in late 2026.

Micron is falling behind in the HBM4 race due to challenges in technology validation and yield, delaying mass shipments potentially until 2027. This delay is pushing the HBM4 market toward a duopoly dominated by SK Hynix and Samsung. Industry insiders highlight that, amid rising AI semiconductor demand, stable supply capacity is becoming more crucial than performance. NVIDIA has affirmed its long-term collaboration with the two Korean memory companies, underscoring their growing influence in next-generation AI semiconductor ecosystems.

텔레픽스 "태국 산림 60일만에 여의도 면적 14배 사라져"

ZD Net Korea | Local Language | News | Nov. 10, 2025 | Man-made Environmental Disasters

TelePIX, a space AI-integrated solutions company, revealed that 4,089 hectares of agricultural land near Singburi province in Thailand were damaged or lost within 60 days, an area equivalent to about 14 times the size of Yeouido. This finding was made using images from TelePIX's BlueBON satellite and the U.S. PlanetScope satellite, combined with AI analysis. The damage was concentrated near roads and likely linked to illegal logging or slash-and-burn cultivation practices.

TelePIX employed its proprietary optical satellite atmospheric correction technology to accurately analyze forest damage despite challenging tropical conditions such as rain clouds and smoke. This technology enhances the clarity and detection accuracy of optical satellite images by mathematically removing atmospheric interference, addressing a major limitation of optical satellites which typically cannot see through clouds or fog.

The company claims its atmospheric correction model positions it as the world’s second-best commercially viable technology in this field, following Airbus. TelePIX plans to begin full-scale commercialization of this advanced satellite imaging technology.