[데스크시각] 햄버거와 HBM, 김동선이 마주할 '나노의 벽'

Hanwha Semitek’s aggressive entry into the TC Bonder market challenges the existing monopoly in the HBM supply chain, supported by a strategic partnership with SK Hynix. To survive the upcoming industry shift toward Hybrid Bonding, the company must transition from branding-focused management to high-precision R&D and massive capital investment. This move serves as a critical test for Hanwha's leadership to prove their technical execution capabilities in the competitive global semiconductor equipment landscape.