[소부장 온에어] 한미반도체, 한화세미텍 '적반하장' 공세에 강경 대응

As global AI demand accelerates HBM equipment market growth, a patent dispute between Korea's market leader and a rising competitor highlights intensifying competition for technology dominance. The outcome of this IP battle could reshape industry standards and competitive dynamics in semiconductor manufacturing equipment—critical infrastructure for global AI deployment. This reflects broader supply chain consolidation pressures as AI adoption expands worldwide.