NuAxiSemiconductor trade intelligence

SM Core Targets Semiconductor OHT Market With Production Planned for 2027

What happened

SM Core plans to enter the semiconductor OHT market in 2025, targeting SK Hynix's OSAT partners initially, and will mass produce AMRs in H2 2024. This challenges the Daifuku-SEMES duopoly in fab automation logistics. Neutral: No immediate impact on component supply/demand or pricing; a long-term supply chain diversification story.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

OHTAMR

DaifukuSEMESSK Hynix

automationequipmentsupply-chain

Source and time

Source: The Elec · 3/9/2026 · View original source

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SM Core Targets Semiconductor OHT Market With Production Planned for 2027

What happened

Impact and signal

Affected components and suppliers

Source and time

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