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KKR plans gradual exit as LCY Group accelerates semiconductor materials expansion

What happened

LCY Group President Bowei Lee announced that KKR plans to divest holdings, enabling LCY to accelerate expansion in semiconductor materials. This capacity increase suggests potential oversupply and downward price pressure.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

Semiconductor MaterialsPhotoresists

LCY GroupKKR & Co.

capacity_expansiondivestmenttsmc_supplier

Source and time

Source: DigiTimes Asia · 7/25/2026 · View original source

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KKR plans gradual exit as LCY Group accelerates semiconductor materials expansion

What happened

Impact and signal

Affected components and suppliers

Source and time

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