Korea Zinc stock draws focus as company targets TSMC supply

Published on 11/01/2026 at 00:22 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Korea Zinc stock draws focus as the company targets semiconductor-material supply deals in the United States. Quality tests remain the next step.

US supply talks expand Korea Zinc's scope

Korea Zinc is discussing semiconductor-grade sulfuric acid supplies for TSMC's Arizona plant.
Quality testing and commercial negotiations will determine whether the US projects move forward.
The company plans to add semiconductor materials to its US integrated smelter project.

Korea Zinc, KR7010130003, Illustration mit AI erstellt.

Korea Zinc is exploring semiconductor-grade sulfuric acid supplies for TSMC's Arizona plant and held talks with several major chipmakers, Maeil Business reported on Thursday, October 29, 2026. The discussions took place during SEMICON West 2026 in the United States.

US supply talks broaden strategic scope

Korea Zinc discussed potential supply to TSMC's semiconductor plant in Arizona through Japan's Sumitomo Chemical. It also met Micron Technology, Intel and GlobalFoundries about local US supply and cooperation in materials including germanium.

Intel plans to assess the quality of sulfuric acid produced in the United States through sample testing before considering a supply relationship. Korea Zinc said it would continue discussions on quality, pricing and other commercial terms.

A broader materials portfolio

The company produces zinc and lead as its main metals and also recovers gold, silver, copper and other materials from its smelting operations. It makes semiconductor-grade sulfuric acid with purity of 99.9999% or higher by purifying sulfur dioxide generated during zinc and lead production.

Korea Zinc plans to include a semiconductor-grade sulfuric acid line in Project Crucible, its planned US integrated smelter. The initiative would extend the company's activities from non-ferrous metal refining into semiconductor materials and critical minerals.

Korea Zinc business profile

Korea Zinc is a South Korean non-ferrous metals smelting company headquartered in Seoul, with its main refinery in Onsan, Ulsan. Its portfolio spans refined metals, byproduct recovery, semiconductor materials and other critical-mineral applications. The company is seeking US production and supply relationships as part of that expansion.

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