Taiwan’s DigiTimes reported on March 31 that Korean semiconductor companies will stop accepting orders for DDR3 DRAMs beginning from 2023.The report said that Samsung Electronics will receive orders for DDR3 DRAMs from customers by the end of 2022 and deliver them by the end of next year.Samsung had
Scientists from the Korea Institute of Machinery & Materials (KIMM) and the Nanyang Technological University of Singapore (NTU Singapore) have developed a technique to create a highly uniform and scalable semiconductor wafer, paving the way to higher cup yield, more cost-efficient semiconductors and
Samsung Electro-Mechanics is currently supplying flip chip ball grid arrays (FC-BGAs) for the M1 chip of Apple along with substrates for its M1 Pro and M1 Max. An FC-BGA is a type of printed circuit board used for packaging high-performance computing chips.The global FC-BGA market is growing rapidly
The Ulsan National Institute of Science and Technology (UNIST) announced on Jan. 27 that professor Lee Hyun-wook and his research team at its School of Energy and Chemical Engineering succeeded in suppressing the Jahn–Teller effect, which limits sodium-ion battery duration.A sodium-ion battery is ch
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. EUV-related equipment makers such as ASML and Lasertec are performing well. In the semicon industry, EUV investment is outpacing previous expectations. In addition, we are seeing active discussion reg
Micron Technology recently decided to install NXE:3600D, the latest lithography equipment of ASML, at its HQ in the United States late this year. In addition, Micron Technology is planning to install the same EUV lithography equipment at its DRAM plant in Taiwan. This means Micron Technology's f
Market research firm TrendForce reported on Aug. 24 that the global DRAM sales were US$24.1 billion in the second quarter of this year, up 25.6 percent from the previous quarter.“The prices of DRAM chips rose in the first quarter of this year, and then clients increased their purchase in order to av
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. Micron is planning to expand its A3 DRAM fab by investing NTD400bn. Following SK Hynix and Nanya, the company is increasing investment to solve the DRAM shortage. An increase in DRAM shipments is expe
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. SK Hynix’s 2Q21 earnings growth is to be driven by strong PC and server memory demand. In particular, we expect to see robust new server demand alongside the rollout of new server CPUs.Strong PC and s
The authors are analysts of NH Investment & Securities. They can be reached at j.ko@nhqv.com. -- Ed. As supply-demand conditions are favorable for Korean battery makers to strengthen their US business strategies, we expect their influence in the US to expand. In addition, we believe that the USMCA (
The Memory Department of the Device Solution Division at Samsung Electronics has plenty to ponder these days. The biggest issue for the department concerns investment in DRAM facilities. Samsung Electronics is focusing investment on the foundry business and AI semiconductors, which were designated a
Hyundai Motor Co. has joined hands with Singapore's top telecommunication company Singtel to promote the future mobility business based on next-generation telecommunication technology.Hyundai Motor signed a memorandum of understanding (MOU) with Singtel in Singapore to cooperate in smart manufac
A 6.7-magnitude earthquake occurred off the northeastern coast of Taiwan on Dec. 10 to halt the operation of some semiconductor manufacturing facilities. Earlier this month, Micron Technology’s facilities in Taiwan had to be halted due to power outage. DRAM chip prices and the like are likely to reb
Samsung Electronics and SK Hynix are expected to benefit in the server chip market with Amazon, Facebook, Microsoft and Google having increased their data center investment by approximately 40 percent.JPMorgan Chase & Co. said in its recent report that the four American companies’ Q1 facility invest
Hyundai Motor Co. announced on March 31 that it will establish a Hyundai Mobility Global Innovation Center in Singapore (HMGICs) with support from the Singapore Economic Development Board (EDB).The new innovative lab will be located in Singapore’s Jurong Innovation District, a one-stop advanced manu
Semiconductor manufacturers such as Micron Technology, Nanya and SK Hynix have announced plans to reduce their investments this year. Specifically, Micron Technology is going to reduce its DRAM and NAND flash investment by US$1.25 billion compared to its previous plan. Nanya and SK Hynix are plannin
Hyundai Mobis has developed a new material that can eliminate headlamp fog for the first time in the world, the company announced on June 24.The auto parts producer partnered with Initz, a subsidiary of SK Chemicals, to develop the new technology.The company has already begun to install its new head
Foxconn (Hong Hai Precision Industry) Group, well known for manufacturing the Apple iPhone, is preparing to enter the memory semiconductor business. As China is set to begin to produce memory chips next year following Taiwan’s reattempt to enter the memory semiconductor market, there are growing con
Samsung Electronics renewed its market share record in the global mobile DRAM market. Korea's market share, which combines the market shares of Samsung Electronics and SK Hynix, also surpassed a record high of 87 percent, showing overwhelming control.According to DRAMeXchange, a semiconductor market
LS Industrial Systems Co. (LSIS), a South Korean electric power solutions provider, announced on Oct. 26 that it has won a license to establish a renewable energy-powered island in Singapore, along with global firms such as GE-Alstom and Schneider.The company signed a memorandum of understanding (MO