The United States has included so-called guardrail provisions regarding subsidies under the CHIPS Act. Although limited investment in semiconductor facilities in China has been allowed, there are also concerns that foreign chipmakers’ semiconductor production and sales in China will soon reach their
As the United States is considering restricting exports of American chipmaking equipment to China, Samsung Electronics and SK Hynix are concerned about the move's possible impact on them. Currently, Samsung Electronics has a NAND flash plant and a back-end process plant in Xian and Suzhou, respe
SK hynix Inc. announced on Aug. 2 that it has developed the industry’s highest 238-layer NAND Flash product.The company has recently shipped samples of the 238-layer 512Gb triple level cell (TLC) 4D NAND product to customers, with a plan to start mass production in the first half of 2023. “The lates
Taiwanese market research firm TrendForce said on May 26 that Samsung Electronics’ NAND flash sales in the first quarter stood at US$6.32 billion, up 3.4 percent from the previous quarter. Its market share reached 35.3 percent, an increase of 2.2 percentage points compared to 33.1 percent in the fou
Chinese memory chip maker YMTC has initiated the mass production of 128-layer 3D NAND flash products for use in solid state drives. This shows China’s ambition in the semiconductor industry is still alive.Taiwanese daily Digitimes announced the news on Aug. 2. Samsung Electronics and SK Hynix initia
Korean memory semiconductor companies are facing a tough challenge from competitors, especially from Micron Technology of the United StatesMicron, the world's fifth-largest NAND flash maker, began to supply 176-layer NAND flashes to customers for the first time in the world in November 2020. It
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. We expect NAND contract prices to rebound from 2H21. If effects from expected NAND market improvement are added to those of ongoing favorable DRAM conditions, semicon industry share price momentum sho
Micron, a U.S. memory semiconductor company that ranks sixth in the global NAND flash industry, has unveiled the world's first 176-layer NAND product ahead of the industry’s front-runner, Samsung Electronics.Micron recently announced that it has started volume shipments of 176-layer NAND flashes
SK hynix announced on Oct. 20 that it will acquire Intel's NAND memory and storage business for US$9 billion. The transaction includes Intel's NAND SSD business, NAND component and wafer business, and Dalian NAND memory manufacturing facility in China.SK hynix said the deal is aimed at enhan
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. In 3Q20, we expect memory contract prices for both DRAM and NAND to arrive flat q-q, with supply/demand remaining balanced. Global DRAM and NAND shipments should climb 3% q-q and 6% q-q, respectively.
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. Production of parts related to Sony’s PS5 starts this week. We expect the PS5 to contribute to semiconductor industry earnings improvement in 2H20. Within the memory industry, NAND demand improvement
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. Samsung Electronics (SEC) has announced plans for NAND investment at Pyeongtaek line 2. We expect the investment to contribute favorably to the performance of semicon equipment firms from 2H20 into 20
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. Memory contract prices for May showed little m-m change. Meanwhile, we expect 2Q20 DRAM contract price to climb 11% q-q. In 3Q20, memory price growth is likely to slow relative to that seen in 1H20, a
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. With supply and demand in balance, 3Q20 memory contract prices should arrive flat q-q. Data center investment, which surged in 1H20 on increased stay-at-home demand, will likely slow in 2H20. But, mob
SK hynix Inc. announced on April 23 financial results for its first quarter 2020 ended on March 31, 2020. The consolidated revenue of first quarter 2020 was 7.20 trillion won while the operating profit amounted to 800 billion won, and the net income 649 billion won. Operating margin for the quarter
Global semiconductor companies such as Samsung Electronics, SK Hynix, and Micron are trying to overcome a sharp drop in chip demand and prices with innovative technologies.U.S. chipmaker Micron announced on Aug. 16 that it has developed the industry's first 16 Gb mobile DRAM LPDDR4X. This produc
SK Hynix announced on June 26 that it is ready for volume production of the world's first 128-layer one-terabyte (TB) 4D NAND flashes based on triple level cell (TLC) arrays.The Korean chipmaker achieved the milestone in just eight months since it announced the world’s first 96-layer 512 Gb (gig
As memory semiconductor prices decline and the uncertainty of the semiconductor industry grows due to the U.S.-China trade dispute, 3D memory attracts attention as a future technology. At the same time, the number of related patent applications shows a sharp upturn.According to the Korean Intellectu
SK Hynix has developed a one-terabit (Tb) quadruple level cell (QLC) chip based on 96-layer 4D NAND technology. The high-integration product with a larger data storage capacity signals the initiation of SK Hynix’s full-scale NAND memory business.SK Hynix announced on May 9 that it supplied samples o
Chen Wei-Hua, chief technology officer of Yangtze Memory Technologies Co. (YMTC) that leads China's NAND industry, recently suggested in a media interview that the company would be able to mass-produce 64-layer 3D NAND flashes by the end of the year."We have a mass production plan in place," Che