The author is an analyst for NH Investment & Securities. He can be reached at pk.park@nhqv.com -- Ed.HIFU equipment exports from Gangnam-gu, Seoul to Brazil rebounded in February. Gangnam-gu’s aesthetic consumables and RF equipment exports continue to level up. Aesthetic equipment exports from Yuseo
Taiwan’s TSMC, the worldwide leader in the semiconductor foundry industry, has surpassed 60 percent of the market share, widening its gap between with second-ranked Samsung Electronics. In the fourth quarter (October-December) of 2023, the foundry market grew about 8 percent from the previous quarte
Last year, Taiwan Semiconductor Manufacturing Company (TSMC) achieved the top spot in semiconductor sales worldwide for the first time. On Feb. 6, Taiwan News reported that TSMC, established in 1987, has become the leading semiconductor sales company for the first time.According to TriOrient Investm
Following the election of an anti-China candidate in the Taiwanese presidential election, the geopolitical risks associated with Taiwan, a central player in the global semiconductor supply chain, have elevated the roles of Southeast Asian countries like Malaysia, Singapore, and Vietnam as new global
The gap in market share between Taiwan’s TSMC, the industry foundry leader, and Samsung Electronics, which ranks second, has widened again in the third quarter of this year.According to market research firm TrendForce on Dec. 6, Samsung Electronics’ foundry sales for the third quarter (July to Septe
SK ecoplant is set to provide solid oxide fuel cells (SOFCs) to an upcoming data center in Ireland, a data center hub for major global tech companies.On November 2, SK ecoplant made a significant announcement, revealing the signing of a memorandum of understanding (MOU) with Ireland's Lumcloon Energ
Amid the global semiconductor demand slowdown, it’s projected that the operation rate of Samsung Electronics’ legacy 8-inch wafer foundry will be cut in half next year.Market research firm TrendForce reported on Oct. 12 that Samsung Electronics’ 8-inch wafer foundry’s operation rate will be around 5
The sales volume of the top 10 foundries (semiconductor subcontract manufacturing) globally shrunk by 18.6% from the previous quarter. While the market share of Taiwan’s TSMC, the top player, exceeded 60%, Samsung Electronics’ share dropped to the 12% range.On June 12, market research firm TrendForc
The author is an analyst of NH Investment & Securities. He can be reached at jooyh@nhqv.com -- Ed.Affected by Chumchurum Saero marketing expenses, Lotte Chilsung’s 1Q23 results slightly missed consensus. However, the steady increase in sales volume is positive. We maintain a Buy rating, viewing the
The author is an analyst of NH Investment & Securities. He can be reached at jooyh@nhqv.com -- Ed.Lotte Chilsung’s domestic soju market share recovery is continuing, led by Chumchurum Saero. Share price momentum is high thanks to the possible consolidation of the firm’s Philippine subsidiary within
Semiconductor Equipment and Materials International said that global 300 mm wafer production capacity is estimated to reach 9.6 million units a month in 2026.According to the organization, Samsung Electronics, SK Hynix, Intel, Micron Technology, Kioxia, TSMC, and UMC are planning to increase their p
Samsung Electronics laid out a plan to build a semiconductor cluster in the town of Namsa in Yongin, South Korea, on March 15. The announcement of the plan shows the Korean tech giant’s objective of not losing its leadership in a global semiconductor hegemony war. It is also meaningful in that the c
The gap between Korea’s Samsung Electronics and Taiwan’s TSMC in the global foundry market further widened in the fourth quarter of last year. With the foundry market declining by 4.7 percent from the previous quarter, both companies experienced a drop in sales, but TSMC was less affected than Samsu
The author is an analyst of NH Investment & Securities. He can be reached at pk.park@nhqv.co. -- Ed.Dental implant monthly exports hit new record heights in December. Expectations toward exports this year are strengthening thanks both to the elimination of uncertainties in China’s VBP and demand gro
Samsung Electronics is planning to increase non-memory chip production outsourcing. Taiwanese foundry UMC is likely to supply more image sensors and display driver ICs to Samsung Electronics, while its foundry arm continues to produce more advanced products such as smartphone application processors.
While the semiconductor industry is undergoing a slump, wafer manufacturers are aggressively expanding their facilities. This is because most semiconductor companies sign long-term contracts for a stable supply of wafers, and demand for semiconductors used for 5G and artificial intelligence is expec
Samsung Electronics saw its share of the global foundry market increase in the second quarter of this year, while Taiwan's TSMC, the world’s No. 1 foundry company, suffered a setback.TrendForce released second-quarter market share rankings of the top 10 global foundry giants on Sept. 27. TSMC re
Among the top 10 global foundry companies, Samsung Electronics was the only company to log a decrease in sales in the first quarter of this year. Its gap with TSMC widened even further as its market share fell by 2 percentage points from the fourth quarter of 2021.Samsung Electronics’ foundry sales
The author is an analyst of KB Securities. He can be reached at jk.lim@kbfg.com. -- Ed. 3y/10y KTB yields to rebound after falling to 2.95%/3.20%; decrease in yield should present profitable trading opportunitiesKTB yield volatility may increase given potential for the Fed’s unloading of MBS and ECB
Global foundry companies are raising the prices of their products and services, with chip undersupply ongoing and raw material prices rising.For example, TSMC announced early this month that a markup of 5 percent to 8 percent will be applied in early 2023 to processors, microcontrollers, power manag