Domestic semiconductor design houses are accelerating their expansion into the global market with plans to diversify their revenue sources by targeting overseas fabless semiconductor design companies.Industry sources revealed on April 16 that Samsung Electronics’ Foundry Business Unit’s Design Solut
The global community is on edge following reports that China plans to eliminate products from American companies Intel and AMD. This move surpasses mere retaliation against the United States’ intensified semiconductor export restrictions, indicating China’s confidence in its own technological develo
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
The United States is expanding its regulatory front to include Chinese-made general-purpose semiconductors, a development that is expected to benefit domestic memory semiconductor companies like Samsung Electronics and SK hynix. It is anticipated that the focus on NAND flash, where the technological
China’s Huawei took the wraps off a new laptop with a 5-nm application processor (AP). This came three months after the company unveiled a new smartphone with a 7-nm chip of its own development.According to sources in the information technology (IT) industry on Dec. 13, Huawei recently unveiled a ne
Despite the United States intensifying its export restrictions against China in the semiconductor sector, China’s self-sufficiency rate in advanced products such as domestic artificial intelligence (AI) chips is increasing faster than expected.Market research firm TrendForce reported on Dec. 12 that
Huawei’s launch of a 5G smartphone equipped with a 7-nanometer chip in August sparked immediate calls in the United States for stronger sanctions against China, highlighting the global significance of the U.S.-China tech competition.However, upon closer examination, this U.S.-China tech rivalry also
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
China’s leading memory semiconductor company, Yangtze Memory Technologies Company (YMTC), has been reported as successfully developing and mass-producing 232-layer 3D NAND flash. According to South China Morning Post (SCMP) on Oct. 27, semiconductor analyst firm TechInsights revealed in a report on
Amid the so-called “Huawei Shock,” with the company launching its Mate 60 Pro smartphone equipped with a 7-nm semiconductor, the U.S. is tightening its stance on China. Observers are now keenly watching how far the repercussions of this tension between the two giants will spread.As the end of the U.
The author is an analyst for NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com -- Ed.Huawei's new smartphone is receiving strong market attention as the firm has succeeded in developing an advanced in-house chip despite US sanctions. Also, there is a possibility of a slowdown in iP
On Sept. 7, SK hynix addressed reports that its semiconductors have been found in China’s Huawei mobile phones, which are subject to U.S. sanctions. The company stated, “We have not had any dealings with Huawei,” and are looking into the circumstances of the situation.Bloomberg reported on Sept. 7 t
POSCO International announced that it has signed a production distribution contract with the Indonesian government and its state-run oil firm Pertamina Hulu Energi (PHE) in a move to secure the share of oil produced from the Bunga Gas Block. The signing event was held at Tangerang, Indonesia, on Jul
A seismic change is being made in the semiconductor business structure of Samsung Electronics, which has historically focused on memory semiconductors. As the slump in the memory industry continues, Samsung Electronics’ quarterly sales in the foundry business, being fostered as a new growth driver,
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
With the launch of Apple Pay in Korea imminent, Naver Pay and Samsung Pay which rank first in the online and offline payment markets, respectively, are forging an alliance, signaling a seismic change in the simple payment market in Korea.Samsung Pay services will become available at online merchants
U.S.-China competition is intensifying in the global semiconductor industry. Bloomberg reported on Dec. 14 that Japan and the Netherlands joined the U.S. ban on semiconductor equipment exports to China. This means China now cannot purchase advanced semiconductor manufacturing equipment from any of t
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. The US government has announced additional restrictions on the Chinese semicon industry, prohibiting the export of production equipment related to 18nm DRAM and 128-layer or higher 3D NAND. As their f
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