Kwak Noh-jeong, president and CEO of SK hynix, announced on March 27 that the order volume for High Bandwidth Memory (HBM) will remain “tight” until next year, adding that “this year, the proportion of HBM in the total DRAM sales volume will rise to a double digit percentage, which will help profita
Investment in 12-inch (300 mm) fab (semiconductor production plant) equipment is expected to surpass US$100 billion by 2025 and reach US$137 billion by 2027.The International Semiconductor Equipment and Materials Association (SEMI) reported on March 20 in its “300 mm Fab Outlook” that investment in
Samsung Electronics, which lost its lead to SK hynix in the high bandwidth memory (HBM) market, which is becoming known as the AI semiconductor market, has drawn its sword for a counterattack.The company plans to shake up the AI semiconductor market by launching a new concept of "AI accelerator" (a
For the fourth consecutive month, semiconductor exports have shown double-digit growth rates, leading the charge in exports. With increases in exports across various components such as displays and computer/peripheral devices, the Information and Communication Technology (ICT) sector as a whole is s
Following last year’s memory semiconductor downturn, Samsung Electronics and SK hynix are aggressively increasing their focus on DRAM through the expansion of advanced processing. This move is anticipated due to the expected rise in orders for High Bandwidth Memory (HBM) and Double Data Rate 5 (DDR5
SK hynix President and CEO Kwak Noh-jung stated that the company is carefully considering the selection of a site for an advanced packaging facility in the United States, targeting all states.On Feb. 19, CEO Kwak made these remarks during a meeting with the press following the regular meeting of the
Samsung Electronics has partially halted the construction of its fifth semiconductor plant in Pyeongtaek, Gyeonggi Province.According to industry sources on Feb. 1, Samsung C&T sent a notice to some subcontractors at the construction site of the fifth plant on Jan. 30, stating that “due to the circu
Samsung Electronics has emerged as the leading investor in semiconductor capital expenditures (CAPEX) globally over the past ten years.Andrea Lati, a researcher at TechInsights, announced during a press briefing at SEMICON Korea 2024 on Jan. 31 that “the semiconductor market will exhibit a robust gr
SK hynix has announced plans to release its 5th generation High Bandwidth Memory (HBM), named HBM3E, this year, and aims to launch HBM4 by 2026.Kim Chun-hwan, vice president of SK hynix, revealed these plans during his keynote speech at SEMICON Korea 2024, held at COEX in the Samseong neighborhood o
Samsung Electronics has forecasted a return to profit for its memory business in the first quarter. The company is confident in the continuous recovery of the memory industry, driven by the growth of the artificial intelligence (AI) market. Consequently, Samsung Electronics plans to significantly in
Samsung Electronics has been confirmed to have established a new next-generation memory research and development (R&D) organization to preempt the market of 3D DRAM, often referred to as “dream memory.”According to industry sources on Jan. 28, Samsung Electronics’ Semiconductor (DS) division recentl
SK hynix announced on Jan. 25 that it plans to more than double the production capacity of High Bandwidth Memory (HBM) this year compared to the previous year. This move is part of the company’s strategy to capture the new demand from artificial intelligence (AI) applications.This shows the confiden
SK hynix Inc. announced today that it recorded an operating profit of 346 billion won (US$259 million) in the fourth quarter of last year amid a recovery of the memory chip market, marking the first quarter of profit following four straight quarters of losses.The company posted revenues of 11.31 tri
SK hynix has successfully issued a US$1.5 billion dollar-denominated bond.According to foreign reports on Jan. 9, SK hynix conducted demand forecasts for dollar bonds in Asia, Europe, and the United States the previous day and confirmed the issuance of a US$1.5 billion bond. The issued dollar bonds
The author is an analyst for NH Investment & Securities. He can be reached at youngryu@nhqv.com -- Ed.Helped by limited supply from memory IDMs and inventory stockpiling at customers, ASPs have begun to rise in earnest for SEC. In 2024, SEC should narrow its technological gap with other companies in
The author is an analyst for NH Investment & Securities. He can be reached at youngryu@nhqv.com -- Ed.SK Hynix is expected to post stable results, aided by earnings for high-performance memory products such as DDR5 and HBM, thanks to its superior technological competitiveness. Demand for high-perfor
In December of last year, domestic semiconductor exports recorded the highest annual growth rate yet. The prices of memory semiconductors, the main export products of Samsung Electronics and SK hynix, have consistently been on the rise.According to the Ministry of Trade, Industry, and Energy on Jan.
SK hynix has embarked on strengthening its research and development (R&D) capabilities to enhance its high-performance NAND competitiveness by successively recruiting NAND flash memory experts from Intel with decades of experience.According to industry sources on Dec. 28, SK hynix America this month
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
Samsung Electronics is set to establish an advanced semiconductor packaging research and development (R&D) base in Yokohama, Japan. The company plans to invest 40 billion yen into this area by 2028.The Japanese Ministry of Economy, Trade and Industry, along with the city of Yokohama, announced on De