The Korea Water Resources Corporation (K-water) announced that it held the 4th General Assembly of the Asia Water Council (hereinafter referred to as AWC) at the K-water Songsan Global Education and Research Center in Hwaseong, Gyeonggi Province on July 6, to discuss solutions to Asia’s water issues
The U.S. government put the brakes on Apple’s plan to use YMTC NAND flash chips in the iPhone. The Nikkei recently reported that Apple considered procuring 40 percent of the chips for use in the phone from the Chinese company for cost reduction and supply source diversification.The U.S. Department o
China is increasing its pressure on South Korea not to join the U.S.-Japan-Taiwan alliance in the semiconductor industry.According to experts, this pressure has to do with memory chips. “China is aiming to reduce its external dependence to 30 percent by 2025 and this goal cannot be met without Samsu
The Federation of Korean Industries said in its report on April 25 that South Korean semiconductor companies’ share in the Chinese market, the largest semiconductor market in the world, has fallen since 2019, when the United States began to restrict semiconductor supply to China.“China began to incr
China is trying to rise again in the semiconductor industry. Tsinghua Unigroup is accelerating its restructuring and SMIC is planning to expand its facilities at an investment of US$8.87 billion.Tsinghua Unigroup recently gathered strategic investors for its restructuring and 14 companies, including
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
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. Unable to pay its debts, China’s Tsinghua Unigroup has filed for bankruptcy. Despite this development, China’s semiconductor boom is expected to continue. CXMT and others have begun DRAM production, a
The author is an analyst of Shinhan Investment Corp. He can be reached at doyeon@shinhan.com. -- Ed.Severe supply shortages continuing for non-memory chipsSupply shortages in non-memory chips can have serious impact on the global economy by causing disruptions in the production of automobiles, smart
The Ministry of Trade, Industry and Energy announced on Jan. 5 that South Korean semiconductor companies’ capex for this year and next year are estimated at US$18.9 billion, up 20.4 percent from a year ago, and US$19.7 billion, respectively. It also said that those of China and Taiwan are estimated
Chairman Li Dongsheng of TCL, China's leading TV maker, officially announced on Aug. 31 that TCL will enter the OLED panel market. OLED displays are a key business area that Samsung Display and LG Display are focusing on to chase off China, which aims to rise as a powerhouse in the display indus
SMIC, China's No, 1 foundry, is planning to increase more than double its facility investment for 2020 from the level forecast in January.SMIC announced at a recent earnings conference call that it will invest US$6.7 billion in facility investment in 2020. SMIC had initially estimated its facili
Both TSMC and Samsung Electronics are increasing their investments to deal with global market uncertainties. Their move is based on a conclusion that the rapid growth of the cloud computing market after the outbreak of COVID-19 and U.S. restrictions on Huawei can be opportunities.TSMC recently annou
Samsung Electronics is seeking to expand its share of the global mobile application processor (AP) market by improving the performance of the artificial intelligence-based neural processing unit.An opportunity is coming Samsung’s way as Huawei's fabless subsidiary HiSilicon has become virtually
The Investigation Deliberation Committee of the Supreme Prosecutors’ Office gave a non-prosecution opinion on Samsung Electronics vice chairman Lee Jae-yong with regard to the merger between Samsung C&T and Cheil Industries and his succession of corporate control.Although this is good news for Samsu
China appears to be supporting Tsinghua Unigroup to achieve its system semiconductor ambition as Huawei is groaning under U.S. sanctions.Many employees of HiSilicon, a fabless subsidiary of Huawei, have recently moved to Unisoc, a Chinese fabless semiconductor company that produces chipsets for mobi
Samsung Electronics and SK Hynix are on alert as the U.S. government announced on May 15 (local time) that it will limit the supply of semiconductors made with U.S. technology to Huawei, a Chinese telecommunications equipment company.The U.S. Department of Commerce said in a statement that it is ame
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. In 1Q20, HiSilicon became the first Chinese firm to rank among the top-10 semicon players in terms of sales. Since February, 1xnm DRAM produced by CXMT has been sold in China. It seems that Chinese se
The Chinese government declared in 2015 that China would achieve self-sufficiency in the semiconductor industry within 10 years. China’s investment to this end amounts to one trillion yuan and its endeavor is going on.Samsung Electronics and SK Hynix are concerned over a decrease in their market sha
China is trying to increase its self-sufficiency in the semiconductor industry by manufacturing more DRAM chips and investing more in the system-on-chip (SoC) segment.For example, Changxin Memory Technologies (CXMT) is forecast to produce semiconductor chips equivalent to 40,000 wafers a month next
Taiwanese foundries TSMC and UMC are planning to expand their manufacturing facilities in China to better meet the demand of fabless companies in China. Specifically, TSMC is going to increase its monthly production capacity on a 12-inch wafer basis from 10,000 units to 15,000 units in Nanjing by th