It has been revealed that both individual investors and institutional investors in South Korea earned over 100 trillion won through overseas stock and fund investments last year.According to the international investment position report from the Bank of Korea on April 21, the balance of equity securi
Samsung Electro-Mechanics is expanding its footprint in the artificial intelligence (AI) market. Following the successful mass production of semiconductor package substrates for AI PCs, the company plans to also produce Flip Chip-Ball Grid Array (FC-BGA) for AI servers in the second half of the year
Despite positive signs in the Korean economy such as an increase in semiconductor exports, many growth rate forecasts are still in the low 2 percent range. One explanation is that low growth has stagnated while economic structural reforms have been stalled.According to the Ministry of Strategy and F
SK hynix has announced it will begin mass production of its 6th generation (1c) 10nm (nanometer) class DRAM within the third quarter of this year, positioning itself ahead of Samsung Electronics, which has plans for mass production by the end of the year.Industry insiders revealed on April 8 that SK
Korea Institute of Energy Technology (KENTECH) has established an MOU with Olin College of Engineering (Olin College) to facilitate joint research and education. The MOU was signed online on March 18, 2024, by KENTECH Acting President Chinho Park and Olin College Provost and Dean of Faculty AI Sacco
SK hynix announced on April 1 that it has developed the semiconductor industry’s first neon gas recycling technology in collaboration with the domestic specialty gas company TEMC. This achievement comes just over a year after starting the development of recycling technology with a domestic material,
Samsung Electronics and LG Electronics are both making strides in the smart factory sector.According to market research firm MarketsandMarkets on March 31, the global smart factory and automation industry market size is expected to grow from US$86 billion in 2022 to US$140.9 billion by 2027. Markets
SK Innovation announced at its shareholder meeting held on March 28 that it will reassess numerous businesses it has aggressively pursued so far. The company expressed its intention to focus on select ventures and concentrate its efforts.According to industry sources on March 28, SK has been conduct
The AI semiconductor market, currently concentrated on Nvidia and High Bandwidth Memory (HBM), is expected to diversify into DRAM and other areas moving forward.On March 28, Kwon Seok-jun, a professor in the School of Chemical Engineering at Sungkyunkwan University, participated in the 2024 ACE Semi
The 17-year trend of Japan’s persistent negative interest rates has come to an end, yet the market’s response remains tepid. This is attributed to assessments indicating difficulty in perceiving a full-fledged tightening. However, there are prospects suggesting that the yen may strengthen from the s
SK hynix has strengthened its dominance in the High Bandwidth Memory (HBM) market by becoming the first to mass-produce the 5th generation HBM, HBM3E DRAM, and supply it to the American semiconductor company Nvidia, following its success with HBM3.On March 19, SK hynix announced that it would supply
After the announcement of corporate value enhancement support measures, Kia, which had been recognized as one of the representative low Price-to-Book Ratio (PBR) stocks and had shown an upward trend, surpassed Hyundai Motor, often referred to as its “big brother” within the group, in market capitali
Samsung Electronics is projected to relinquish its leading position in the global foldable phone market share to Chinese rival Huawei in the first half of this year.According to market research firm DSCC on March 14, the global shipment of foldable phones in the fourth quarter of last year totaled 4
In January, Korean display companies received a shocking report card. According to market research firm DSCC, Samsung Display, which held 36% of the market share in the foldable market and was considered the future of the industry, lost its first-place position to China’s BOE, which captured 42% in
According to foreign media reports, Samsung Electronics is set to adopt High Bandwidth Memory (HBM) process technology from SK hynix to catch up with its competitors in the HBM market.Reuters reported on March 13, citing multiple sources, that Samsung Electronics has purchased related manufacturing
As the production timeline for the next-generation High Bandwidth Memory (HBM) approaches, announced by major memory semiconductor companies, these companies are ramping up efforts to improve yield rates.According to industry sources on March 12, major memory semiconductor companies like Samsung Ele
The author is an analyst for NH Investment & Securities. He can be reached at sw.kang@nhqv.com -- Ed.The Fed's rate cut playbook emphasizes cuts sooner rather than later and further tightening. With this in mind, we anticipate bullish steepening of yield curves starting from 2Q24. The US and EU are
The government has come up with a detailed blueprint at the inter-ministerial level, encompassing export targets for key items such as semiconductors, automobiles, and plants, to achieve this year’s export goal of US$700 billion. It includes the largest-ever support measures to accelerate progress,
The author is an analyst for NH Investment & Securities. He can be reached at youngryu@nhqv.com -- Ed.Micron begins mass production of HBM3EMicron has kicked off full-scale production of HBM3E (24GB 8-high) to be used for Nvidia’s H200, which is scheduled to be shipped from 2Q24. The company has als
Samsung is set to hire a large amount of foreign talent in the research and development (R&D) sector. According to industry sources on Feb. 21, Samsung Electronics, Samsung Display, Samsung SDI, Samsung Electro-Mechanics, Samsung SDS, Samsung Biologics, Samsung Bioepis, and Samsung Heavy Industries