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.
ChangXin Memory Technologies (CXMT), a leading DRAM semiconductor company in China, has independently developed and started mass production of LPDDR5 DRAM memory chips. If true, this development puts them just four years behind industry leader Samsung in technology.On Nov. 29, ChangXin Memory announ
The upward trend in memory prices, starting with DRAM, is now extending to NAND Flash. The combination of production cuts and recovering demand has led to a successful turnaround. There are expectations that the pace of improvement in the performance of Samsung Electronics and SK hynix will accelera
Despite the favorable prospects for High Bandwidth Memory (HBM) driven by NVIDIA, concerns are rising as Samsung Electronics and SK hynix continue to experience an upward trend in their inventory assets. The majority of this inventory consists of the older Double Data Rate (DDR) 4, making it challen
The author is an analyst for NH Investment & Securities. He can be reached at hwdoh@nhqv.com -- Ed.Memory makers are recently being seen reviewing product price hikes. DDR5 spot prices have turned upward, and contract prices are expected to rise from 3Q23.YMTC boosts NAND price tagsLooking at indust
The operating profit of the semiconductor division of Samsung Electronics dropped 96.95 percent year on year in the fourth quarter of 2022. Despite the worst performance in 13 years, Samsung Electronics said that there would be no artificial production cut and this year’s capex would be close to las
Server DRAMS are emerging as a new cash cow for Samsung Electronics and SK Hynix, which are hit hard by a slowdown in the global semiconductor market.According to market research firm Omdia, annual server DRAM demand is expected to reach 68.486 billion gigabits (Gb) this year. Experts estimate annua
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. For the first time in six months, DRAM spot prices are rebounding. Non-face-to-face demand for PCs and servers is increasing again due to the re-spreading of Covid-19. Sales of the iPhone 13 series re
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. Expected to exceed consensus, 4Q21 DRAM contract prices should remain flat q-q thanks to a rise in mobile DRAM ASP. The DRAM market is forecast to shift to a supply glut from 1Q22, when the tug of war
The author is an analyst of Shinhan Investment Corp. He can be reached at doyeon@shinhan.com. -- Ed. DRAM spot prices on a gradual decline since end-Aprilto DRAMeXchange, DRAM spot prices (8GB DDR4 2400Mbps) have declined by 4.5% from the previous peak recorded on 29 April. Chip inventory buildup by
The authors are analysts of Shinhan Investment Corp. They can be reached at doyeon@shinhan.com and sungjun.na@shinhan.com, respectively. -- Ed. 1Q21 OP forecast at KRW9.02tr (flat QoQ)Samsung Electronics is expected to record operating profit of KRW9.02tr (flat QoQ) on sales of KRW61.7tr (+0.2% QoQ)
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. We expect NAND contract prices to rebound from 2H21. If effects from expected NAND market improvement are added to those of ongoing favorable DRAM conditions, semicon industry share price momentum sho
A 6.7-magnitude earthquake occurred off the northeastern coast of Taiwan on Dec. 10 to halt the operation of some semiconductor manufacturing facilities. Earlier this month, Micron Technology’s facilities in Taiwan had to be halted due to power outage. DRAM chip prices and the like are likely to reb
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. DRAMeXchange announced memory contract prices for October, with DRAM and NAND prices sliding 8% m-m and 3% m-m, respectively. Memory prices are expected to weaken in 4Q20 due to slow data center inves
The authors are analysts of Shinhan Investment Corp. They can be reached at doyeon@shinhan.com and sungjun.na@shinhan.com, respectively. -- Ed. Acquiring Intel's NAND memory and storage businessHynix, on October 20, announced that it has signed a deal to acquire the NAND memory and storage busin
Market research firm DRAMeXchange reported on Sept. 17 that the DDR4 8GB server DRAM price posted US$2.99 without any significant change for three days. The spot price, which was US$2.5 to US$2.6 for the first three weeks of last month, began to rise on Aug. 24, about two weeks before the implementa
The author is an analyst of KB Securities. He can be reached at jeff.kim@kbfg.com. -- Ed. Server DRAM contract prices fall 4.5% in August but within expectationsAccording to DRAMeXchange (Aug 31), the contract price for server DRAM (32 GB) fell 4.5% MoM in August, with that of PC DRAM (DDR4 8 GB) an
The author is an analyst of KB Securities. He can be reached at jeff.kim@kbfg.com. -- Ed. DRAM spot price rebound: Increase in rush orders from Huawei, CXMT production problemsAccording to DRAMeXchange (Aug 27), the PC DRAM (DDR4 8Gb) spot price rebounded 1-2% after diving 30% from a peak in early A
Market research firm DRAMeXchange reported on Aug. 27 that the PC DRAM (DDR4 8Gb) spot price rose 0.24 percent to US$2.53 on Aug. 25. The price rebounded in 143 days after it reached this year’s high, US$3.63, in early April.Until Aug. 24, the DRAM spot price fell more than 30 percent in four months
DRAM prices have stopped rising after rallying for six months. They are expected to fall again as the volume of orders will decrease beginning the third quarter.The average fixed transaction price of a DDR4 8 Gb DRAM mainly used for PCs was US$3.31 in June, the same as May, market research company D