The author is an analyst for Shinhan Securities. He can be reached at ym.ko@shinhan.com -- Ed.2Q23 preliminary results: Better-than-feared earnings from MX Samsung Electronics disclosed preliminary 2Q23 results at company-wide operating profit of KRW0.6tr (continued loss QoQ) on sales of KRW60tr (-6
The following article was written by James Tosdevin, a teacher and the Senior School Global Citizenship and Sustainability Lead at Dulwich College Seoul.From one extreme weather event to another, we are constantly reminded that the climate crisis is real and that we need to act immediately. One of h
Samsung Electronics, which has been focusing on the automotive semiconductor market, has announced its entry into the next-generation power semiconductor market. Accordingly, industry insiders are paying attention to whether the era of silicon semiconductors will come to an end and the market for ne
“The market share of Samsung’s high-bandwidth memory (HBM) products is still over 50 percent,” said Kyung Kye-hyun, president of Samsung Electronics’ DS division in charge of the semiconductor business, dismissing concerns that the company’s memory competitiveness is declining. It took place during
“China’s OLEDs for smartphones have strong price competitiveness,” said Lee Chung-hun, CEO of UBI Research, at the 2023 OLED & Micro Display Seminar at the Federation of Korean Industry Tower in Seoul on July 5. “China will hog the market for organic light-emitting diode displays for smartphones.”Ac
In the midst of the U.S.-China semiconductor supremacy race, India is revealing its ambition to become a major base for the world semiconductor industry by replacing China. The Indian government has offered significant incentives to global semiconductor companies leading many to decide to invest in
Huawei announced they will launch a complete set of commercial 5.5G network equipment in 2024 at the 5G Advanced Forum during MWC Shanghai 2023. Huawei's Director and President of ICT Products & Solutions Yang Chaobin who made the announcement said the company intends for this launch to mark the
The author is an analyst for Shinhan Securities. He can be reached at ym.ko@shinhan.com -- Ed.AI driving growth in demand for reflow equipment & FC-BGA developers1) Reflow equipment: After coming in at KRW12bn for 2022, STI’s reflow equipment sales are expected to jump from KRW5bn in 2023 to KRW23.6
The author is an analyst for Shinhan Securities. He can be reached at ym.ko@shinhan.com -- Ed.Micron’s earnings release raises expectations for SK Hynix’s decouplingSK Hynix is likely to have seen operating loss of KRW2.3tr (continued loss QoQ) on sales of KRW6.8tr (+34% QoQ) in 2Q23. Micron Technol
Competition between Samsung, LG, and Sony is intensifying over the development of Micro Organic Light Emitting Diodes (OLEDs). The relevant market is forecast to grow rapidly as Apple adopts Micro OLED for the display of its Mixed Reality (MR) headset.According to the display industry on July 3, App
Global customers have been lining up to buy Nvidia’s graphics processing units (GPUs), but tight supply has sent prices soaring. GPUs are the brains of generative artificial intelligence (AI) programs like ChatGPT. Nvidia commands more than 90 percent of the global GPU market for AI.The recent rapid
Apple has surpassed US$3 trillion in market capitalization for the first time ever. It has only been about two years and 10 months since the company first crossed the US$2 trillion mark.On June 30, the last trading day of the first half of the year, Apple closed at US$193.97 (255,000 won) on the New
LX Semicon, a fabless company under LX Group, a conglomerate which was previously part of the LG group, is currently considering delegating the production of next-generation display driver ICs (DDIs) to the Samsung Electronics Foundry semiconductor contract manufacturing division. The collaboration
The standings of Samsung Electronics and SK hynix, which have been leading the global semiconductor market, are wavering amid the “memory cold snap.” Samsung Electronics has been pushed down to the second spot by Intel in the global semiconductor market for the first quarter, and SK hynix, which use
At MWC Shanghai 2023, Huawei launched 5GigaGreen innovations for wireless communications to promote ultimate network performance and energy saving with global operators.Gan Bin, Vice President and Chief Marketing Officer of Huawei Wireless Network Product Line, stated that ultimate performance and e
The author is an analyst for Shinhan Securities. He can be reached at ym.ko@shinhan.com -- Ed.Two points lend support to growing hopes for imminent market upturnOur previous reports highlighted expectations for an earlier turnaround in market conditions and share prices than initially anticipated fo
The government will shorten the site preparation period for the world’s largest system semiconductor industrial complex to be built in Yongin, Gyeonggi Province of Korea by two years. As governments in the United States, countries in the European Union (EU), Japan and other countries are scrambling
Hana Financial Group announced that they held an event to distribute school supplies to local students in areas affected by the super cyclone Mocha at the head office of Hana Microfinance Ltd., their local subsidiary located in Yangon, Myanmar.Through this initiative, Hana Microfinance prepared 500
As forecasts strengthen that the memory semiconductor industry will rebound significantly in the second half of this year, SK hynix’s shares have surged by over 50% since the beginning of the year. The demand for High Bandwidth Memory (HBM) and Double Data Rate 5 (DDR5) is rapidly expanding in the w
The author is an analyst for Shinhan Securities. He can be reached at jaewonjeong@shinhan.com -- Ed.1Q23 operating loss decreases on cost control despite sales dropPsomagen continued in the red in 1Q23 with sales of USD6.52mn (-11.2% YoY) on standalone basis. Sales fell as orders were slashed by a m