The future of microLED, which is considered to be a “dream display,” appears promising as the once formidable barrier of high costs is expected to rapidly diminish in the coming years, inching the technology closer to widespread adoption. While domestic companies actively pursue the development of s
CJ Bioscience announced on July 25 that it has confirmed a total of 15 microbiome drug pipelines, setting the record for the highest number globally among microbiome drug development companies.In March, CJ Bioscience commenced pipeline analysis work after acquiring promising drug candidates from 4D
On July 24, SKC announced in its 2023 Sustainability Report that it plans to achieve more than 15% market share in the global silicon anode material market, a key component for next-generation secondary batteries, by 2032, aiming to become one of the top 3 in the market.“Given the solid position of
U.S. chipmakers including Intel, Qualcomm, and Nvidia have reacted to U.S. President Joe Biden’s anti-China semiconductor export control policy. They have begun to speak about the news that the Biden administration is preparing additional semiconductor export control measures amid the escalating con
INMEDIC, a youth-led startup that promotes social inclusion of foreigners through increased access to local medical services, represented the Republic of Korea at the Regional Youth Co:Lab Summit 2023, jointly organized by Citi Foundation and the United Nations Development Programme (UNDP) in Bangko
Industry attention is being drawn to the technological prowess of SK hynix, the global leader in the artificial intelligence chip market, which first developed High Bandwidth Memory (HBM) in 2013.According to industry sources on July 16, SK hynix held a corporate presentation (IR) for securities ana
CJ CheilJedang announced on July 13 that its feed amino acid brand Best Amino has been selected as one of the Top 100 Global New Brands of 2023 by global information service company Clarivate Analytics.Best Amino has been recognized for its leading position and competitiveness in the global amino ac
The author is an analyst for Shinhan Securities. He can be reached at ym.ko@shinhan.com -- Ed.Shares move sideways in July, but directionality remains intactThe faster-than-expected turnaround in semiconductor market conditions and share prices in 2Q23 was driven by a steep increase in demand for ne
Samsung Electronics’ foundry business has been in the red due to slowing global demand. It is blamed mainly on a slowdown in the smartphone industry, which accounts for a large share of sales in the foundry business.According to sources in the foundry industry on July 11, Samsung Electronics’ Foundr
A three-dimensional (3D) bioprinting technology capable of eliminating cancer cells using the function of immune cells has been developed for the first time in the world.Through joint research with the Korea Institute of Machinery and Materials (President Sang Jin Park, hereinafter referred to as KI
According to industry sources on July 10, SK hynix will supply the special DRAM that goes into Apple’s Vision Pro AR device, which was ambitiously revealed last month.The DRAM will be linked with the R1 chip newly developed by Apple for the Vision Pro. The R1 is a processor that computes external in
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