Faced with the worst semiconductor recession in its history, Samsung Electronics has executed a major restructuring of its Device Solution (DS) Division, including personnel management. The DS Division is responsible for the semiconductor business.According to industry sources on July 3, Samsung Ele
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
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
The author is an analyst for NH Investment & Securities. He can be reached at hwdoh@nhqv.com -- Ed.A key client’s GAA process is expected to reach the mass production stage in 2024, in turn benefiting Soulbrain. Also to benefit its earnings is an expected improvement in semiconductor supply/demand c
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
The author is an analyst for NH Investment & Securities. He can be reached at esshim@nhqv.com -- Ed.BCnC manufactures and distributes focus rings (QD9 and QD9+) used for semiconductor etching processes. Sales of the firm’s synthetic quartz focus rings have grown as they are used to replace natural q
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
The government, domestic AI semiconductor, and cloud industries are teaming up to challenge the dominance of Nvidia, adopting a strategy to respond to the generative AI era with ultra-fast, low-power domestic AI semiconductors like what ChatGPT uses.On June 26, Lee Jong-ho, minister of science and I
Korea’s science and innovation capabilities ranked fifth among member countries of the Organization for Economic Cooperation and Development (OECD) in 2022. This is up by three notches from 2020. Incidentally, Korea ranked higher than Japan.Experts advise that South Korea should sharpen its competit
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 snowKH@shinhan.com -- Ed.Earnings stability improving on subsidiary growth, client diversificationWe believe two major points indicate that the timing is right to accumulate shares in Wonik QnC. The first is solid earnings stabili
The author is an analyst for Shinhan Securities. He can be reached at ym.ko@shinhan.com -- Ed.DDR5 effect: Early recovery with ASP hikes to precede spot price upturnWe now expect to see an earlier turnaround in market conditions and share prices than previously expected for the current industry cycl
Following East Asia and the United States, Europe is emerging as the new battleground for semiconductors. Since Europe unveiled its intention to exert influence in the global supply chain by leveraging its top-tier domestic semiconductor equipment and automobile semiconductor companies, leading glob
SK hynix announced today that it has received the automotive ASPICE1 Level 2 certification, marking the first case that a Korean semiconductor company wins the recognition.The certification, essential for automotive NAND solution products, is expected to lead to an increased supply and stronger prof
Nvidia’s stock price has nearly doubled since the beginning of the year due to the artificial intelligence (AI) craze. Therefore, the U.S. semiconductor company surpassed US$1 trillion (about 1,275 trillion won) in market capitalization at the close of trading on June 13 (local time), becoming the s
Recently, Chinese semiconductor companies frequently post job openings on Korean job boards. “It is not uncommon for many Chinese companies that have entered semiconductor zones in Korea such as Pangyo to offer high salaries and perks to Korean semiconductor engineers,” said Kim Hyung-jun, head of t
On the 50th anniversary of World Environment Day, Huawei and IUCN highlighted smart solutions for supporting effective and fair management and governance of protected and conserved areas, and the growing importance of technology in tracking threatened species and protecting their natural habitats.Hu
Samsung Electronics and LG Electronics are going all out in their assault on the In-Vehicle Infotainment (IVI) market. Samsung is leveraging its semiconductor prowess in partnership with Hyundai Motor, while LG is bolstering its technology by investing in research and development (R&D).According to
NVIDIA, the market leader in AI semiconductors, is reported to have requested a sample of the next-generation High Bandwidth Memory (HBM) that SK hynix is currently developing. As SK hynix solidifies its position as a key partner of NVIDIA, it is predicted to lead the market for next-generation DRAM
The author is an analyst for NH Investment & Securities. He can be reached at hwdoh@nhqv.com -- Ed.For SK hynix, inventory restocking orders have started to materialize from some customers. With the inventories of memory makers trending down, industry conditions are forecast to improve in earnest fr