The author is an analyst for Shinhan Securities. He can be reached at snowKH@shinhan.com -- Ed.The IT sector is expected to turn around at a faster pace than the manufacturing sector, driven by the accelerating shift to DDR5. Demand for server-use DDR5 chips is seen to have picked up in 2Q23, amid s
The author is an analyst for NH Investment & Securities. He can be reached at hwdoh@nhqv.com -- Ed.GPUs and HBM use for machine learning is gaining traction. We expect Hanmi Semiconductor's earnings to come in low in 1H23 and high in 2H23.Demand rising for HBM3We maintain a Buy rating on Hanmi S
A semiconductor conflict between the United States and China may hit Korean semiconductor companies Samsung Electronics and SK hynix. However, Fitch, an international credit rating agency, believes that the impact will be short-lived.Fitch said in a report on June 7 (local time) that the semiconduct
The South Korean government has jumped into the semiconductor power struggle between the United States and China. President Yoon Suk-yeol presided over a National Semiconductor Strategy Meeting held on the morning of June 8. During the meeting, President Yoon said, “The competition in semiconductors
SK hynix announced today that it has started mass production of its 238-layer 4D NAND Flash memory, following the development in August 2022, and that product compatibility test with a global smartphone manufacturer is underway.“SK hynix has developed solution products for smartphones and client SSD
A team led by Professor Seo Young-duk of the Department of Chemistry at Ulsan National Institute of Science and Technology (UNIST) announced on June 1 that they have discovered the phenomenon and principle of a sustainable "nanocrystalline bidirectional optical switch."The team has developed the cor
Intel will open a data center development lab in Seoul. The U.S. tech giant will strengthen cooperation with Samsung Electronics and SK hynix, which provide next-generation DDR5 memory.According to industry sources, Intel announced at Intel Vision 2023 in Taiwan on Jan. 24 that it will establish an
The United States and China are ramping up their competition over South Korean semiconductors. Following China's sanctions on U.S. semiconductor firm Micron, the two nations are locked in a struggle to fill the resulting gap. China, which had previously launched harsh criticisms such as “playing
SK hynix announced today that it has completed the development of the industry’s most advanced 1bnm, the fifth-generation of the 10nm process technology, while the company and Intel began a joint evaluation of 1bnm and validation in the Intel Data Center Certified memory program for DDR5 products ta
Following China, the United States has also cut back on Korean semiconductor imports.Korean semiconductor exports to the United States fell 68.6 percent year on year in April, according to a report on the characteristics and implications of Korea’s semiconductor demand structure released by the Bank
The author is an analyst for NH Investment & Securities. He can be reached at kyeongkeun.kang@nhqv.com -- Ed.With the complexity and cost of semicon chip design continuing to increase, demand for semiconductor IP is on the rise. Openedges provides integrated IP solutions that combine NPUs and memory
SK hynix announced on May 25 that it showcased its latest memory technology and products at the Dell Technologies World 2023 IT exhibition held in Las Vegas, Nevada, the U.S.DTW is the largest annual event hosted by U.S. electronics giant Dell Technologies. It's a platform where global IT compan
The author is an analyst for Shinhan Securities. He can be reached at snowKH@shinhan.com -- Ed.Earnings to improve gradually from a sluggish 1Q23TSE registered an operating loss of KRW6.6bn in 1Q23. The company saw a dip in overall top line with sales from probe cards falling to KRW4.5bn (-74% YoY),
A U.S. lawmaker insisted that a Korean company not fill the vacuum left by U.S. semiconductor company Micron that was sanctioned by China.“The Commerce Department should ensure that U.S. export licenses to foreign semiconductor companies operating in China are not used to fill Micron’s (vacant) posi
The Korean government has reportedly asked the U.S. government to double the limit for Korean companies receiving CHIPS Act subsidies in ramping up their semiconductor production capacities in China. The U.S. Department of Commerce is finished accepting opinions and will announce a finalized CHIPS A
Some forecast that as China imposes a purchase ban on products from Micron, a U.S. memory chip maker, China will try to make up the shortfall with the help of Samsung Electronics and SK hynix. In response, the Chinese government reiterated that it was strongly opposed to the possibility of the Unite
Beginning in 2025, a game of battery chicken is anticipated to kick off among South Korean firms like LG Energy Solution, SK on, and Samsung SDI, and Chinese companies such as CATL. This comes as a result of major companies' factory expansions that are projected to manufacture around 50% more ba
Over the past five years, changes have been made in the market capitalization standings among semiconductor giants. Samsung Electronics and Intel, the top two semiconductor companies, recently slipped down through the rankings. Meanwhile, nonmemory companies such as Nvidia, TSMC, and Advanced Micro
The author is an analyst for NH Investment & Securities. He can be reached at midas.sohn@nhqv.com -- Ed.In 2H23, the domestic economy is expected to ride a sliding path. In times when external environments turn murky, we advise investment in firms boasting individual growth catalysts. In this report
The author is an analyst for NH Investment & Securities. He can be reached at hwdoh@nhqv.com -- Ed.As all three major memory chip makers have joined in production cuts, memory supply-demand conditions are projected to improve from 3Q23, breaking away from excess supply. For 2023, DRAM supply growth