A surge in AI server shipments is considerably fueling demand for high-bandwidth memory (HBM). Under these situations, survey results showed that the HBM market share of Korean semiconductor companies such as Samsung Electronics and SK Hynix reached 90 percent in 2022.Market research firm TrendForce
Taiwanese market research firm TrendForce said in its report that South Korea’s production share in the global DRAM market is expected to rise from 64 percent to 65 percent from this year to 2025. “According to the U.S. CHIPS Act, semiconductor manufacturers subsidized by the U.S. government cannot
DRAM and NAND flash spot prices are rebounding after Samsung Electronics’ recent production cut announcement. Still, an industrywide recovery is rather unlikely in the first half of this year.Market research firm DRAM eXchange announced on April 13 that the 16Gb DDR4 2666 DRAM spot price was US$3.24
CJ Bioscience, an affiliate of CJ CheilJedang, announced on April 13 that it would present a poster of the results of preclinical trials on CJRB-101 at the American Association for Cancer Research (AACR) 2023, one of the world’s top three cancer societies. CJRB-101 is a new drug candidate (pipeline)
The Nikkei reported on April 12 that Russia’s semiconductor imports totaled more than US$1.07 billion after the outbreak of the war in Ukraine, approximately 290 percent of its pre-war semiconductor imports. Imports from the United States accounted for about 70 percent of the imports and the imports
Samsung Electronics supplied a large number of smart signage devices and hotel TVs to Atlantis the Royal, a luxurious hotel and resort in Dubai, the United Arab Emirates.Atlantis the Royal, located on Palm Jumeirah, an artificial island just off the coast of Dubai, has a unique appearance like a set
LG CNS and Microsoft will strengthen their strategic collaboration to accelerate AI and cloud-based digital transformations (DX) and expand their business cooperation.To this end, the two companies held a top management meeting (TMM) at Microsoft’s headquarters in Redmond, Washington with the partic
An announcement of a cut in memory production by Samsung Electronics which had previously stuck to a policy of no artificial production cuts has widened its gaps with SK Hynix and Micron, both of which are Samsung Electronics’ competitors in the memory industry, industry analysts say. Samsung Electr
bereum, a company specializing in heat-killed lactic acid bacteria postbiotics, and Dx&Vx, a bio-health care company, signed an MOU on April 5th. Through this agreement, the two companies plan to target the microbiome market by conducting joint research, such as analyzing not only lactic acid bacter
The author is an analyst at Shinhan Securities. He can be reached at ym.ko@shinhan.com -- Ed.1Q23 review: Semiconductors swing to loss, solid earnings from MXSamsung Electronics posted preliminary operating profit of KRW0.6tr (-86% QoQ) on sales of KRW6.3tr (-11% QoQ) in 1Q23, missing the consensus
Samsung Electronics announced on April 7 that its first quarter operating profit plunged about 96 percent year over year. It was the first earnings shock in 14 years since 2009. The company changed its stance of making no artificial production cuts as its operating profit in the first quarter (Janua
Samsung Electronics will develop a graphics processing unit (GPU) optimized for a next generation version of its in-house mobile application processor (AP) Exynos. While strengthening ecosystems centered on the Exynos, the Korean semiconductor giant will focus on developing GPUs that determine smart
The author is an analyst of NH Investment & Securities. She can be reached at jiyoony@nhqv.com -- Ed.F&F’s 1Q23 earnings are likely to arrive short of expectations due to slowing domestic consumption and inventory depletion in China. However, with SSSG in China surpassing the 20%-level in March, we
Samsung Electronics’ Foundry Business Division has started volume production of next-generation artificial intelligence (AI) chips in earnest, starting with foundry orders from Korean fables companies. Thanks to the growing AI chatbot craze fueled by the popularity of ChatGPT, the AI semiconductor m
The Korea Center for International Finance said in its report on April 3 that South Korea’s response needs to be more precise amid the ongoing U.S.-China rivalry in high-tech industries.The United States is continuing to curb China using the Inflation Reduction Act, the CHIPS Act, the Indo-Pacific E
The author is an analyset of NH Investment & Securities. He can be reached at esshim@nhqv.com -- Ed.H.PIO specializes in health functional food manufacturing and brand marketing. Denps, a premium brand, is expanding its product portfolio focusing on vitamin products. In addition to its solid main bu
Semiconductor Equipment and Materials International said that global 300 mm wafer production capacity is estimated to reach 9.6 million units a month in 2026.According to the organization, Samsung Electronics, SK Hynix, Intel, Micron Technology, Kioxia, TSMC, and UMC are planning to increase their p
On March 20, Boryung (formerly Boryung Pharmaceutical) and Axiom Space signed an agreement to establish a joint venture (JV) to promote various projects in Low Earth Orbit (LEO). The two parties embarked on detailed discussions to develop the JV in May. Through the JV, Boryung and Axiom Space will j
CJ CheilJedang’s CJ Bioscience announced on March 27 that it has signed an agreement to acquire promising drug candidates and platform technologies from 4D Pharma, a UK- and Ireland-based microbiome company.The newly introduced drug candidates total nine, targeting solid cancer, digestive diseases,
Samsung Electronics Chairman Lee Jae-yong visited China for the first time in three years. Specifically, he visited Tianjin, which is home to Samsung Group’s electronics affiliates, to check their local business operations. Tianjin has a Samsung Electro-Mechanics multilayer ceramic capacitor (MLCC)