The author is an analyst of KB Securities. He can be reached at jeff.kim@kbfg.com. -- Ed.Memory inventories at clients to normalize in 1H23 We maintain BUY and TP of KRW110,000 on SK hynix. Despite our forecast of massive losses this year, we still hold a positive stance on the company. The memory c
The operating profit of the semiconductor division of Samsung Electronics dropped 96.95 percent year on year in the fourth quarter of 2022. Despite the worst performance in 13 years, Samsung Electronics said that there would be no artificial production cut and this year’s capex would be close to las
On Dec. 13, 2022, Apple CEO Tim Cook posted on Twitter a photo showing him at an elementary school in Kumamoto, Japan, along with the message, “Sony is Apple’s partner and has made the world’s best camera sensors.”Kumamoto is the region where Taiwan’s TSMC and Japan’s Sony will build a joint venture
Hanwha Solutions has forged a global solar energy alliance with Microsoft (MS) of the United States. The company will supply solar power generation modules to an energy conversion project promoted by MS and design and construct the solar power plants.Hanwha Solutions announced on Jan. 26 that it sig
Samsung Electronics has maintained its No. 1 position in the global DRAM and NAND flash markets for 30 and 20 years, respectively. However, chipmakers in the United States and China have begun to threaten its technological leadership.Micron Technology, the largest memory semiconductor company in the
The author is an analyst of KB Securities. He can be reached at jeff.kim@kbfg.com. -- Ed.Maintain BUY, target price of KRW80,000 We maintain BUY and TP of KRW80,000 on SEC, as we see a slowdown in price declines, alleviation of inventory burden and the full-fledged effect of global chipmakers’ cuts
Doosan Corp. will showcase its electronics products at NEPCON JAPAN 2023 to be held at Tokyo Big Sight, Japan from Jan. 25 to 27, the company announced on Jan. 25.Doosan will introduce its flagship copper clad laminate (CCL) product line and new products such as PFC, 5G antenna modules, and microele
Competition is getting fiercer among CMOS image sensor (CIS) producers. Samsung Electronics recently introduced a new ISOcell image sensor with 200 million pixels featuring latest technologies. Following the release of a 100 million-pixel image sensor in 2022, SK Hynix, a latecomer in the image sens
As the Korean government has designated next-generation display technologies as a national strategic technology, making display makers eligible for expanded tax credits on investment in R&D and facilities, attention is focusing on whether the move will catalyze a rebound in the Korean display indust
Kolmar Korea announced on Jan. 19 that its research on correlations between androgenic hair loss and intestinal and scalp microbiomes has been published in the Frontiers in Microbiology journal.Androgenic hair loss is one of the most frequent types of hair loss and is characterized by hair becoming
Display technology has been designated as a national strategic technology following semiconductor, secondary battery, and biotechnology.The Ministry of Strategy and Finance announced on Jan. 18 a revised enforcement rule of the Restriction of Special Taxation Act, which added five display technologi
Work on Samsung Electronics' second U.S. foundry in Taylor, Texas, is on track and will be completed this year, Kyung Kye-hyun, head of the company's Device Solution (DS) Division, said recently, adding that the plant will start rolling out best-in-class advanced products in the United State
The prosecution has indicted five people for leaking the world's first supercritical semiconductor cleaning equipment core technology developed by SEMES, a key subsidiary of Samsung Electronics, to China.The Suwon District Prosecutor’s Office announced on Jan. 16 that it has indicted five people
LG Electronics stands out in the Middle East market, where preference for premium products is high among consumers. In particular, the Korean home electronics giant ranked first in the organic light-emitting diode (OLED) TV market with a share of up to 80 percent, a survey has found.LG Electronics a
Korea Hydro & Nuclear Power (KHNP) announced on Jan. 15 that it has signed a memorandum of understanding (MOU) with the Emirates Nuclear Energy Corp. (ENEC) of the UAE for cooperation in net zero acceleration under the Joint Declaration on Korea-UAE Comprehensive Strategic Energy Partnership.KHNP CE
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed.With a recent article saying that Apple’s self-developed µLED technology will be applied to the iPhone (starting with the Apple Watch), concerns are growing toward the OLED value chain. But, given
Bloomberg reported on Jan. 10 that Apple is working on designing its own MicroLED displays for use in devices like the iPhone and Apple Watch as early as next year.The story included a forecast that it will inevitably affect Samsung Display and LG Display, which supply displays to Apple. Apple did n
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. CES 2023 highlighted the popularization of XR, mobility technology, and AI, and decreased interest in existing IT devices such as home appliances, PCs, and smartphones. The showcase company was So
The three Korean battery companies are reconsidering their capacity expansion plans.SK On, a battery subsidiary of SK Innovation, temporarily halted a plan to build an electric vehicle (EV) battery plant in Ankara, Turkey by jointly investing 3 trillion won with Ford of the United States and Koç Hol
Although interest rates are rising amid the ongoing recession, more and more experts are predicting that investment in the domestic M&A market will increase this year, led by companies in the black with technological competitiveness.Such companies fared pretty well in last year’s market, where a lot