Foreign media outlets reported that the United States is considering additional sanctions on the export of artificial intelligence semiconductors to China.According to the Wall Street Journal on June 27 (local time), the U.S. Department of Commerce is considering taking measures as early as next mon
As the Korean insurance industry’s performances have improved this year, shareholders have much anticipation for an increase in dividends but insurers are hesitant to specify their dividend policies. This is because the introduction of the new accounting standard, IFRS17, and the new employee benefi
Korean shipbuilding giants HD Hyundai Heavy Industries (HHI) and Hanwha Ocean will compete for an order worth 800 billion won for new-generation frigates. The shipbuilder that wins the order is expected to gain an advantage in bidding for major follow-up warship projects such as the Korea Destroyer
Shipments of foldable organic light-emitting diode (OLED) displays are expected to grow at an annual growth rate of 29 percent through 2027, according to a market research firm.According to UBI Research on June 28, shipments of foldable OLED displays will reach 22 million units this year. The figure
Negotiations are underway to resume currency swaps between Korea and Japan after an eight-year hiatus. A U.S. dollar-denominated swap is on the table. Japan has an indefinite and unlimited full-time swap agreement with the United States. Therefore, some analysts believe that Korea will be able to en
The author is an analyst for NH Investment & Securities. He can be reached at minjae.lee@nhqv.com -- Ed.With the number of apartment units up for pre-sale in 1H23 arriving at the lowest level since 2010, unsold apartment number has slid. In terms of undersubscription ratio, however, the 1H23 figure
The author is an analyst for NH Investment & Securities. He can be reached at minjae.lee@nhqv.com -- Ed.Power infrastructure earnings should stabilize thanks to greater investment in North America. The firm’s other divisions should also post steady margin growth. We expect 2Q23 earnings to beat cons
The author is an analyst for NH Investment & Securities. He can be reached at minjae.lee@nhqv.com -- Ed.The US and Eastern European countries are shaping up cooperation related to NPPs. They are planning both to expand large NPPs and install SMRs—it is expected that large NPPs will be contracted fir
With the enforcement of the European version of the Chips Act, and TSMC and Intel’s large-scale investment lineup continuing, the European Union (EU) has actively wooed domestic semiconductor companies that are hesitant about entering Europe. The focus is now on EU Internal Market Commissioner Thier
As Ukraine's post-war recovery costs are estimated to reach a maximum of 1.4 quadrillion won, South Korea's steel, construction equipment, and energy industries are expected to benefit.On June 21, in a Ukraine Recovery Conference held in London, the U.K., Ukraine's Prime Minister Denys S
LG held a two-day venture networking event in Silicon Valley starting on June 26, which involved global startups and venture capitals, to secure future growth engines by expanding the startup innovation ecosystem.This event was the first hosted by LG Technology Ventures, LG’s corporate venture capit
SK plasma announced on June 28 that it has obtained product approval for its blood products (albumin and immunoglobulin) from the Health Sciences Authority (HSA) of Singapore, with full-scale production beginning in June.The company is to initiate the export of its initial quantity in the fourth qua
Mirae Asset Group announced on June 28 that it will conduct a Global Advanced Management Program (AMP) starting from June to foster global talents targeting its top management.The Global AMP is a foreign training program aimed at fostering leaders with expertise in the global financial market as a g
The Fair Trade Commission is reportedly conducting a survey on subcontract transactions targeting major game companies in Korea.According to the IT industry on June 28, the Fair Trade Commission recently started on-site investigations into major domestic game companies. In January, the Fair Trade Co
Samsung Electronics has announced it will surpass TSMC, the world's leading semiconductor foundry company, through the mass production of cutting-edge 2-nm processes. Samsung Electronics revealed its confidence in leading the paradigm shift in artificial intelligence (AI) technology through its
Huawei has shown up in full force for MWC Shanghai 2023, with their activities all falling under their theme of "GUIDE to the Intelligent World". This year, the company's activities include an experiential tour that takes audiences to multiple cities to learn about their technology and business,
CJ Logistics, a leading innovative technology company in Korea, has announced a strategic partnership with the Korea Ocean Business Corporation (KOBC) to construct large-scale logistics centers in the United States through a public-private collaboration. With a total investment of approximately $457
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 author is an analyst for NH Investment & Securities. He can be reached at jack.baek@nhqv.com -- Ed.Amid rising market demand, it is looking increasingly probable that HiDeep will start mass production of its touch ICs and stylus solutions by as early as end-2023. In particular, we note the antic
The author is an analyst for Shinhan Securities. He can be reached at wonyong.sim@shinhan.com -- Ed.Long-awaited major order intakeHana Technology disclosed on June 27 that it secured a KRW172.4bn order to provide battery cell assembly and formation turnkey solution by June 26, 2024. It is the large