Market research firm TrendForce said on April 26 that TSMC’s share in the global foundry market is expected to increase to 56 percent this year, whereas that of Samsung Electronics is likely to fall from 18 percent to 16 percent. According to the firm, the global foundry market is expected to grow 2
Nikkei Asia reported on April 10 that semiconductor equipment manufacturers such as ASML, Applied Materials, KLA, and Lam Research have recently notified their customers that they may have to wait for up to 18 months for some crucial semiconductor production equipment.Delivery times have increased s
SK Energy opened Korea’s first "Energy Super Station" at SK Bakmi Gas Station in Geumcheon-gu, Seoul, in February. The station generates eco-friendly electricity through solar and fuel cell facilities to charge electric vehicles.The Ministry of Industry and Trade announced in June 2021 a strategy to
SK Siltron, a semiconductor wafer manufacturer affiliated with SK Group, will make a large-scale investment for facility expansion.The company announced on March 16 that it has decided to invest 1.05 trillion won over the next three years to expand its facilities for 300 mm wafers, which are located
The authors are analysts of Shinhan Investment Corp. They can be reached at doyeon@shinhan.com and hyon@shinhan.com, respectively. – Ed. 4Q21 OP reported at KRW138.2bn (+16.1% QoQ)DB HiTek delivered another record-high in quarterly earnings. Operating profit far exceeded the consensus estimate of KR
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. According to Sumco, silicon wafers are likely to be scarce through 2026, with the silicon wafer market projected to grow at a 2021~2025F CAGR of 10.2%. Wafer demand is to be impacted by rising process
The author is an analyst of NH Investment & Securities. She can be reached at mj27@nhqv.com. -- Ed. Dongwon F&B’s 4Q21 OP shows a 20% y-y drop. Brisk earnings growth at subsidiary Dongwon Home Food stands out, but margins at the general food division were under pressure due to increased costs. Howev
Sony, the world’s No. 1 image sensor maker, is joining hands with Qualcomm and TSMC to keep Samsung Electronics, which is expanding its market share, in check. Sony and Qualcomm are planning to establish a joint camera research lab in San Diego of the United States. San Diego is home to Qualcomm'
Samsung Electronics and SK Hynix provided their semiconductor supply chain data requested by the U.S. government on Nov. 8 (U.S. local time), the deadline set by the U.S. Commerce Department.Korean companies reportedly presented their data after excluding the most sensitive information such as the n
The author is an analyst of NH Investment & Securities. He can be reached at ryan.ra@nhqv.com. – Ed. Export growth in September should quell August-related concerns. In 3Q21, exports to EMs continued improving, and exports to DMs such as the US and EU entered a normalization track. We present implan
The author is an analyst of NH Investment & Securities. He can be reached at ryan.ra@nhqv.com. – Ed. In August, exports of medical devices and healthcare items (excluding dental implants) proved sluggish. However, based on provisional export figures from the Korea Customs Service for Sep 1~10, Septe
Samsung Electronics and Intel are making large-scale investments in the foundry sector in a bid to challenge the dominance of TSMC.Samsung Electronics is close to finalizing the site selection for its new US$17 billion foundry in the United States. The investment plan was officially unveiled in May.
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. The foundry price hikes that have been going on for a year are coming to an end. It is known that TSMC has decided to freeze the unit price for its 28nm process in 2H21. We expect to see foundry suppl
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. Despite various measures taken by the industry, the non-memory semiconductor supply shortage continues. In our view, the supply shortage is likely to sustain through 2022. Benefits are expected for fo
The possibility of OLED display driver IC (DDI) undersupply is rising along with the global OLED panel demand. A DDI is a small chip driving the numerous pixels of a display.According to market research firm DSCC, the global OLED sales for the second quarter of this year are estimated at US$6.89 bil
Aramco Asia Korea (Aramco Korea), a fully-owned subsidiary of Aramco, has signed a partnership agreement to enhance traffic safety near 50 elementary schools in Ulsan. The “Safer Routes to School” project is being led by Aramco Korea in partnership with Ulsan Metropolitan City, the Ulsan Metropolita
The authors are analysts of NH Investment & Securities. They can be reached at j.ko@nhqv.com. -- Ed. Investment in low carbon-related industries is picking up, as countries around the globe hike their greenhouse gas reduction targets. We note that leading global auto player GM recently raised its EV
Wafer companies are expanding production facilities one after another as the ongoing semiconductor shortage has spread to the wafer sector.SK Siltron is pushing for an expansion of its wafer plant. The expansion will start as early as this year. The expansion will be the first in four years since SK
Market research firm TrendForce reported on June 27 that the use of OLED panels in smartphones is likely to increase from 39.8 percent to 45 percent next year, with major brands such as Apple and Samsung Electronics increasing their use of OLED panels.The firm pointed out that the supply of OLED dis
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. Amid an ongoing semiconductor supply shortage, demand side players such as automakers and IT set makers are attempting to reduce chip usage via product design changes. Some smartphone makers have begu