Samsung Electronics has partially halted the construction of its fifth semiconductor plant in Pyeongtaek, Gyeonggi Province.According to industry sources on Feb. 1, Samsung C&T sent a notice to some subcontractors at the construction site of the fifth plant on Jan. 30, stating that “due to the circu
Samsung Electronics has emerged as the leading investor in semiconductor capital expenditures (CAPEX) globally over the past ten years.Andrea Lati, a researcher at TechInsights, announced during a press briefing at SEMICON Korea 2024 on Jan. 31 that “the semiconductor market will exhibit a robust gr
SK hynix has announced plans to release its 5th generation High Bandwidth Memory (HBM), named HBM3E, this year, and aims to launch HBM4 by 2026.Kim Chun-hwan, vice president of SK hynix, revealed these plans during his keynote speech at SEMICON Korea 2024, held at COEX in the Samseong neighborhood o
Samsung Electronics has forecasted a return to profit for its memory business in the first quarter. The company is confident in the continuous recovery of the memory industry, driven by the growth of the artificial intelligence (AI) market. Consequently, Samsung Electronics plans to significantly in
Samsung Electronics has been confirmed to have established a new next-generation memory research and development (R&D) organization to preempt the market of 3D DRAM, often referred to as “dream memory.”According to industry sources on Jan. 28, Samsung Electronics’ Semiconductor (DS) division recentl
SK hynix announced on Jan. 25 that it plans to more than double the production capacity of High Bandwidth Memory (HBM) this year compared to the previous year. This move is part of the company’s strategy to capture the new demand from artificial intelligence (AI) applications.This shows the confiden
SK hynix Inc. announced today that it recorded an operating profit of 346 billion won (US$259 million) in the fourth quarter of last year amid a recovery of the memory chip market, marking the first quarter of profit following four straight quarters of losses.The company posted revenues of 11.31 tri
SK hynix has successfully issued a US$1.5 billion dollar-denominated bond.According to foreign reports on Jan. 9, SK hynix conducted demand forecasts for dollar bonds in Asia, Europe, and the United States the previous day and confirmed the issuance of a US$1.5 billion bond. The issued dollar bonds
The author is an analyst for NH Investment & Securities. He can be reached at youngryu@nhqv.com -- Ed.Helped by limited supply from memory IDMs and inventory stockpiling at customers, ASPs have begun to rise in earnest for SEC. In 2024, SEC should narrow its technological gap with other companies in
The author is an analyst for NH Investment & Securities. He can be reached at youngryu@nhqv.com -- Ed.SK Hynix is expected to post stable results, aided by earnings for high-performance memory products such as DDR5 and HBM, thanks to its superior technological competitiveness. Demand for high-perfor
In December of last year, domestic semiconductor exports recorded the highest annual growth rate yet. The prices of memory semiconductors, the main export products of Samsung Electronics and SK hynix, have consistently been on the rise.According to the Ministry of Trade, Industry, and Energy on Jan.
SK hynix has embarked on strengthening its research and development (R&D) capabilities to enhance its high-performance NAND competitiveness by successively recruiting NAND flash memory experts from Intel with decades of experience.According to industry sources on Dec. 28, SK hynix America this month
The United States is expanding its regulatory front to include Chinese-made general-purpose semiconductors, a development that is expected to benefit domestic memory semiconductor companies like Samsung Electronics and SK hynix. It is anticipated that the focus on NAND flash, where the technological
Samsung Electronics is set to establish an advanced semiconductor packaging research and development (R&D) base in Yokohama, Japan. The company plans to invest 40 billion yen into this area by 2028.The Japanese Ministry of Economy, Trade and Industry, along with the city of Yokohama, announced on De
The smartphone market is witnessing a surge in demand for NAND flash, as manufacturers’ significant production cuts have reduced inventory buildup, and the impending launch of smartphones equipped with “on-device artificial intelligence (AI)” is anticipated. This trend is expected to boost NAND pric
Samsung Electronics and SK hynix are set to gain from synergy with American Applied Materials (AMAT) and Lam Research following the Dutch company ASML establishing a Research and Development (R&D) center in South Korea, based on market share in the semiconductor equipment industry.According to the s
Samsung Electronics is rapidly advancing the development and mass production of its next-generation memory technology, Compute Express Link (CXL), to establish market dominance following its High Bandwidth Memory (HBM). According to the patent search system KIPRIS on Dec. 12, Samsung filed four trad
Huawei’s launch of a 5G smartphone equipped with a 7-nanometer chip in August sparked immediate calls in the United States for stronger sanctions against China, highlighting the global significance of the U.S.-China tech competition.However, upon closer examination, this U.S.-China tech rivalry also
In the third quarter, as the global NAND flash market saw a slight increase in sales, major companies also reported growth in revenue. Samsung Electronics maintained its lead with the number one market share, while SK hynix climbed from third to second place.Market research firm TrendForce reported
ChangXin Memory Technologies (CXMT), a leading DRAM semiconductor company in China, has independently developed and started mass production of LPDDR5 DRAM memory chips. If true, this development puts them just four years behind industry leader Samsung in technology.On Nov. 29, ChangXin Memory announ