Apple has reportedly given up its plan to purchase NAND flashes for the iPhone series from Yangtze Memory Technology (YMTC), a Chinese state-run semiconductor company, and instead will partner with Samsung Electronics.Apple has scratched off its plan to purchase 3D NAND flashes from YMTC for iPhones
The committee of the International Solid-State Circuits Conference (ISSCC) in South Korea held a press conference on Nov. 16 to give a briefing on ISSCC 2023 and the latest research trends.According to the committee, a total of 629 research papers were submitted for next year’s ISSCC, including 198
Samsung Electronics and SK Hynix are turning their eyes to automotive semiconductors as global demand for profitable high-performance chips for electric vehicles (EVs) is growing rapidly.The two companies are holding first and second place in the global memory semiconductor market, but they do not h
The Korea Institute for Industrial Economics and Trade (KIET) said in its report on Nov. 3 that the competitiveness score of the South Korean semiconductor industry is 71 on a scale of 1 to 100 and those of the United States, Taiwan, Japan, China and the European Union are 96, 79, 78, 74 and 66, res
Server DRAMS are emerging as a new cash cow for Samsung Electronics and SK Hynix, which are hit hard by a slowdown in the global semiconductor market.According to market research firm Omdia, annual server DRAM demand is expected to reach 68.486 billion gigabits (Gb) this year. Experts estimate annua
Major global companies such as Apple are increasing pressure on their parts and materials companies to reduce carbon emissions. Concerns that 'carbon neutrality' will become a new trade barrier are increasingly becoming a reality.Apple disclosed through its newsroom that it requested its maj
Samsung Electronics announced on Oct. 27 that it posted 10.85 trillion won in operating profit on sales of 76.78 trillion won on a consolidated basis in the third quarter. Compared to the same period of last year, its sales ascended 3.79 percent. The sales figure was a record high for the third quar
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. We expect Hynix’s earnings to remain sluggish until 1Q23 due to reduced demand. Supply-demand conditions are predicted to improve in 2H23 thanks to active supply control efforts across the industry, i
SK Hynix announced on Oct. 25 that it has developed the industry’s first 32GB DDR5-6400Mbps PC-use unbuffered dual in-line memory module (UDIMM) and a small outline dual in-line memory module (SODIMM) and provided their samples to customers.The new product boasts the fastest speed among existing PC
Samsung Electronics has set its sight on automotive semiconductors as a breakthrough to overcome the deepening slump in the memory semiconductor market.The company shared its will to strengthen its automotive semiconductor business at the recent technology forums for partners and customers at home a
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. Despite the economic slowdown, ASML announced solid 3Q22 earnings and 4Q22 guidance. EUV equipment s
The author is an analyst of KB Securities. He can be reached at jeff.kim@kbfg.com. -- Ed. Maintain BUY, target price of KRW75,000 We maintain BUY and 12m TP of KRW75,000 on SEC. Despite downward revisions to our earnings forecast, we maintain BUY given the following:(1) SEC is expected to demonstrat
Samsung Electronics has succeeded in demonstrating the performance of a processing in memory (PIM) chip by installing it on a graphics processing unit (GPU) accelerator card from AMD.PIM refers to the integration of a processor with random access memory (RAM) on a single chip. This technology is exp
Samsung Electronics is planning to increase non-memory chip production outsourcing. Taiwanese foundry UMC is likely to supply more image sensors and display driver ICs to Samsung Electronics, while its foundry arm continues to produce more advanced products such as smartphone application processors.
The South Korean government announced on Oct. 18 that it has increased the number of national key strategic technologies and techniques in the material, component and equipment industries from 100 to 150.In 2019, the Japanese government implemented export restrictions against South Korea in the semi
The U.S. government put the brakes on Apple’s plan to use YMTC NAND flash chips in the iPhone. The Nikkei recently reported that Apple considered procuring 40 percent of the chips for use in the phone from the Chinese company for cost reduction and supply source diversification.The U.S. Department o
The Korea International Trade Association said in its report on Oct. 11 that the shares of South Korea, Taiwan and Vietnam in the U.S. import market rose in 2017 to 2021 as a result of the ongoing trade disputes between the United States and China.“In the market in that period, the market share gap
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. Affected by reduced data center investment and lackluster demand for IT sets, SEC logged preliminary 3Q22 OP of W10.8tn (-23% q-q). The firm’s 4Q22 OP is projected at W9.5tn (-12% q-q). We expect the
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. The US government has announced additional restrictions on the Chinese semicon industry, prohibiting the export of production equipment related to 18nm DRAM and 128-layer or higher 3D NAND. As their f
Global memory semiconductor companies are cutting production and investment one after another as demand is sluggish amid an economic downturn and high inflation.Micron Technology of the United States, which ranks third in the global DRAM market, has decided to reduce capital expenditure by 30 percen