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
Samsung Electronics showcased a series of cutting-edge semiconductor solutions at Samsung Tech Day 2022 held at Silicon Valley on Oct. 5 (local time).The company announced plans to start mass production of 5th-generation 10nm-class (1b) DRAM from next year and 9th-generation NAND flash from 2024, re
Micron Technology announced on Oct. 4 that it would invest up to US$100 billion for 20 years to come in order to build in Clay, New York the largest semiconductor plant in the history of the United States.This reshoring from Asia is to benefit from the CHIPS and Science Act and better compete in the
The authors are analysts of Shinhan Investment Corp. They can be reached at doyeon@shinhan.com and hyon@shinhan.com, respectively. – Ed. 3Q22 operating profit estimated at KRW11.3tr (-19.9% QoQ)Samsung Electronics is expected to have posted operating profit of KRW11.3tr (-19.9% QoQ) on sales of KRW7
Lotte Chilsung Beverage announced that it will launch full-scale overseas marketing activities for Soonhari with the endorsement of K-pop artist Jennie, a member of Blackpink.Under the campaign slogan of “Be Happy Soon, Soonhari,” the company implemented a minimal and simple design renewal of the bo
The authors are analysts of Shinhan Investment Corp. They can be reached at sokang@shinhan.com and kimaram@shinhan.com, respectively. -- Ed. 3Q22 preview: Deregulation of web board games and upturn in sales of existing gamesNeowiz is expected to earn operating profit of KRW8.2bn (positive swing YoY,
Samsung Electronics has unveiled its plans to introduce the 2-nm foundry process in 2025 and 1.4-nm process in 2027.The company announced a strengthened business strategy for its foundry business at the annual Samsung Foundry Forum event held in San Jose, California, on Oct. 3 (local time).Samsung h
The authors are analysts of Shinhan Investment Corp. They can be reached at ym.ko@shinhan.com and doyeon@shinhan.com, respectively. -- Ed. 3Q22 preview: Clients' infrastructure projects on trackWe now expect STI to post operating profit of KRW13.6bn (+11% YoY) on sales of KRW120.7bn (+47% YoY) f
The authors are analysts of Shinhan Investment Corp. They can be reached at doyeon@shinhan.com and hyon@shinhan.com, respectively. – Ed. More time needed for market conditions to recover; focus to shift to supply cuts In our recent reports, we reviewed semiconductor market conditions and share price
The author is an analyst of NH Investment & Securities. She can be reached at jiyoony@nhqv.com. -- Ed. IB Kimyoung is to book stable earnings at the college transfer division thanks to: 1) an increase in the number of transfer slots at the police college and pharmacy and medical colleges for the 202
At HUAWEI CONNECT 2022 on Sept. 21, Kim Jin, vice president of Huawei Optical Business Product Line, delivered a keynote speech entitled "F5G Evolution, Reshaping Industry Productivity" in which he laid out his vision that F5G will primarily evolve across three new industry scenarios, and released t
Market research company IC Insights predicted that the global image sensor market will suffer negative growth this year.The image sensor market has enjoyed double-digit growth for years as its use in smartphones and automobiles has increased. But it is expected to record a negative growth rate for t
Samsung Electronics surpassed Intel in semiconductor sales in the second quarter of 2022, retaining the top spot in the global semiconductor market for the fourth quarter in a row. However, as the memory semiconductor market is shrinking, the Korean semiconductor giant may lose its leading position
Samsung ranked sixth in the list of the world’s 50 most innovative companies for 2022 selected by Boston Consulting Group (BCG), a global management strategy consulting firm. BCG announced the standings on Sept. 15.Since 2005, BCG has been selecting innovative companies based on a survey of 1,500 gl
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. -- Ed. In OLEDoS displays, which will be mainly used in XR devices, it is expected that the encapsulation process of the dam & fill method using epoxy will dominate rather than the encapsulant using the
While Samsung Electronics and TSMC are intensifying their competition in the 3-nm chip market, low-end semiconductors produced using a 28-nm or lower process may cause a bottleneck in the semiconductor supply chain. Some experts argue that China can increase its influence in such a situation.TSMC CE
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. Wolfspeed, the world’s leading SiC wafer maker, is starting construction on a new fab. Recently, investment in SiC wafers from SiC makers has picked up significantly, with demand mainly focusing on in
GlobalData recently released a report entitled 5G Mobile Core: Competitive Landscape Assessment. The assessment concluded that Huawei 5G Core portfolio is the strongest, rated as the "leader" among all the 5G core solutions and use cases around the world. The score gap between Huawei and No. 2 is up
The authors are analysts of Shinhan Investment Corp. They can be reached at sokang@shinhan.com and kimaram@shinhan.com, respectively. -- Ed. Lies of P wins 3 awards at Gamescom 2022Neowiz’s Lies of P, which is set for release in 1H23, was highly applauded by gamers at the Opening Night Live of Games
The International Union for Conservation of Nature announced on Sept. 4 that washed microfibers account for 35 percent of marine microplastics. According to it, washing of synthetic fiber clothing leads to fiber decomposition and the resultant microplastics flow to the sea. According to experts, was