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
Korean chipmakers' share of the global NAND flash market topped 50 percent in the second quarter of 2022. Global NAND flash sales in the second quarter hit US$18.12 billion, up 1.1 percent from the previous quarter, according to TrendForce, a Taiwanese market research company. During the second
SK Hynix is accelerating the development of a next-generation standard for 4D NAND flashes by mass-producing 238-layer products, the world's highest layers.The company introduced its 4D 2.0 technology at Flash Memory Summit 2022 (FMS 2022), which was held at the Santa Clara Convention Center i
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. We expect DRAM ASP to drop 19% in 3Q22 on reduced data center investment and decreased IT set demand. Positives in play include capacity investment adjustments and improved parts inventory for set bui
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. New investment for memory chips is likely to decline until 1H23 due to a slowdown in memory chip supply-demand conditions. However, SEC’s foundry business is expected to continue expanding its investm
Samsung Electronics will take the wraps off a washing machine that reduces microplastics at IFA 2022, which will kick off in Berlin, Germany on Sept. 2.The company developed the new washing course in collaboration with Patagonia, an American retailer of outdoor clothing, using EcoBubble technology t
Hyundai Engineering announced on Aug. 28 that it signed a contract with Ultra Safe Nuclear Corp. (USNC) of the United States on Aug. 24 (local time) to purchase major equipment for the Canadian Chalk River micro modular reactor (MMR) demonstration project.Under the agreement, Hyundai Engineering wil
Samsung SDS announced on Aug. 25 that it will take part in the Migration to Post-quantum Cryptography (PQC) project hosted by the National Cybersecurity Center of Excellence (NCCoE), part of the National Institute of Standards and Technology (NIST) of the United States, as the only Korean company al
Samsung Electronics released 110-inch micro LED TVs last year. This product uses densely arranged micro LED elements instead of backlights and the self-light emission provides the advantage of picture quality improvement.The price of the product is 170 million won and its sales volume is close to ze
LG Chem has joined hands with Archer Daniels Midland (ADM) of the United States to set up an eco-friendly bio plastic plant in the U.S.The company announced on Aug. 16 that it signed an agreement with ADM to launch two joint ventures, one for lactic acid (LA) and the other for poly lactic acid (PLA)
Samsung Electronics is expected to release a 236-layer NAND flash product within this year. In addition, it is planning to open a new R&D center this month and the center will be in charge of developing more advanced NAND flash products.Memory chip makers are competing to increase their layer counts
Hyundai Engineering announced on Aug. 15 that it has signed a business agreement with KEPCO International Nuclear Graduate School (KINGS) to nurture global nuclear energy experts.The two sides agreed to cooperate in preparing regular/short-term training courses, running internship programs, supporti
The authors are analysts of Shinhan Investment Corp. They can be reached at sokang@shinhan.com and kimaram@shinhan.com, respectively. -- Ed. 2Q22OP misses consensus due to weak earnings at Japanese unitNeowiz posted operating profit of KRW5.9bn (+13.0% YoY, -47.1% QoQ, operating margin of 8.4%) on s
SK Inc. and SK Innovation (collectively, “SK”) invest in a next-generation small modular reactor (SMR) developer in the United States, stepping up their efforts to reduce global carbon emission. The investment is likely to provide a boost to SK Group’s strategy for the early achievement of net-zero
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. In response to the economic slowdown, memory chipmakers are expected to significantly reduce capex in 2023. Semicon equipment makers are predicted to see full-fledged earnings improvement in 2H23.Memo