Industry attention is being drawn to the technological prowess of SK hynix, the global leader in the artificial intelligence chip market, which first developed High Bandwidth Memory (HBM) in 2013.According to industry sources on July 16, SK hynix held a corporate presentation (IR) for securities ana
The Korean government is considering supplying electric power to the Yongin System Semiconductor Cluster in Gyeonggi Province from a hydrogen to gas turbine (H2GT) power plant.The Ministry of Trade, Industry and Energy discussed a plan to build a new liquefied natural gas (LNG)-fired power plant wit
The Korean ICT industry, which is the core of Korea’s export engine, seems to have rebounded from its decline after bottoming out in April. System semiconductor exports are also showing signs of recovery, mainly those to Europe and Japan.According to the Ministry of Trade, Industry and Energy on Jul
Samsung Electronics has slipped to fourth place in global semiconductor market capitalization rankings, surpassed by U.S.-based fabless semiconductor firm Broadcom. Non-memory companies such as Nvidia and Broadcom are expanding their territories through massive investments and mergers and acquisitio
MediaTek, the global leader in the mobile application processor (AP) industry, is accelerating its market share expansion with the launch of its new chipset.According to industry sources on July 13, MediaTek, Taiwan’s largest fabless semiconductor design firm, recently unveiled its new mobile AP pro
Samsung Electronics announced on July 13 that it has begun mass production of an in-vehicle infotainment (IVI) Universal Flash Storage (UFS) 3.1 memory solution boasting the industry’s lowest power consumption.The new product improves power consumption by about 33% compared to the previous generatio
The author is an analyst for Shinhan Securities. He can be reached at ym.ko@shinhan.com -- Ed.Shares move sideways in July, but directionality remains intactThe faster-than-expected turnaround in semiconductor market conditions and share prices in 2Q23 was driven by a steep increase in demand for ne
President Yoon Suk-yeol attended a series of bilateral meetings with 13 national leaders during the NATO summit held in Vilnius, Lithuania on July 11 and 12 (local time). The discussions aimed to strengthen the supply chains of advanced industries such as semiconductors, electric vehicles, batteries
Samsung Electronics’ foundry business has been in the red due to slowing global demand. It is blamed mainly on a slowdown in the smartphone industry, which accounts for a large share of sales in the foundry business.According to sources in the foundry industry on July 11, Samsung Electronics’ Foundr
Five former researchers from SEMES, who leaked the technology for manufacturing supercritical semiconductor cleaning equipment -- a core national technology -- to China, have been sentenced to prison in the first trial.On July 11, the 15th Criminal Division of the Suwon District Court sentenced form
Recently, Samsung Electronics has improved its process yield (the ratio of good products) to over 75% for its 4-nm process, leading to speculation that it could expand its major clients for semiconductor foundry (contract manufacturing).On July 11, Park Sang-wook, a researcher at Hi Investment & Sec
The author is an analyst for NH Investment & Securities. He can be reached at dongyang.kim@nhqv.com -- Ed.SK Inc is expected to maintain solid fundamentals as a ‘professional value investor’ by reinforcing its new growth portfolios centered upon four major businesses and by strengthening shareholder
SK hynix will sell its water treatment center, a water purification facility for semiconductor factories, to secure cash assets of around one trillion won. The company has announced that it will spare no expense in investing in the production of high-value-added products in preparation for an upcomi
SKC is pushing to sell the Fine Ceramics division of SK enpulse, a subsidiary that produces semiconductor materials and parts.According to industry sources on July 10, SKC recently signed a memorandum of understanding (MOU) with Hahn & Company, a private equity firm, for the sale of the Fine Ceramic
The Semiconductor Fabless Alliance, involving semiconductor demand companies and supply companies, has been established. The objective of the alliance is to promote synergy among enterprises and strengthen industrial competitiveness by developing semiconductors based on domestic finished products th
New investments in venture startups plunged by one third in the first half of the year. The number of startups that received big investments plummeted.According to startup investment information platform TheVC, startups and SMEs received 2.819 trillion won (US$2.160 billion) in investment in the fir
The author is an analyst for NH Investment & Securities. He can be reached at hwdoh@nhqv.com -- Ed.We believe that SEC’s earnings are primed to improve from 3Q23 on both industry-wide production cuts and inventory restocking demand. The pace of technology catch-up for HBM and DDR5 technologies is to
The author is an analyst for Shinhan Securities. He can be reached at ym.ko@shinhan.com -- Ed.2Q23 preliminary results: Better-than-feared earnings from MX Samsung Electronics disclosed preliminary 2Q23 results at company-wide operating profit of KRW0.6tr (continued loss QoQ) on sales of KRW60tr (-6
LS ELECTRIC is establishing its first North American production base in the state of Texas in the U.S. This move comes as demand for distribution systems, an essential power infrastructure for factories, is rapidly increasing. This is due to Korean companies in the semiconductor, automobile, seconda
Chung Eui-sun, chairman of Hyundai Motor Group, took a tour of Intel’s European manufacturing process with a view to internalizing vehicle semiconductor technology.According to Hyundai Motor Group on July 9, Chairman Chung visited Intel’s Ireland Campus located in Leixlip, Kildare County, Ireland on