Samsung Electronics is likely to benefit from disruption of TSMC’s plan to operate its 3-nm process due to Intel’s order delay. With Apple preempting most of TSMC’s 3-nm line, TSMC has become unable to accept foundry orders from other major corporate customers, Qualcomm, AMD, Intel, and others are s
On Aug. 27, Hyundai Mobis announced its collaboration with Israel’s communication semiconductor design specialist, Autotalks, to develop a 5G-based Vehicle-to-Everything (V2X) integrated controller.Autotalks, recently acquired by Qualcomm, is recognized as a leader in V2X semiconductor design as des
Samsung Electronics has secured Groq, a U.S.-based artificial intelligence (AI) semiconductor company, as the first customer for its foundry facility located in Taylor, Texas, the United States.On Aug. 15 (local time), Groq, an AI chip and accelerator specialized fabless semiconductor design company
The White House announced on Aug. 9 (local time) that in the first year since the implementation of the CHIPS and Science Act it has attracted investments amounting to US$166 billion from over 460 companies worldwide.The U.S. Department of Commerce stated that “More than 460 letters of intent for in
A lot of attention is being paid to whether ARM, a British fabless company and subsidiary of SoftBank, which is led by Chairman Masayoshi Son, will be able to succeed in going public in the United States with support from major global companies such as Samsung Electronics, Apple, and Intel.According
On June 30, 2022, Samsung Electronics became the first company in the world to start volume production of chips via a 3-nm foundry procedure.The 3-nanometer era is expected to create a big change in the semiconductor market over the next decade. The 3-nm era will bloom in earnest with 3-nm chips pow
Samsung Electronics will announce a new vision for system semiconductors at the Samsung Tech Day 2023 to be held this October. The Korean semiconductor giant will flesh out its plans to develop and produce “semicon humanoids,” or more human-like robots, with human sensory functions such as smelling
Samsung Electronics and LG Electronics are gearing up to participate in the upcoming IAA Mobility 2023 event scheduled to take place in Munich, Germany, in early September. As these tech giants aggressively steer their businesses towards the burgeoning market of automotive electric and electronic co
CEO Lisa Su of AMD, a U.S. fabless semiconductor company, has hinted at finding alternatives beyond TSMC, the world’s leading foundry. With TSMC holding a 60% market share, struggling to meet demand due to recent production capacity issues, all eyes are on whether Samsung Electronics, the only compe
Samsung Electronics, Nvidia, Qualcomm, and TSMC are engaged in a fierce competition to dominate the autonomous driving semiconductor market. Recently, automotive companies such as Hyundai Motor and Tesla have also entered the fray, developing their own autonomous driving chips. The reason for this i
U.S. chipmakers including Intel, Qualcomm, and Nvidia have reacted to U.S. President Joe Biden’s anti-China semiconductor export control policy. They have begun to speak about the news that the Biden administration is preparing additional semiconductor export control measures amid the escalating con
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
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
Samsung Electronics has confirmed that it has temporarily postponed the development of an extended reality (XR) product. Industry analysts say that it was an internal decision made in light of the Vision Pro headset unveiled by Apple in June.Samsung Electronics said in a recent notice to its panel p
Samsung Electronics has revealed its technological road map to gain a competitive edge in semiconductors smaller than 3 nanometers (1 billionth of 1 meter). The company plans to be the first in the world to implement 3D packaging technology, vertically stacking Gate-All-Around (GAA) chips produced i
The author is an analyst for NH Investment & Securities. He can be reached at kyeongkeun.kang@nhqv.com -- Ed.As an RF connectivity solution provider, Sensorview’s main products include mmWave antennas, high-frequency cables, and ultra-precision connectors. The firm should benefit from 5G 28GHz-relat
The standings of Samsung Electronics and SK hynix, which have been leading the global semiconductor market, are wavering amid the “memory cold snap.” Samsung Electronics has been pushed down to the second spot by Intel in the global semiconductor market for the first quarter, and SK hynix, which use
With the enforcement of the European version of the Chips Act, and TSMC and Intel’s large-scale investment lineup continuing, the European Union (EU) has actively wooed domestic semiconductor companies that are hesitant about entering Europe. The focus is now on EU Internal Market Commissioner Thier
Nvidia’s stock price has nearly doubled since the beginning of the year due to the artificial intelligence (AI) craze. Therefore, the U.S. semiconductor company surpassed US$1 trillion (about 1,275 trillion won) in market capitalization at the close of trading on June 13 (local time), becoming the s
Apple took the wraps off Apple’s Vision Pro, a mixed reality (MR) device that performs both virtual reality (VR) and augmented reality (AR) functions on June 5. Since then, the new device has been receiving rave reviews.What has driven the Vision Pro’s popularity is its organic light-emitting diode