China is accelerating its stride toward semiconductor self-sufficiency as a countermeasure to U.S. semiconductor export controls. Despite the challenges posed by U.S. restrictions, China’s push for semiconductor autonomy seems to be increasingly fruitful.According to industry sources on Nov. 9, the
Samsung Electronics and SK hynix are igniting a market recovery for NAND flash, which has been slower to rebound compared to DRAM, by transitioning processes and reducing production.On Nov. 3, industry insiders forecasted that NAND would still take more time to recover due to its higher inventory le
In October, Korea’s exports turned positive for the first time in 13 months, and the nation’s trade balance has been positive for five consecutive months since June. It was the first time in 20 months since February 2022 that exports rebounded and the nation posted a trade surplus at the same time.A
Samsung Electronics announced in its third-quarter online earnings call on Oct. 31 that it will expand its supply of cutting-edge memory, including 10-nm 4th-generation (1a) and 5th-generation (1b) DRAM and 7th- and 8th-generation V-NAND flash memory, without making any downward adjustments.“Demand
China’s leading memory semiconductor company, Yangtze Memory Technologies Company (YMTC), has been reported as successfully developing and mass-producing 232-layer 3D NAND flash. According to South China Morning Post (SCMP) on Oct. 27, semiconductor analyst firm TechInsights revealed in a report on
The proposed merger between Japan’s Kioxia, a NAND flash memory producer, and the American company Western Digital (WD) has been called off. The merger practically required the approval of SK hynix, an indirect investor in Kioxia. However, due to the reluctance shown by SK hynix, the deal didn’t pro
SK hynix said it does not agree with the merger of Japan’s Kioxia and U.S.-based Western Digital.SK hynix made the announcement during its third quarter earnings call on the morning of Oct. 26.SK hynix reportedly acquired a 15 percent stake in Kioxia Holdings in 2018 through BCPE Pangea Intermediate
SK hynix, which indirectly holds a stake of approximately 34% in the Japanese NAND flash manufacturer Kioxia Corporation, has reportedly opposed the management integration of Kioxia and U.S.-based Western Digital (WD).Japan’s Nikkei newspaper reported on Oct. 18 that “SK hynix of South Korea, which
In a recent move, the U.S. designated semiconductor plants of Samsung Electronics and SK hynix in China as “Verified End Users (VEU).” In response, Ahn Deok-geun, the chief trade negotiator of the Ministry of Trade, Industry, and Energy, said, “By mobilizing consultation channels centered on the Pre
Samsung Electronics has decided to transition to a 200-layer NAND process at its NAND flash factory in Xi’an, China. The move to produce 236-layer products, which belong to the 8th generation of NAND, is seen as a strategic step to overcome a decline in performance due to sluggish global NAND demand
To commemorate SK hynix’s 40th anniversary on October 10, SK hynix President and CEO Kwak Noh-Jung laid out the company’s vision. “We will transform semiconductor memory, which has generally been considered as a commodity product1, into customized specialty solutions through continued innovations,”
Samsung Electronics, which has begun substantial cutbacks in its NAND flash division in the latter half of this year, is reportedly planning a double-digit price increase as early as this month. All eyes are on how the pricing move by Samsung, a dominant player in the market, will affect other compe
Tensions and conflicts are intensifying in the “semiconductor war” between the U.S. and China. As the first anniversary approaches of the U.S. government’s decision to restrict exports of semiconductor chips and equipment to China on Oct. 7 of last year, an update on policies regarding “Artificial I
The U.S. government is reportedly set to indefinitely halt restrictions on the export of U.S.-made semiconductor equipment to Samsung Electronics and SK hynix factories in China.The U.S. Commerce Department’s Bureau of Industry and Security (BIS) has been in talks with Samsung Electronics and SK hyn
The newly released Huawei Mate 60 Pro is equipped with the self-developed 5G 7 nm Kirin 9000S chip.Despite facing significant sanctions from the U.S. government since 2020, China’s Huawei is alleged to have used semiconductor chips produced by Samsung Electronics, U.S.-based Micron, and Japan-based
The finalized and announced “Semiconductor Law Guardrail” regarding China, which could potentially weaken the competitiveness of South Korean semiconductor factories established in China, has failed to incorporate key demands made by the South Korean government and businesses.While some of South Kor
Despite the favorable prospects for High Bandwidth Memory (HBM) driven by NVIDIA, concerns are rising as Samsung Electronics and SK hynix continue to experience an upward trend in their inventory assets. The majority of this inventory consists of the older Double Data Rate (DDR) 4, making it challen
Amid the so-called “Huawei Shock,” with the company launching its Mate 60 Pro smartphone equipped with a 7-nm semiconductor, the U.S. is tightening its stance on China. Observers are now keenly watching how far the repercussions of this tension between the two giants will spread.As the end of the U.
South Korea’s semiconductor industry is focusing on improving its financial health in the second half of the year, pivoting around High Bandwidth Memory (HBM) for DRAM and reducing NAND output.On Sept. 12, the semiconductor sector anticipates that DRAM prices will cease their decline and enter a sig
Amid the global restructuring of the semiconductor supply chain, Samsung Electronics and SK hynix are likely to be the most affected by decisions related to U.S. licenses.On Sept. 11, the Korea Institute for International Economic Policy (KIEP) reported in its Global Semiconductor Supply Chain Restr