Following last year’s memory semiconductor downturn, Samsung Electronics and SK hynix are aggressively increasing their focus on DRAM through the expansion of advanced processing. This move is anticipated due to the expected rise in orders for High Bandwidth Memory (HBM) and Double Data Rate 5 (DDR5
The author is an analyst for NH Investment & Securities. He can be reached at youngryu@nhqv.com -- Ed.Micron begins mass production of HBM3EMicron has kicked off full-scale production of HBM3E (24GB 8-high) to be used for Nvidia’s H200, which is scheduled to be shipped from 2Q24. The company has als
“Like the company has persisted in developing HBM, confident in its value, I too will continue to devote efforts to developing next-generation AI memory technology to lead the rapidly changing AI era,” said Son Ho-young, vice president of SK Hynix, on Feb. 27, expressing his thoughts and ambitions a
Samsung Electronics has thrown a decisive move to overturn the market dynamics of High Bandwidth Memory (HBM), a key component of Artificial Intelligence semiconductors, by being the first in the industry to mass-produce the 5th generation HBM, known as “HBM3E” with 12 layers, in the first half of t
SK hynix President and CEO Kwak Noh-jung stated that the company is carefully considering the selection of a site for an advanced packaging facility in the United States, targeting all states.On Feb. 19, CEO Kwak made these remarks during a meeting with the press following the regular meeting of the
K-pop powerhouse ENHYPEN has just dropped their Spotify K-Pop ON! (온) Single featuring their soul-stirring rendition of “I NEED U” by BTS. Produced and released as part of Spotify’s K-Pop ON! (온) First Crush campaign, the track is the first of three Spotify-exclusive covers by a stellar line-up of K
Samsung Electronics has entered the competition for a cutting-edge 2-nanometer (nm, one billionth of a meter) foundry process and has secured an order to produce 2-nm semiconductors from a Japanese artificial intelligence (AI) company.According to industry sources on Feb. 15, Samsung Electronics has
Partnerships are on the uptick between North America’s No. 1 automaker General Motors (GM) and Korean companies. They started with electric vehicle batteries and are now expanding to battery materials and electronics and semiconductors.GM Chairwoman Mary Barra, who made her first visit to Korea on F
SK hynix and Taiwan’s TSMC have established an “AI semiconductor alliance.” SK hynix, riding the wave of generative AI popularity, has emerged as a leader in the high bandwidth memory (HBM) market, while TSMC is the world’s largest semiconductor foundry. The strategy aims to consolidate the companie
Kim Joo-sun, president of SK hynix, who is in charge of the newly established artificial intelligence (AI) infrastructure, announced on Feb. 7, “We will continue to ensure that no one doubts the proposition ‘AI memory equals SK hynix’ by enhancing communication and partnership to maximize the value
Until 10 years ago, there was no semiconductor company in the world that could rival Samsung Electronics. In 2011, it surpassed Intel to become the global leader in the semiconductor market in terms of capitalization. By 2012, it rose to fifth place among global information technology (IT) companies
SK hynix Inc. announced today that it has established a roadmap to actively utilize recycled1 and renewable2 materials in production, marking the first case that a semiconductor company lays out such mid- to long-term plan.“In order to achieve Net Zero, or Carbon Neutrality, establishing a circular
Samsung Electronics has partially halted the construction of its fifth semiconductor plant in Pyeongtaek, Gyeonggi Province.According to industry sources on Feb. 1, Samsung C&T sent a notice to some subcontractors at the construction site of the fifth plant on Jan. 30, stating that “due to the circu
U.S. President Joe Biden smiles in the Roosevelt Room of the White House as he listens to a presentation by Chey Tae-won, the chairman of SK Group, via video on July 26, 2023.SK hynix is contemplating the establishment of a semiconductor packaging plant in the United States.According to multiple for
The Ministry of Trade, Industry and Energy (MOTIE) has set a target of US$700 billion for South Korea’s exports next year, with a plan to attract US$35 billion in foreign direct investment in Korea and US$150 trillion in private investment.MOTIE Minister Ahn Duk-geun said in a briefing at the Sejong
Samsung Electronics has emerged as the leading investor in semiconductor capital expenditures (CAPEX) globally over the past ten years.Andrea Lati, a researcher at TechInsights, announced during a press briefing at SEMICON Korea 2024 on Jan. 31 that “the semiconductor market will exhibit a robust gr
SK hynix has announced plans to release its 5th generation High Bandwidth Memory (HBM), named HBM3E, this year, and aims to launch HBM4 by 2026.Kim Chun-hwan, vice president of SK hynix, revealed these plans during his keynote speech at SEMICON Korea 2024, held at COEX in the Samseong neighborhood o
Samsung Electronics has forecasted a return to profit for its memory business in the first quarter. The company is confident in the continuous recovery of the memory industry, driven by the growth of the artificial intelligence (AI) market. Consequently, Samsung Electronics plans to significantly in
Samsung Electronics and SK hynix are planning to mass-produce GDDR7 DRAM, a next-generation DRAM for graphics cards, within the first half of this year. GDDR7 DRAM, which is mainly used in Graphics Processing Units (GPUs) -- a core of the Artificial Intelligence (AI) era -- is expected to continue S
Samsung Electronics has been confirmed to have established a new next-generation memory research and development (R&D) organization to preempt the market of 3D DRAM, often referred to as “dream memory.”According to industry sources on Jan. 28, Samsung Electronics’ Semiconductor (DS) division recentl