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
As tensions intensify between the U.S. and China over smartphones equipped with Huawei’s self-developed 5G chips, uncertainty surrounding the Chinese plants of Samsung Electronics and SK hynix is expected to deepen.According to industry sources and foreign media on Sept. 10, after Huawei unveiled tw
SK hynix’s American subsidiary, Solidigm, has closed its South Korean branch. This move is a part of a global operational efficiency initiative due to declining conditions in the memory semiconductor market.Industry sources reported on Sept. 8 that Solidigm is in the process of closing its smaller g
On Sept. 7, SK hynix addressed reports that its semiconductors have been found in China’s Huawei mobile phones, which are subject to U.S. sanctions. The company stated, “We have not had any dealings with Huawei,” and are looking into the circumstances of the situation.Bloomberg reported on Sept. 7 t
According to a recent survey, South Korean companies, which have secured the top position in major industry products and service sectors worldwide, have now risen to the third spot along with Japanese companies in terms of global market share.In its 2022 self-conducted survey of market share in 63 m
The fixed transaction prices of memory semiconductors, DRAM, continued to decline in August. On the other hand, the more premium latest DRAM specification, DDR5, started to see a price rebound.According to the market research firm DRAM Exchange on Aug. 31, the fixed transaction price for general-pur
South Korea’s exports fell 12.4 percent in the first half of the year. Therefore, South Korea became the only country in the world’s top 10 to post a double-digit decline in exports. Its global export ranking dropped to eighth place from sixth in 2022. South Korea’s trade deficit is expected to reac
According to industry sources on Aug. 28, the automotive semiconductor market, which has been a market centered on low-end products in a multi-product, low-volume production system, is rapidly emerging as a source of demand for high-performance semiconductors in the trend of strengthening autonomous
The U.S. government is considering extending the waiver on export controls for semiconductor manufacturing equipment applied to South Korean and Taiwanese companies, Japan’s Nikkei newspaper reported on Aug. 23. This waiver is set to expire in October.Quoting multiple industry insiders, Nikkei repor
A slow recovery in demand for NAND flash memory compared to DRAM has put the semiconductor industry, including Samsung Electronics and SK hynix, into a hard spot. This is because the growth of the artificial intelligence (AI) industry leading to the improved profitability of DRAM is begetting a nega
Samsung Electronics and SK hynix have showcased their world-leading NAND flash memory semiconductor technology. SK hynix has taken the lead in NAND industry stacking competition by opening the 300-layer era of NAND for the first time in the industry. Samsung Electronics also attracted attention by i
Samsung Electronics and SK hynix will showcase next-generation memory solutions at the world’s largest flash memory semiconductor event in the United States.The two Korean companies will participate in the Flash Memory Summit 2023, which will be held at the Santa Clara Convention Center on Aug. 8-10
Amid the prevailing downturn in the semiconductor sector, Samsung Electronics managed to maintain its leadership in the global memory semiconductor market during the first quarter of this year, while SK hynix encountered a decline in its market standing.According to market research firm Omdia on Aug
India, a formidable force in the Information Technology (IT) sector and the world’s most populous country, is making rapid strides to establish itself as a “Global Semiconductor Hub,” attracting the attention of both American and Taiwanese semiconductor companies. Similar to President Joe Biden’s pu
Samsung Electronics once again recorded a significant deficit of 4 trillion won (US$3.12 billion) in its semiconductor (DS) division for the second quarter of this year. Consequently, the company has decided to implement additional cutbacks in DRAM and NAND semiconductor production during the second
The author is an analyst for NH Investment & Securities. He can be reached at hwdoh@nhqv.com -- Ed.Demand is looking strong for high-performance memory such as DDR5 and HBM, products for which SK Hynix has ?secured a competitive edge. Industry conditions are anticipated to improve in earnest from 3Q
Continuing their struggle, both Samsung Electronics and SK hynix faced losses in the second quarter, following their challenging performance in the first quarter. The cumulative deficit for both companies in the first half of this year reached a substantial figure, nearly approaching 15 trillion won