Samsung Electronics vice chairman Lee Jae-yong visited a semiconductor plant in Pyeongtaek on Jan. 4. He emphasized the need to build a healthy semiconductor ecosystem in Korea during his visit. Industry watchers say that Lee stressed the importance of joining forces with small and medium-sized busi
Samsung Electronics has overtaken Taiwan's foundry company TSMC to become the world’s largest semiconductor company in terms of market capitalization.Samsung Electronics' market capitalization stood at 524,355.3 billion won (approximately US$475.1 billion) based on the closing prices on Dec,
Micron Technology of the United States is speeding up the development of DRAMs using extreme ultraviolet (EUV) lithography. It is joining a race that was initiated by the world's first- and second-ranked DRAM manufacturers -- Samsung Electronics and SK Hynix.Micron Technology is looking for engi
As another semiconductor super cycle is expected to kick off next year, semiconductor companies are intensifying efforts to get a bigger share of the market. In particular, competition for new technologies is intensifying in the memory semiconductor market.Samsung Electronics is planning to launch D
Samsung Electronics' foundry business division has recently received the second production order for Ampere GPUs from Nvidia. Samsung Electronics won the first order estimated at one trillion won from Nvidia in early 2020 and delivered them in September.A GPU is a semiconductor that processes im
Samsung Electronics will convert one of its DRAM fabs into a complementary metal oxide semiconductor (CMOS) image sensor (CIS) line in 2021. By doing so, the global semiconductor giant will ramp up its production capacity of CISs by about 20 percent."Orders for CISs of more than 108 million pixels a
The author is an analyst of KB Securities. He can be reached at jeff.kim@kbfg.com. -- Ed. TP raised to KRW150,000; DRAM prices to rebound in 1Q21 We reiterate BUY and raise our 12m TP for SK hynix by 15% to KRW150,000 (12m fwd BVPS x 1.88x target P/B). Our TP was raised due to a jump in ROE (9.9% →
DRAMs recorded the highest sales among products in the semiconductor market in 2020. NAND flashes finished first in sales growth.IC Insights, a market research company specializing in semiconductors, forecast in a recent report that global DRAM sales will reach US$65,215 million in 2020.Following DR
The proportion of Korean parts used in Apple's latest smartphone iPhone 12 is higher than that of U.S. parts.The Nihon Keizai Shimbun of Japan reported on Nov. 21 that a breakdown of the iPhone 12 by Formalhaut Techno Solutions in Tokyo showed that Korean parts took up the largest proportion of
A media report from Taiwan says that TSMC, the world’s No. 1 foundry based in Taiwan, has purchased in advance more than 50 percent of EUV lithography equipment that will be produced by ASML of the Netherlands in 2021. Samsung began to use EUV lithography equipment last year to produce 7-nanometer s
The market for DDR5 DRAM, which boasts higher speeds and lower power consumption than DDR4 DRAM, is expected to grow in earnest from 2021. Analysts say that DDR5 DRAM is expected to boost the profitability of memory chipmakers as its unit price is higher than that of DDR4 DRAM.Market research firm T
SK hynix has laid out a plan to more than triple its NAND sales to 15 trillion won within five years based on its acquisition of Intel's NAND business.The company's CEO Lee Seok-hee presented the new vision at a conference call held on Nov. 4 to announce its earnings for the third quarter. "
SK hynix announced on Oct. 20 that it will acquire the entire NAND flash business of U.S. semiconductor company Intel for US$9 billion. The company said it will take over Intel’s Non-volatile Memory Solutions Group (NSG) excluding the Optane Unit.SK hynix, the world's second-largest DRAM produce
Samsung Electronics and SK hynix are speeding up development of next-generation DRAMs to be produced with micro-fabrication technology. They are endeavoring to overcome physical limitations by speeding up big data processing and reducing chip sizes.Samsung Electronics is planning to bring in EUV lit
Market research firm DRAMeXchange reported on Sept. 17 that the DDR4 8GB server DRAM price posted US$2.99 without any significant change for three days. The spot price, which was US$2.5 to US$2.6 for the first three weeks of last month, began to rise on Aug. 24, about two weeks before the implementa
Samsung Electronics and SK Hynix will stop supplying semiconductors to Huawei starting Sept. 15 in compliance with U.S. sanctions against the Chinese tech giant. As Huawei is a major customer of the two Korean chipmakers, the chip supply suspension is expected to kindle far-reaching repercussions.Th
Chairman Li Dongsheng of TCL, China's leading TV maker, officially announced on Aug. 31 that TCL will enter the OLED panel market. OLED displays are a key business area that Samsung Display and LG Display are focusing on to chase off China, which aims to rise as a powerhouse in the display indus
Samsung Electronics has narrowed its gap with Intel in terms of semiconductor market revenue share.Intel was ranked first in the second quarter of this year by accounting for 17.45 percent of the global semiconductor market revenue (foundry companies excluded). Samsung Electronics came in second wit
Samsung Electronics has surprised the world once again by starting mass production of third-generation 10-nm (1z-nm) LPDDR5 products using extreme ultraviolet (EUV) lithography for the first time in the semiconductor industry. By expanding an EUV process used only for the foundry business to the mem
Market research firm DRAMeXchange reported on Aug. 27 that the PC DRAM (DDR4 8Gb) spot price rose 0.24 percent to US$2.53 on Aug. 25. The price rebounded in 143 days after it reached this year’s high, US$3.63, in early April.Until Aug. 24, the DRAM spot price fell more than 30 percent in four months