Kwak Noh-jeong, president and CEO of SK hynix, announced on March 27 that the order volume for High Bandwidth Memory (HBM) will remain “tight” until next year, adding that “this year, the proportion of HBM in the total DRAM sales volume will rise to a double digit percentage, which will help profita
Korea’s export value index rose for the fifth consecutive month in February thanks to a recovery of the semiconductor industry. Export value is the current value of exports converted to U.S. dollars and expressed as a percentage of the average of the base period (2000). Semiconductor exports are sho
Despite a sluggish construction industry, corporate sentiment in the economy has rebounded slightly for the first time in three months, attributed to the recovery in semiconductor exports.According to the survey results of the Business Survey Index (BSI) and Economic Sentiment Index (ESI) for March
South Korea and Malaysia have agreed to resume negotiations for a Free Trade Agreement (FTA).The Ministry of Trade, Industry, and Energy announced on March 26 that Jung In-gyo, chief trade negotiator of the Ministry, met with Tengku Zafrul Aziz, the Minister of Investment, Trade, and Industry of Mal
Samsung Electronics and SK hynix have both reached new record highs simultaneously. Samsung Electronics share price has recovered to 80,000 won (US$60) in approximately two years and three months, while SK hynix’s market capitalization approaches 130 trillion won. Expectations are rising for Samsung
Korea’s government, National Assembly and courts are pushing to raise the level of punishments for technology leakage as key personnel of companies involved in Korea’s national high-tech strategic industries are frequently leaking out along with their technology. National high-tech strategic industr
As the United States steps up its checks on China’s semiconductor industry, China has launched a countermeasure. The Financial Times (FT) reported on March 24 (local time) that the Chinese government is advancing its efforts to replace foreign technology with domestic alternatives. According to guid
South Korea is under subtle pressure from China following reports that it may join the United States in export restrictions against China. During a visit to China for the China Development Forum (CDF), SK hynix has been highlighted by Chinese officials emphasizing the importance of the Chinese marke
China’s largest telecommunications equipment company, Huawei, is reportedly planning to release a new 5G smartphone next month.On March 23, Chinese media, including Finance World, cited multiple sources to report that Huawei’s next-generation flagship smartphone, the P70 series, is expected to be re
Moon Hyuk-soo, the CEO of LG Innotek, announced on March 21 that the company is planning to increase its current automotive electronics (electronic systems) sales from 2 trillion won to 5 trillion won within the next five years.After being appointed as an inside director at the regular general meeti
In an unprecedented move, the U.S. government has decided to grant a massive US$19.5 billion subsidy to its domestic semiconductor company, Intel. This amount is nearly double the combined expected subsidies for Samsung Electronics, which is anticipated to receive $6 billion, and Taiwan’s TSMC, expe
Jensen Huang, CEO of Nvidia, visited Samsung Electronics’ booth at the GTC 2024 event in San Jose, California, on March 20 (local time) and left a handwritten signature on the 5th generation High Bandwidth Memory (HBM3E) on display, which has been positively interpreted by industry insiders. Followi
Taiwan’s stock market has reached an all-time high, propelled by the surge in Taiwanese technology stocks, including TSMC, amid the global semiconductor boom. The narrowing gap in market capitalization with the domestic stock market has narrowed to approximately US$4 billion.According to the Taiwan
On March 21, the KOSPI index closed at 2,754.86, marking a significant increase of 64.72 points, or 2.41 percent, compared to the previous day’s closing.The KOSPI started at 2,731.18, up 41.04 points, or 1.53 percent, from the previous day’s closing, and it rose to 2,755.45 at one point during the t
Samsung Display will pay out over 5 trillion won to its largest shareholder, Samsung Electronics. This marks the first dividend since its inception in 2012.According to industry sources and the electronic disclosure system, on March 21, Samsung Display held its regular shareholders’ meeting on March
Investment in 12-inch (300 mm) fab (semiconductor production plant) equipment is expected to surpass US$100 billion by 2025 and reach US$137 billion by 2027.The International Semiconductor Equipment and Materials Association (SEMI) reported on March 20 in its “300 mm Fab Outlook” that investment in
Samsung Electronics, which lost its lead to SK hynix in the high bandwidth memory (HBM) market, which is becoming known as the AI semiconductor market, has drawn its sword for a counterattack.The company plans to shake up the AI semiconductor market by launching a new concept of "AI accelerator" (a
While domestic demand including consumption continues to remain weak, exports, which have been driving up Korea’s economic recovery, are also facing a threat on the account of a slump in exports to China. Exports to China grew by more than 16 percent in January this year, snapping a 19-month streak
While major countries such as the United States, Japan, and the European Union (EU) are rushing to provide subsidies for semiconductors, there are growing voices that Korea will lose the global semiconductor war if it does not subsidize Korean companies such as Samsung Electronics and SK hynix, citi
As the Bank of Japan (BOJ) has embarked on its first interest rate hike in 17 years, it is anticipated that the strengthening of the yen due to the lifting of Japan’s negative interest rates could have a positive impact on domestic exports such as semiconductors, automobiles, and shipbuilding. Howev