Samsung Electronics has slipped to fourth place in global semiconductor market capitalization rankings, surpassed by U.S.-based fabless semiconductor firm Broadcom. Non-memory companies such as Nvidia and Broadcom are expanding their territories through massive investments and mergers and acquisitio
MediaTek, the global leader in the mobile application processor (AP) industry, is accelerating its market share expansion with the launch of its new chipset.According to industry sources on July 13, MediaTek, Taiwan’s largest fabless semiconductor design firm, recently unveiled its new mobile AP pro
Recently, Samsung Electronics has improved its process yield (the ratio of good products) to over 75% for its 4-nm process, leading to speculation that it could expand its major clients for semiconductor foundry (contract manufacturing).On July 11, Park Sang-wook, a researcher at Hi Investment & Sec
Samsung Electronics has revealed its technological road map to gain a competitive edge in semiconductors smaller than 3 nanometers (1 billionth of 1 meter). The company plans to be the first in the world to implement 3D packaging technology, vertically stacking Gate-All-Around (GAA) chips produced i
Competition between Samsung, LG, and Sony is intensifying over the development of Micro Organic Light Emitting Diodes (OLEDs). The relevant market is forecast to grow rapidly as Apple adopts Micro OLED for the display of its Mixed Reality (MR) headset.According to the display industry on July 3, App
Global customers have been lining up to buy Nvidia’s graphics processing units (GPUs), but tight supply has sent prices soaring. GPUs are the brains of generative artificial intelligence (AI) programs like ChatGPT. Nvidia commands more than 90 percent of the global GPU market for AI.The recent rapid
LX Semicon, a fabless company under LX Group, a conglomerate which was previously part of the LG group, is currently considering delegating the production of next-generation display driver ICs (DDIs) to the Samsung Electronics Foundry semiconductor contract manufacturing division. The collaboration
With the enforcement of the European version of the Chips Act, and TSMC and Intel’s large-scale investment lineup continuing, the European Union (EU) has actively wooed domestic semiconductor companies that are hesitant about entering Europe. The focus is now on EU Internal Market Commissioner Thier
Samsung Electronics has announced it will surpass TSMC, the world's leading semiconductor foundry company, through the mass production of cutting-edge 2-nm processes. Samsung Electronics revealed its confidence in leading the paradigm shift in artificial intelligence (AI) technology through its
The government will shorten the site preparation period for the world’s largest system semiconductor industrial complex to be built in Yongin, Gyeonggi Province of Korea by two years. As governments in the United States, countries in the European Union (EU), Japan and other countries are scrambling
Jim Keller, CEO of Tenstorrent and considered a living legend in the semiconductor industry, will visit the Samsung Foundry Forum 2023 in late June in San Jose, California. Keller’s recent chip development collaboration with LG Electronics has lead to an increase in his contacts with Korean companie
Following East Asia and the United States, Europe is emerging as the new battleground for semiconductors. Since Europe unveiled its intention to exert influence in the global supply chain by leveraging its top-tier domestic semiconductor equipment and automobile semiconductor companies, leading glob
With U.S. Secretary of State Antony Blinken’s surprise visit to China, the Korean semiconductor industry, including Samsung Electronics and SK hynix, is paying a lot of attention to whether or not the visit will see a breakthrough in U.S.-China relations.According to the semiconductor industry and f
Nvidia’s stock price has nearly doubled since the beginning of the year due to the artificial intelligence (AI) craze. Therefore, the U.S. semiconductor company surpassed US$1 trillion (about 1,275 trillion won) in market capitalization at the close of trading on June 13 (local time), becoming the s
Micron has begun making significant investment in China even though its sales have been blocked in the Chinese market. Apple’s new Apple Vision Pro has a significant number of components made in China. Some analysts say this is a sign that the U.S.-China power struggle is shifting from decoupling, w
Samsung Electronics has made a big move in order to close its intellectual property (IP) competitiveness gap with TSMC. IP is vital to the development of semiconductors.Samsung Electronics announced on June 14 that its Foundry Division will expand its advanced IP portfolio by collaborating with glob
The author is an analyst for NH Investment & Securities. He can be reached at hwdoh@nhqv.com -- Ed.Park Systems’ equipment is used in EUV and hybrid bonding processes. In 2023, the firm’s earnings are likely to come in sluggish in 1H23, before turning around in 2H23.Earnings to come in sluggish in 1
The sales volume of the top 10 foundries (semiconductor subcontract manufacturing) globally shrunk by 18.6% from the previous quarter. While the market share of Taiwan’s TSMC, the top player, exceeded 60%, Samsung Electronics’ share dropped to the 12% range.On June 12, market research firm TrendForc
The author is an analyst for NH Investment & Securities. He can be reached at hwdoh@nhqv.com -- Ed.GPUs and HBM use for machine learning is gaining traction. We expect Hanmi Semiconductor's earnings to come in low in 1H23 and high in 2H23.Demand rising for HBM3We maintain a Buy rating on Hanmi S
Taiwan’s TSMC, the world’s No. 1 foundry player, has begun developing a 2-nm process, widening its gap with its competitors. As competition for taking the lead in the ultra-fine process has been narrowed down to a three-runner race among TSMC, Samsung Electronics, and Intel, the three are expected t