SK hynix has strengthened its dominance in the High Bandwidth Memory (HBM) market by becoming the first to mass-produce the 5th generation HBM, HBM3E DRAM, and supply it to the American semiconductor company Nvidia, following its success with HBM3.On March 19, SK hynix announced that it would supply
Despite the battery industry’s active efforts to recruit talent, it continues to face challenges with labor shortages. As a result, “smart factories,” which promise to solve these labor issues while also enhancing production efficiency, are gaining attention.According to industry sources on March 18
Samsung Electronics and SK hynix are expected to have a production capacity of over 100,000 High Bandwidth Memory (HBM) units by the end of this year. The two companies are set to ramp up their HBM production more aggressively than the previous year, signaling a fiercer market competition.According
SK hynix Inc. announced today that it has begun volume production of HBM3E1, the newest AI memory product with ultra-high performance, for supply to a customer from late March. The company made public its success with the HBM3E development just seven months ago.SK hynix being the first provider of H
Renault Korea Motors plans to invest 700 billion won to transform its Busan plant into a future car production base. Discussions are also underway with the French Renault Group headquarters to increase the investment scale to around 1.5 trillion won by 2027.On March 18, Renault Korea Motors exchange
Kumho Petrochemical has sold its entire stake in the SB latex business, a joint venture with Rizhao Jinhu Jinma Chemical Co., Ltd., a Chinese company. The decision to exit the local business was made in response to China’s low-cost competition and overlapping environmental regulations.According to t
The U.S. Congress began to keep Hyundai and Kia in check as the two Korean automakers continue to enjoy the growth of their electric vehicle sales in the U.S. market. The U.S. Congress made a thing of their business strategy of discounting subsidized electric vehicles through a lease car exception u
The combined operating profit of the top 10 companies by market capitalization in the South Korean stock market falls short of those of leading Japanese company Toyota and top Taiwanese company TSMC.To address the “Korea discount,” which refers to the undervaluation of South Korean stocks, it is poi
Kumho Tire plans to invest more than 1 trillion won to build its inaugural factory in Europe by 2027. The company intends to evaluate incentives and tax benefits pledged by four countries -- Romania, Serbia, Portugal, and Turkey -- including the size of subsidies, before finalizing the factory’s loc
The author is an analyst for NH Investment & Securities. He can be reached at esshim@nhqv.com -- Ed.GnBS Eco is a manufacturer of eco-friendly equipment, including plasma scrubbers for use in the production of semiconductors, displays, and solar panels. We foresee the materialization of a steep earn
Big South Korean companies are exiting China one after another. Business uncertainties are being fueled by fiercer competition and declining profitability in the Chinese market coupled with the U.S. government’s checks on China and policy changes by Chinese government authorities.Lotte Chemical sold
For the fourth consecutive month, semiconductor exports have shown double-digit growth rates, leading the charge in exports. With increases in exports across various components such as displays and computer/peripheral devices, the Information and Communication Technology (ICT) sector as a whole is s
In January, Korean display companies received a shocking report card. According to market research firm DSCC, Samsung Display, which held 36% of the market share in the foldable market and was considered the future of the industry, lost its first-place position to China’s BOE, which captured 42% in
The United States targeting Chinese-made goods as part of its supply chain localization and trade war strategies is expected to affect China’s shipbuilding industry after the Chinese semiconductor industry.According to the Financial Times (FT) and other foreign media outlets, U.S. President Joe Bide
The U.S. Department of Defense is reported to have withdrawn a plan to support Intel with semiconductor subsidies of US$2.5 billion.According to Bloomberg on March 13, the Department of Defense held an informal meeting and decided to cancel the plan to support Intel with US$2.5 billion in subsidies.
According to foreign media reports, Samsung Electronics is set to adopt High Bandwidth Memory (HBM) process technology from SK hynix to catch up with its competitors in the HBM market.Reuters reported on March 13, citing multiple sources, that Samsung Electronics has purchased related manufacturing
Hyundai Mobis has reportedly surpassed the production record of 51 trillion won last year. This achievement is attributed to the increased orders for global completed cars, including those from Hyundai Motor and Kia Motors.According to the business report disclosed by Hyundai Mobis on March 12, the
LG Chem, Korea’s largest petrochemical company, will shut down its styrene monomer (SM) plant at the end of March. SM is widely used in the manufacture of various petrochemical products. The company is also reportedly considering abandoning production of ethylene oxide (EO) and ethylene glycol (EG),
Taiwan’s TSMC, the worldwide leader in the semiconductor foundry industry, has surpassed 60 percent of the market share, widening its gap between with second-ranked Samsung Electronics. In the fourth quarter (October-December) of 2023, the foundry market grew about 8 percent from the previous quarte
As the global semiconductor war has become a hot race among nations, major countries such as the United States, China, and Japan have been providing large cash support to their own companies or foreign companies that make investments in their semiconductor industries to boost the growth of their sem