Samsung Electronics and SK hynix are igniting a market recovery for NAND flash, which has been slower to rebound compared to DRAM, by transitioning processes and reducing production.On Nov. 3, industry insiders forecasted that NAND would still take more time to recover due to its higher inventory le
In October, Korea’s exports turned positive for the first time in 13 months, and the nation’s trade balance has been positive for five consecutive months since June. It was the first time in 20 months since February 2022 that exports rebounded and the nation posted a trade surplus at the same time.A
Samsung Electronics announced in its third-quarter online earnings call on Oct. 31 that it will expand its supply of cutting-edge memory, including 10-nm 4th-generation (1a) and 5th-generation (1b) DRAM and 7th- and 8th-generation V-NAND flash memory, without making any downward adjustments.“Demand
Projections suggest that the shortage of High Bandwidth Memory (HBM), crucial for artificial intelligence (AI) semiconductors, could persist for the next three years.According to industry reports on Oct. 30, market research firm TrendForce anticipates that HBM demand this year will increase by 58% c
China’s leading memory semiconductor company, Yangtze Memory Technologies Company (YMTC), has been reported as successfully developing and mass-producing 232-layer 3D NAND flash. According to South China Morning Post (SCMP) on Oct. 27, semiconductor analyst firm TechInsights revealed in a report on
The proposed merger between Japan’s Kioxia, a NAND flash memory producer, and the American company Western Digital (WD) has been called off. The merger practically required the approval of SK hynix, an indirect investor in Kioxia. However, due to the reluctance shown by SK hynix, the deal didn’t pro
The market for the next-generation HBM3E, a high-performance semiconductor for artificial intelligence within the High Bandwidth Memory (HBM) sector, is heating up. As Samsung Electronics, SK hynix, and Micron all gear up to mass-produce 5th generation HBM3E, the competition is expected to intensify
On Oct. 26, KGC Korea Ginseng Corporation announced its participation in North America’s largest health food ingredient exhibition, SupplySide WEST 2023.For the first time this year, KGC Korea Ginseng Corporation operated a JUNG KWAN JANG booth at the ingredient exhibition, showcasing a variety of r
SK hynix said it does not agree with the merger of Japan’s Kioxia and U.S.-based Western Digital.SK hynix made the announcement during its third quarter earnings call on the morning of Oct. 26.SK hynix reportedly acquired a 15 percent stake in Kioxia Holdings in 2018 through BCPE Pangea Intermediate
SK hynix has already sold out all of its HBM3E, a memory chip for artificial intelligence (AI), that it plans to produce beginning from 2024.“We have sold off all the production volume of not only HBM3 but HBM3E in 2023,” an SK hynix official said in a conference call to announce its third-quarter e
SK hynix has achieved a significantly higher stock price growth this year after successfully pioneering the development of high-performance semiconductors in the Artificial Intelligence (AI) sector, thereby overshadowing its competitor, Samsung Electronics, Bloomberg reported on Oct. 23.According to
Samsung Electronics hosted the “Samsung Memory Tech Day 2023” on Oct. 20 (local time) at the McEnery Convention Center located in the Silicon Valley. At the event, Samsung showcased several groundbreaking memory solutions, including: the ultra-high-performance HBM3E DRAM Shinebolt, leading the innov
Samsung Electronics, which had faced the threat of 400 billion won (US$295 million) in compensation due to a patent dispute with American semiconductor firm Netlist, can now breathe a sigh of relief.According to industry sources on Oct. 18, the U.S. Federal Ninth Circuit Court of Appeals recently re
There is a growing consensus that a revision of the South Korea-China Free Trade Agreement (FTA) is necessary to address the trade deficit with China. South Korea’s trade surplus with China has been shrinking every year until it turned into a deficit in October last year, marking 12 consecutive mont
According to industry sources on Oct. 17, SK hynix recently collaborated with the data processing platform company HazelCast to publish a white paper on the application of Compute Express Link (CXL) technology.SK hynix has revealed empirical results indicating that by using the next-generation CXL m
Samsung Electronics has confirmed naming its 5th generation HBM3E product “Shinebolt.” As Samsung speeds up the development and marketing of HBM3E, it is expected to closely trail the leader in this sector, SK hynix.According to industry sources on Oct. 17, Samsung Electronics is sending Shinebolt p
Korea’s information and communications technology (ICT) exports fell 13.4 percent year on year in September. The decline rate hit the lowest of the year thanks to semiconductor exports, which posted this year’s best performance in September.According to September ICT import and export data from the
Samsung Electronics has decided to transition to a 200-layer NAND process at its NAND flash factory in Xi’an, China. The move to produce 236-layer products, which belong to the 8th generation of NAND, is seen as a strategic step to overcome a decline in performance due to sluggish global NAND demand
Amid increasing optimism about the semiconductor industry’s outlook, foreign investors have shown divergent strategies in the South Korean stock market this month, especially concerning major semiconductor players like Samsung Electronics and SK hynix. While investing over 260 billion won (US$193.31
The rapid growth of Compute Express Link (CXL) – emerging as the next-generation DRAM standard – is capturing the semiconductor industry’s attention. Both Samsung Electronics and SK hynix view CXL as a game-changing technology for the next-gen memory market, the next step after High Bandwidth Memory