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
In a recent move, the U.S. designated semiconductor plants of Samsung Electronics and SK hynix in China as “Verified End Users (VEU).” In response, Ahn Deok-geun, the chief trade negotiator of the Ministry of Trade, Industry, and Energy, said, “By mobilizing consultation channels centered on the Pre
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
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
Semiconductor equipment companies are accelerating their research and development (R&D) efforts in tandem with the commercialization of equipment for High Bandwidth Memory (HBM) processes, which is a next-generation memory semiconductor.According to industry sources on Oct. 11, Hanmi Semiconductor r
The South Korean semiconductor industry is experiencing a surge in domestic production of advanced materials for High Bandwidth Memory (HBM), often touted as next-generation DRAM. As Samsung Electronics and SK hynix amplify their HBM production capabilities, heightened technical advancements across
Samsung Electronics is in the process of developing new technologies to introduce HBM4, the 6th generation model of HBM, by 2025.On Oct. 10, Hwang Sang-jun, the head of the DRAM development team at Samsung Electronics’ Memory Business Division, posted an article in Samsung Electronics’ semiconductor
The author is an analyst for NH Investment & Securities. She can be reached at yd.yoon@nhqv.com -- Ed.We draw attention to NHN KCP’s ongoing top-line growth in defiance of difficult conditions. Despite slow growth in online payment volume, the firm’s ability to secure merchants stands out. The final
To commemorate SK hynix’s 40th anniversary on October 10, SK hynix President and CEO Kwak Noh-Jung laid out the company’s vision. “We will transform semiconductor memory, which has generally been considered as a commodity product1, into customized specialty solutions through continued innovations,”
As the U.S. marks one year since the implementation of the Inflation Reduction Act (IRA), sales of eco-friendly South Korean cars in the U.S. have reached an all-time high, securing the industry’s second-highest market share. This development contrasts sharply with concerns raised last August that K
While the number of foreign nationals subscribing to domestic personal medical insurance is on the rise, it has been observed that the incurred losses and loss ratios of foreign policyholders under personal medical insurance have also increased.According to the “Status of Foreign Nationals’ Personal
Korea’s industrial production, which had shrunken due to a slump in the semiconductor industry, made a comeback as semiconductor production rebounded.According to Statistics Korea on Oct. 4, the nation’s semiconductor production surged 13.4 percent month on month in August, the largest increase in f
Samsung Electronics, which has begun substantial cutbacks in its NAND flash division in the latter half of this year, is reportedly planning a double-digit price increase as early as this month. All eyes are on how the pricing move by Samsung, a dominant player in the market, will affect other compe
The author is an analyst for NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com -- Ed.Meta Platforms has unveiled its new XR product, the Meta Quest 3. Although hardware and software improvements have been made, the device remains reasonably priced. Sales are expected to be strong.M
Micron, the world’s third-largest DRAM company, will actively target the high-bandwidth memory (HBM) market beginning from 2024. Competition for a bigger market share between Samsung Electronics, SK hynix, and Micron will intensify, market experts forecast.According to industry sources, Micron said
Tensions and conflicts are intensifying in the “semiconductor war” between the U.S. and China. As the first anniversary approaches of the U.S. government’s decision to restrict exports of semiconductor chips and equipment to China on Oct. 7 of last year, an update on policies regarding “Artificial I
The U.S. government is reportedly set to indefinitely halt restrictions on the export of U.S.-made semiconductor equipment to Samsung Electronics and SK hynix factories in China.The U.S. Commerce Department’s Bureau of Industry and Security (BIS) has been in talks with Samsung Electronics and SK hyn
The KOSPI’s market capitalization, which had maintained the 2,000 trillion won (US$1.48 trillion) level since May, saw another sharp decline as it fell below 2,000 trillion won at the end of last month. The persisting “3 Highs” phenomenon – high interest rates, high oil prices, and a strong dollar –
The battery materials industry is facing a challenging period as the export prices of cathode materials, a critical component in secondary batteries, have dropped by more than 15 percent for the third quarter of this year compared to the previous quarter. This situation is exacerbated by the reducti
The newly released Huawei Mate 60 Pro is equipped with the self-developed 5G 7 nm Kirin 9000S chip.Despite facing significant sanctions from the U.S. government since 2020, China’s Huawei is alleged to have used semiconductor chips produced by Samsung Electronics, U.S.-based Micron, and Japan-based