Despite the favorable prospects for High Bandwidth Memory (HBM) driven by NVIDIA, concerns are rising as Samsung Electronics and SK hynix continue to experience an upward trend in their inventory assets. The majority of this inventory consists of the older Double Data Rate (DDR) 4, making it challen
Germany’s move to ban the use of Chinese fifth-generation (5G) telecommunications components including those from Huawei over security concerns in Germany prompted China to imply that it will retaliate.“If the German government decides to move toward excluding Huawei without proving that China poses
Amid the so-called “Huawei Shock,” with the company launching its Mate 60 Pro smartphone equipped with a 7-nm semiconductor, the U.S. is tightening its stance on China. Observers are now keenly watching how far the repercussions of this tension between the two giants will spread.As the end of the U.
Amid evaluations suggesting that Apple’s Mobile Application Processor (AP) A17, produced via TSMC’s 3-nanometer (nm) process, is underperforming compared to expectations, all eyes are on rival Samsung Electronics and its counterstrategy.According to industry sources on Sept. 21, Samsung Electronics
The author is an analyst for NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com -- Ed.LGD’s 3Q23 results are likely to fall short of consensus due to a drop in sales volume amid panel approval delays from clients. However, thanks to recent client approval, we believe that 4Q23 profi
The Korea Fair Trade Commission (KFTC) has punished U.S. semiconductor company Broadcom for allegedly forcing Samsung Electronics to sign a long-term contract to purchase parts for smartphones.The Korean market watchdog announced on Sept. 21 that it has decided to slap a fine of 19.1 billion won (US
According to industry sources on Sept. 20, Samsung Electronics will produce Exynos-brand application processors (AP) for Galaxy smartphones at its new factory in Taylor, Texas, in the U.S. using a 4-nanometer (nm) process.The first official product to be produced at the Samsung Taylor factory, curre
SK broadband and Netflix, the world’s leading online video streaming service (OTT), have settled their network usage fee litigation and agreed to a service partnership. Consequently, customers can now access Netflix content on SK telecom’s mobile and Internet Protocol TV (IPTV) platforms.While the l
The French government ordered a halt to sales claiming that Apple’s popular iPhone 12 smartphone, released three years ago, emits radiation levels exceeding allowed standards. The issue is spreading to other European countries, including Germany and Belgium. South Korea’s government has also commenc
In the mobile application processor (AP) market, Samsung Electronics has succeeded in making a rebound in market share in the first quarter.Samsung ranked fifth with a seven percent share in the global mobile AP market in the second quarter of this year, according to market research firm Counterpoin
The author is an analyst for NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com -- Ed.Huawei's new smartphone is receiving strong market attention as the firm has succeeded in developing an advanced in-house chip despite US sanctions. Also, there is a possibility of a slowdown in iP
As tensions intensify between the U.S. and China over smartphones equipped with Huawei’s self-developed 5G chips, uncertainty surrounding the Chinese plants of Samsung Electronics and SK hynix is expected to deepen.According to industry sources and foreign media on Sept. 10, after Huawei unveiled tw
Samsung Electronics has been surpassed by U.S.-based company Intel, landing it in the second spot in global semiconductor sales rankings.According to market research firm Omdia on Sept. 8, Samsung Electronics’ semiconductor sales for Q2 (April-June) totaled US$9.45 billion, falling behind Intel’s US
On Sept. 7, SK hynix addressed reports that its semiconductors have been found in China’s Huawei mobile phones, which are subject to U.S. sanctions. The company stated, “We have not had any dealings with Huawei,” and are looking into the circumstances of the situation.Bloomberg reported on Sept. 7 t
Despite frozen consumer sentiment in the global market, Samsung Electronics has retained its top position in smartphone market share for Q2. Despite facing a tough challenge from Apple, which plans to release its iPhone 15 series this month, there are expectations that Apple’s product launch might n
According to a recent survey, South Korean companies, which have secured the top position in major industry products and service sectors worldwide, have now risen to the third spot along with Japanese companies in terms of global market share.In its 2022 self-conducted survey of market share in 63 m
Starting next year, Samsung Electronics plans to upgrade its artificial intelligence (AI) assistant Bixby to a generative AI, enabling more natural conversations between users and devices. To support this, the company will equip home appliances with an ultra-low-power Neural Processing Unit (NPU) ch
The Korean Institute for Industrial Economics & Trade (KIET) revealed in its report titled “Global Non-Memory Semiconductor Market Landscape and Policy Implications” on Sept. 3 that last year Korea’s market share in the global non-memory semiconductor sector was a mere 3.3%, which is only one-third
Global glass manufacturing company Corning, which has an annual revenue of 20 trillion won (US$15.09 billion), is expanding its thin glass production hub in South Korea. Thin glass is gaining attention in the mobile industry as an essential component for foldable phones. This move is seen as a choic
SK telecom is set to develop its proprietary communication security technology, Quantum Security Communication (QSC), as an international standard. It is anticipated that the technology will receive final international standardization approval in as early as two years.On Aug. 29, SK telecom announce