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
Rivals in the semiconductor foundry sector, Samsung Electronics and TSMC, are hosting consecutive technology forums in Europe and Japan, stepping into the race to secure new clients. Their objective is to showcase their prowess in sub-5-nanometer (nm) ultra-fine processing as a stepping stone to exp
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
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,”
AI fabless semiconductor startup rebellions is stepping into a joint semiconductor development partnership with Samsung Electronics.rebellions announced on Oct. 5 that they have agreed to co-develop a next-generation semiconductor named Rebel, specialized for super large language models (LLM) like G
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
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 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
The author is an analyst for Shinhan Securities. He can be reached at hyon@shinhan.com -- Ed.3Q23 operating profit to miss consensus at KRW13.2bn (-28% QoQ)Doosan Tesna is expected to post operating profit of KRW13.2bn (-27.5% QoQ) on sales of KRW90.3bn (+1.5% QoQ) for 3Q23, falling short of the mar
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
Concerns are being raised that the structure of South Korea’s economy is evolving into the “New Normal” characterized by low growth. This is due to the fact that our economy, heavily reliant on exports, is not recovering, primarily as a result of the sluggish Chinese economy. Furthermore, external c
Hyundai Mobis announced on Sept. 19 that it has developed MPS 1.0 Premium, which improves the performance of its next-generation parking control system (MPS) developed for the first time in the world in 2021.This technology’s signature feature is Memory Parking Assist (MPA). When a driver executes p
On Sept. 14, the Ministry of Trade, Industry, and Energy announced that last month’s exports in the Information and Communication Technology (ICT) sector amounted to US$160.5 billion, with imports reaching US$110.7 billion. This led to a provisional trade surplus of US$49.8 billion.The decline in th
SK hynix announced on September 14th that it has co-published a white paper with Intel which reveals that its DDR5 server DRAM applied to Intel’s CPUs demonstrated industry-leading performance levels. This white paper was released simultaneously on the SK hynix and Intel websites.The two companies h
South Korea’s semiconductor industry is focusing on improving its financial health in the second half of the year, pivoting around High Bandwidth Memory (HBM) for DRAM and reducing NAND output.On Sept. 12, the semiconductor sector anticipates that DRAM prices will cease their decline and enter a sig
Amid intensifying competition for technological supremacy in high-tech industries such as the semiconductor and battery industries, R&D cooperation with the United States, a leader in original technology, is crucial for factories in Korea to become “mother factories” that serve as the brains of comp