SK hynix’s global DRAM market share crossed 30 percent in the second quarter of this year as a boom in generative artificial intelligence (AI) has fueled demand for high-bandwidth memory (HBM). Its gap with market leader Samsung Electronics has reached its narrowest point in a decade.According to ma
The author is an analyst for NH Investment & Securities. He can be reached at jack.baek@nhqv.com -- Ed.Binggrae has drawn market attention as it delivered an earnings surprise for 2Q23, energized by a widening export sales portion. Margins are to continue improving in 3Q23 on solid ice cream exports
From January to July this year, the accumulated export value of ramen surpassed US$500 million for the first time, marking a historic high for the period. The success and popularity of K-content such as dramas and movies are believed to have contributed to this growth.According to the Korea Agro-Fis
The fixed transaction prices of memory semiconductors, DRAM, continued to decline in August. On the other hand, the more premium latest DRAM specification, DDR5, started to see a price rebound.According to the market research firm DRAM Exchange on Aug. 31, the fixed transaction price for general-pur
The author is an analyst for NH Investment & Securities. He can be reached at bk@nhqv.com -- Ed.In terms of policy effects, the US appears to be winning this new phase of the Cold War. Although Korea has chosen to support the US, it is still impacted by developments in both the US and China due to i
U.S.-based tech giant Meta (formerly Facebook) recently visited South Korea to discuss next-generation DRAM with SK hynix. Nvidia, an AI semiconductor company, is also planning a visit soon.According to industry sources on Aug. 27, Meta officials visited the SK hynix headquarters in Icheon, Gyeonggi
Amid increasing global gaming demand, Samsung Electronics and SK hynix are intensifying their efforts to penetrate the “Graphics Double Data Rate (GDDR)” market, a type of high-performance DRAM dedicated to graphics.According to a report from U.S.-based market research firm Industry Growth Insights
As the demand for Artificial Intelligence (AI) led to an increase in global semiconductor sales this quarter, Samsung Electronics maintained its top position in the DRAM market share. SK hynix pushed out U.S.-based Micron to reclaim its second-place ranking.According to market research firm TrendFor
It has been revealed that major defense companies in South Korea achieved one-third of their total revenue through exports in the first half of this year. Following export contracts with countries like Poland last year, actual product deliveries have commenced this year, contributing to the increase
The U.S. government is considering extending the waiver on export controls for semiconductor manufacturing equipment applied to South Korean and Taiwanese companies, Japan’s Nikkei newspaper reported on Aug. 23. This waiver is set to expire in October.Quoting multiple industry insiders, Nikkei repor
SK hynix has successfully developed the world’s first 5th generation High Bandwidth Memory (HBM), setting a new benchmark for high-performance DRAM.On Aug. 21, SK hynix announced, “We have successfully developed ultra-high-performance DRAM for Artificial Intelligence (AI), dubbed the 5th generation
A slow recovery in demand for NAND flash memory compared to DRAM has put the semiconductor industry, including Samsung Electronics and SK hynix, into a hard spot. This is because the growth of the artificial intelligence (AI) industry leading to the improved profitability of DRAM is begetting a nega
Silicon, a material for anode materials, is emerging as a “game changer” that will significantly increase driving ranges on a single charge or shorten charging time.According to the secondary battery material industry on Aug. 16, leading Korean companies such as SK, LG, and POSCO have begun preempti
The market share of Samsung Electronics’ flagship products, including semiconductors, smartphones, and TVs, fell altogether in the first half of this year. In particular, the share of its DRAM, the company’s core business item in the semiconductor field, hit a nine-year low, although it remained the
The semiconductor industry’s race to develop next-generation memory solutions, including high-bandwidth memory (HBM), processing-in-memory (PIM), and compute express link (CXL), sees two front runners in Samsung Electronics and SK hynix. In particular, as demand for HBM3 for AI has increased faster
SK hynix Inc. announced today that it has begun supplying the industry’s first 24-gigabyte (GB) Low Power Double Data Rate 5X (LPDDR5X1) mobile DRAM package to its customers, following the mass production of LPDDR5X in November 2022.“The company integrated the High-K Metal Gate (HKMG2) process in th
Nvidia, which leads the global artificial intelligence (AI) chip market, is expected to introduce a new advanced graphics processing unit (GPU) that will boost AI performance, fueling the expansion of the advanced memory chip market led mainly by Korean companies. SK hynix and Samsung will be able t
An outlook has emerged predicting a narrowing of the market share gap between SK hynix and Samsung Electronics in the High Bandwidth Memory (HBM) market.HBM is a technology that boosts functionality by vertically stacking multiple DRAM modules. This innovation is integrated into Graphics Processing
On June 30, 2022, Samsung Electronics became the first company in the world to start volume production of chips via a 3-nm foundry procedure.The 3-nanometer era is expected to create a big change in the semiconductor market over the next decade. The 3-nm era will bloom in earnest with 3-nm chips pow
The author is an analyst for NH Investment & Securities. She can be reached at eunsang.lee@nhqv.com -- Ed.System overhauls and law amendments led by MOTIE are to invigorate the securitization of assets within industrial complexes. Fixed assets within industrial complexes (eg, water treatment centers