South Korean semiconductor giants Samsung Electronics and SK Hynix are facing a more cautious outlook for the third quarter of 2024 as demand for AI server chips surges. Recent downgrades...
Omdia has recently released a report that indicates that the total semiconductor revenue reached a record high of US$162.1 billion in the second quarter of 2024, representing a 6.7%...
On September 15, Morgan Stanley issued a report dramatically reducing SK Hynix's target stock price by 54%, cutting it from KRW260,000 (approx. US$200) to KRW120,000. Simultaneously,...
The escalating tensions between major powers are reshaping global investment and trade patterns, leading to a surge in companies facing divestment, relocation, and investment shifts...
China has successfully circumvented US tariffs on DRAM modules through South Korea, leading to a sharp drop in direct exports of Chinese DRAM modules to the US and a corresponding...
Samsung Electronics reportedly plans to restructure its Semiconductor Research Institute, transferring the DRAM and NAND flash memory development teams to the business division's...
Data from the South Korean Ministry of Trade, Industry, and Energy indicates that computer exports surged by 183.2% in August 2024, while maritime vessel exports rose by 80%. Additionally,...
As consumer demand remains weak and China intensifies audits, Chinese memory module manufacturers are doubling their liquidation efforts after offloading excess inventory in the second...
Foreign companies operating in Taiwan, especially those in the semiconductor industry, have successfully established robust legal protections for their intellectual property. This...
With strong backing from the Chinese government, Changxin Memory Technologies (CXMT) is aggressively expanding its DRAM production capacity, potentially challenging the triopoly led...
Samsung Electronics (Samsung) and SK Hynix are both preparing to mass-produce the new concept of low-power memory, LPCAMM. Experts anticipate a rapid increase in AI-enabled devices,...
Winbond Electronics has grabbed 45nm NOR flash orders from Apple, with shipments kicking off in the third quarter, according to industry sources. The orders may help the Taiwan-based...
DRAM contract prices are expected to increase quarterly throughout 2024. However, inventory dumping has put pressure on DDR4 due to low demand for PC and mobile phone applications,...
Samsung Electronics is reportedly exploring using dry photoresist for its upcoming 6G 10nm-class DRAM (1c DRAM) to widen its lead in DRAM with its competitors, such as SK Hynix and...
Panram International, a memory module contract manufacturer, has announced the layoff of approximately half its employees. The primary cause is the cancellation of OEM orders from...
