Semiconductors


2024-10-24

[News] Samsung Electronics Exits LED Business

According to a report by China’s CCTV Finance on October 20, Samsung Electronics has recently begun restructuring its business, with the semiconductor division deciding to withdraw from the light-emitting diode (LED) business. Samsung Electronics to Focus on Power Semiconductors The report h...

2024-10-24

[News] SE Asia Races in Semiconductors, Philippines Seeks TSMC’s Help

The global race to develop semiconductor industries is heating up, with countries like Singapore, Malaysia, Vietnam, and India making significant strides. Now, the Philippines is joining the fray with a new push to expand its presence in the sector. According to a Bloomberg report, the Philippine...

2024-10-24

[News] SK hynix Q3 Profits Hit Record, AI-Driven HBM to Reach 40% of DRAM Revenue in Q4

SK hynix Inc announced today that it recorded 17.5731 trillion won in revenues, 7.03 trillion won in operating profit (with an operating margin of 40%), and 5.7534 trillion won in net profit (with a net margin of 33%) in the third quarter this year. According to the third-quarter financial report...

2024-10-24

[News] SK hynix and Samsung Reportedly Step up Focus on HBM4 and CXL amid Rising Chinese Competition

Ahead of SK hynix’s Q3 earnings announcement on October 24th, the market expects it may see a surge in quarterly operating profit driven by HBM, potentially leading the company to outperform Samsung’s semiconductor division. Therefore, there is growing interest in SK hynix’s next move. In o...

2024-10-23

[Insights] Memory Spot Price Update: NAND Price Cuts Could Deepen as China’s Double 11 Nears

According to TrendForce's latest memory spot price trend report, regarding DRAM, spot prices for DDR5 products have finally stabilized this week as contract prices have room for further hikes. As for NAND flash, the story seems to be different as the wave of price slashes is only going to become eve...

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