Samsung Electronics will keep the semiconductor leader with a bold investment -South Korea News
SK Hynix HBM process shift to Samsung Electronics' overwhelming competitiveness of Samsung Electronics
Due to the development, the demand for HBM is growing.2023.04.29.Photo@newsis.com *Resale and DB ban [Seoul = News] Dong Hyo -jeong reporter = Samsung Electronics recorded quarterly operating profit of less than 1 trillion won for the second consecutive quarter.Investment and facility investments were made.Samsung Electronics is expanding its investment in the recession and preparing for the future demand, but it is noteworthy that it will be able to maintain the gap with the lead as a leader.According to Samsung Electronics on the 1st, the company invested 13.5 trillion won in the DS (semiconductor) sector out of 14.5 trillion won in the second quarter.In the first half, cumulative facility investment was 25 trillion won, up about 5 trillion won from the same period last year.Considering that memory semiconductor investment is similar to last year, most of the investment growth is focused on foundry semiconductor investment.In the case of memory, the 3rd deadline for the mid- to long -term supply, similar to last quarter, 4th frame investment and advancedPyeongtaek -centric facility investment was made to respond to fair demand.In addition, R & AMP; D to strengthen future competitiveness, and after -proof investments, foundry (consignment production) invested in Texas Taylor and Pyeongtaek plant to respond to advanced process demand.In the meantime, the semiconductor industry has been a structure in which SK Hynix follows the bold memory semiconductor technology and follows SK Hynix.
[Seoul = News](Table = Eugene Investment & Securities) 2023.08.01.Photo@newsis.com *Return and DB Prohibition Samsung Electronics' sales in the second quarter of the semiconductor division amounted to 14.7,000 won, and SK Hynix recorded sales of 7.35 trillion won over the same period.It is also analyzed that Samsung's semiconductor revenue is only 2.02 times compared to SK Hynix and has entered a trend decline.In fact, Samsung Electronics' memory sales have continued to fall since the peak in 2016.After the era of PC (personal computers), SK Hynix, which was the second -largest market with the arrival of mobile, server, cloud, and artificial intelligence (AI) revolution, laid the foundation for reversal.In particular, SK Hynix recovers its earnings as an ancient station bomberry (HBM), and it is analyzed that the development and mass production difference of HBM will be in the future.HBM is a product that stacks and connects DRAMs to 4 and 8 -tier, which is more than ten times more than a normal DRAM.Due to the spread of artificial intelligence (AI) technology, the demand for high -performance HBMs, which can handle large -scale data, is increasing rapidly.SK Hynix is the only global company to mass -produce HBM3 and deliver the product alone to the NVIDIA GPU.In the 2022 HBM market share survey of Trend Force, SK Hynix ranked first with 50%, followed by Samsung Electronics (40%) and Micron (10%).The company plans to lead the facility investment that focuses on the HBM process conversion.Lee Seung -woo, a researcher at Eugene Investment & Securities, said, “Samsung Electronics has weakened the overwhelming competitiveness and Samsung down in the fields of new technologies and new growth such as DDR5 and HBM.”This is growing. ”
https://n.news.naver.com/mnews/article/003/0012007529?sid=101