Intel CEO’s confidence in foundry competitiveness, ambition to surpass Samsung Electronics and surpass TSMC
▲ CEO Pat Gelsinger said that Intel has the potential to surpass TSMC in the foundry business. Pat Gelsinger, Intel CEO. [비즈니스포스트] Intel CEO Pat Gelsinger emphasized that he is confident in the competitiveness of the foundry business and that there is a good chance that it will surpass Samsung Electronics and Taiwan’s TSMC, the […]
TSMC Secures New Orders from NVIDIA and Qualcomm Using 4-Nano Foundry
▲ Taiwan’s TSMC has secured a slew of new orders from NVIDIA and Qualcomm with its 4-nano foundry. Promotional image for the third generation Qualcomm Snapdragon 8s processor. [비즈니스포스트] Taiwan’s TSMC has won new orders for 4-nano microprocessing, following its latest technology, 3-nano, and has secured additional consignment production volumes from large customers such as […]
Samsung Electronics and SK Hynix, MOU ‘Wings’ with ‘Super 乙’ ASML… Should we increase competitiveness in the semiconductor market?
Samsung Electronics Chairman Lee Jae-yong and SK Group Chairman Chey Tae-won joined President Yoon Seok-yeol’s visit to the Netherlands and visited ASML, known as ‘Super Eul’ in the semiconductor equipment industry. During this visit, our government and companies signed a total of three MOUs for cooperation in the semiconductor field with the Netherlands and ASML, […]
Nvidia’s Stock Price Peak and Potential Downfall: A Comparison with Zoom
Nvidia’s Rapid Rise in Stock Price May Be Temporary Recent analysis suggests that Nvidia’s rapid increase in stock price may not be sustainable, potentially following the pattern seen with Zoom, the video conferencing platform company. The surge in Nvidia’s stock price has been significant, mirroring Zoom’s experience in the past. Forbes Analysis According to Forbes, […]
NVIDIA’s Strong Third Quarter Performance Overshadowed by Long-Term Risks
NVIDIA’s Strong Performance in Third Quarter Raises Concerns Amidst Growing Competition By Reporter Kim Yong-won NVIDIA’s recent financial report for the third quarter of its fiscal year has revealed a significant increase in sales and earnings per share, surpassing market expectations. The company’s artificial intelligence (AI) semiconductors, including the ‘H200’ and ‘GH200’, have contributed to […]
Former ASML Employee Accused of Stealing Data for Huawei: Dutch Media
Dutch Employee Accused of Stealing Data from ASML Transferred to Huawei Former ASML Employee Allegedly Collaborated with Chinese Mobile Giant A former employee of semiconductor equipment giant ASML, who was accused of stealing valuable data, has reportedly been transferred to Chinese mobile phone maker Huawei. The individual in question had previously worked for Huawei for […]
Taiwan’s TSMC Receives Extension to US Government’s Suspension of Investment Regulations for Chinese Semiconductor Factories
Taiwan’s TSMC Receives Extension on US Investment Regulations for Chinese Semiconductor Factories US Government Grants Extension on Import Regulations for TSMC, Samsung, and SK Hynix Taiwan’s leading semiconductor manufacturer, TSMC, has joined Samsung Electronics and SK Hynix in becoming the latest recipient of an extension granted by the US government on investment regulations for Chinese […]
Analysis: Samsung Electronics and SK Hynix Struggle to Leave Chinese Market Amidst US Pressure on Semiconductor Industry
South Korean Semiconductor Companies Struggle to Give Up Chinese Market Analysis Shows Samsung Electronics and SK Hynix Facing Challenges Amidst US Pressure As the US government continues to target the Chinese semiconductor industry, analysts suggest that South Korean companies like Samsung Electronics and SK Hynix find it difficult to completely withdraw from the Chinese market […]
[애플 쇼크웨이브]⑫ Abort ‘butterfly effect’ EUV rollout… Start of US Advanced Semiconductor Retreat
Introducing ASML equipment, changing the trend of the semiconductor industryIntel is giving up advanced technology and development funds and giving up on EUVThe seed sown by Intel 30 years ago is blossoming in Taiwan and Korea editorial comment[애플 쇼크웨이브]is content that looks at the location of the upheaval that occurred when Apple jumped into the […]
Market Research Agency “SK Hynix Will Increase Old DRAM Production in China, US Regulations”
[비즈니스포스트] A market research organization predicts that SK Hynix will increase production focusing on old process technology at its DRAM memory semiconductor manufacturing plant in Wuxi, China. Since it has become difficult to introduce advanced microprocessor technology to China due to US government regulations, it has no choice but to operate production lines focused on […]
