Semiconductor
Chip manufacturing, processor technologies, and semiconductor industry trends.
Despite a 14 Trillion Won Sell-off by Foreign Investors, the Semiconductor Supercycle Continues
In November, foreign investors exhibited an unprecedented sell-off worth 14.4 trillion won, but the securities industry analyzes this as a…
Rumors of Japan Halting Photoresist Exports to China: A Potential Shift in the Semiconductor Supply Chain?
Tensions are rising in the global semiconductor market as Japan is rumored to potentially halt exports of photoresist, a critical…
NVIDIA’s Dominance and Semiconductor Supply Chain Limitations: Insights from Morgan Stanley’s Asia Value Chain Analysis on the New Phase of the AI Semiconductor Market
The reality of the AI semiconductor market revealed at Morgan Stanley's recent Asia Value Chain meeting exceeded expectations. It was…
When Japan Blocks Photoresist Exports, Opportunities Arise for Korean Companies
With the Japanese government tightening export controls on photoresists to China, Korean companies are increasingly likely to gain unexpected benefits.…
Return of the Apple-Intel Partnership? The Hidden Implications of M-Series Chip Production Negotiations
There are reports that Apple might entrust Intel with the production of M-series chips starting in 2027. This move could…
The Impact of Trump’s Second-Term Policies and the AI Investment Boom on the Semiconductor Market
President Trump's statement on maintaining record-high stock prices and the $600 billion capital investments by big tech companies are creating…
SK Hynix Target Price Raised to 870,000 KRW, A Memory Semiconductor Boom Unseen in 30 Years
KB Securities has raised SK Hynix's target stock price by 19% to 870,000 KRW, analyzing it as "the first memory…
A Strange Phenomenon Created by the AI Boom: DDR5 Memory Becomes More Expensive than the PS5
With G.Skill's 64GB DDR5 memory kit soaring to $600, it has become more expensive than the PlayStation 5 console. We…
NVIDIA’s Q3 Earnings Reveal a Structural Turning Point in the AI Semiconductor Market
NVIDIA announced during its Q3 earnings call that it has secured $500 billion in revenue visibility from its Blackwell and…
Will Google’s TPU Break NVIDIA’s Monopoly? Why Samsung Electronics Could Be the Biggest Beneficiary
With Google starting to sell its own AI chip, TPU, to external parties, cracks are appearing in NVIDIA's monopoly. KB…