Samsung Electronics is warning that the semiconductor industry could be in for a rocky close to 2022.
Browsing: SK Hynix
Korean chip makers recorded their first fall in factory shipments in almost three years in July, highlighting weakening demand for semiconductors.
Mounting concern over semiconductor demand is sending shudders through Asia’s high-tech exporters, which historically serve as a bellwether for the international economy.
The US is considering limiting shipments of American chip-making equipment to memory chip makers in China, a move that could have broad ramifications.
Apple is exploring new sources of the memory chips that go into iPhones, including potentially its first Chinese provider.
An extremely expensive game of one-upmanship is being played out in the semiconductor industry where the winners will look like heroes and the rest may not even survive.
Intel has agreed to sell its NAND memory chip business to SK Hynix for US$9-billion in an all-cash deal that would propel the South Korean chip maker to second in the global rankings.
Huawei has asked Samsung Electronics and SK Hynix for a stable memory chip supply despite apparently mounting pressure from the US to isolate the Chinese telecommunications company.
Investors have grown increasingly bullish on Samsung Electronics ahead of its Tuesday results report, betting that the global memory-chip cycle is near a bottom.
Japan and South Korea are showing no signs of resolving an escalating trade dispute, which traces back to 1910. It now poses a threat to the world’s technology supply chain.