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Korean AI chip startup HyperExcel is struggling to get enough chip production and memory supply ahead of next year's mass production. CEO Kim Ju-young said so at a Q&A session on the 12th.
Nvidia, TSMC, Micron and other chipmakers joined investment tied to AI company Anthropic's IPO. Samsung Electronics and SK Hynix were left out of this new round.
KB Securities said TSMC's October sales hit a record high, showing that demand for AI chips remains strong. It said the recent sharp drop in Samsung Electronics and SK Hynix shares went too far.
Southern Gyeonggi's semiconductor belt is home to Samsung Electronics and SK Hynix plants. Employees settling there have helped cities like Yongin, Hwaseong, Pyeongtaek and Icheon grow fast. Nearby home prices have also risen sharply.
The CEO of Emer Capital Partners, a Hong Kong financial advisory firm, wrote in a Reuters column that South Korea's stock market is more vulnerable to AI shocks than Taiwan's. The reason is that Taiwan's AI supply chain is spread across many companies centered on TSMC, while South Korea depends heavily on Samsung Electronics and SK hynix.
TSMC could enter the DRAM memory chip market, but its actual entry is expected to be delayed until 2035. That means it poses no major immediate threat to Samsung Electronics and SK Hynix. Recent declines in memory stocks were driven partly by concerns over AI data center regulation.
BofA Korea's head of research says memory chip companies like Samsung Electronics and SK hynix could see their market valuations change if they can keep posting steady earnings, driven by demand from AI data centers. He stressed that the key condition is maintaining higher profits, rather than relying on memory prices rising further.
Taiwan's TSMC, a contract chipmaker, is reportedly considering producing next-generation 3D DRAM at Nvidia's request. Samsung Electronics, SK hynix, and Micron are already continuing to develop 3D DRAM, and the possibility of a shift in market dynamics is drawing attention.
Taiwan's TSMC has in effect drawn a line under foreign reports that it is considering producing 3D DRAM (memory chips made by stacking multiple layers) at the request of its customer Nvidia. A foreign IT outlet analyzed that there is little benefit for TSMC to make memory chips itself.
Elon Musk's Tesla and SpaceX are building a semiconductor factory called Terafab in Texas, USA, and are negotiating equipment purchases with Japanese equipment makers. The goal is to produce 1 million wafers per month (measured in silicon wafers) starting after 2032. Analysts say this could affect Samsung Electronics and SK Hynix.
Local construction, housing, and logistics firms in the Gwangju and South Jeolla area are preparing for a Honam semiconductor cluster planned near the military airport in the integrated special city. Samsung Electronics and SK hynix plan to build four memory chip fabs there.
TSMC, the world's largest contract chipmaker, has pushed back on reports that it will enter production of 3D DRAM, a next-generation memory. The controversy over a possible new competitor in the memory market appears to be settling for now.
Samsung Electronics and SK Hynix are rushing to order extreme ultraviolet (EUV) lithography machines used to print semiconductors. ASML of the Netherlands has said supply will be short in 2027 and 2028, so securing a place in the delivery queue has become important.
Performance ‘record-high,’ safety ‘lax’···Mass safety rule violations uncovered at SK hynix and other semiconductor plants khan.co.kr
Chapters 0:00 Start 0:34 Beginning 2:03 Hyundai's Crisis 3:40 Micron's Offer 5:15 Hynix Claws Back 6:30 Hynix Goes Down 7:54 SK Group 10:54 The Chairman's Push for Hynix 13:42 New Management 14:56 The High Bandwidth Memory Dream 16:14 What HBM Is 18:18 HBM1 19:07 Moving on to HBM2 20:48 HBM2 23:57 Changing It Up for HBM2E 25:46 TC-NCF 28:13 MR-CUF's Failure 29:25 MUF? 30:29 SK hynix's Packaging Breakthrough: MR-MUF 31:59 A Moment of Validation 33:47 SK hynix Makes the Call 36:06 Conclusion Links: - Patreon (Support the channel directly!): https://www.patreon.com/Asianometry - X: https://twitter.com/asianometry - Newsletter & Podcast (available through Stratechery Plus): https://asianometry.passport.online/ - LinkedIn (feel free to connect): www.linkedin.com/in/jon-y-asianometry
[TMGM Financial Breakfast] SK Hynix to Debut on Nasdaq This Friday After Raising Over US$28 Billion TMGM trading
Nvidia HBM4 Battle Heats Up as Samsung, SK Hynix, and Micron Clash Over AI Memory Supremacy kmjournal.net
