| Mobile Web

Search results for SK Securities

Industry

Smartphone, PC costs to rise 15 to 40 percent in vicious cycle from commodity DRAM shortage

Memory makers are allocating more wafer capacity to high-bandwidth memory and DDR5, reducing output of commodity DRAM and lifting prices, an industry source said. The shift is expected to raise the cost of making a smartphone or PC by at least 15 to 40 percent this year. As higher costs are hard to pass on amid weak demand and falling shipments, pressure is likely to move to parts and materials suppliers.

Industry

Samsung Electronics, SK Hynix diverge on long-term memory contract strategy

Samsung Electronics and SK Hynix are shifting memory sales to multi-year long-term supply agreements, but are taking different approaches. Samsung is seeking to lock in 60 to 70 percent of capacity under contracts that fix price and volume. SK Hynix is building up deals but keeping part of output outside contracts, citing supply constraints. With terms undisclosed, the outcome is expected to be judged by earnings and shareholder returns.

Industry

AI chip glass substrate supply chain race enters round two, expands into materials alliances

Competition over glass substrates, a next-generation semiconductor packaging material, is shifting from individual company technology validation to a race to build supply chains led by materials alliances. Samsung Electro-Mechanics has moved to set up a 480 billion won joint venture with a Sumitomo Chemical group affiliate. The move sharpens its rivalry with SKC, whose unit Absolics has completed construction of a glass substrate mass-production line in Georgia.