Search results for semiconductor exports
Industry
Semiconductor boom, but South Korea\'s chip equipment exports to China fall
South Korea\'s semiconductor exports rose past $40 billion for the first time on a monthly basis, extending a 16-month streak of gains. But exports of semiconductor manufacturing equipment to China edged down in June even as memory chip shipments surged. The article points to China focusing on domestically made back-end processing equipment as the United States tightens controls on advanced lithography tools. Hybrid bonding and other back-end processes are highlighted as key areas of Chinese localisation.
Finance
Semiconductor and Middle East risks overly priced in, KOSPI 6,000 seen as bottom
South Korea\'s stock market has undergone an excessive price adjustment as concerns over a semiconductor cycle peak and geopolitical instability in the Middle East overlap, an analyst said. Kim Byeong-yeon (김병연) of NH Investment & Securities said current declines look overstated if chipmakers avoid returning to loss-making structures. He suggested chip firms\' forward PBR of 1.3 to 1.4 implies a KOSPI level around 6,000, and said U.S. big tech earnings this week are a key variable for market direction.
Industry
H1 ICT exports hit record $253.9 billion as semiconductors, SSDs surge
South Korea’s first-half information and communications technology exports hit a record $253.86 billion, up 120.5% from a year earlier, as AI-related demand boosted shipments. Imports rose 31.3% to $93.21 billion, producing a $160.65 billion surplus. Semiconductors and solid-state drives led growth, together accounting for 83.7% of ICT exports. June ICT exports climbed to $57.29 billion, a monthly record.
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AI & Enterprise
OpenAI, Google provided advanced AI models to Chinese firms on U.S. watchlist via overseas units
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AI & Enterprise
ByteDance targets mass production of in-house AI CPU by 2027 to cut GPU reliance
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Industry
SK hynix uniform tops blind-date jokes as AI chip bonuses reshape Korea\'s marriage market
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Industry
June exports top $100 billion for first time; semiconductor exports jump 199.5 percent
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Finance
July KOSPI direction hinges on Samsung Electronics and SK Hynix profit outlook
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Industry
May ICT exports hit record $47.79 billion
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Finance
Bank of Korea governor Shin Hyun-song says rate hikes needed before it is too late
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Finance
Mitos puts financial security to the test as network separation easing begins
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Industry
April ICT exports hit $42.71 billion on semiconductor tailwinds
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Crypto
Crypto ties account for 40 percent of U.S. CEO delegation joining Trump\'s China visit
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Finance
KOSPI settles above 7,800; buy sidecar triggered on semiconductor rally
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Finance
KOSPI enters 7,000 era as concentration and leverage risks grow
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Industry
Overseas investment banks raise South Korea growth forecasts after surprise Q1 GDP rebound
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Industry
Korea semiconductors set to accelerate Q2 export momentum as supplementary budget kicks in
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AI & Enterprise
Jensen Huang hits back at criticism of chip sales to China, calls nuclear weapon analogy \'madness\'