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...Samsung Electronics and SK Hynix are re-evaluating their investments in China as leading Korean chipmakers respond to incoming US restrictions on the production of advanced semiconductors....
...Currently, only SK Hynix, compatriot Samsung Electronics and America’s Micron are capable of providing HBM chips....
...And it is not only electronic giants like Samsung and Siemens — smaller exhibitors are also joining the AI craze....
...This shift of key iPad engineering work is a major boost for Vietnam’s position in the global electronics supply chain, executives and analysts told Nikkei Asia....
...“In Taiwan and South Korea, they are proud to work for national companies like TSMC, Pegatron or Samsung,” the chief executive says....
...Suggested reads Samsung unveils AI-powered Galaxy S24, starting new era in smartphone race (Nikkei Asia) US companies and Chinese experts engaged in secret diplomacy on AI safety (FT) Apple tops Samsung...
...A version of this article was first published on November 3 by Nikkei Asia. ©2023 Nikkei Inc....
...For Huawei, access to chip supplies is essential for all of its businesses, from consumer electronics to enterprise solutions, analysts say....
...The new subsidies are aimed at building a leading edge US semiconductor industry as part of efforts to counter China, but South Korean chipmakers such as Samsung Electronics and SK Hynix are worried about...
...Samsung Electronics has reported a smaller-than-expected operating profit for the second quarter as higher inflation damps consumer demand for mobile phones and other electronic gadgets....
...At the same time, western manufacturing of electronics atrophied....
...Nikkei Asia reports that the chief executive of Intel, Pat Gelsinger, has followed up with a visit to South Korea to meet Samsung Electronics vice-chair Lee Jae-yong to discuss co-operation....
...Production forecasts for smartphone makers that are less exposed to the China market, such as Samsung Electronics, are relatively unchanged, according to multiple sources familiar with the matter, though...
...a newcomer to crack a market dominated by Apple and Samsung....
...Thursday: Samsung Electronics announces first-quarter earnings guidance....
...The strong debut made LGES, which supplies Tesla, General Motors and Volkswagen, South Korea’s second-largest stock after Samsung Electronics....
...Chip manufacturers worldwide — including the three giants, Taiwan Semiconductor Manufacturing Co, Samsung Electronics and Intel — are rapidly increasing their global manufacturing footprints and capacity...
...It has also faced pressure from cheaper Chinese competitors in the low-to-mid end segment while being outmanoeuvred by Apple and local rival Samsung Electronics in the premium part of the market....
...These marvels of nanoengineering stack tiny memory cells in ever-greater densities, rivalling industry leaders such as US-based Micron Technology and South Korea’s Samsung Electronics....
...Samsung warns on iPhone competitionThe iPhone news is not good for Samsung Electronics, which cautioned today that its earnings could weaken in the fourth quarter due to lower chip prices and stiffer competition...
...The change occurred because Samsung Electronics, the maker of memory chips and smartphones, increased in value to more than 30 per cent of the Kospi 200, a KRX spokesperson said....
...A version of this article was first published by Nikkei Asia on November 25 2020. ©2020 Nikkei Inc....
...Like Foxconn and TSMC, Samsung Electronics also invested in the US during the Trump administration, in its case in a politically favourable home appliance plant in South Carolina....
...Even better, TSMC has had no trouble covering its dividend, yielding a reasonable 2.8 per cent, above rivals Micron Technology and Samsung Electronics....
...Five Asian companies made the list of the world’s 20 most valuable companies: Tencent (ranked at number 7), Alibaba (8), Taiwan Semiconductor Manufacturing Co (12), Samsung Electronics (13) and Chinese liquor...
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