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...They are then shipped to Taiwan, where they are integrated by Taiwan Semiconductor Manufacturing Company into Nvidia’s GPUs alongside other TSMC-made processors....
...The South Korean semiconductor companies typically bundle used equipment into packages before selling them to dealers who put them up for sale at auctions....
...“This is the first time that SK Hynix is ahead of Samsung in the memory technology race,” said Kim of Macquarie. “SK Hynix bet on HBM chips early on and it worked out well.”...
...The semiconductor industry accounts for about 20 per cent of South Korea’s exports....
...Samsung’s new facility in Texas will be able to do both 2.5D and HBM packaging, while fellow Korean chipmaker SK Hynix is building an HBM plant in Indiana....
...“Hynix is our preferred stock in the memory sector, as being a pure-play we think that Hynix will be the key beneficiary of the memory upcycle,” HSBC analysts wrote in a note this week, citing investments...
...But the memory chips themselves, known as Dram, will continue to be produced by SK Hynix’s facilities in South Korea....
...Chipmaker SK Hynix rose 5.1 per cent, bringing its gains for the year to date to 25.9 per cent as investors rotate into semiconductor names with exposure to artificial intelligence....
...Samsung is trying hard to catch up with rivals in the high-margin chips used in AI as it has trailed domestic rival SK Hynix in mass-producing the most advanced HBM chips....
...Shares in competitor SK Hynix fell 3.1 per cent on the day, while the broader Kospi benchmark index added 1.3 per cent....
...Chip manufacturer SK Hynix gained 8.2 per cent as investors rush into semiconductors for artificial intelligence applications....
...For now, just one company, SK Hynix, is able to mass produce the latest generation HBM3 products, the ones used in today’s AI chips....
...SK Hynix invested about $3.5bn in the Bain-led consortium that acquired Toshiba’s semiconductor unit, later renamed Kioxia, for $18bn in 2018....
...SK Hynix had invested about $3.5bn in the Bain-led consortium that made a bid for Toshiba’s semiconductor unit, later renamed Kioxia, for $18bn in 2017....
...Taiwanese chipmaker TSMC also dropped 1 per cent and South Korea’s SK Hynix dropped 2 per cent on Wednesday....
...SK Hynix was part of the Bain-led consortium that acquired Toshiba’s semiconductor unit, which was renamed Kioxia, for $18bn in 2018....
...In the Dram world, South Korea’s Samsung and SK Hynix and Micron of the US controlled 97 per cent of market share, while in HBM, SK Hynix and Samsung already had more than 92 per cent of the market....
...Samsung has reduced output since April to join rivals such as SK Hynix and Micron Technology....
...For most of last year, rival SK Hynix was the only company able to mass-produce the latest generation of HBM3 products, the ones that are used in Nvidia’s latest accelerators....
...During a year-long supply glut between 2022 and 2023, Korean memory chipmakers SK Hynix and Samsung both slashed production as they suffered multibillion-dollar losses....
...Samsung plans to spend a record Won53.7tn in capital expenditure this year, with Won47.5tn of that going to semiconductors....
...SK Hynix invested about $3.5bn in the Bain-led consortium that acquired Toshiba’s semiconductor unit, later renamed Kioxia, for $18bn in 2018. Kioxia and Bain declined to comment....
...Related stories Asia 2024: A dozen companies to watch as the year unfolds SK Hynix rises to 2nd in South Korea market cap on chip recovery Global chip demand to rise by 2nd quarter of 2024, experts say...
...The market for HBM chips is dominated by South Korea’s SK Hynix and Samsung, while American memory chip giant Micron also has offerings of HBM chips....
...The problem, however, is that Samsung has already lost the lead in this market to local peer SK Hynix. Moreover, the product accounts for just about 1 per cent of the global DRam chip market....
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