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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....
...“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...
...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 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....
...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 was part of the Bain-led consortium that acquired Toshiba’s semiconductor unit, which was renamed Kioxia, for $18bn in 2018....
...The country has 13 so-called back-end semiconductor plants that specialise in assembling, testing and packaging chips manufactured elsewhere....
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...Many top wealth teams inside these banks — and UBS and Bank of America — have left in recent years to create their own independent firms....
...Nvidia leads in the manufacture of advanced semiconductors; Microsoft and Amazon provide cloud-hosting....
...pile into Asean amid risks in China (Nikkei Asia) Tokyo plays Cupid with matchmaking app to boost marriages (Nikkei Asia) Apple moves towards India-made iPhone batteries in push away from China (FT) Semiconductor...
...Semiconductor....
...But the problem now is how Bain is going to exit an investment in what remains a crown jewel of the country’s semiconductor industry....
...SK Hynix said it had not received a request from the South Korean government. Micron declined to comment....
...“You can swap a Micron memory part out for Samsung or SK Hynix in nearly all cases without any changes,” said Dylan Patel, chief analyst at semiconductor research group SemiAnalysis....
...spend up to $2bn on India car, battery plant (Nikkei Asia) Chinese companies resort to repurposing Nvidia gaming chips for AI (FT) Baidu’s bet on AI could make or break China’s fallen tech group (FT) SK Hynix...
...South Korea has called on Washington to review its conditions for new semiconductor subsidies, revealing its concerns over the impact of US legislation on Korean chipmakers’ operations in China....
...Hacking Inc....
...Countries around the world are racing to build up their semiconductor supply chains for economic and security reasons....
...Shares of Dutch chipmaker ASML fell 0.8 per cent and BE Semiconductor lost 4 per cent. South Korea’s SK Hynix declined 2.8 per cent....
...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...
...These range from striking deals for the supply of semiconductors and materials for car batteries to securing partnerships to develop vehicle-charging infrastructure....
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