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...Samsung Electronics and SK Hynix both declined to comment. But a person familiar with the companies confirmed the stockpiling was related to US export controls on China and sanctions on Russia....
...“In 2023, Samsung focused on the mid- to high-end segment for profitability but lost share in the low-end segment and also its leading position in the global market,” said Amber Liu, a manager at Canalys...
...SK Hynix has pioneered the technology since it released the world’s first HBM chip in 2015, giving it a head start over South Korean rival Samsung Electronics, the other leading player in the HBM sector....
...in South Korea and Intel in the US....
...A version of this article was first published by Nikkei Asia on January 16. ©2024 Nikkei Inc. All rights reserved....
...South-east Asian countries, such as Vietnam and Thailand, have already benefited from the supply chain diversification for consumer electronics like smart watches, smart speakers and servers, while Malaysia...
...BOE Technology, formerly Beijing Oriental Electronics....
...AMD and South Korean chipmaker SK Hynix started working on HBM 15 years ago, when high performance chips were mostly used in the gaming sector....
...The upgrade to Gen AI smartphones may not only disappoint, but Samsung Electronic seems to have stolen a lead with its smartphone....
...A version of this article was first published by Nikkei Asia on January 26. ©2024 Nikkei Inc. All rights reserved....
...A version of this article was first published by Nikkei Asia on February 12. ©2024 Nikkei Inc. All rights reserved....
...South Korea is challenging the arbitration ruling. Samsung Electronics did not immediately respond to a request for comment....
...Taiwanese suppliers Quanta Computer and Compal Electronics also gained a head start. Their shares are up more than 30 per cent this year....
...And it is not only electronic giants like Samsung and Siemens — smaller exhibitors are also joining the AI craze....
...South African auction house Strauss & Co marks its first private selling exhibition in London with a show of the mid-century, Pretoria-born Surreal painter Alexis Preller (March 5-10, Cromwell Place)....
...Panasonic clings to No 4 ranking Japanese electronic conglomerate Panasonic Holdings, once the world’s largest producer of electric vehicle batteries, plans to invest around $4bn in a new plant in the US...
.... ©2023 Nikkei Inc. All rights reserved....
...However, they will need to expand their low-to-mid-end EV models.”...
...Test production for a new iPad model using this approach will start in mid-February. The final product is expected to launch in the second half of the year....
...After that, Samsung Electronics is my Asia fund’s third-largest holding at 5 per cent. Its share price is more or less flat since 2018....
...Compared to its south-east Asian counterparts, Vietnam has long sent far more students overseas....
...In recent years, Chinese-owned electronics contract manufacturers, including Luxshare, Goertek and Wingtech, have boosted their share of Apple business....
...Last week South Korean battery producer LG Energy Solution echoed Tesla chief Elon Musk and warned EV sales were expected to weaken as a result of higher interest rates....
...Similar scenes have been playing out across the region, from computer vendors in Singapore and Vietnam to the Yongsan electronics market in South Korea....
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