Hints and tips:
Related Special Reports
...“Fabricating chips in America but then shipping them overseas to be packaged creates supply chain and national security risks that we just can’t accept,” the administration said, in a reference to US reliance...
...Samsung and SK operate their own memory chip plants in China, which account for about half of their production capacity....
...Almost all of the projects were planned for Republican districts, including Hyundai’s battery plants with LG and SK, and Hanwha Q Cells’ $2.5bn solar factory expansion....
...Chief executive Kwak Noh-Jung said the investment would help shift critical chip supply back to the US, laying the foundation for a “Silicon Heartland” in America’s midwest....
...Currently, only SK Hynix, compatriot Samsung Electronics and America’s Micron are capable of providing HBM chips....
...SK Hynix is also developing an HBM4 chip that is expected to double processing speeds....
...South Korean battery makers LG Energy Solution, SK On and Samsung SDI, which have all received billions of dollars under the IRA, are projected to account for 44 per cent of North America’s total battery...
...Still, Delaware, Inc is going to have to decide whether its brand should be based on being an even-handed, dispassionate system or something more corporate-friendly, designed to keep up in a regulatory race...
...“We will provide full support, together with SK Hynix, to ensure that our companies won’t fall behind in the global chip cluster race,” South Korea’s industry minister Ahn Duk-geun told SK Hynix executives...
...South Korea’s SK Hynix, one of Micron’s main competitors in the memory chip market, said this month it was investing about $4bn in an advanced AI chip packaging plant in Indiana, in partnership with Purdue...
...That leaves South Korean battery maker SK On’s joint venture with Chinese partners caught in the crossfire....
...“SK Hynix doesn’t want to see a stronger competitor emerge,” said James Lim, an analyst at US hedge fund Dalton Investments. “The merged entity’s market share would be double that of SK Hynix.”...
...Chinese leaders, after all, might be more concerned about showing weakness to the US and western world than ByteDance losing billions if TikTok is banned in America....
...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....
...Taiwan Semiconductor Manufacturing Company’s decision to bring its latest technology to America is a big step forward for US President Joe Biden’s quest for security in the vital tech supply chain — but...
People in the US are being squeezed to such an extent that they are spending less altogether
...The approval of SK Hynix and other investors in the consortium was needed for the deal to go through....
...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...
But the boost to liquidity can prove shortlived
...“SK on the other hand is more exposed to Ford, which doesn’t yet have a competitive offering.”...
...More on chips: Samsung and SK Hynix have stopped selling used chipmaking equipment for fear of falling foul of US export controls on China and western sanctions on Russia. 4....
...SK Hynix was part of the Bain-led consortium that acquired Toshiba’s semiconductor unit, which was renamed Kioxia, for $18bn in 2018....
...“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.”...
...In 2022, it sold one of those holdings, TES, a battery recycling group, to South Korea’s SK ecoplant for $1bn....
Tesla wants to relocate its corporate domicile but institutional investors like Delaware’s sophistication and predictability
International Edition