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...SK Hynix currently produces its HBM chips in South Korea....
...Samsung and SK operate their own memory chip plants in China, which account for about half of their production capacity....
...“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.”...
...Russian import data shows that SK Enmove, a subsidiary of South Korean conglomerate SK Group, and GS Caltex, a joint venture between South Korea’s GS Group and US energy giant Chevron, were the two main...
...Even with the waiver, South Korean chipmakers will not be able to import extreme ultraviolet (EUV) machines required to produce the world’s most advanced memory chips....
...With European carmakers set to increase imports of cheap Chinese batteries amid a supply glut in China, analysts at UBS project that Chinese battery companies’ market share in the EU will increase from 30...
...SK Hynix is also developing an HBM4 chip that is expected to double processing speeds....
...“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.”...
...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....
...Instead of requiring licenses for imports, the government began requiring companies to use a new import management system from last November....
...A version of this article was first published by Nikkei Asia on February 7. ©2024 Nikkei Inc. All rights reserved....
...The approval of SK Hynix and other investors in the consortium was needed for the deal to go through....
...The US puts a 14 per cent tariff on solar component imports from most countries....
...SK Hynix was part of the Bain-led consortium that acquired Toshiba’s semiconductor unit, which was renamed Kioxia, for $18bn in 2018....
...noncompete contracts (Nikkei Asia) MPs challenge government claims China cyber attack was unsuccessful (FT) Indonesia nickel concerns stoked by corruption and land disputes (Nikkei Asia) South Korea’s SK...
...In 2022, it sold one of those holdings, TES, a battery recycling group, to South Korea’s SK ecoplant for $1bn....
...That leaves South Korean battery maker SK On’s joint venture with Chinese partners caught in the crossfire....
...Another recent example was a $3bn embezzlement case involving a tea import company....
...The ITC last year issued another import ban against the device after a complaint from medical equipment maker AliveCor....
...“They’ve run into some ramp up issues,” said Ur-Energy Inc chief executive John Cash, which is restarting production at two mines in Wyoming....
...The US accounted for more than 40 per cent of Europe’s LNG imports last year, according to data from Kpler....
.... ©2024 Nikkei Inc. All rights reserved....
...official, who asked not to be identified, said the government would by the end of this month formally invite applications for the EV tariff reduction scheme, under which eligible companies will be allowed to import...
...The 2024 SVB report is clear that imports are becoming an increasingly attractive alternative, in a shrinking US wine market....
...SK E&S, the natural gas business unit of South Korea’s conglomerate SK Group, is also planning to expand in London after opening a London office at the end of last year, the company said....
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