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...Shares in South Korea’s leading chipmakers rose this week despite heavy operating losses, as investor excitement builds over their dominance of a niche technology that has emerged as vital for the development...
...Samsung and LG declined to comment on their co-operation....
...Another business capitalising on the infrastructure of previous heavy industry is Tom Faulkner Ltd, whose manufacturing base is in the former Swindon Works at Swindon railway station, in Wiltshire....
...Increasing Chinese competition has already pushed South Korean producers, which include Hyundai Heavy Industries, Samsung Heavy Industries and Hanwha Ocean, to climb up the value chain, focusing on LNG carriers...
...This was achieved principally through officially sanctioned “technical co-operation” with US and Japanese companies long since replaced as market leaders by their former partners....
...Apple, however, is so far missing out on much of that broader industry recovery....
...Samsung Electronics expects to post a 10-fold jump in first-quarter operating profit as memory chip prices stage a strong recovery after the industry’s worst downturn in decades last year....
...Samsung has lagged peers in two of the hottest areas in the industry: chip contract manufacturing and AI chip-related technology....
...The heir to South Korea’s largest conglomerate had been accused by prosecutors of manipulating the share prices of two Samsung subsidiaries, Samsung C&T and Cheil Industries, in order to facilitate a 2015...
...Apple in 2023 became the world’s top smartphone maker by volume for the first time, ending Samsung’s 12-year reign as the industry leader as consumers trade up to higher-priced handsets....
...Expectations of a fast industry recovery have driven Samsung shares up 25 per cent over the past year....
...“Nvidia could get the Dram components out of there if they really want to bring the entire chain onshore,” said one industry expert who declined to be named....
...The editorial team can be reached at techasia@nex.nikkei.co.jp....
...“This is the year people [in the industry] really dived in,” said Ben Wood, an analyst at CCS Insight. “Everybody now is betting on this, except Apple.”...
...Taiwan Semiconductor Manufacturing Company remains the analysts’ favourite to maintain its global supremacy in the sector, but Samsung Electronics and Intel have identified the industry’s next leap forward...
...Still, the high levels of precision required to make semiconductors means earthquakes remain a serious challenge to the industry....
...But workers at one of the region’s most valuable companies, Samsung Electronics, could soon break the mould....
...Samsung and Micron produce older generation HBMs and are set to release their latest versions in the coming months....
...Its bullishness was echoed last week by Samsung, which forecast a 10-fold jump in profits....
...Prosecutors allege that Lee, who was vice-chair of Samsung Electronics in 2015, was among a group of executives who inflated the stock price of Cheil Industries, a textile company, and devalued Samsung C...
...Shares of Samsung have gained more than 20 per cent year to date on growing expectations of an industry recovery....
...But Chae Woo-seok, a former Dapa executive who now heads the Korea Association of Defense Industry Studies, said it was “not easy to prevent our shipbuilding researchers and employees from working for other...
...“We believe Soho House & Co is a zero,” the short seller wrote in a report released this week where it disclosed a bet against the business....
...The lull in EV sales is having a damaging impact on the auto industry....
...The probes reflect a hardening stance in Europe towards cheap Chinese imports, which the EU’s solar industry has blamed for the heavy losses and plant closures of several European solar panel manufacturers...
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