[ IT는 SK ] – Telegram

[ IT는 SK ]

6.18K subscribers

843 photos

209 files

2.75K links

최도연, 박형우, 한동희, 이동주, 권민규, 박제민 (SK증권)

Download Telegram

About

Blog

Apps

Platform

6.18K subscribers

https://www.digitimes.com/news/a20230911PD208/cowos-semiconductor-equipment-taiwan-tsmc.html

TSMC's CoWoS begins third wave of additional orders; CTSP becomes hotspot for latest expansion

According to semiconductor equipment suppliers, TSMC has reportedly begun its third wave of additional equipment orders since the second quarter, injecting life into the related equipment and material supply chain. TSMC also solidified the leading site for…

683 views22:47

https://www.digitimes.com/news/a20230911VL206/digitimes-research-2024-foundry-revenues.html

Global foundry revenues anticipated to rise for 2024 despite lingering chip demand weakness, says DIGITIMES Research

The global foundry industry is expected to see its combined revenues return to growth in 2024, but chip demand is still estimated to be influenced by uncertainties in the consumer electronics industry, according to DIGITIMES Research's latest 20-plus page…

❤1👍1

870 views22:48

https://www.hankyung.com/article/2023091236131

[단독] 삼성전자, 모바일 메모리값 20% 인상

[단독] 삼성전자, 모바일 메모리값 20% 인상, 업황 회복…재고조정 마무리

752 views22:41

https://www.digitimes.com/news/a20230912PD204/hbm-memory-chips-samsung-sk-hynix.html

Samsung and SK Hynix building 2,000 I/O ports on HBM4

Samsung Electronics and SK Hynix are trying to dominate the rapidly growing high-bandwidth memory (HBM) market both through expanding capacities and revolutionizing the next-generation processing technology.

704 views22:51

https://www.digitimes.com/news/a20230911PD221/advanced-packaging-china-huawei-smic.html

Next US export ban against China could target advanced packaging

In light of the fact that Chinese foundries can still obtain used equipment and consumables for process technology upgrades despite the US ban, the US could target advanced packaging for sanctions next, according to industry sources in Taiwan.

754 views22:57

[SK증권 박형우] IT부품/전기전자, 2차전지

IT부품/전기전자
- 애플 아이폰 15, 중국보다 북미 수요가 성패 결정할 것

▶️ 결론
- 아이폰 15 판매의 핵심 변수: 북미 소비 수요
(2 분기부터 북미에서는 일부 세트 판매감소가 심화)
(중국 반애플 정서보다 미국 내 수요가 더 중요 변수)

- 아이폰 15 네 라인업 모두 가격 동결 결정
(수요부진 vs 가격동결)

- 아이폰 15
생산량 7,850 만대
출하량(Sell-In) 7,050 만대 예상
(지난해 아이폰 14 출하량, 7,000 만대 기록)

- 코멘트 주요 내용
애플, 아이폰 15언팩
공개 행사 요약
애널리스트 의견

▶️ 보고서 원문:
https://www.sks.co.kr/data1/research/qna_file/20230913070951585_0_ko.pdf

※당사는 컴플라이언스 등록된 자료에 대해서만 제공 가능하며 본 자료는 컴플라이언스 등록된 자료입니다.

* SK증권 리서치 IT팀 채널 :
https://t.me/skitteam

❤2

1.79K views22:58

1.28K views04:04

https://m.etnews.com/20230913000252?obj=Tzo4OiJzdGRDbGFzcyI6Mjp7czo3OiJyZWZlcmVyIjtOO3M6NzoiZm9yd2FyZCI7czoxMzoid2ViIHRvIG1vYmlsZSI7fQ%3D%3D

'FO-PLP' 꺼낸 삼성, TSMC 추격 고삐

삼성전자가 인공지능(AI) 반도체 제조에 ‘팬아웃 패널레벨패키지(FO-PLP)’ 적용을 추진한다. AI 반도체 패키징에서 TSMC를 추격할 무기로 FO-PLP를 꺼낸 것으로, 삼성의 반격이 주목된다. 13일 업계에 따르면 삼성전자 DS부문 어드밴스드패키징(AVP) 사업

🤔1

623 views23:18

https://www.digitimes.com/news/a20230912PD216/huawei-osat.html

Apple's competitors conservative about 2024 handset market, say OSATs

Apple's competitors in the handset market are making conservative production plans for next year, as they have yet to see a clear picture of 2024, according to sources at .

602 views23:19

https://www.digitimes.com/news/a20230912PD225.html

IC backend houses to see demand recovery in 2024

Taiwan-based IC backend houses have witnessed an improvement in their sales performance during the third quarter. However, it is anticipated that a significant rebound in demand may not be realized until next year, according to industry sources.

👍1

650 views23:20

https://www.taipeitimes.com/News/biz/archives/2023/09/13/2003806137

GlobalFoundries opens US$4bn Singapore plant - Taipei Times

Bringing Taiwan to the World and the World to Taiwan

674 views23:21

https://www.tomshardware.com/news/hbm4-2048-bit-memory-interface-could-dramatically-increase-bandwidth-report

HBM4 2048-Bit Memory Could Dramatically Increase Bandwidth: Report

A radical design change is expected for HBM4.

1.09K views23:22

https://www.eetasia.com/trendforce-dram-and-nand-flash-bit-demand-forecast-to-jump-13-and-16-in-2024/

TrendForce: DRAM and NAND Flash Bit Demand Forecast to Jump 13% and 16% in 2024 - EE Times Asia

Considering the low baseline set in 2023, TrendForce anticipates YoY bit demand growth rates for DRAM and NAND in 2024.

1.1K views23:55

1.01K views03:12

664 views03:09

https://www.digitimes.com/news/a20230918PD202/ddr5-dram-memory-chips-supply-chain.html

DRAM prices may rise moderately in 4Q23, with DDR5 to lead the rally

NAND wafer prices have been on the rise since the start of the third quarter, and NAND flash suppliers are expected to initiate price increases starting in the fourth quarter thanks to the clearer effects of their production cuts. DRAM prices are also expected…

643 views22:12

https://www.digitimes.com/news/a20230918PD207/motherboard-passive-pcb-other-ic-components.html

Motherboard makers raise shipment targets as AI server demands soar

The semiconductor industry's correction period has already exceeded one year due to weak demand for smartphones and notebook computers. Nevertheless, there is a light at the end of the tunnel – applications created by generative AI are propelling robust growth…

588 views22:13

https://www.digitimes.com/news/a20230918PD210/arm-mediatek-risc-v-analysis.html

MediaTek investment in Arm reflects strategy in diversifying IPs and architecture

Arm successfully launched its IPO on Nasdaq on September 14, and Taiwan's leading IC design company, MediaTek, has also announced a US$25 million investment (approximately NT$800 million) to acquire about 0.05% of Arm's shares.

549 views22:13

https://www.digitimes.com/news/a20230911PD207/macronix-nand-flash-phison.html

Flash supply chain sees inventory restocking; Macronix and Phison expect growth in the second half of the year

With NAND flash spot prices seeing a recent bounce back, the market expected that the atmosphere of industry-wide price increases will help customers restart procurement, which can lead to an improvement in NOR Flash demand. Macronix president Chih-Yuan Lu…

3.54K views22:14

https://zdnet.co.kr/view/?no=20230916220636

인텔, 차세대 유리 기판 적용 반도체 시제품 개발 성공

인텔이 차세대 기판 소재로 꼽히는 유리 기판을 적용한 반도체 시제품을 공개하고 오는 2030년까지 상용화에 나서겠다고 밝혔다. 첫 제품으로는 CPU와 가속기, SoC 등 다...

513 views22:15

https://www.extremetech.com/mobile/apple-a17-pro-soc-benchmark-shows-it-trading-blows-with-desktop-cpus

Apple A17 Pro SoC Benchmark Shows It Trading Blows With Desktop CPUs

Apple's tiny chip doesn't stand a chance in multi-core performance but is punching above its weight class in this single-core test.

461 views22:24