Regarding Samsung Electronics' announcement of mass production of 3nm cutting-edge process, the Japanese media said that it was 'initial production in small quantities and sold to cryptocurrency companies'.
Regarding the evaluation of advanced semiconductor technology on the 8th, Japan's Nikkei said, "Samsung did not disclose public customer names in terms of circuit width and sales customer names." spokesman's remarks.
Regarding Samsung's 3-nano production plant, Nikkei reported that "the production site is not the Pyeongtaek campus where the latest equipment is being introduced, but the Hwaseong plant where the manufacturing technology is being developed."
In another article, Nikkei said, “The spot price of DRAM, one of the semiconductor memories, continues to fall. Lowering prices, inventory is being expanded by device manufacturers, etc.”
The article continued, “In the semiconductor market, supply and demand for automotive microcomputers continue to be tight, but the prevailing view is that the demand and supply for DRAM is easing. said negatively.
Regarding the market outlook for foundry semiconductors, Taiwanese research firm Trend Force said that in the first quarter of this year, the sales of the world's top 10 companies specializing in semiconductor design without factories increased by 44% year-on-year to $3.94 billion, up by $3.94 billion. Strong demand for smartphones and data centers has been spotted, Nikkei reported on the 5th.
TrendForce's Q1 tally showed Qualcomm to be the top seller with $950 million, up 52%, and led the increase in semiconductor shipments for a wide range of applications in smartphones and automobiles.
Nvidia, which took second place, said that its data center GPU (image processing semiconductor) sales surpassed the gaming business, with a 53% growth of $790 million.
TrendForce announced on the same day that the ranking of the top three companies, including the third-placed Broadcom, continued unchanged from 2021.
Nikkei said, “Trendforce predicted earlier in the second quarter of 2022 that inflation, Russia’s invasion of Ukraine, and China’s blockade will create a headwind for companies with a large proportion of consumer electronics-related semiconductors as consumers’ desire to purchase decreases.” For this reason, there is a growing movement to expand the business area of data centers and automobiles.”
TrendForce said in its first quarter analysis that the gap between TSMC's 53.6% and Samsung's 16.3% has widened.
Nikkei reported on the 8th that "the gap between the two companies has widened by 8 percentage points compared to three years ago, when Vice Chairman Lee Jae-yong declared his goal of being number one in the world."
Samsung Electronics is reducing investment in the semiconductor sector in China by investing 20 trillion won in Taylor City, the US, to build a second foundry (consignment production) plant.
Samsung Electronics’ home appliance business has reduced its share in China by operating a washing machine factory that can produce 1 million units per year in South Carolina, USA, from 2018.
Samsung Electronics' sales volume stopped in the second quarter (77 trillion won) from consecutive records in the third quarter of last year (73.98 trillion won), the fourth quarter (7657 trillion won), and the first quarter of this year (77.78 trillion won).
Gartner, a market research firm, estimates smartphone sales this year to drop 7.1% from 1.567 billion units last year to 1.456 billion units this year, and PC sales to decline 9.5% from 342 million units last year to 310 million units.
Samsung Electronics' inventory assets in the first quarter of this year stood at 49.84 trillion won, up 53.9 percent from 32.377.5 trillion won in the same period last year.
Immediately after Samsung Electronics announced its second quarter earnings, on the 8th, securities companies offered a target price of 70,000 to 80,000 won, mostly positive, saying, “We achieved relatively better results than we feared.”
TrendForce predicted that the average DRAM price in the second quarter fell 10.6% from the same period of the previous year, and that it is expected to plunge 21% in the third quarter.
S&P Intelligence predicted that Samsung Electronics' operating profit would decline by 8% in the third quarter from the previous quarter.
Sam Mobile announced on the 28th of last month that Samsung Electronics will provide 3-nm test products to Chinese Bitcoin mining semiconductors (ASICs).