South Korea's SK Hynix Inc has started using a high-tech material from a Korean supplier in its chipmaking process, a company official said on Wednesday, shifting away from a Japanese product for the first time.
South Korea's exports tumbled in August for a ninth consecutive month, on sluggish demand from its biggest buyer, China, and depressed prices of computer chips globally, government data showed on Sunday.
Japan's curbs on exports of high-tech materials to South Korea could backfire in the long run, eroding its dominance over a key link in the global chip supply chain, suppliers and experts say.
South Korea's top court on Thursday ordered a retrial of Samsung's de facto leader Lee Jae-yong, reigniting a bribery case that could send the technology heir back to prison.
Semiconductor sales fell 30 per cent, while exports to China fell 20 per cent, suggesting joint headwinds of global electronics slowdown and US-China trade war
South China Morning Post
Japan has approved shipments of a high-tech material to South Korea for the second time since imposing export curbs last month, two sources said, ahead of talks by government officials this week to resolve a dispute stemming from their wartime past.
South Korea is removing Japan from a list of trusted trading partners, escalating a dispute with its neighbor that is already disrupting the global supply chain for big tech companies.
Japan has approved shipment of a high-tech material to South Korea for the first time since imposing export curbs last month, but doubled down on political pressure and warned it could broaden restrictions on deliveries to its Asian neighbor.
Japan will remove South Korea from its list of trusted trade partners, deepening a bitter row between the two countries.
Trade wars are continuing to prompt Apple to rethink some of its manufacturing and supply chain options, with the iPhone maker said to be examining the situation of an ongoing tiff between South Korea and Japan, one which could lead to Apple using China's BOE for future iPhone display panels.
Russia is offering to supply etching gas to South Korea, in a move that could help Seoul get around Japanese restrictions on exports to its neighbor of the key element for semiconductor production.
Nikkei Asian Review
While spot markets make up a small percentage of the memory chip market, Ike Cho, a Bernstein analyst, said the South Korean groups are pushing up prices as they negotiate contracts for the third quarter with their customers.
The Financial Times
South Korean president Moon Jae-in urged Japan to withdraw new restrictions on exports in his first public remarks on a dispute that erupted last week and has intensified animosity between the two countries.
Japan's tightening of controls on the export of semiconductor materials to South Korea could hit Samsung's production hard.
Nikkei Asian Review
Japan tightened controls on exports to South Korea in an unexpected blow to the global technology supply chain that also marks a new low point in relations between the two US allies.
Wall Street Journal
The UK and South Korea have signed in principle a free trade agreement (FTA) that seeks to maintain existing trade arrangements post-Brexit.
South Korea aims to rise to an unrivaled position in both memory and non-memory semiconductor industry by 2030, President Moon Jae-in said Tuesday as he visited a Samsung facility, unveiling a set of policy measures worth over KRW1 trillion (US$860 million) to support industry players.
The Korea Herald
South Korea's semiconductor export volume dropped 12 percent from the previous quarter in the first three months of this year on sluggish global demand, central bank data showed Wednesday.
China's vice premier said Friday that China will handle its antitrust probe into Samsung Electronics and SK hynix according to a fair procedure and in line with its laws, South Korea's finance ministry said.
South Korea's antitrust regulator has lowered a decade-old penalty imposed on U.S. chipmaker Qualcomm by 18 percent to $200 million.
SK Hynix said it would invest 20 trillion won ($17.8 billion) in a new memory chip manufacturing plant opening on Thursday in South Korea.
The ban is being considered thanks to a patent-infringement claim by a company called KAIST, which claims that it has patented FinFET, a processor technology used by Apple in its A-series processors.
South Korea's Hanwha Q Cells' market share grew 2pp last year to 12.9%, becoming the first overseas producer to top Japan's solar panel market, according to a survey conducted by Nikkei, tapping demand for inexpensive residential products. Canadian Solar Japan and China's JinkoSolar also managed to increase their share.
Nikkei Asian Review
According to the Korean Intellectual Property Office (KIPO), patents related to AI semiconductors, which was 32 in 2013, soared to 391 in 2017 in South Korea, a ten-fold increase over the four years.
LG U+ and Huawei have launched Seoul TechCity, a collaborative project that aims to deliver smart city capabilities for the Korean capital, including: Giga Everywhere, mobile enabled digitized industry infrastructure, and the ability to build ecosystems for a digital society.
Semiconductors are expected to account for a record high of more than 16% of South Korea's annual exports in 2017, data showed Friday.
Qualcomm prevented Samsung Electronics, its biggest client for Snapdragon chip-sets, from selling its own Exynos counterpart to third-parties, South Korea's Fair Trade Commission claimed.
Seagate is closing a design center in South Korea, according to its 8-K homework submitted to US financial watchdog, the SEC.
Samsung Electronics will invest about KRW10 trillion (US$8.7 billion) in Hwaseong Campus in Gyeonggi Province, South Korea to build a new line to produce memory DRAMs.
The South Korea tech giant's reputation among the general public in the US fell 42 positions after the Note 7 debacle, while Amazon maintained its top spot for the second straight year.
South Korea's SK Hynix has entered the running for a stake in Toshiba's memory chip business, seeing an opportunity to gain on rivals in the booming NAND market, a person familiar with the matter said on Tuesday.
South Korea's LG said in a filing on Monday it agreed to sell a stake in silicon wafer producer LG Siltron to SK Holdings for KRW620 billion (US$531.9 million).
Apple is planning to open its first retail store in South Korea, moving onto the home turf of smartphone rival Samsung Electronics.
Wall Street Journal
South Korea's LG Display said it was in talks with Samsung Electronics about a supply agreement for television display panels.
South Korea's pension fund head has been arrested in a probe into alleged corruption involving electronic firm Samsung and the country's president.
Sumitomo Chemical is adding yet more capacity to produce touchscreens for smartphones with OLED displays in South Korea. The major Japanese chemical company plans to spend about JPY20 billion ($165 million) to increase capacity by 40% at the factory of its subsidiary in Pyeongtaek by October.
Nikkei Electronics Asia
SK Hynix, one of South Korea's leading manufacturers of memory semiconductors, plans to leapfrog rival Samsung Electronics to mass produce the most-advanced generation of NAND flash - chips that feature 72 layers of data-storing cells.
Nikkei Electronics Asia
Samsung's decision to sell its printing business to HP for over $1 billion showed that the company is serious in its efforts to become a leaner organization. A new report out of South Korea claims that Samsung now wants to sell its PC business and that it's talking to Chinese giant Lenovo about a potential deal.
South Korean authorities have raided the offices of Samsung and the national pension fund as part of a corruption investigation linked to the president.
According to the Korea International Trade Association, South Korea recorded a trade surplus of US$29.8 billion in its trade with China for the first 10 months of this year. The amount fell 24% from a year ago whereas South Korea's total exports showed a negative growth of 12% during the same period. The trade surplus is estimated to reach US$35.7 billion at the end of this year. For reference, South Korea posted its all-time high trade surplus with respect to China, US$62.8 billion, in 2013.