Air Products to expand supply for Samsung Electronics’ semiconductor fab in Giheung, <span style='color:red'>South Korea</span>
Air Products (NYSE : APD ) today announced it has been awarded by Samsung Electronics additional gaseous nitrogen and hydrogen supply to its semiconductor fab in Giheung, South Korea.Air Products, who has been supplying industrial gases to Samsung Electronics’ Giheung site since 1998, will invest in building a new air separation unit, multiple hydrogen plants, and pipelines, which are scheduled to be operational in 2020 to supply the customer’s increased demand.“We are proud to expand our longstanding relationship with Samsung Electronics and have their continued confidence in our ability to support their technological development and growth plans,” said Kyo-Yung Kim, president of Air Products Korea. “Our latest investment once again reinforces Air Products’ commitment to serving our strategic customer, as well as the broader semiconductor and electronics industries, with our safety, reliability, efficiency and excellent service.”Air Products supplies many of Samsung’s operations worldwide, including its semiconductor cluster in the north region of South Korea spanning Giheung, Hwaseong and Pyeongtaek. In Pyeongtaek, the company has been undertaking a multi-phase expansion project to support Samsung Electronics’ multibillion dollar fab.A leading integrated gases supplier, Air Products has been serving the global electronics industry for more than 40 years, supplying industrial gases safely and reliably to most of the world’s largest technology companies. Air Products is working with these industry leaders to develop the next generation of semiconductors and displays for tablets, computers and mobile devices.
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Release time:2018-09-11 00:00 reading:1378 Continue reading>>
Qualcomm-NXP Deal Cleared by Europe, <span style='color:red'>South Korea</span>
  Antitrust regulators in the European Union and South Korea cleared Qualcomm's proposed $38 billion acquisition of NXP Semiconductors, leaving only China standing in the way.  To obtain clearance from the European Commission (EC) and the Korea Fair Trade Commission (KFTC), Qualcomm agreed to exclude some near-field communication patents from the deal and ensure that NXP licenses those patents to third parties. Qualcomm also agreed not to assert the NFC patents it will acquire and maintain interoperability between NFC chips and baseband chipsets offered by Qualcomm competitors. In addition, Qualcomm said it will continue to license NXP's MIFARE contactless payment technology on terms commensurate with those currently offered by NXP.  While Qualcomm welcomed the approvals of the EC and KFTC, the biggest regulatory hurdle facing the deal — the investigation by China's Ministry of Commerce (Mofcom) — remains ongoing. Qualcomm CEO Steve Mollenkopf said in a press statement that Qualcomm is "optimistic that China will expeditiously grant [the acquisition's] clearance."  In addition to waiting for Mofcom approval, Qualcomm's bid has still yet to be accepted by NXP shareholders. As of last week, when Qualcomm once again extended its $38 billion tender offer, less than 2 percent of NXP shares had been tendered and not withdrawn, far short of the threshold of 80 percent required to close the deal.  Analysts have speculated that Qualcomm will probably need to raise its bid to acquire NXP. Qualcomm's bid to acquire NXP for $110 per share represented a premium over NXP's stock price when it was originally made Oct. 27, 2016. However, NXP's share price had risen to $120 per share by Thursday (Jan. 18).
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Release time:2018-01-22 00:00 reading:1216 Continue reading>>
<span style='color:red'>South Korea</span> Takes Bigger Slice of Mobile DRAM Market
  Mobile DRAM sales grew by more than 4 percent sequentially in the third quarter, with South Korea's memory chip giants taking a bigger slice of the pie, according to memory price tracking firm DRAMeXchange.  While the gradual recovery of the smartphone market and the arrival of the year-end holiday cycle boosted the market for mobile DRAM chips in the third quarter, the average selling price of devices increased by less than 5 percent during the quarter, according to DRAMeXchange. The firm expects mobile DRAM sales growth to increase in the fourth quarter.  South Korea's Samsung Electronics and SK Hynix continued to dominate the market, holding a combined 85.6 percent of the mobile DRAM market in the third quarter, up more than 2 percent compared with the second quarter, DRAMeXchange said.  Meanwhile, U.S.-based Micron Technology saw its market share decline by about 2.5 percent quarter-over-quarter as its mobile DRAM sales slipped by 13 percent, according to DRAMeXchange, which cited the effects of a gas pollution accident at Micron's Fab 2 in Taiwan. But DRAMeXchange said it expects Micron's share decline to reverse in the fourth quarter with Micron hiking mobile DRAM prices more aggressively than both Samsung and Hynix.  Hynix's mobile DRAM sales grew by some 30 percent between the second and third quarter, the highest among the top three suppliers, DRAMeXchange said. The sales growth — which lifted Hynix's market share to 27.2 percent from 21.7 — was brought about by price increases, which should continue to benefit Hynix in the fourth quarter, according to DRAMeXchange. However, Hynix's fourth quarter mobile DRAM growth rate may be dampened by a serious shortage of high-density eMCP, the firm said.  Market leader Samsung's mobile DRAM sales actually declined by 1 percent quarter-over-quarter, pulling its market share down to 58.3 percent from 61.5 percent, DRAMeXchange said.
Release time:2017-11-29 00:00 reading:1042 Continue reading>>
Samsung Verdict Jolts <span style='color:red'>South Korea</span>
  A South Korean court sentenced the head of Samsung Group, Jay Y. Lee, to five years in prison. The decision is seen as a watershed for the country’s techno-political climate long dominated by large conglomerates, but it is not expected to immediately impact its surging and vast electronics businesses.  The sentence was the mandatory minimum for Lee, who was convicted along with four other Samsung executives of charges including bribery of the former South Korea president Park Geun-hye, according to a Korean newspaper report. It marks the first time a Samsung leader has been jailed, although Lee’s father and grandfather both faced court actions during their tenures running the group, it said.  Samsung’s attorneys called the verdicts unacceptable and are expected to appeal the decisions.  In recent years, public opinion has shifted away from the chaebols, loosely translated as “wealth clans,” said a Reuters report. Once seen as heroes rebuilding the country’s post-war economy, “they have more recently been criticized for holding back the economy and stifling small businesses and start-ups,” it said.  In an opinion article, one Bloomberg reporter said the sentence should be treated as a pivot point for South Korean business.  “Only by locking Lee up…and keeping him there for his full sentence, will the government and courts send a convincing message that corporate malfeasance will no longer be tolerated…Whenever he emerges from his cell, Samsung’s shareholders and managers shouldn't welcome him back into the corporate fold. That would strengthen the message that criminal behavior will no longer be tolerated in Korea’s business community,” he said.  The six-month trial has already shaken Samsung Group. It dismantled a strategy group which oversaw the group’s many divisions. Samsung executives Choi Gee-sung and Chang Choong-ki, who headed that strategy group, were each sentenced to four-year prison terms, the Korean newspaper reported.  The surging systems and semiconductor businesses of Samsung Electronics are not expected to be directly or immediately affected by the sentences.  Lee was not involved in the day-to-day management of those businesses. “He was more of a guiding hand for the empire," said Geoffrey Cain, author of an upcoming book on Samsung, quoted in a BBC report. Cain said the verdict is “just the start” of reforms promised by South Korea’s new president of the chaebols that make up more than half the country’s economy.  Riding rising memory chip prices, Samsung Electronics Co. Ltd. unseated Intel Corp. in the second quarter to become the world's leading semiconductor vendor for the first time. The chip division posted sales for the quarter of about $15.78 billion compared to $14.8 billion for Intel.  At that time, Bill McClean, president of IC Insights, said in an email exchange with EE Times that Samsung is likely to grow chip sales faster than Intel on average. It may well have a handle on the No. 1 spot for at least the foreseeable future, he said.  In May, one analyst said he expects Samsung’s newly independent foundry business will take share from TSMC, possibly winning business from Nvidia and MediaTek.  In April, the foundry group revealed a road map down to a 4nm process as well as leadership in FD-SOI, seen as an emerging process for more mainstream designs. It also announced plans to put extreme ultraviolet lithography into production in 2018 at the 7nm node, potential months ahead of rivals.  In smartphones, Samsung was listed by Strategy Analytics as the leading brand with 22 percent market share in the second quarter. It shipped more smartphones than Apple and Huawei combined in the period, according to the market watcher.  The results speak well of how Samsung managers were able to recover from the debacle with battery failures on its Galaxy Note 7 in 2016. With its steady growth and a North America headquarters opened in Silicon Valley in late 2015, the company is seen as a top place to work by engineers.  The Bloomberg opinion piece noted Samsung’s stock price has surged 24 percent since Lee’s arrest in February. “The talented and experienced professional executives at its biggest corporations no longer require family patriarchs at the helm to achieve growth and profits,” it said.
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Release time:2017-08-28 00:00 reading:1385 Continue reading>>

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