DRAM spot prices stop falling (Digitimes)

Samsung Electronics has informed distributors that it would no longer sell DRAM chips at rates lower than the current price, implying that its pricing policy may change soon, according to industry sources. DRAM spot prices have stopped falling recently, much sooner than expected.

[신영증권 반도체 서승연]

글로벌 주요 Tech 기업 1Q23 실적발표 일정 안내드립니다.

업무에 도움이 되시길 바랍니다. 감사합니다.


4/18(화)
Will Semi

4/19(수)
07:00 Netflix
22:00 ASML

4/20(목)
06:00 IBM, LAM Research
15:00 TSMC

4/21(금)
05:30 Segate

4/25(화)
21:00 Whirlpool

4/26(수)
05:30 TI
06:00 Alphabet
06:30 Microsoft
09:00 SK하이닉스
09:30 ASMPT
14:00 LG디스플레이, BESI
15:00 삼성전기, Advantest
16:00 LG이노텍 (공시만), Yageo (E)
18:00 UMC
22:00 ASM, Entegris (E)

4/27(목)
06:00 Meta, KLA
10:00 삼성전자, 삼성SDI
15:00 AUO
16:00 LG전자, ASE
16:30 STMicro
21:30 Teradyne
23:45 Haier

4/28(금)
05:30 WDC
06:00 Intel
06:30 Amazon
15:00 Murata
06:00 Mediatek, BOE (E)

5/1(월)
22:00 OnSemi

5/2(화)
06:00 Amkor

5/3(수)
06:00 AMD

5/4(목)
05:45 Qualcomm
06:00 UDC

5/5(금)
06:00 Apple
22:00 Silicon Motion

5/8(월)
06:00 Microchip

5/9(화)
21:30 GF

5/11(목)
15:00 Sharp (E)
15:30 TEL
21:00 Merck

5/12(금)
09:30 SMIC
15:00 Toshiba

5/15(월)
20:30 Xiaomi

5/17(수)
21:00 Tencent

5/18(목)
05:30 Cisco
06:30 AMAT

5/24(수)
21:00 Best Buy (E)

5/25(목)
06:00 NVIDIA

5/26(금)
05:45 Marvell (E)
20:30 Alibaba (E)
21:00 Baidu (E)

5/31(수)
06:00 HP (E)

6/1(목)
06:00 HPE (E)

6/2(금)
05:30 DELL (E)



*컨콜 및 한국 시간 기준
*(E) 일정은 추후 변경될 수 있습니다

EU Advances €43 Billion Plan to Make More Semiconductors - Bloomberg
https://www.bloomberg.com/news/articles/2023-04-18/eu-negotiators-strike-political-deal-on-43-billion-chips-act

TSMC Seeks Up to $15 Billion From U.S. for Chip Plants but Objects to Conditions - WSJ
https://www.wsj.com/articles/tsmc-seeks-up-to-15-billion-from-u-s-for-chip-plants-but-objects-to-conditions-3bf6cfc1

안녕하세요. 서승연입니다.

이번에 DB금융투자 반도체 애널리스트로 자리를 옮기게 되었습니다. 오늘이 신영증권에서 인사드리는 마지막 날이네요.

새 회사에서 보다 깊이 있고 적시성 있는 보고서와 세미나로 인사드리겠습니다. 재충전 후 5월 중순에 찾아뵙겠습니다. 감사합니다 ^^

- 서승연 올림 -

The Biden administration in October gave Samsung Electronics and SK Hynix, two of the world’s leading producers of memory chips, a one-year reprieve from export controls designed to reduce China’s ability to develop high-end chips.

Four people familiar with the situation said the US had now sent a clear message that the Korean producers would be given another waiver for their plants in China for at least another year.

Washington signals support for South Korean chipmakers in US battle with China - https://on.ft.com/3HATE5Y via @FT

- Qualcomm gives light forecast, phone chip sales fall 17%

- Qualcomm reported second-quarter earnings on Wednesday that were in line with analyst expectations.

- Sales from handset chips, a core business for the company, declined 17% from a year earlier.

- Qualcomm CEO Cristiano Amon blamed a challenging environment in a statement, and the company said it had not seen evidence that smartphone sales are recovering in China.


https://www.cnbc.com/2023/05/03/qualcomm-qcom-earnings-report-q2-2023.html

Google Enters Foldable Market With $1,799 Pixel Phone to Rival Samsung https://www.bloomberg.com/news/articles/2023-05-10/google-pixel-fold-pixel-tablet-price-and-release-date-official