2021-01-27 18:55:06 SSNLF Samsung
01/27/21 01/2718:55 01/27/2118:55 | Samsung sees Memory business recovering during H1"The Memory Business, specifically the DRAM market, is expected to see a recovery during the first half thanks to strong demand from mobile and server applications, but geopolitical and economic uncertainties will likely continue," Samsung said. "The Company will accelerate migration to 1z-nm DRAM and 6th-generation V-NAND to enhance cost competitiveness and technology leadership. The System LSI Business will actively respond to demand for 5G SoCs and high-resolution sensors with differentiated products. The Foundry Business also aims to expand mass production based on the 5-nm extreme ultraviolet lithography (EUV) process and diversify application areas. The Display Panel Business will further enhance its leadership in mobile displays while focusing on timely development of new quantum-dot (QD) display products in large-sized panels. The Mobile Communications Business plans to increase sales of flagship, foldable and new mass market 5G models while continuing efforts to improve costs. The Consumer Electronics Division aims to expand its premium lineup including Neo QLED, Micro LED TVs and Bespoke appliances. Samsung's capital expenditures in 2020 reached a total of KRW 38.5 trillion, including KRW 32.9 trillion spent on semiconductors and KRW 3.9 trillion on displays. Spending on memory semiconductors grew significantly for capacity expansion and introduction of advanced process technology, while investment in the Foundry Business also jumped on expansion of 5-nm EUV facility. The Company also increased investment for QD displays and new mobile screen technologies." | |
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Technical Analysis
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Micron call volume above normal and directionally bullish »
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