New year semiconductor market `sunny`... IT demand

Swine coronavirus infection (corona 19) for two years while the beak rampant Information Technology (IT) industry took place in many cataclysms. Following the met averse in non-face-to-face with teleworking it emerged as a new keyword. This situation is expected to continue for the time being in 2022. Of course, it is not less than a 2022 keyword to dominate the economy. The presidential elections, including many variables, will be expected to affect IT games next year. Chinned Korea is expected to match the IT key field through the '2022 outlook' series.

This bright New Year's semiconductor market outlook. 19 Corona seems to be a reflection profits lead. Prevent infectious diseases and 'stuck in the house, high-quality information technology (IT), while demand increased life.

■ booming semiconductor memory

According to the financial information company eleven Guide securities are naenwatda SEC with an average target price of 97,300 won. '10 thorough character 'count is likely to see still greater. Current price is moving in and out of the eight million won.

The reason for brokerage firms are expected to Samsung shares rise more than 20% are looking to enjoy the semiconductor memory 19 corona reflection profits. To respond like telecommuting, online learning, online shopping is the major IT companies have invested in data centers. D-RAM has increased server demand.

Yunseokmo Samsung Securities Research Zhang said, New Year's semiconductor industry will better than last year, change of a digital economy, businesses and infectious geopolitical crisis because they build an inventory supply reduces investment, he said.

Yujongwoo Korea Research Center said, There has been a growing need for data center investments, he predicts that demand has increased while the server will lead the semiconductor market recovery.

■ non-memory semiconductor tribal

System is a semiconductor, such as non-memory semiconductors is also expected to lead the demand. The automotive semiconductor lack of car manufacturers did not make much difference as much as last year's plan. Consumers waited several months until the contract is also shipped a new car. Contract manufacturing semiconductors such as Samsung Electronics and Taiwan's TSMC (foundry) factory utilization rate reached 100%, but production costs are expensive supply fails to keep up with the demand. Foundry companies have a competitive decision through greater investments.

Samsung Cheung, in addition to Pyeongtaek and Hyeseong campus to build a system that connects the semiconductor triangular formation, Austin Taylor. Spend 20 trillion won ($1.7 billion) to build a second plant in the foundry, Texas Taylor.

Lee Jae-young, Samsung Electronics Vice President announced the Vision 2030 system semiconductor, four years 2019 and declared, We will certainly one such system in the semiconductor memory chips, including after the foundry. 2030 took the goal of semiconductor manufacturing systems, research and development (R & D) investment in the year 133 trillion won over the world's first foundry TSMC company.

TSMC foundry market share over the world, 50% spent 14 trillion won ($1.2 billion) has built a foundry plant in the US state of Arizona. We invest 8 trillion won (70 billion) in Japan to build a foundry plant. Intel also said the United States to re-build the hagetdamyeo two foundry plants in the US state of Arizona to 24 trillion won ($200 billion) in the foundry business.

■ competitive supply chain initiative

The main reason why semiconductor companies are dairywoman the United States because the United States has led the semiconductor industry hagetdamyeo was repeated migration and pressure on the company. The US government has asked why the semiconductor supply said in September last year, we'll know whether lack of Samsung Electronics and SK Unix, Intel, etc. · TSMC · last three years, sales in the global semiconductor company and customer information, orders, sales, inventory status and more. Samsung Electronics and SK Unix is ​​found, remove the material sensitive customer information.

China, the United States also went against the job offered to the semiconductor supply chain. Other countries, including the childish TSMC factories in Japan also trying not marginalized in the semiconductor supply chain.

All bonus Korea International Trade Association international trade researcher, senior researcher explained, The United States and China around the high-tech rotunda supremacy and the self obverse industrial policy, while trade protectionism will worsen as Corona 19 events per country will be promoted.. Former senior researcher stated, We need to thoroughly manage the supply chain of raw materials essential to the main industries.

The government has decided to prepare for when the material is low because the supply chain industry. Apply early warning system (EWS) in 4000, including items that rely on imports more than 50% in certain countries. 200, such as a high dependence on imported magnesium, tungsten economic security should also specify the key items. Maintain the economic security necessary legislation and budget have to also increase.

■ finer semiconductor process

Competition as well as quantities and semiconductor companies to refine the process, the quality is also expected to rise fled.

Samsung Electronics has introduced the first half of this year, GAA (Gate-All-Around) in the 3-nm process technology. Next year, three NATO 2nd Generation, 2025 naenwatda the GAA based 2-nm process mass production plan. GAA is a structure of the gate surrounding the whole of the cylindrical passage in which a current flows in the semiconductor channel. Current semiconductor manufacturing, only the structure of the fin-shaped pin pet mostly obsolete wrapping the GAA 3 beets is estimated that a fine-control the current than pin pet. Kkopneunda industry that the technology of the GAA power efficiency and performance, design flexibility required for micro jotdamyeo process.

TSMC and Intel have announced mass production of 2-nm process in 2024, respectively. Samsung Electronics plans are'll fight with better technique is slower than one year, Intel and TSMC.

Choesiyoung Samsung's foundry business manager (CEO) is will provide differentiated value to be implemented last year, Foundry Forum in saying significant harm will raise the production capacity innovate in advanced micro-processing such as GAA Investment, customers think this chip he said.