From a number of chip company’s financial results, the global chip market demand, there have been signs of improvement, Intel’s revenue ring increased for two consecutive quarters, Samsung Electronics storage business and SK Hynix’s revenue, have been two consecutive quarters of ring growth.
Global chip demand conditions improve, Samsung Electronics and SK Hynix and the South Korean chip industry is undoubtedly good, in favor of them to ease the difficulties from the second half of last year.
And South Korea also released data show that their chip output value in September, up 12.9%, leading South Korea’s industrial output value in September, up 1.1%, and then two consecutive months of year-on-year growth.
In the new release of the third quarter of the earnings report, the world’s largest storage chip maker Samsung Electronics disclosed that although the demand for traditional servers is still relatively weak, but thanks to smart phones, PCs and other areas of high-density products to increase the adoption of customer inventory adjustments and strong demand for high-end AI products, the demand environment for storage chips has been improving, and in the fourth quarter may further improve.
And it is worth noting that at the end of the third quarter and the beginning of the fourth quarter, a number of major electronics manufacturers, including Apple, launched new smartphones, laptops and other new products, the demand for storage chips will increase, which is also expected to push up the Samsung Electronics storage business and SK Hynix revenues, South Korea’s chip output in the next few months, is also expected to continue to increase in the ring.
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