X

我们使用cookie,以确保适合你的经验

我们用饼干和其他跟踪技术来提高你的浏览体验在我们的网站上,显示个性化内容和有针对性的广告,分析网站流量,并理解我们的观众来自哪里。你也可以阅读我们的隐私政策,我们使用cookie来确保你在我们的网站上的最好的体验。

选择我接受,或继续在网站上,你同意我们使用饼干和条款和条件。

得到应用
\"\"
<\/span><\/figcaption><\/figure>Seoul: Investor sentiment has been unduly negative toward Samsung Electronics<\/a> in light of the company's strong performance and solid earnings forecast, a chief analyst at a local research firm has said.

\"I think investor worries are excessive. Limited supply will shore up memory chip prices in the coming months,\" Greg Roh<\/a>, head of HMC Investment & Securities Research Center<\/a> in Seoul, said during a recent interview with Yonhap News Agency.

Roh is one of the country's leading semiconductor<\/a> analysts.

\"DRAM bit growth is forecast to be only in the low to mid teens early next year, so prices will stabilise or even go up amid supply constraints, even if a recession comes,\" he said.

Bit growth refers to the amount of memory produced, which is key in measuring overall demand.

Global supply woes and parts shortages make major DRAM companies, including Samsung<\/a>, SK hynix<\/a> and Micron<\/a>, wait much longer for semiconductor equipment and hinder the chip supply, he said.

Samsung shares have dropped by nearly 25 per cent this year, versus the wider market's loss of around 22 per cent, and continued to hit fresh 52-week lows in recent weeks.

Still, investors are bracing for bigger losses ahead, with pessimistic views prevailing for tech stocks, in particular, as macro uncertainties, such as high inflation, the war in Ukraine and supply problems, led investors to ditch value stocks and look for safer assets.

\"It is not the company's earnings, but the negative investor sentiment that is dragging down Samsung's share prices,\" he said.

Adding to concerns is the pervasive fear in the market that the chip cycle could turn negative sometime soon.

While those uncertainties are indeed dimming overall market outlooks, Samsung has solid fundamentals and capabilities to drive technological advances and achieve innovations, Roh said.

The South Korean tech giant is expected to announce the start of mass production of 3-nanometer chips possibly next week, as the world's first chipmaker to do so.

Samsung's 3nm chips will be the industry's most advanced semiconductor yet, with a 35 percent decrease in area, 30 percent higher performance and 50 percent lower power consumption.

Roh said Samsung, the world's largest memory chip maker, is rapidly advancing in the contract chip manufacturing market, where it is still trailing far behind the dominant player TSMC<\/a>.

According to industry tracker TrendForce, TSMC took up 53.5 per cent of the global foundry market, followed by Samsung with 16.3 perc ent, in the first quarter of this year.

\"As far as I know, Samsung has improved the yield rates for 3nm chips much faster than market expectations and has been adding new customers fairly quickly,\" he said.

Samsung's foundry business is expected to grow around 40 percent from a year ago, compared with the estimated 25 percent growth rate of the wider industry, he added.
<\/body>","next_sibling":[{"msid":92485252,"title":"Meta builds AI models that provide realistic sounds in VR settings","entity_type":"ARTICLE","link":"\/news\/meta-builds-ai-models-that-provide-realistic-sounds-in-vr-settings\/92485252","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":92485639,"entity_type":"ARTICLE","title":"'Samsung has substantial upside potential on sound fundamentals'","synopsis":"\"I think investor worries are excessive. Limited supply will shore up memory chip prices in the coming months,\" Greg Roh, head of HMC Investment & Securities Research Center in Seoul, said during a recent interview with Yonhap News Agency.","titleseo":"telecomnews\/samsung-has-substantial-upside-potential-on-sound-fundamentals","status":"ACTIVE","authors":[],"analytics":{"comments":0,"views":126,"shares":0,"engagementtimems":573000},"Alttitle":{"minfo":""},"artag":"IANS","artdate":"2022-06-27 12:00:32","lastupd":"2022-06-27 12:06:52","breadcrumbTags":["samsung","tsmc","telecom equipment","Samsung Electronics","sk hynix","micron","samsung 3nm chips","roh","semiconductor","HMC Investment & Securities Research Center"],"secinfo":{"seolocation":"telecomnews\/samsung-has-substantial-upside-potential-on-sound-fundamentals"}}" data-authors="[" "]" data-category-name="" data-category_id="" data-date="2022-06-27" data-index="article_1">

“三星大幅上涨潜力良好的基本面”

“我认为投资者忧虑过度。供应有限将支撑记忆体晶片价格在未来几个月,“主管Greg卢武铉HMC投资证券研究中心在首尔,与韩联社在最近的一次采访中说。乐动扑克

  • 更新在2022年6月27日12:06点坚持
阅读: 100年行业专业人士
读者的形象读到100年行业专业人士
首尔:投资者情绪过度消极的方向三星电子根据公司的强劲表现和坚实的获利预估,当地研究公司首席分析师说。

“我认为投资者忧虑过度。供应有限将支撑记忆体晶片价格在未来几个月,”格雷格卢武铉的负责人HMC投资证券研究中心在首尔,与韩联社在最近的一次采访中说。乐动扑克

卢武铉是中国领先的之一半导体分析师。

“DRAM一点增长预计将在明年中期青少年早期低,所以价格会稳定,甚至在供应限制,即使经济衰退来了,”他说。

广告
增长是指产生的内存数量,在测量总需求是关键。

全球供应问题和部分短缺使大型DRAM公司,包括三星,SK海力士和微米等待更长的半导体设备和阻碍芯片供应,他说。

三星股价今年下跌了近25%,与更广泛的市场损失的22%左右,并继续打击最近几周新鲜52周低点。

不过,投资者将面临更大的损失,对科技股悲观观点盛行,特别是作为宏观经济的不确定性,如高通胀、乌克兰和供应问题,战争导致投资者放弃价值股和寻找更安全的资产。

“这不是该公司的收益,但消极投资者情绪是拖累三星股价,”他说。

增加在市场上普遍的恐惧担心芯片周期可能会消极。

而不确定性的确是暗淡的整体市场前景,三星有坚实的基础和能力来推动技术进步,实现创新,卢武铉说。

韩国科技巨头预计将宣布开始大规模生产3毫微米芯片可能下周,作为世界第一的芯片制造商。

三星3 nm芯片将是行业最先进的半导体,面积减少35%,30%更高的性能和功耗低50%。

广告
卢武铉说三星是世界上最大的存储芯片制造商,是合同芯片制造业迅速发展的市场,它仍然远低于主导者台积电。

根据行业追踪TrendForce,台积电全球铸造市场的53.5%,紧随其后的是三星16.3 perc ent,今年第一季度。

“据我所知,三星已经提高了收益率为3 nm芯片比市场预期要快得多,很快添加新客户,”他说。

三星的铸造业务预计将增长从一年前的40%左右,与估计的25%的增长率相比更广泛的行业,他补充说。
  • 发表在2022年6月27日12:00点坚持
是第一个发表评论。
现在评论

评论

现在评论 阅读评论(1)

加入2 m +行业专业人士的社区

订阅我们的通讯最新见解与分析。乐动扑克

下载ETTelec乐动娱乐招聘om应用

  • 得到实时更新
  • 保存您最喜爱的文章
扫描下载应用程序
\"\"
<\/span><\/figcaption><\/figure>Seoul: Investor sentiment has been unduly negative toward Samsung Electronics<\/a> in light of the company's strong performance and solid earnings forecast, a chief analyst at a local research firm has said.

\"I think investor worries are excessive. Limited supply will shore up memory chip prices in the coming months,\" Greg Roh<\/a>, head of HMC Investment & Securities Research Center<\/a> in Seoul, said during a recent interview with Yonhap News Agency.

Roh is one of the country's leading semiconductor<\/a> analysts.

\"DRAM bit growth is forecast to be only in the low to mid teens early next year, so prices will stabilise or even go up amid supply constraints, even if a recession comes,\" he said.

Bit growth refers to the amount of memory produced, which is key in measuring overall demand.

Global supply woes and parts shortages make major DRAM companies, including Samsung<\/a>, SK hynix<\/a> and Micron<\/a>, wait much longer for semiconductor equipment and hinder the chip supply, he said.

Samsung shares have dropped by nearly 25 per cent this year, versus the wider market's loss of around 22 per cent, and continued to hit fresh 52-week lows in recent weeks.

Still, investors are bracing for bigger losses ahead, with pessimistic views prevailing for tech stocks, in particular, as macro uncertainties, such as high inflation, the war in Ukraine and supply problems, led investors to ditch value stocks and look for safer assets.

\"It is not the company's earnings, but the negative investor sentiment that is dragging down Samsung's share prices,\" he said.

Adding to concerns is the pervasive fear in the market that the chip cycle could turn negative sometime soon.

While those uncertainties are indeed dimming overall market outlooks, Samsung has solid fundamentals and capabilities to drive technological advances and achieve innovations, Roh said.

The South Korean tech giant is expected to announce the start of mass production of 3-nanometer chips possibly next week, as the world's first chipmaker to do so.

Samsung's 3nm chips will be the industry's most advanced semiconductor yet, with a 35 percent decrease in area, 30 percent higher performance and 50 percent lower power consumption.

Roh said Samsung, the world's largest memory chip maker, is rapidly advancing in the contract chip manufacturing market, where it is still trailing far behind the dominant player TSMC<\/a>.

According to industry tracker TrendForce, TSMC took up 53.5 per cent of the global foundry market, followed by Samsung with 16.3 perc ent, in the first quarter of this year.

\"As far as I know, Samsung has improved the yield rates for 3nm chips much faster than market expectations and has been adding new customers fairly quickly,\" he said.

Samsung's foundry business is expected to grow around 40 percent from a year ago, compared with the estimated 25 percent growth rate of the wider industry, he added.
<\/body>","next_sibling":[{"msid":92485252,"title":"Meta builds AI models that provide realistic sounds in VR settings","entity_type":"ARTICLE","link":"\/news\/meta-builds-ai-models-that-provide-realistic-sounds-in-vr-settings\/92485252","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":92485639,"entity_type":"ARTICLE","title":"'Samsung has substantial upside potential on sound fundamentals'","synopsis":"\"I think investor worries are excessive. Limited supply will shore up memory chip prices in the coming months,\" Greg Roh, head of HMC Investment & Securities Research Center in Seoul, said during a recent interview with Yonhap News Agency.","titleseo":"telecomnews\/samsung-has-substantial-upside-potential-on-sound-fundamentals","status":"ACTIVE","authors":[],"analytics":{"comments":0,"views":126,"shares":0,"engagementtimems":573000},"Alttitle":{"minfo":""},"artag":"IANS","artdate":"2022-06-27 12:00:32","lastupd":"2022-06-27 12:06:52","breadcrumbTags":["samsung","tsmc","telecom equipment","Samsung Electronics","sk hynix","micron","samsung 3nm chips","roh","semiconductor","HMC Investment & Securities Research Center"],"secinfo":{"seolocation":"telecomnews\/samsung-has-substantial-upside-potential-on-sound-fundamentals"}}" data-news_link="//www.iser-br.com/news/samsung-has-substantial-upside-potential-on-sound-fundamentals/92485639">