Siliconspot

  SK Hynix [Posting: 2025.06.10] SK hynix is transitioning from a conventional memory supplier to a global leader in AI memory and High Bandwidth Memory (HBM) . As a key HBM supplier to NVIDIA , a pivotal player in the AI era, the company is benefiting significantly from the AI boom . SK hynix currently produces DRAM (70%) and NAND (30%) , and is planning to build the Yongin Mega-FAB with a monthly capacity of 800,000 wafers , scheduled for completion in 2027 , to aggressively expand market share. Although the company posted a $5 billion operating loss in 2023 , it rebounded with a record-high operating profit of $16.3 billion in 2024 thanks to strong HBM demand —placing SK hynix at the very center of the global AI trend. In data centers, a technology alliance is being formed with NVIDIA's GPUs , TSMC's advanced logic buffer dies , and SK hynix's HBM , establishing a strong foundation of trust in both technology and quality and giving SK hynix a competitive edge over ...

  Sony [Posting: 2025.06.09] As of 2024, Sony maintains its position as the No.1 player in the global image sensor market with a 55–60% share . Through its joint venture with TSMC—JASM (Japan Advanced Semiconductor Manufacturing) — Sony is actively pursuing localization of semiconductor production at the 6nm node . Evolving from a traditional electronics manufacturer, the company is transitioning toward semiconductor independence and an entertainment-driven revenue model based on AI edge sensors, global shutter technology, high-resolution automotive sensors, and PS5-based content monetization . With a strong foundation in vertical integration, platform diversification, and supply chain stabilization, Sony is emerging as a fusion-type tech giant combining semiconductors and content. While rooted in Japan’s analog sensibility and culture, Sony continues striving to establish itself as a global technology leader—one to watch closely in the years ahead. 🎯 Sony – In-Depth Analysis as ...

  ADI : Analog Devices [Semiconductor Company Analysis] Analog Devices (ADI) – A Global Leader in Analog and Mixed-Signal Semiconductor Solutions 1. Company Overview and History Analog Devices Inc. (ADI) is a leading global analog and mixed-signal semiconductor company founded in 1965 in Cambridge, Massachusetts by Ray Stata and Matthew Lorber. ADI began with the release of its first operational amplifier, the “Model 101,” targeting the electronic measurement and instrumentation market. Over time, the company expanded its product portfolio to include ADC/DACs, power management ICs, RF ICs, and DSPs, becoming a key player in the semiconductor industry. Major milestones include the acquisition of Linear Technology in 2017 for approximately $14.8 billion and Maxim Integrat ed in 2021 for about $21 billion, significantly expanding its product offerings and customer base. ADI now provides high-performance chips optimized for industrial, automotive, telecommunications, consumer el...

  Onsemi [Posting: 2025.06.06] The automotive semiconductor manufacturer Onsemi was originally spun off from Motorola’s semiconductor division in 1999. Through a series of mergers and acquisitions, the company has grown into a specialized provider of power semiconductors, sensors, and analog ICs for automotive applications, recording a revenue of $7 billion in 2024 . Onsemi has expanded its product portfolio by acquiring major companies such as AMI, Sanyo Semiconductor, Aptina Imaging, Fairchild Semiconductor, SWIR Vision Systems , and Qorvo's SiC JFET division . It is now in fierce competition with global players like Infineon, STMicroelectronics , and Renesas in the automotive sector . Recently, the company has been heavily investing in the production of next-generation automotive power semiconductors based on SiC (Silicon Carbide) , expanding its production from 6-inch to 8-inch wafers. Among its global sites, Bucheon, South Korea , has emerged as a key manufacturing hub. By...