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날짜: 7월 17, 2025

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NVIDIA Picks Micron Over SK hynix for Next-Gen SOCAMM Memory Supply

NVIDIA Selects Micron as First SOCAMM Supplier for Next-Gen Blackwell AI Chips NVIDIA has officially chosen Micron Technology as its first supplier of SOCAMM (System-on-Chip Attached Memory Module) , a next-generation semiconductor memory module poised to replace high-bandwidth memory (HBM) in future AI systems. This marks the first time NVIDIA has opted for Micron over its long-time partners SK hynix and Samsung Electronics for a next-gen memory solution. SOCAMM: The Future Beyond HBM SOCAMM is a low-power DRAM (LPDDR) -based memory module designed for higher energy efficiency and faster I/O performance compared to traditional DDR DRAM. It promises significant improvements over HBM in both bandwidth and power consumption. According to Wccftech and industry sources, NVIDIA will integrate SOCAMM into its upcoming GB300 “Blackwell” AI platform as well as the Digits AI PC , which was unveiled in May. NVIDIA has reportedly informed major memory and substrate suppliers of ...

BYD Overtakes Hyundai in Global Sales with Strong August Performance

Chinese automaker BYD has surpassed Hyundai Motor in global sales, cementing its position as one of the fastest-growing players in the global automotive market. In August, BYD sold 373,626 vehicles worldwide, up 0.17% year-over-year and 8.93% from July. This brought the company’s cumulative sales from January to August to 2,863,876 units, a 23% increase compared to the same period last year. Passenger vehicles: 2,825,802 units (+21.9% YoY) Commercial vehicles: 38,074 units (+294.5% YoY) BYD’s international expansion continues to gain momentum. In August alone, overseas sales reached 80,464 units, a 146% surge compared to last year. From January through August, BYD exported 630,728 units, marking a 136% increase year-over-year. By contrast, Hyundai Motor reported 2,738,841 vehicles sold globally between January and August, up only 0.2% year-over-year. Hyundai’s domestic sales grew 2.1% to 469,457 units, but overseas sales slipped 0.1% to 2,269,384 units. The figures underscore a s...

Trump Lowers Tariffs on Korea to 15% After $350B Investment Deal

Trump Announces Trade Deal with Korea: Tariffs Cut to 15%, $350B Investment Agreed U.S. President Donald Trump announced on July 30 (local time) that the United States and South Korea have reached a new trade agreement , reducing reciprocal tariffs from 25% to 15% . In a post on his social media platform Truth Social , Trump stated that Korea had agreed to invest $350 billion (₩487 trillion) in the United States and that the two countries had reached a broader trade pact. Key Points of the Deal Tariffs reduced: Reciprocal tariffs lowered from 25% to 15% Investment: Korea pledges $350 billion in U.S. investments , slightly below Washington’s initial request of $400 billion Energy purchases: Korea to import $100 billion worth of U.S. LNG and other energy products Market access: Korea agreed to fully open its markets for U.S. cars, trucks, and agricultural products Future Bilateral Meeting Trump added that the official announcement of Korea’s massive invest...

Samsung Q2 Profit Plunges 55%, Memory Business Faces Ongoing Slump

Samsung Electronics Reports 55% Drop in Q2 Operating Profit Amid Semiconductor Weakness Samsung Electronics has announced its second-quarter 2025 financial results , posting ₩74.6 trillion in revenue and ₩4.68 trillion in operating profit , representing a 0.67% year-on-year revenue increase but a 55.23% decline in operating profit . For the first half of 2025 , Samsung recorded ₩153.7 trillion in revenue and ₩11.4 trillion in operating profit , with its semiconductor division contributing ₩53 trillion in sales and ₩1.5 trillion in operating profit . Semiconductor Business Under Pressure Samsung’s Device Solutions (DS) division continued to face challenges. Its operating profit has dropped sharply from ₩6.45 trillion in Q2 2024 to just ₩400 billion in Q2 2025 , marking a steep decline over consecutive quarters. While DS revenue increased 11% quarter-on-quarter to ₩27.9 trillion , operating profit fell due to inventory write-downs in the memory business and non-memory operation...

Goldman Sachs, China’s EUV Lithography Machine Still 20 Years Behind ASML

ASML 2nd generation High-NA EUV machine Goldman Sachs, China’s EUV Lithography Machine Still 20 Years Behind ASML According to a recent report by Goldman Sachs, China has successfully developed its own version of an extreme ultraviolet (EUV) lithography machine, but the system is reportedly capable of producing only 65nm chips—a process node considered obsolete by today’s industry standards. This places China’s EUV technology about 20 years behind that of Dutch leader ASML, the world’s sole supplier of advanced EUV lithography tools. Goldman Sachs noted that while Chinese foundry SMIC has already demonstrated limited 7nm chip production, it almost certainly still relies on ASML’s older deep ultraviolet (DUV) lithography machines, given that China lacks the ability to manufacture cutting-edge EUV systems domestically. Meanwhile, ASML is advancing into its second-generation High-NA EUV lithography, now being deployed at Intel, TSMC, and Samsung Electronics. Each H...

Tesla’s Korean Boom: EV Maker Tops Import Sales Amid Global Slowdown

While Tesla struggles in its home markets of the U.S. and Europe, the EV giant is experiencing a dramatic sales surge in South Korea, where it has now become the top-selling imported car brand. According to the July new car registration data from the Korea Automobile Importers & Distributors Association (KAIDA), Tesla Korea sold 7,357 vehicles, up 15.4% from the previous month. This performance allowed Tesla to surpass both BMW (6,490 units) and Mercedes-Benz (4,472 units) to take the top spot in the imported car market. This marks Tesla’s second time ranking No. 1 in three months—previously leading the market in May (6,570 units), and placing second in June (6,377 units). With an average of over 6,400 units sold per month over the past quarter, Tesla’s momentum in Korea continues to build rapidly. For the period from January to July 2025, Tesla Korea’s cumulative sales reached 26,569 units, reflecting a 32.4% year-on-year increase. While this figure still t...

China to Overtake Taiwan as World’s Largest Foundry Producer by 2030

China Expected to Become World’s Largest Semiconductor Foundry Nation by 2030 China is projected to account for over 30% of global semiconductor foundry capacity by 2030 , overtaking Taiwan to become the world’s largest chip foundry producer , according to a recent report by market research firm Yole Group . The report highlights that China, which currently holds 21% of the global foundry market share , is closing in on Taiwan’s 23% share . By 2030, China is expected to surpass its rivals and lead the global foundry industry . Current Global Foundry Market Share As of the first half of 2025, global foundry market share is distributed as follows: Taiwan – 23% China – 21% Korea – 19% Japan – 13% United States – 10% Europe – 8% China’s Rapid Capacity Expansion China produced 8.85 million wafers per month in 2024 , a 15% year-on-year increase , and is expected to reach 10.1 million wafers per month by 2025 . The country is currently building 18 new semicondu...

Samsung Signs Record $16.5B Tesla Chip Deal—Musk Confirms on X

Samsung Secures Record $16.5B Foundry Deal to Produce Tesla’s Next-Gen AI6 Chips Samsung Electronics has signed its largest-ever single foundry contract , valued at $16.5 billion (₩22.8 trillion) , to produce Tesla’s next-generation AI6 chips , which will power the company’s autonomous vehicles and humanoid robots . The deal, covering the period from July 24, 2025, to December 31, 2033 , was disclosed by Samsung on July 26. The company initially withheld the client’s name due to strict confidentiality agreements , but Tesla CEO Elon Musk confirmed the partnership on X , stating that “a major Korean company will be dedicated to producing Tesla’s next-generation AI6 chips at our new Texas factory.” Musk’s Involvement Raises Stakes Musk added that Tesla would help maximize Samsung’s manufacturing efficiency and that he would personally inspect the production lines , noting that the factory is conveniently located near his Austin residence. Musk is known for his hands-on approac...