Looking forward to the next few months, South Korea's chip output value increased by 12.9% month-on-month in September, and the momentum may continue to rise.

News on October 31, judging from the financial reports of many chip companies, the demand in the global chip market has shown signs of improvement. Intel’s revenue has increased for two consecutive quarters, Samsung Electronics’ storage business and SK Hynix’s Revenue has also increased quarter-on-quarter for two consecutive quarters.

The improvement in global chip demand is undoubtedly good for Samsung Electronics, SK Hynix and the Korean chip industry, which will help them ease the decline from the second half of last year. The beginning of the dilemma.

Data released by South Korea showed that chip output value increased by 12.9% month-on-month in September, which promoted South Korea’s industrial output value to increase by 1.1% month-on-month in the same month and maintained month-on-month growth for two consecutive months

According to Samsung Electronics’ newly released third-quarter financial report, although the demand for traditional servers is relatively weak, with the increase in demand for high-density products such as smartphones and PCs, the adjustment of customer inventory and the increase in demand for high-end AI products Strong growth, the demand environment for memory chips is improving. It is expected that the demand environment for memory chips will further improve in the fourth quarter. It is worth noting that at the end of the third quarter and the beginning of the fourth quarter, many major electronic product manufacturers, including Apple, launched new products. New products such as smartphones and laptops will increase demand for memory chips, which is also expected to boost the revenue of Samsung Electronics' storage business and SK Hynix. The output value of Korean chips is also expected to continue to increase month-on-month in the next few months. .

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