Samsung Electronics this year's performance is very good, but the stock also rose a lot, largely due to the storage business is strong.Samsung January to September 2017 semiconductor sales of 53.15 trillion won, with the same period last year Up 46% over the same period of Intel's sales of only 45.7 billion US dollars, with the same period last year increased by 6% Samsung is the leader in DRAM and NAND companies in the global stock of products are out of stock, the price increases to promote Rising profits.
Photo credit: Nikkei Chinese website
In July, most semiconductor companies announced their earnings. Samsung surpassed Intel with less than $ 100 million in revenue in the first half of this year. Samsung said at the time that revenue was mainly benefiting from high-density storage products and solid state Strong Demand for Hard Drives Many securities firms expect Samsung to have surpassed Intel for the first time in 25 years from the point of view of annual chip sales if the price of storage chips does not fall sharply in the second half of the year.
According to the current trend, Samsung has become the default champion.
Samsung invested heavily in production equipment and research and development, and the factory's yield was higher than that of its competitors. Samsung offered the ability to push the price negotiations on arms to push big clients such as the US Apple to promise price increases. On the other hand, Intel's revenue Mainly rely on personal computers with CPU (CPU.) With the peak demand for personal computers, Intel is no longer the momentum.
In the semiconductor industry, it is expected that the demand for memory will continue to grow in the future, but if all semiconductor companies increase their output prices will decline, the price fluctuations will be greater.