The Bank of Korea pointed out that the semiconductor glory began in the second half of 2016. With the advancement of self-driving cars and artificial intelligence, the boom will be further extended to the second half of 2019. However, the Bank of Korea believes that the development of the country’s economy has slowed down. Will soon have an impact on DRAM.
Looking at the whole picture, the Bank of Korea expects that the probability of semiconductor oversupply is not high, and chip makers should pay attention to the increase in threats from China and existing industries, and increase investment spending on non-memory semiconductors. This part is relatively unaffected by the economic fluctuations.
South Korea’s exports rely heavily on semiconductors. Statistics show that 17% of South Korea’s export output comes from semiconductors. Samsung, the country’s largest technology company, accounts for one-third of its operating profit in the first quarter from semiconductors.
Samsung forecast last week that profit from January to March will come to 15.6 trillion won, which is a 57.6% increase from the same period last year and is also better than the market's forecast of 14.5 trillion won.