[인포스탁데일리=원주호 기자] The domestic memory semiconductor industry is facing an unprecedented cold wave.
The prevailing view is that SK Hynix will turn to a loss on an annual basis this year.
Samsung Electronics is also experiencing a loss in the semiconductor sector in the first quarter of this year.
Recently, the industry judges that DRAM product inventories of major memory semiconductor companies such as Samsung Electronics, SK Hynix, and Micron have rapidly accumulated for about 13 to 20 weeks.
In September of last year, the inventory was about 10 weeks, but in three months, the inventory has doubled.
As inventories pile up at each semiconductor company, product prices are falling steeply.
As a result of a recent market research firm TrendForce, it is known that DRAM prices fell by 20-25% in the fourth quarter of last year compared to the previous quarter.
In the first quarter of this year, it was expected to decline further by 13-18%.
Securities companies are simultaneously lowering the consensus of Samsung Electronics and SK Hynix.
NH Investment & Securities predicted SK Hynix’s annual operating loss to be about 6.488 trillion won.
Hana Securities also adjusted SK Hynix’s operating loss to 7.2 trillion won.
Samsung Electronics also saw its operating profit decrease by 26% this year to KRW 22.2553 trillion.
In particular, if you look only at the semiconductor sector, there were many places that expected a loss in the first quarter.
The last time Samsung Electronics made a loss in the semiconductor business was in the first quarter of 2009, during the global financial crisis 14 years ago.
Reporter Won Joo-ho [email protected]
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