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In the first 10 days of August 2024, South Korea's exports increased by 16.7% year-on-year, reaching $15.5 billion, driven primarily by a significant 42.1% surge in semiconductor exports. Other sectors like petroleum products and automobiles also saw growth, with automobile exports rising sharply by 63.9%. However, machinery product exports declined by 10.6%. Imports grew by 13.4% to $18.4 billion, resulting in a trade deficit of $2.9 billion. Notably, exports to major trading partners China and the United States increased by 10.7% and 27.7%, respectively. This continues a trend of export growth, marking the tenth consecutive month of gains as of July.
SK hynix has announced it will begin mass production of its 6th generation (1c) 10nm class DRAM in the third quarter of 2024, ahead of Samsung Electronics, which plans to start production by the end of the year. SK hynix has already established an internal road map to achieve customer certification and start production, potentially positioning itself to capture significant demand from major tech companies like Amazon and Microsoft once Intel certifies its DRAM for server use. The 6th generation DRAM, utilizing advanced Extreme Ultraviolet (EUV) lithography, promises higher chip yields and improved power efficiency compared to previous generations.
Samsung has confirmed its investment in the Pyeongtaek P4 plant for the production of 6th-generation 1c DRAM, with plans to begin mass production in June 2025. This next-generation DRAM, which uses 10nm-class technology, is still not commercialized globally, but Samsung and SK hynix are preparing for its mass production. Despite initial delays due to a downturn in the semiconductor market, Samsung is now expanding its P4 facility, initially installing NAND flash equipment and confirming plans for 1c DRAM production. The company also anticipates launching HBM4 using 1c DRAM by the second half of 2025, aligning with forecasts of significant growth in the memory industry's revenues.
Both Samsung and K Hynix plans to adopt Inpria's metal oxide resist (MOR) technology in the production of 1c DRAM, utilizing MOR to draw the finest lines on one of the five to six EUV layers in the 1c DRAM. This adoption aims to enhance performance and reduce costs in future DRAMs. MOR is seen as a next-generation alternative to the chemically amplified resist (CAR) currently used in advanced chip lithography, addressing CAR's limitations in resolution, etching resistance, and line edge roughness.
In 2021, JSR Corporation announced its acquisition of Inpria Corporation, the leading innovator in metal oxide photoresist technology for EUV lithography, solidifying its focus on advancing semiconductor materials.
Samsung is considering multiple suppliers for its EUV MOR photoresist needs beyond Inpria, including companies like Dupont, Dongjin Semichem, and Samsung SDI. These alternatives are currently being tested as the company explores the best options for its 1c DRAM production.
Lam Research refers to its inorganic photoresist technology as "dry resist," which reportedly is expected to be supplied for Gen 7 10nm (1d) DRAM production, anticipated to launch next year. This dry resist is deposited by ALD and represents a further evolution in PR technology, potentially offering enhanced performance for the next generation of DRAM manufacturing.
Exports increase 16.7 percent in first 10 days of August - The Korea Times
SK hynix Leads with ‘6th Generation 10 nm’ DRAM Production Ahead of Samsung - Businesskorea
SK Hynix to adopt Inpria MOR in 1c DRAM - THE ELEC, Korea Electronics Industry Media (thelec.net)
Samsung said to consider Inpria's metal oxide resist for 1c DRAM process (digitimes.com)
