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DigiTimes Research: Korean Memory Makers See Output Value Surge in Q2

AleksandarK

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According to the latest DigiTimes Research report, it is said that Korean memory makers have experienced a surge in chip output value. Korean memory manufacturers are Samsung Electronics and SK Hynix, which both have seen a massive growth of 22.1% on a yearly basis and 13.9% sequentially in the second quarter of 2020. This is no small feat as the demand for memory in the smartphone industry has been slowed in that period due to the COVID pandemic, however, it was offset by strong demand from servers and notebooks. When the output of Korean memory giants is fused, Samsung and SK Hynix had combined revenue of KRW22.9 trillion or about 20.8 billion USD. The demand for memory is expected to continue its growth due to the 5G headset market.


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Most likely VR headsets.
That makes sense. Probably AR would predominantly benefit from that. I'm not an apple product user for the most part, but if the rumored AR glasses are well implemented, I'll probably pick up a pair.
 

Soulwatcher

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I bet a big part of that is homeschooling due to COVID. PC's are sold out everywhere where I live.
 
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