Latest news with #Ryu
Korea Herald
3 hours ago
- Business
- Korea Herald
Diverging prospects: Samsung eyes rebound, SK braces for HBM shakeup
As fears of HBM oversupply mount, intensifying price competition puts pressure on chipmakers, reshaping AI memory landscape As concerns over a potential supply glut in the high-bandwidth memory market for artificial intelligence semiconductors intensify, South Korea's two memory chip giants — Samsung Electronics and SK hynix — are seeing sharply divergent stock performances. According to the Korea Exchange on Tuesday, so far in July, Samsung Electronics' shares have surged 13.38 percent on the country's main bourse, Kospi, outpacing the broader index's 4.53 percent rise. On the contrary, SK hynix's shares have dropped 6.68 percent during the same period. Analysts say growing fears of oversupply and falling prices in the HBM segment, a key component in AI chipsets, are driving foreign investors to offload shares. This is particularly the case for those of SK, since it holds the No. 1 position in the global HBM market. Samsung's entry into the market of sixth-generation HBM chips, known as HBM4, is expected to erode the price premium previously enjoyed by SK hynix with its fifth-generation HBM3E products. 'There are rising concerns in the market about potential oversupply of HBM from this year and onward,' said Ryu Young-ho, a senior analyst at NH Investment & Securities. 'It has triggered increased selling pressure on SK hynix shares.' At the same time, Samsung Electronics' stock — long overshadowed by SK hynix — has begun to recover as the company secured supply deals for both HBM3 and HBM3E with AMD and Broadcom, signaling renewed confidence in its technological competitiveness. 'If Samsung succeeds in entering Nvidia's HBM supply chain, the oversupply issue could become even more pronounced,' Ryu said. Currently, SK dominates the global HBM market with a 53 percent share, followed by Samsung with 38 percent. With Micron joining the fray, competition is expected to intensify. Samsung shares are also benefiting from expectations of increased HBM revenue, further buoyed by the recent lifting of export restrictions on Nvidia's China-specific AI chip, the H20. With new market avenues opening, Samsung's momentum in the HBM space appears to be strengthening. As the market dynamic shifts, industry insiders are watching whether the HBM sector will transition from a technology-driven race to a price-driven war. Until recently, tight supply allowed suppliers to dictate prices. But as supply loosens, big tech clients like Nvidia and AMD are likely to gain leverage in price negotiations. 'The balance of power is shifting from suppliers to buyers,' said Ryu. 'We may see weaker-than-expected price hikes for the upcoming HBM4 chips.' Investment bank Goldman Sachs also forecast that HBM prices could fall by around 10 percent next year, citing the likely impact of increased competition and capacity. 'HBM has entered a maturing phase,' said an industry source who requested anonymity. 'As supply constraints ease, chip makers will need not only technical excellence but also strong price competitiveness to survive. The real price war is likely to begin in earnest next year.' Against this backdrop, both Samsung and SK are racing to mass-produce HBM4 by the second half of this year. SK was the first chip maker to supply 12-layer HBM4 samples to Nvidia in March. Samsung is expected to follow suit within this month, shipping its samples to both Nvidia and AMD. In an effort to regain lost ground after delays with HBM3E chips, Samsung is utilizing its advanced 1c DRAM technology, which employs a 10-nanometer process, in HBM4, aiming for high precision and yield stability. It is also actively investing in its Pyeongtaek Campus Line 4 (P4) to support volume production. 'Samsung appears to be rebuilding its strategy with a long-term perspective to win back customer trust, rather than focusing on short-term results,' said an anonymous source who is familiar with the matter. 'Though Samsung may be behind SK in HBM development timing, if it can deliver on performance, it still has a strong chance to catch up to its rivals.' SK, meanwhile, is prioritizing stable yields by using the same 1b, the fifth generation of the 10nm process and mass reflow-molded underfill packaging method from HBM3E. It is also deepening collaboration with Taiwan's TSMC to enhance both HBM4 production and advanced packaging capabilities. 'We are accelerating open collaboration with global customers as well as TSMC, not only to develop the highest-performance HBM4 but to reinforce our position as a total AI memory provider,' said Kim Joo-sun, SK hynix president in charge of AI infrastructure.
New Indian Express
5 days ago
- Entertainment
- New Indian Express
Vidyut Jammwal to make Hollywood debut with the live-action film Street Fighter
The film also stars Andrew Koji as Ryu, Noah Centineo as Ken, Callina Liang as Chun-Li, David Dastmalchian as M. Bison, Cody Rhodes as Guile, Jason Momoa as Blanka, and Curtis '50 Cent' Jackson as Balrog, among others. More details about plot are awaited. Street Fighter was launched in 1987 and has since then become the most successful video game franchise of all time. It features a host of different fighter characters who take part in a tournament organised by the villainous M Bison. Vidyut is known for being part of high-octane actioners, like the Commando films, Khuda Haafiz, and IB71 among others. He was last seen in the action-thriller Crakk – Jeetega… Toh Jiyegaa, which released in theatres in 2023 and was a box-office failure.
Korea Herald
11-07-2025
- Entertainment
- Korea Herald
Actor Ryu Soo-young shares home-cooked comfort in his debut cookbook
Stir-fried spicy pork in just 9 minutes and a hearty braised chicken stew for under 10,000 won. Actor Ryu Soo-young has compiled 79 such no-fuss recipes in his debut cookbook, 'Ryu Soo-young's Recipes for Life,' aimed at helping anyone — from newlyweds to retired fathers — master the comforting flavors of Korean home cooking. At a press conference Tuesday, the actor spoke not as a celebrity, but as a passionate home cook and self-taught recipe developer. 'This book isn't for gourmet chefs. It's for people who are just starting to cook — people getting married, or living on their own for the first time. I wanted to create something they could open and follow without fear.' The book draws from more than 300 recipes Ryu has developed over the years, 79 of which he selected for this release. Known for showcasing his culinary chops on cooking programs like KBS' 'Fun-Staurant,' Ryu turns the spotlight on humble, home-style dishes, simple enough for beginners, but rich in flavor. Though Ryu remains best known as an actor, cooking has long been his refuge. 'Cooking has been a kind of healing meditation for me. When I was overwhelmed with work, I'd bake piles of bread or pickle vegetables. It cleared my mind and brought me back to myself.' Publishing a cookbook, he added, was not a decision he made lightly. 'It took me 3-4 years to get to this point,' he said. 'I've relied so much on cookbooks at home. Publishing my own felt almost presumptuous. But so many people asked me to compile my recipes in one, and I found the courage to do it.' The cookbook is divided into five sections: special dishes, rice, noodles, soups and stews, and snacks. For true beginners, Ryu recommends starting with snacks. 'Whether it's cooking or exercise, you need a small win to keep going. Start with something really easy. Then little by little, you'll gain confidence and start enjoying it.' Ryu's ambition goes beyond the domestic kitchen. His international travels for programs, filmed in countries like Spain, Peru and the US, have only deepened his belief in the global appeal of Korean cuisine. Last year, he led a Korean cooking class at Stanford University, introducing students to the basics of Korean food. He also recalled a memorable moment with a celebrity visiting Korea: 'When Hugh Jackman and Ryan Reynolds came to Korea last year, I made them 'galbijjim' (braised short ribs). They loved it.' He is already planning his next cookbook, this time focused on banchan, or the essential Korean side dishes that accompany rice. 'So often, we end up throwing out rice because we don't have the right banchan to go with it,' he said. 'I'd like to put together seasonal, simple sides that help bring those leftovers to life.' While acting fuels his passion, Ryu says cooking offers a different kind of fulfillment, one in warmth and human connection. 'Acting makes my heart race. It's thrilling. But cooking makes me feel warm,' he said. 'Heat is exciting, but warmth draws people close. When I cook, people come toward me, and hearts open up.' Cooking, he says, has become more than just a hobby. 'It might be the most important work in life. Maybe even more useful to others than acting. This feels like the most meaningful moment I've had. And it's not something I take lightly.'
Korea Herald
10-07-2025
- Entertainment
- Korea Herald
‘A Story of Man and Wife' conveys Korean realities via classical vocals
Composer Ryu Jeajoon and lyricist Bong Joon-soo present music a drama that offers a candid reflection on housing, marriage and parenting A couple's story unfolds through classical vocals with hyper-realistic lyrics. Sung by beautiful voices over flowing piano melodies, the witty yet candid lyrics touch on high housing prices, interest rates, exhausting marriage preparations, child care allowances and much more. Composed by Ryu Jeajoon, 54, with lyrics by Bong Joon-soo, 55, an English literature professor at Seoul National University, the music drama "A Story of Man and Wife" grapples with one of South Korea's biggest societal challenges: the low birth rate. 'The composer has been pondering why the birth rate is so low, and when you trace the issue down to its roots, you find that many people simply aren't dating at all,' Bong said during an interview after a rehearsal in Gangnam-gu, Seoul, on June 27. The creation of the piece involved extensive back-and-forth between Bong and Ryu as they explored the fundamental question: Why aren't young people dating? But that doesn't mean the music drama offers a clear answer. There were no "right answers," so Bong and Ryu decided to show the reality as it is. 'I went through a lot of statistics on this issue, but I couldn't find anything I could confidently point to as the answer. Social scientists have published countless papers on why people aren't getting married, but honestly, I still don't really know,' Bong said. 'So instead of focusing on what's 'right,' I thought about what would immediately resonate with people if it were thrown out there. That's how the lyrics for a song like 'Jeonse Prices' came about — from that line of thinking.' Jeonse is a housing rental system in South Korea where a tenant pays a large, refundable lump-sum deposit to the landlord instead of monthly rent. Bong said that conversations with his graduate students helped him better understand the realities young people face today, while he also tried to recall his own experiences. "A Story of Man and Wife" is the latest project by composer Ryu, who aims to diversify the classical vocal repertoire by adding Korean songs. 'Korean vocalists almost always include Schubert, Schumann and Brahms lieder in their recital programs. Yet in many cases, the audience either nods off or doesn't really understand what they're hearing. The moment that gets the biggest applause is always when they sing a Korean song as an encore," the composer added. 'There are so many great vocalists out there in Korea,' Ryu said. 'It would be wonderful if they could sing stories that are ours." His previous music drama "Apt," a two-person music drama unveiled in 2021, deals with the country's housing issue. 'Having tackled housing issues and low birthrate, I'm thinking of addressing discrimination as the next theme," added Ryu, who also serves as the artistic director of the Seoul International Music Festival and Ensemble OPUS. "A Story of Man and Wife" is directed by Chang Semoon, whom the composer described as meticulous and finely attuned to detail. Chang, known for her opera work, said that "Through this work, my views on marriage and parenting have changed a lot. I used to see them purely as social issues, but perhaps because I've looked more deeply into individuals' inner lives, I now feel there are many more choices available." "What makes this work interesting is that there's no single 'right answer,'" she added. The 90-minute music drama, featuring 16 songs and seven piano solos, is performed by bass-baritone Han Hae-yeol and soprano Lee Sang-eun, with Lim Hyo-sun on piano.
The Sun
08-07-2025
- Business
- The Sun
Samsung flags Q2 profit slump on US chip curbs
SEOUL: Samsung Electronics yesterday projected a far worse than expected 56% plunge in second-quarter operating profit due to weak AI chip sales, deepening investor concerns over the tech giant's ability to revive its struggling semiconductor business. The world's biggest memory chipmaker blamed the profit miss on US restrictions on advanced AI chips for China, but analysts said the decline was also due to delays in supplying high-bandwidth memory (HBM) chips to key US customer Nvidia . In March, Samsung flagged meaningful progress on its latest HBM 3E 12-layer chips could come as early as June. But yesterday it gave no update on supply to Nvidia, only saying its improved HBM products were undergoing customer evaluation and proceeding with shipments. Key rivals SK Hynix and Micron have benefited from robust demand for memory chips driven by AI growth in the US, while Samsung relies more on China, where sales of advanced chips are restricted by the US and competition with local rivals is growing. 'For Samsung Electronics, the key issue remains regaining competitiveness – everything ultimately comes back to HBM,' said Ryu Young-ho, a senior analyst at NH Investment & Securities. Potential US tariffs also cloud the outlook for Samsung's mainstay chip and phone businesses, pressuring margins. 'It will also be difficult to raise prices immediately due to competition, making it challenging to sustain high margins,' Ryu said. Samsung estimated an operating profit of 4.6 trillion won for the April-June period, versus a 6.2 trillion won LSEG SmartEstimate. That would be its weakest in six quarters, down from 10.4 trillion won in the same period a year earlier and 6.7 trillion won in the preceding quarter. Revenue would likely fall 0.1% to 74 trillion won from a year earlier, the filing showed. Samsung attributed chip profit falls partly to inventory value adjustments, without elaborating. Analysts said unsold HBM chips to Nvidia may have contributed to the large inventory writedowns. They estimated the chip division's operating profit could come in around 500 billion won, down over 90% from a year earlier, while its phone business profit may have improved during the period. Samsung Electronics shares slipped 0.2% against a 1.2% rise in the benchmark KOSPI as of 0341 GMT. It said it plans to buy back 3.9 trillion won (RM12 billion) worth of its shares, part of a 10 trillion won buyback announced last November. Analysts said they expect Samsung's profit to improve gradually, supported by the launch of new phones and growth in sales of HBM chips to non-Nvidia customers. – Reuters
