DRAM fixed prices stopped falling, expectations for super cycles increased

Semiconductor wafer

[아시아경제 이창환 기자] It was found that the decline in the fixed price of major memory semiconductor products stopped after six months. As spot prices have already risen significantly, expectations for an improvement in the semiconductor industry are expected to grow in the future.

According to Trend Force, a market research firm on the 2nd, the fixed transaction prices for 16GB server DRAM (DDR4 16GB R-DIMM) and 32GB server DRAM last month were $65 and $110, respectively, maintaining the same price as last month. Server DRAM fell for 5 consecutive months from July to last month due to increased inventory in the second half of last year, but prices stopped falling in December.

The average fixed transaction price for PC DRAM (DDR4 8Gb) was also calculated to be $2.85 without change from November. Trend Force analyzed that “the customer’s inventory has been relatively low, and the power outage in Micron’s Taiwan plant has created a favorable environment for suppliers.”

Spot prices, which act as a leading indicator for fixed prices, are already rising. The DRAM spot price from $2.7 at the end of November rose nearly 30% to $3.46 at the end of last month.

It has been six months since last May that the spot price of DRAM reached the $3 range. DRAM Exchange predicted that DRAM prices will continue to rebound and will increase to a maximum of 10% in the first quarter of next year.

The semiconductor industry predicts that this year, the semiconductor market can enter the super cycle (super boom) in three years. The supply is limited, but it is believed that semiconductor sales could increase and prices could rise further as demand for non-face-to-face (untact) continues to increase due to the novel coronavirus infection (Corona 19).

According to KOTRA’s ‘2021 Export Outlook’, next year’s semiconductor market will enter a supercycle, and demand is expected to increase by 19% for DRAM and 34% for NAND flash compared to this year. In fact, Korean semiconductor exports have increased significantly for several months until last month, leading to overall improvement in exports.

Reporter Chang-Hwan Lee [email protected]

Joonhyuk Bang, Chairman of Netmarble Coway

[아시아경제 부애리 기자] Netmarble Coway Chairman Bang Joon-hyuk was ranked first among the heads of the game industry.

According to the CEO score of the company evaluation site on the 2nd, a survey of 22,213 people (based on the closing price on the 29th of last month) who owned the stocks of listed companies in Korea, resulted in the value of Samsung Electronics’ vice chairman Lee Jae-yong of 9.704 billion won, ranking first in the total stock number.

Among the heads of the game industry, Chairman Bang ranked 9th in total with a stock value of 2,611.9 billion won. It is the highest ranking among the representatives of the game industry. Kim Taek-jin, CEO of NCsoft, ranked 10th with the value of the stock held at 2.399.4 trillion won. Then, Chairman Kim Dae-il, Pearl Abyss, ranked 16th with 1.279.4 trillion won.

Former Democratic Party lawmaker Kim Byung-gwan, Webzen’s largest shareholder, ranked 73rd with 3733 billion won. Nam Gung-hun, CEO of Kakao Games, also joined the ranks of the stock sign. When Kakao Games went public in September last year, the stock value of Namgung’s representative was 111.8 billion won. The overall ranking is 283th. Neptune CEO Jung Wook also entered the top 500 stock code at 499th. CEO Jung Wook’s stock value is 65.2 billion won.

Beomsu Kim Chairman of Kakao

The progress of portal representatives is also noticeable. IT-related stocks have rapidly risen due to the influence of the novel coronavirus infection (Corona 19) infection. Kakao Chairman Kim Beom-soo ranked 3rd with a record of KRW 4.806.5 billion, an increase of more than 2,900 billion won in the value of his stocks from a year ago. Lee Hae-jin, Naver’s Global Investment Officer (GIO), also ranked 15th with an increase in stock value of about KRW 600 billion, with KRW 1.74 trillion.

Meanwhile, the stock code ranking is expected to fluctuate again when the Samsung family’s property inheritance is complete. If it is inherited as the legal stake, the value of Lee’s stake will increase to 14,3124 billion won. Hong Ra-hee, former director of Leeum, ranked 2nd with the share value including inheritance of 12,103.3 billion won, and Hotel Shilla Lee Bu-jin and Lee Seo-hyun, the chairman of Samsung Welfare Foundation, respectively, increased to 7,2052 trillion won, rising from 12th to 3rd jointly.

Reporter Bu Aeri [email protected]

The biggest topic in 2020 is by far the real estate craze. The price of apartments soared to the sky and hit the hearts of homeless common people, as if making fun of the government’s rant that I would pay for the house. The night lights of the apartments filled with Seoul are bitterly felt. I hope that the real estate market will stabilize in the new year of 2021. / Reporter Yoon Dong-joo doso7@

[아시아경제 주상돈 기자] This year, the tax burden of multi-homed people will increase, and the burden of equity investors will decrease. The maximum tax rate for comprehensive real estate tax for multi-homed people with three or more houses rises from 3.2% to 6.0%, and the capital gains tax surcharge increases from 20% points to 30% points. On the other hand, the KOSPI stock exchange tax will fall by 0.02 percentage points from this year.

First of all, from January 1 of next year, the tax rate will increase by a maximum of 2.8 percentage points. As a result, the basic tax rate for the final tax increases from 0.5% to 0.6% for less than 300 million won, and 0.1% point for 600 million to 1.2 billion won to 1.2% from 1.0%. The tax rate rises more steeply for three or more houses and two houses in the area subject to adjustment. For less than 300 million won, the increase is from 0.6% to 1.2%, and the value of 600 million to 1.2 billion won is increased from 1.3% to 2.2%. When it exceeds 9.4 billion won, the tax rate rises from 3.2% to 6.0%. Corporations are charged a single tax rate (6.0%) regardless of the housing price.

The upper limit on detailed charges for two houses in the area subject to adjustment is raised from 200% to 300%, and the upper limit on detailed charges for corporations is abolished. However, to alleviate the burden on real-time one homeowners, the tax deduction rate for the elderly who owns one household and one home is increased by 10% for each section, so that those over 70 can receive a 40% deduction. The controversial deduction for the joint name allowed the couple to receive a deduction of up to 1.2 billion won each, or 600 million won each, or deduction in the name of one of the couples, but they could choose between the deduction for the elderly or the long-term possession deduction.

The burden of the transfer tax that multi-homeowners who own two or more houses in the adjusted area to sell their houses will also increase from June 1st next year. Starting from next year, the basic tax rate is 20% points for those with two houses and 30% points for those with three houses. At this time, pre-sale rights acquired after January 1 of next year are also included in the number of houses when determining whether they are multi-homed.

In order to revitalize the stock market, the transaction tax rate paid by stock investors when selling stocks is lowered. The KOSPI will be cut from 0.1% to 0.08%, and the KOSDAQ will be cut from 0.25% to 0.23%. This applies from the transfer on January 1 of next year to 2022. In 2023, in line with the taxation of income tax (20-25%) on gains from the transfer of stocks, the transaction tax of KOSPI will be abolished at 0%, and the KOSDAQ will be lowered again to 0.15%. However, special tax for farming and fishing villages (0.15%) must be paid separately.

The small business owner’s burden of details is reduced. From next year, the standard for simplified VAT taxpayers will expand from less than 48 million won in current annual sales to less than 80 million won. However, the current standard of 48 million won is maintained for real estate rental business and taxable entertainment venues. In addition, a newspaper subscription fee is added to the deduction of the amount used, such as credit cards, of workers with a total salary of 70 million or less. The deduction rate is 30%, and the deduction limit is up to 1 million won, including book and performance expenses, and admission to museums and art museums.

The Personal Asset Management Account (ISA) will also be completely reorganized. The target of membership is expanded to residents aged 19 or older (residents aged 15 to 18 with earned income), and investment in domestically listed stocks is also permitted. The contract period was eased from more than 5 years to more than 3 years, and the contract period was also allowed to be extended. This applies to subscription/extension/termination after January 1st (including existing subscribers).

Reporter Joo Sang-don [email protected]