Subject


Semiconductors


2025-05-01

[News] Samsung Weighs Premium Sales and Production Shifts Amid Tariff Threats, Cautious on 2H Memory Demand

After withdrawing its Q2 guidance amid rising uncertainty, Samsung's response to looming tariff threats has caught widespread attention. According to Yonhap News, CFO Park Soon-cheol said the company will focus on boosting flagship sales and may shift production sites to protect profitability. Ac...

2025-04-30

[Insights] Memory Spot Price Update: Top DRAM Suppliers Ending DDR3/DDR4 Output, Driving Price Surge

According to TrendForce's latest memory spot price trend report, regarding DRAM, the three major DRAM suppliers have announced the impending end of production for DDR3 and DDR4 DRAM. This has triggered a rapid response in the spot market, with buyers busily stocking up on related memory products in ...

2025-04-30

[News] Samsung Drops Q2 Guidance Amid Tariff Woes, Reportedly Preps for NVIDIA’s Final HBM3E Test in June

Samsung Electronics reported a slight rise in first-quarter operating profit on Wednesday, as tariff-driven demand for smartphones and commodity chips helped offset weakness in its AI chip business, according to Reuters. However, it seems to remain cautious on potential tariff impacts, as it report...

2025-04-30

[News] Samsung Reportedly Nears 2nm Win with First Qualcomm Phone AP Deal in 3 Years

While Samsung has reportedly been wrestling with 3nm yield issues and the lack of orders from major clients, there may be light at the end of the tunnel. According to Sedaily, the company is now in the final stages of locking in a deal to produce Qualcomm’s Snapdragon 8 Elite 2 using its next-gen ...

2025-04-30

[News] Trump Reportedly Plans Overhaul of Biden-Era AI Export Tiers in Favor of Direct Country Agreements

According to Reuters, sources say the Trump administration is looking to overhaul Biden-era restrictions on global access to AI chips, possibly scrapping the system that divides countries into tiers to determine how many advanced semiconductors they can receive. As noted by the report, Trump adm...

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