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2026-07-06

[News] Samsung Electro-Mechanics Reportedly to Form Glass Core JV with Sumitomo Unit, Targeting 2H27 Production

While Samsung Electro-Mechanics already operates a glass substrate pilot line at its Sejong plant, the company has taken another key step toward scaling up production. According to IT! Chosun, it has signed a definitive agreement with Dongwoo Fine-Chem, a subsidiary of Japan’s Sumitomo Chemical Gr...

2026-07-03

[News] Samsung Reportedly Seeks Up to 20% 3Q26 DRAM Price Increase; LPDDR Hikes May Exceed 20%

Samsung is reportedly pushing for another wave of memory price increase in 3Q26. According to ZDNet, Samsung Electronics is negotiating aggressively with customers to raise its third-quarter DRAM average selling price (ASP) by as much as 20% from the previous quarter. An industry source added that ...

2026-07-03

[News] China’s Chip Material Suppliers Challenge Japanese Dominance; Guangyuan Invests US$1B in T-Glass

China is stepping up its semiconductor materials ambitions, challenging a market long dominated by Japanese companies. According to Nikkei, Chinese manufacturers are accelerating investment and production of advanced materials as Beijing pushes for greater semiconductor self-sufficiency. Glass Clot...

2026-07-03

[News] Kioxia Begins BiCS 10 NAND Sampling, Reportedly Targets 2027 Mass Production at Kitakami Fab

Shortly after signaling summer sampling plans for its next-generation NAND, Kioxia on July 3 announced it has begun sample shipments of 1Tb (terabit) TLC (Triple-Level Cell) memory devices based on its 10th-generation BiCS FLASH 3D NAND technology. According to the company, the products will be manu...

2026-07-03

[News] Anthropic Reportedly Eyes Custom AI Chip; in Talks with Samsung for 2nm Foundry and Advanced Packaging

Anthropic, the developer of the AI model Claude, is reportedly in talks with Samsung Electronics over the production of a custom AI chip. According to Bloomberg, citing The Information, sources say Samsung is being considered as a manufacturing partner. The project remains in its early stages, with ...

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