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2026-04-09

[News] From Annual Deals to 3–5 Year LTAs: Samsung and SK hynix Reportedly Reset Big Tech Memory Contracts

As memory emerges as a critical bottleneck in hyperscalers’ in-house AI chip development and large-scale infrastructure buildouts, long-term supply agreements are rapidly becoming the new industry standard—on time horizons longer than previously anticipated. According to Aju News, Samsung and SK...

2026-04-09

[News] Samsung Reportedly Plans Galaxy Z Fold 8 and “Wide Fold” to Expand Lineup; Potential Specs Emerge

Samsung is reportedly planning a new generation of foldable smartphones. According to ZDNet, citing Tom’s Guide, sources indicate that Samsung Electronics may unveil its next-generation foldables this summer, including the Galaxy Z Fold 8 and a tentatively named Galaxy Z Wide Fold. The following o...

2026-04-09

[Insights] Early April Panel Prices: Large-Size TV Panels Gain, Rising IC Costs Point to Further MNT Price Increases

.TV Entering April, some brands continue to maintain demand for TV panels, particularly for large-size segments. At the same time, component costs for panels have continued to rise, driven by war-related energy issues and semiconductor capacity crowding. As a result, panel makers are taking a m...

2026-04-08

[News] Decoding Impact: Asia Chipmakers Move to Tackle Helium Strain as Intel Gains Relative Buffer

While Iran and the U.S. have agreed to a ceasefire contingent on guaranteed safe passage through the Strait of Hormuz, the helium crisis across the semiconductor supply chain shows temporary signs of easing. However, as highlighted by Forbes, Qatar’s Ras Laffan Industrial City, which supplies r...

2026-04-08

[News] Apple Reportedly Sources Glass Substrate Samples Directly, Signaling Further In-House AI Server Chip Push

Apple may be moving to bring AI server chip development further in house, as recent developments suggest. According to Wccftech, citing The Elec, sources say Samsung Electro-Mechanics has supplied semiconductor glass substrate samples to Apple. Following earlier sample shipments to custom AI chip de...

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