The HBM4 race is heating up. Shortly after Micron showcased its HBM4 progress, shipping customer samples with over 2.8 TB/s bandwidth and pin speeds above 11 Gbps, Samsung unveiled impressive HBM4e details at the 2025 OCP Global Summit. According to SeDaily and TweaksTown, Samsung’s HBM4e, sla...

After the recent NVIDIA–Intel collaboration—which lets Intel build x86 CPUs that plug directly into NVIDIA platforms via NVLink Fusion—Team Green is expanding its NVLink ecosystem in a surprising move, now bringing in Samsung Foundry. According to NVIDIA, Samsung will help meet growing demand ...

Amid a rebound in memory and foundry performance, Samsung Electronics said Tuesday its third-quarter operating profit likely jumped 32% year-on-year to 12.1 trillion won ($8.5 billion), far exceeding market expectations of roughly 10 trillion won, according to Reuters, ZDNet and the Chosun Daily. ...

With Samsung set to report its third-quarter earnings on October 14, industry sources expect the company is poised to post its strongest Q3 profit since 2022, potentially crossing the 10 trillion won ($7.11 billion) mark, according to Reuters and Business Korea. Reuters attributes Samsung’s str...

Right before TSMC’s earnings call this week, the U.S.-China chip war flared up again. On October 9, Beijing tightened rare-earth export rules, requiring case-by-case reviews for semiconductors and AI. According to China’s Ministry of Commerce, the rules cover 14nm-and-below logic chips, 256-laye...