Subject


Samsung


2026-02-04

[News] Samsung, SK hynix Reportedly Projected to Post Record-High NAND Margins of 40–50% in 1H26

As memory price hikes persist, Samsung Electronics and SK hynix are projected to post record-high NAND margins. According to ZDNet, both companies are expected to maintain aggressive NAND price increases in the first half of the year, with industry estimates placing margins in the 40–50% range. ...

2026-02-03

[News] Samsung Reportedly Shifts Glass Substrate Project to Business Unit, Eyes 2027 Ramp-Up

As chip heavyweights such as Intel accelerate their push into glass substrates, Samsung is also edging closer to commercialization. According to ETNews, Samsung Electro-Mechanics has begun gearing up for market entry, with the project reportedly shifting from an advanced R&D unit to a business-f...

2026-01-30

[News] Samsung, SK hynix and Micron Reportedly Rein In Orders to Curb Hoarding as Supply Tightness Persists

Memory tightness persists. According to Nikkei Asia, sources say the three major memory chipmakers—Micron, SK hynix, and Samsung Electronics—have stepped up scrutiny of customer orders to prevent intentional inventory hoarding. The report adds that the three companies have tightened requirements...

2026-01-29

[News] Samsung Foundry Reportedly Expects 30%+ 2nm Order Growth in 2026; 1.4nm Set for 2029

Samsung appears to be gaining momentum in advanced processes, with signs of a potential rebound in its foundry business. According to ZDNet, Samsung Electronics said progress on its 2nm node, along with related customer order intake, is proceeding smoothly. The report notes that the company says th...

2026-01-29

[News] Samsung Trails SK hynix for 2025 but Tops Q4 with Record KRW 20T Earnings amid Chip Rebound

Riding the momentum from SK hynix’s impressive results yesterday, Samsung announced on Jan. 29 that fourth-quarter sales jumped 23.8% year on year to KRW 93.84 trillion, while operating profit more than tripled, soaring 209.2% to KRW 20.07 trillion, marking a record-breaking quarter. The strong...

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