Subject


Samsung


2026-01-26

[News] Samsung Reportedly Set to Begin Official HBM4 Shipments to NVIDIA and AMD in February

Samsung appears to be making solid headway in HBM4, with recent progress reinforcing industry expectations that the company could regain its competitiveness in next-generation memory. According to Hankyung, industry sources say Samsung is poised to begin official HBM4 shipments next month to major A...

2026-01-26

[News] Samsung Readies New Price Hikes: Consumer DRAM, SSD Reportedly Doubled, NAND Set for 50%+ Rise

Ahead of Samsung and SK hynix’s January 29 earnings calls, a fresh wave of memory price hikes is sweeping the market, potentially giving a boost to their results. South Korean media The Elec and ETNews report that Samsung’s consumer DRAM and SSD prices have nearly doubled—or even tripled—ove...

2026-01-23

[News] Samsung’s Custom HBM4E Design Reportedly Aimed for Mid-2026, Parallels SK hynix and Micron

As the HBM4 battle heats up this year, memory giants are ramping up HBM4E development, where custom HBM is expected to become one of the mainstreams. According to The Elec, Samsung’s custom HBM4E design is set to be completed by May–June 2026, with SK hynix and Micron on a similar timeline. T...

2026-01-22

[News] Samsung & SK hynix Earnings Showdown on 1/29: Profit, CAPEX, HBM4 in Focus

Amid soaring memory prices driven by tight supply and strong demand, Samsung and SK hynix are set to release their fourth-quarter 2025 earnings on January 29, attracting keen market attention as it marks the first time both giants will report on the same day. Ahead of their earnings calls next week,...

2026-01-22

[News] Samsung Accelerates Taylor Fab Ramp-Up, Domestic EUV Pellicles Reportedly Enter U.S. Line

Samsung is accelerating the ramp-up of its Taylor fab, with trial runs of extreme ultraviolet (EUV) lithography tools reportedly beginning as early as March. Adding to the momentum, ETNews reports that the company has awarded a KRW 25 billion contract to South Korean supplier FST for EUV pellicle ha...

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