Subject


Samsung


2026-03-20

[News] Samsung Reportedly Eyes Long-Term Memory Deals with Google, Microsoft; May Include $10B+ Prepayments

Please note that this article cites information from EBN News,  ZDNet, Micron, and News Tomato. Memory giants are reportedly moving toward multi-year supply agreements to enhance stability, with potential deal structures and prospective customers beginning to take shape. According to EBN News, i...

2026-03-20

[News] Samsung Reportedly Allocates 50%+ of Pyeongtaek Foundry Capacity to HBM4 Base Die; Said to Win OpenAI Deal

Please note that this article cites information from Hankyung. Samsung is reportedly ramping HBM4 base die production at its foundry. According to Hankyung, sources say the company will allocate over half of its Pyeongtaek foundry capacity to in-house HBM4 base dies, rather than external clients. ...

2026-03-19

[News] AMD Secures Samsung HBM4 for MI455X; Deal May Tie Partial AI Chip Shift to Samsung Foundry

Please note that this article cites information from Samsung, Chosun Biz, and Yonhap News. AMD has secured HBM4 supply from Samsung, but the deal reportedly includes a key condition that could benefit Samsung’s foundry business. Samsung is expected to supply HBM4 for AMD’s Instinct MI455X GPU...

2026-03-18

[News] Memory Giant Shifts Strategy: Samsung Reportedly Eyes 3–5 Year Contracts to Stabilize Supply

South Korea’s memory giants, once reluctant to lock in long-term deals amid tight supply, may be shifting stance. Bloomberg, citing Co-CEO Jun Young-hyun’s remarks at the shareholder meeting on March 18, reports that Samsung is now exploring multi-year memory contracts to secure supply stability...

2026-03-18

[News] Samsung Reportedly Eyes 2nm Base Die for HBM5, 1d DRAM HBM5E; HBM4 to Exceed 50% of Output

While HBM4 is only just entering mass production this year, Samsung is already looking ahead. According to ETNews, speaking at NVIDIA GTC, Hwang Sang-jun, Vice President and Head of Memory Development at Samsung Electronics, said that the base die of HBM5 will adopt Samsung Foundry’s 2nm process,...

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