Subject


Samsung


2026-06-23

[News] Memory Giants Split on HBM4 Strategy: Samsung HBM4 Sales Reportedly Tops $1B, SK hynix Slows Ramp

As memory giants accelerate their next-generation HBM race, Samsung Electronics has reportedly hit a key milestone. According to Yonhap News and ZDNet, its HBM4 has surpassed US$1 billion in revenue, making it the first product in the industry to reach the level just four months after entering mass ...

2026-06-18

[News] Kioxia Adopts Cautious Capex Despite NAND Upcycle: Reportedly 10% Below FY23 Peak, Key Concerns in Focus

As Kioxia briefly saw its market capitalization exceed ¥50 trillion on June 16—becoming only the second Japanese firm to reach that level—focus has turned to whether the NAND upcycle can sustain its momentum. Notably, Global Economic News, citing Nikkei, reports that the company is taking a mor...

2026-06-17

[News] Samsung Foundry Reportedly in Talks with AMD for 2028 CPU Production as BYD, Google Consider Its Services

Samsung Foundry may be attracting a growing number of customers as supply constraints at TSMC persist. According to Nikkei, companies including BYD, Google, AMD, and Tesla are increasingly turning to Samsung Electronics for contract chip manufacturing services. The report notes that Samsung still t...

2026-06-16

[News] Samsung Reportedly Plans MPW Expansion to 2nm in 2027, Unveils 18-Run Program Across Nodes

As Samsung accelerates efforts to secure 2nm customers, it is taking the next step in its MPW strategy. Citing Samsung Foundry Executive Director Song Tae-jung, ZDNet reports that the company’s MPW services are expected to extend to the 2nm node in 2027. iNews24 notes this is the first time Sam...

2026-06-12

[News] Samsung Reportedly in Talks for Google 2nm TPU I/O Die Order; 2028 Mass Production Eyed

Google is reportedly considering Samsung for part of its next-generation AI processor production. According to Business Korea, citing The Information, the company is discussing plans to have Samsung Foundry manufacture key components for its 10th-generation Tensor Processing Unit (TPU). Under the pr...

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