Subject


Samsung


2025-09-01

[News] Samsung Reportedly Restarts Taylor Equipment Orders, Appoints New Head to Lead Operations

After securing the $17 billion Tesla deal—a potential game-changer for its chip business, Samsung is reportedly restarting investment in its foundry facility in Taylor, Texas. According to etnews, the massive order came as a trigger for the company, with equipment investments estimated at roughly ...

2025-09-01

[News] U.S. Revokes China Chipmaking Tool Licenses for Samsung, SK hynix: Decoding Market Impact

Samsung and SK hynix, though temporarily spared from the risk of U.S. government stake-taking, are running into new obstacles in China as Washington revokes exemptions—granted under Biden after the 2022 export curbs—that previously allowed them to freely import American chipmaking equipment, acc...

2025-08-29

[News] Memory Giants Diverge on HBM Base Die: Micron Reportedly Delays Foundry Shift, Risks Losing Edge

With NVIDIA reportedly developing its own HBM base die for 2027 production, the spotlight is on memory giants moving base die manufacturing from DRAM to foundry processes. According to South Korea’s Digital Daily, Micron may take the most cautious approach, delaying the shift to foundries until HB...

2025-08-28

[News] Samsung Reportedly Weighs Intel Packaging Investment, Glass Substrate Tie-Up to Challenge TSMC

According to South Korean outlet Business Post, sources indicate that Samsung is weighing investment in Intel’s packaging business — an area where Intel has a competitive edge — and is also exploring the use of Intel’s packaging production lines in the U.S. Sources highlight Samsung’s n...

2025-08-22

[News] NVIDIA Reportedly Asks Samsung, Amkor, and Foxconn to Pause H20 Production Amid China Talks

Caught between the newly lifted U.S. export restrictions and China’s pressure on domestic firms not to use the H20, NVIDIA has reportedly asked key suppliers to pause production of the China-focused AI chip, according to Reuters, citing The Information. As per the reports, the U.S. chipmaker to...

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