Subject


Samsung


2025-08-21

[News] Samsung Reportedly Passes NVIDIA HBM4 Sample Test, 30% HBM3E Discount to Challenge SK hynix

According to Sedaily, industry sources on the 20th said the HBM4 samples Samsung supplied to NVIDIA last month have passed initial prototype and quality testing and are set to enter the “pre-production (PP)” stage by the end of this month. If they clear this final validation step, mass productio...

2025-08-21

[News] Samsung Reportedly Seizes on Intel Talent Exodus, Hiring Glass Substrate and Packaging Experts

According to Chosun Biz, Intel’s financial strain, sweeping restructuring under CEO Lip-Bu Tan, and the cancellation of multiple projects have triggered an exodus of key talent — prompting Samsung Electronics and its affiliate Samsung Electro-Mechanics to reportedly recruit these departing Intel...

2025-08-20

[News] U.S. Reportedly Mulls Stakes in CHIPS Act Recipients after Intel, Raising Risks for TSMC, Samsung

While U.S. Commerce Secretary Howard Lutnick confirmed in a CNBC interview that the administration is pursuing a 10% stake in Intel, Washington is considering going further. According to Reuters, Lutnick is exploring a plan to take equity stakes in other CHIPS Act recipients—such as TSMC, Samsung,...

2025-08-18

[News] Samsung Reportedly to Supply 8-Inch OLEDs to Tesla in 2027, Possibly for Optimus Robots

According to South Korean media outlet Korea Industry Post, sources say Samsung Display will begin supplying 8-inch OLED panels to Tesla in 2027. The report notes that when Samsung Electronics signed a USD 16.5 billion foundry contract with Tesla late last month, a display supply agreement with Sams...

2025-08-15

[News] Samsung’s DRAM Market Share Reportedly Plunges to 33% in H1, Bets on HBM and DDR5 Recovery

Samsung Electronics, struggling with HBM3E verification for NVIDIA, reported a drop in its global DRAM market share in its semi-annual report released on Aug. 14, according to South Korean media outlets Sedaily and The Hankyoreh. The company’s DRAM share by value reportedly fell to 32.7% in H1 202...

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