Subject


Samsung


2025-06-19

[News] Fierce Battle Over 2nm Chip Manufacturing: Significant Yield Gap

In the ongoing race within the semiconductor industry, TSMC and Samsung Electronics are fiercely competing to lead in 2nm chip manufacturing. As per recent reports, both companies plan to begin mass production of 2nm chips in 2H25. However, TSMC is at an advantage in securing orders due to its super...

2025-06-17

[News] Samsung Reportedly Clears Broadcom’s HBM3E 8-Hi Prototype Test; NVIDIA 12-Hi Still Pending

According to FETV, Samsung has reportedly passed Broadcom’s qualification test for its HBM3E 8-Hi prototype, raising the prospect of rejoining the supply chain. Multiple testing equipment sources cited in the report indicate that its improved 8-Hi product has successfully passed the verification, ...

2025-06-13

[News] Unpacking AMD’s MI350: Powered by TSMC’s N3P, with Samsung/ Micron as Dual HBM3E Suppliers

AMD officially unveiled its MI350 series GPUs at the Advancing AI 2025 event on June 12—and its key suppliers are now coming into focus. According to Commercial Times, both the MI350X and MI355X are built on TSMC’s N3P node. On the memory front, Sedaily reports that the chips pack 12-high HBM3E ...

2025-06-13

[News] NVIDIA, Samsung Reportedly Back Startup Skild AI in Consumer Robotics Push

Robotics are rapidly emerging as a key growth area for global tech companies. According to Bloomberg, Samsung and NVIDIA are reportedly planning to acquire minority stakes in Skild AI as part of their efforts to strengthen their presence in the consumer robotics sector. Sources indicate that Sams...

2025-06-12

[News] Samsung Reportedly Stumbles Again on NVIDIA’s 12-Hi HBM3E Validation, Retest Set for September

As Micron—the key rival in the race to win NVIDIA’s HBM orders—announced it has shipped its first 12-layer HBM4 samples, Samsung reportedly stumbled in its third attempt to pass NVIDIA’s HBM3E 12-layer validation in June. According to Business Post citing securities analysts, the company now...

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