Subject


Samsung


2025-05-20

[News] Top Five NAND Manufacturers Reportedly Cut Production by 10-15%, Fueling Q2 Price Rebound

As memory giants reportedly brace for price hikes on DDR4 and DDR5, NAND suppliers are also seeing stronger-than-expected momentum in Q2. According to Commercial Times, the top five NAND Flash makers have cut production, fueling an upswing in memory pricing. The report suggests that major NAND ma...

2025-05-16

[News] Samsung Reportedly Revises High-NA EUV Plans: Limited Memory Use, Foundry Begins at 1.4nm

According to South Korean media outlet The Bell, Samsung Electronics and SK hynix are reportedly delaying the adoption of ASML’s high-NA EUV lithography equipment in their DRAM production, citing the steep cost of the tools and upcoming shifts in DRAM architecture. 3D DRAM Architecture Won’t ...

2025-05-15

[News] Samsung Reportedly Outsourcing Low-End Photomasks, Focusing Resources on ArF and EUV

According to The Elec, Samsung plans to outsource the production of photomasks used in memory chip manufacturing. Until now, the company has produced all photomasks in-house to prevent technology leakage. The Elec states that Samsung is reportedly evaluating potential suppliers for lower-end photom...

2025-05-13

[News] Samsung Reportedly Nears Securing Major 2nm Orders from NVIDIA, Qualcomm as Yields Improve

With 2nm becoming the next battleground for chipmakers, Samsung is racing—like Intel—to close the gap with TSMC by landing major external orders. Now, it may be just one step away: according to Chosun Biz, Samsung Foundry has entered the final phase of 2nm performance testing with NVIDIA GPUs an...

2025-05-13

[News] NVIDIA Might Consider Swap HBM for GDDR in Cut-Down H20 for China, Giving Samsung a Lift

Following the latest export curbs on NVIDIA’s H20, the U.S. chip giant is said to be developing a downgraded version of the chip to be sold in China. As the revamped chip is expected to have significant cuts, particularly in memory capacity, a New Daily report hints that NVIDIA might replace HBM...

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