Subject


Samsung


2025-04-18

[News] Chip Tariffs Loom: Samsung, SK hynix Brace as China Reportedly Makes Up 40%, 30% of NAND Output

As the U.S. gears up to announce new tariffs on semiconductor products, anxiety is mounting among South Korean memory firms like Samsung and SK hynix. According to Sisa Journal and Asia Business Daily, both manufacture key memory semiconductors—including NAND and DRAM—in China, with their NAND p...

2025-04-17

[News] China’s New Chip-Origin Rules Put Foundries and IDMs on Edge: Key Updates from 35 U.S. Fabs

Ahead of any official chip duties announced by Washington, the China Semiconductor Industry Association advised last Friday that the origin of integrated circuits should be determined by where the wafer is fabricated, whether packaged or not. Under these rules, according to ijiwei, chips fabricated ...

2025-04-17

[News] Samsung Reportedly Achieves Stable 40%+ Test Yield for 4nm Logic Die, Accelerating HBM4 12-High Development

Despite ongoing uncertainty surrounding Trump’s proposed tariffs, leading memory manufacturers are moving forward with HBM development. According to Chosun Biz, industry sources on the 16th indicate that Samsung’s 4nm logic dies have achieved a test production yield exceeding 40%. As these logic...

2025-04-15

[News] Samsung Reportedly Hits the Brakes on U.S. Investment, with Taylor Fab Likely Pushed to 2027

While TSMC is ramping up its Arizona expansion amid Trump’s tariff push, rival Samsung appears to be slowing down. According to South Korean media outlet The Elec, Samsung has once again delayed its Taylor, Texas plant, now targeting a February 2027 launch. Notably, this would not be Samsung’...

2025-04-15

[News] Vietnam Faces 46% U.S. Tariff Threat, Putting Samsung at Risk with Majority of Phones Made There

Trump’s tariffs have sent shockwaves through the tech industry, prompting companies to reassess risks across their global supply chains. According to Reuters, Samsung Electronics' TV business is expected to be less impacted by U.S. tariffs than its competitors, as most of the TVs it sells in North...

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