Subject


Samsung


2025-05-06

[News] Apple to Upgrade iPhone 17 Pro to 12GB DRAM, with Samsung Rumored to Capture 70% Share

Multiple sources have confirmed that Apple will, for the first time, equip part of its new iPhone 17 lineup with 12GB DRAM—opening the door to big gains for memory suppliers. South Korean outlet etnews reports that Samsung is poised to capture roughly 70% of total demand. It is worth noting tha...

2025-05-05

[News] Samsung Reportedly in Talks with NVIDIA, Broadcom to Ship Custom HBM4 in 1H26

Amid rumors of Google moving away from its HBM3E and NVIDIA’s looming test in June, Samsung looks set to turn the tide with its next-gen HBM. According to Korean Economic Daily and ZDNet, the company is in talks to supply customized HBM4 chips to major AI players, with shipments potentially starti...

2025-05-02

[News] Trump Says Samsung Plans Massive U.S. Plants Despite Taylor Project Hurdles

With Samsung withdrawing its Q2 guidance amid tariff uncertainty, focus has been on how the company plans to navigate Trump’s trade policies. According to Wccftech, citing The Korea Herald, U.S. President Donald Trump said he has learned that Samsung Electronics intends to build “massive” faci...

2025-05-01

[News] Samsung Weighs Premium Sales and Production Shifts Amid Tariff Threats, Cautious on 2H Memory Demand

After withdrawing its Q2 guidance amid rising uncertainty, Samsung's response to looming tariff threats has caught widespread attention. According to Yonhap News, CFO Park Soon-cheol said the company will focus on boosting flagship sales and may shift production sites to protect profitability. Ac...

2025-04-30

[News] Samsung Drops Q2 Guidance Amid Tariff Woes, Reportedly Preps for NVIDIA’s Final HBM3E Test in June

Samsung Electronics reported a slight rise in first-quarter operating profit on Wednesday, as tariff-driven demand for smartphones and commodity chips helped offset weakness in its AI chip business, according to Reuters. However, it seems to remain cautious on potential tariff impacts, as it report...

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