Subject


Samsung


2025-04-09

[News] HBM3E Showdown: Samsung Reportedly Aims 8H Mass Supply in April; Micron 12H Wins on Heat Management

Amid uncertainty over Trump’s new tariffs, memory giants are charging ahead in the HBM3E race. According to South Korean outlets Sedaily and Sisa Journal, Samsung is targeting mass shipments of its 8-layer HBM3E to NVIDIA as early as April, while Micron cleared validation for its 12-layer version ...

2025-04-09

[News] Micron to Add Surcharge on Products amid Trump Tariffs, as Concerns Grow for Samsung and SK hynix

Following the notice that a price hike is on the way, U.S. memory giant Micron plans to introduce a new surcharge for U.S. customers starting April 9 to offset costs from Trump’s latest tariffs, as per Reuters. Micron told customers in an email that while some of its products are exempt from ta...

2025-04-08

[News] Samsung Q1 Profit Surges Above Expectations as Tariff Fears Reportedly Boost Chip and Smartphone Sales

Despite market uncertainty from Trump’s tariff threats and its HBM3E progress with NVIDIA, Samsung reported a better-than-expected first-quarter operating profit on Tuesday, driven by strong memory chip sales and solid smartphone demand, according to Reuters. Samsung, currently reorganizing its...

2025-04-07

[News] Tariff Shock: Korean Chipmakers Could Face 4.3% Revenue Hit If U.S. Imposes 25% Semiconductor Tariff

According to Business Korea, which cites analyst forecasts, if the U.S. enacts a 25% tariff on semiconductors, it could lead to a 4.3% drop in revenue for Korean chipmaking companies. The report points out that though the direct impact on overall revenue is relatively limited—estimated at jus...

2025-04-07

[News] Samsung Joins the Price Hike Wave, Reportedly Aiming for an up to 5% Price Raise

As memory giants prepare for price hikes, Samsung is joining the trend, following in the footsteps of Micron and SanDisk. According to South Korean media outlet Pulse, Samsung Electronics is set to hike DRAM and NAND flash prices by 3 to 5%, with negotiations already underway with global clients. ...

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