Subject


Samsung


2025-12-01

[News] Samsung Reportedly Supplies 60%+ of Google TPU HBM3E, Set to Remain Primary Supplier in 2026

Google’s TPUs are emerging as a credible alternative to NVIDIA, and Samsung is reportedly supplying the majority of the HBM fueling that momentum. According to Hankyung, industry sources say Samsung Electronics provides more than 60% of Google’s HBM shipments in 2025 through Broadcom. The report...

2025-11-28

[News] Samsung Reportedly Unveils NAND Tech to Cut Power by 96% amid Research Unit Shake-Up

Amid memory supply crunch and surging prices pressuring the industry, Samsung, according to ETNews and News 1, has developed a NAND flash technology that can reduce power consumption by more than 90%, which is expected to boost energy efficiency across AI data centers, mobile devices, and a wide ran...

2025-11-27

[News] Samsung Reportedly Targets HBM4 Price Parity with SK hynix Amid Strong NVIDIA Demand

Samsung is reportedly in discussions with NVIDIA over next year’s HBM4 pricing, and industry attention is focused on how the final terms will be set. According to Dealsite, although Samsung reduced the price of its 12-hi HBM3E, it is internally targeting price parity with SK hynix for 12-hi HBM4, ...

2025-11-27

[News] AI Memory Showdown: SK hynix Unveils 48 Gb/s GDDR7 and LPDDR6; Samsung Showcases HBM4

The memory race is accelerating in the AI era, with South Korea’s chip giants preparing new technologies to meet soaring AI demand. According to ZDNet, Samsung Electronics and SK hynix are set to showcase a broad lineup of next-generation DRAM solutions at the 2026 International Solid-State Circui...

2025-11-25

[News] Samsung Reportedly Hits 55–60% 2nm Yields, Eyeing an Edge Through Early GAA Deployment

Samsung is working to revive its foundry business. According to Chosun Daily, the company’s 2nm yield rate has climbed to an estimated 55–60%, helping it attract customers for its advanced nodes. The report, citing industry sources, also indicates that Samsung Foundry is expected to become profi...

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