Subject


Samsung


2025-11-06

[News] Qualcomm Expects to Supply 75% of Galaxy S26 amid Samsung’s Exynos Comeback Drive

Qualcomm’s latest quarterly results come amid growing scrutiny of its partnership with Samsung, as the Korean tech giant steps up efforts to reduce reliance on Qualcomm chips. According to Reuters, Qualcomm CEO Cristiano Amon said the company was prepared for a smaller share of Samsung’s next-ge...

2025-11-05

[News] Musk Signals Tesla AI5 Mass Production Delay to 2027, Casting Uncertainty Over Samsung

During Tesla’s latest earnings call in late October, cited by CNBC, the company confirmed that Samsung and TSMC will both produce the AI5 chip, a win for the South Korean semiconductor giant. However, CEO Elon Musk tweeted earlier today that high-volume production is now expected in 2027, later th...

2025-11-04

[News] Samsung Reportedly to Deliver HBM4 Samples to NVIDIA This Month, Eyes Early-2026 Validation

Shortly after announcing its “AI Megafactory” partnership with NVIDIA, where over 50,000 Team Green’s GPUs will drive chip production, Samsung is reportedly racing to clear NVIDIA’s HBM4 qualification. According to DealSite, the South Korean memory giant aims for final certification in early...

2025-11-03

[News] DRAM Quotes Reportedly Shift to Monthly as Samsung Largely Halts Contracts

As hyperscalers double down on AI spending, memory shortages are tightening fast—and the suspension of DRAM quotes is spreading across the market. Earlier in October, Commercial Times reported that major Korean and U.S. chipmakers had paused new enterprise quotes for a week. Now, market rumors sug...

2025-10-31

[News] Samsung in Talks to Supply HBM4 to NVIDIA for 50K-GPU AI Mega Fab; HBM3e/GDDR7/SOCAMM2 Also Included

Shortly after CEO Jensen Huang met with Samsung Electronics Chairman Jay Y. Lee and Hyundai Motor Group Executive Chair Euisun Chung over fried chicken and beer, NVIDIA announced a major collaboration with the South Korean government and tech industry, led by Samsung. According to Samsung, it has...

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