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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...
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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...
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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...
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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...
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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...