Subject


Samsung


2025-08-20

[News] U.S. Reportedly Mulls Stakes in CHIPS Act Recipients after Intel, Raising Risks for TSMC, Samsung

While U.S. Commerce Secretary Howard Lutnick confirmed in a CNBC interview that the administration is pursuing a 10% stake in Intel, Washington is considering going further. According to Reuters, Lutnick is exploring a plan to take equity stakes in other CHIPS Act recipients—such as TSMC, Samsung,...

2025-08-18

[News] Samsung Reportedly to Supply 8-Inch OLEDs to Tesla in 2027, Possibly for Optimus Robots

According to South Korean media outlet Korea Industry Post, sources say Samsung Display will begin supplying 8-inch OLED panels to Tesla in 2027. The report notes that when Samsung Electronics signed a USD 16.5 billion foundry contract with Tesla late last month, a display supply agreement with Sams...

2025-08-15

[News] Samsung’s DRAM Market Share Reportedly Plunges to 33% in H1, Bets on HBM and DDR5 Recovery

Samsung Electronics, struggling with HBM3E verification for NVIDIA, reported a drop in its global DRAM market share in its semi-annual report released on Aug. 14, according to South Korean media outlets Sedaily and The Hankyoreh. The company’s DRAM share by value reportedly fell to 32.7% in H1 202...

2025-08-14

[News] Samsung Reportedly Plans $170M Chip Packaging R&D Center in Yokohama, Opening Mar. 2027

According to The Korea Economic Daily, sources indicate that Samsung Electronics will invest 25 billion yen (about $170 million) to establish an advanced chip packaging research and development center in Yokohama, Japan. The report adds that the City of Yokohama, which announced Samsung’s R&D ...

2025-08-13

[News] Samsung Reportedly Pushes SoP Packaging on Ultra-Large Panel, Challenging TSMC and Intel

According to ZDNet, Samsung Electronics is developing System-on-Panel (SoP), an advanced semiconductor packaging technology. The report notes that if SoP advances quickly, Samsung could secure a role in Tesla’s next-generation Dojo packaging supply chain. At present, Tesla plans to have its “AI6...

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