Subject


Samsung


2025-08-29

[News] Memory Giants Diverge on HBM Base Die: Micron Reportedly Delays Foundry Shift, Risks Losing Edge

With NVIDIA reportedly developing its own HBM base die for 2027 production, the spotlight is on memory giants moving base die manufacturing from DRAM to foundry processes. According to South Korea’s Digital Daily, Micron may take the most cautious approach, delaying the shift to foundries until HB...

2025-08-28

[News] Samsung Reportedly Weighs Intel Packaging Investment, Glass Substrate Tie-Up to Challenge TSMC

According to South Korean outlet Business Post, sources indicate that Samsung is weighing investment in Intel’s packaging business — an area where Intel has a competitive edge — and is also exploring the use of Intel’s packaging production lines in the U.S. Sources highlight Samsung’s n...

2025-08-22

[News] NVIDIA Reportedly Asks Samsung, Amkor, and Foxconn to Pause H20 Production Amid China Talks

Caught between the newly lifted U.S. export restrictions and China’s pressure on domestic firms not to use the H20, NVIDIA has reportedly asked key suppliers to pause production of the China-focused AI chip, according to Reuters, citing The Information. As per the reports, the U.S. chipmaker to...

2025-08-21

[News] Samsung Reportedly Passes NVIDIA HBM4 Sample Test, 30% HBM3E Discount to Challenge SK hynix

According to Sedaily, industry sources on the 20th said the HBM4 samples Samsung supplied to NVIDIA last month have passed initial prototype and quality testing and are set to enter the “pre-production (PP)” stage by the end of this month. If they clear this final validation step, mass productio...

2025-08-21

[News] Samsung Reportedly Seizes on Intel Talent Exodus, Hiring Glass Substrate and Packaging Experts

According to Chosun Biz, Intel’s financial strain, sweeping restructuring under CEO Lip-Bu Tan, and the cancellation of multiple projects have triggered an exodus of key talent — prompting Samsung Electronics and its affiliate Samsung Electro-Mechanics to reportedly recruit these departing Intel...

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