Subject


Samsung


2026-03-27

[News] Iran Conflict Reportedly Drives 50%+ Helium Spot Price Surge; Samsung, SK hynix on High Alert

Please note that this article cites information from The Elec and MoneyDJ. The Iran conflict has put the semiconductor industry on alert, raising concerns over procurement and cost pressures for critical materials. According to The Elec, South Korea’s chip sector is closely monitoring the situ...

2026-03-27

[News] Samsung Reportedly Eyes 2026 Tape-Out for 2nm Exynos 2800; 1.4nm Shift Delayed

Please note that this article cites information from ZDNet, Wccftech, and Hankyung. Samsung only unveiled its Exynos 2600 in late 2025, but is reportedly already preparing its next-next-generation mobile application processor, the Exynos 2800, codenamed “Vanguard.” According to ZDNet, sources...

2026-03-27

[News] Memory Giants’ China Investments Soar in 2025: Samsung Xi’an Up 67%, SK hynix Wuxi, Dalian Hit Trillion-Won

Please note that this article cites information from SeDaily, JoongAng Ilbo, Samsung and SK hynix. Amid soaring memory demand, Samsung and SK hynix are accelerating expansion not just at home, but also in China. Citing their newly released 2025 business reports via SeDaily, Samsung boosted investm...

2026-03-23

[News] Under Qatar’s Shadow: Helium Crunch Hits South Korea Harder, Putting Samsung, SK hynix, TSMC in Spotlight

Please note that this article cites information from CNBC, Liberty Times, TechNews, Maeil Business, Hankyung and Solution News. The Middle East war, widely known for driving oil prices up, is also threatening the semiconductor industry by hitting a critical yet little-known resource: helium. As r...

2026-03-23

[News] While DDR5 Margins Reportedly Surpass HBM: What’s Next for Memory Giants?

Please note that this article cites information from The Elec, Investing.com, News 1, Alphabiz, and EBN. After Micron stunned the market with soaring margins—projected to reach 81% in 3QFY26, up from a record 75% in the previous quarter—the industry is keen to understand the drivers behind. On...

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