Amid ongoing U.S. tariff uncertainty, major tech firms are adjusting their production strategies. According to TheElec, Samsung plans to boost Galaxy S25 production by 800,000 units in May, which may be related to efforts to deliver finished products to the U.S. market ahead of tariffs, as the repor...

As the deadline for public comments on the U.S. Section 232 semiconductor probe approaches, anxiety is mounting across the chip industry. The looming tariff decisions have cast a shadow over peak earnings season, with tech giants hesitant to issue clear forecasts amid rising geopolitical and trade t...

Samsung Foundry’s challenges continue to grow, with AMD reportedly shifting its 4nm chip orders to TSMC’s U.S. facilities, according to Wccftech. The appeal of TSMC’s American operations might be a key factor behind AMD’s decision, as the report notes. AMD had reportedly been working clos...

Multiple sources have confirmed that Apple will, for the first time, equip part of its new iPhone 17 lineup with 12GB DRAM—opening the door to big gains for memory suppliers. South Korean outlet etnews reports that Samsung is poised to capture roughly 70% of total demand. It is worth noting tha...

Amid rumors of Google moving away from its HBM3E and NVIDIA’s looming test in June, Samsung looks set to turn the tide with its next-gen HBM. According to Korean Economic Daily and ZDNet, the company is in talks to supply customized HBM4 chips to major AI players, with shipments potentially starti...