Subject


Samsung


2025-05-01

[News] Samsung Weighs Premium Sales and Production Shifts Amid Tariff Threats, Cautious on 2H Memory Demand

After withdrawing its Q2 guidance amid rising uncertainty, Samsung's response to looming tariff threats has caught widespread attention. According to Yonhap News, CFO Park Soon-cheol said the company will focus on boosting flagship sales and may shift production sites to protect profitability. Ac...

2025-04-30

[News] Samsung Drops Q2 Guidance Amid Tariff Woes, Reportedly Preps for NVIDIA’s Final HBM3E Test in June

Samsung Electronics reported a slight rise in first-quarter operating profit on Wednesday, as tariff-driven demand for smartphones and commodity chips helped offset weakness in its AI chip business, according to Reuters. However, it seems to remain cautious on potential tariff impacts, as it report...

2025-04-30

[News] Samsung Reportedly Nears 2nm Win with First Qualcomm Phone AP Deal in 3 Years

While Samsung has reportedly been wrestling with 3nm yield issues and the lack of orders from major clients, there may be light at the end of the tunnel. According to Sedaily, the company is now in the final stages of locking in a deal to produce Qualcomm’s Snapdragon 8 Elite 2 using its next-gen ...

2025-04-28

[News] Following JEDEC’s HBM4 Standard: What’s Next for SK hynix, Samsung, and Micron?

As memory giants gear up for the next-gen HBM battle, JEDEC has officially released the JESD270-4 HBM4 standard in mid-April. With AI models and HPC workloads demanding faster, larger memory, HBM4 is arriving just right on time. As per JEDEC’s press release, one of the major improvements in HBM...

2025-04-24

[News] Samsung Reportedly Phasing Out HBM2E as Focus Shifts to HBM3E and HBM4

With 1y and 1z nm 8Gb DDR4 production reportedly winding down, Samsung is said to be discontinuing its HBM2E products as well, as Commercial Times reveals they’ve reached the Last Buy Order (LBO) stage. Though Samsung declined to confirm the information, this could imply its shift to more high-...

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