Subject


Samsung


2025-10-31

[News] Samsung in Talks to Supply HBM4 to NVIDIA for 50K-GPU AI Mega Fab; HBM3e/GDDR7/SOCAMM2 Also Included

Shortly after CEO Jensen Huang met with Samsung Electronics Chairman Jay Y. Lee and Hyundai Motor Group Executive Chair Euisun Chung over fried chicken and beer, NVIDIA announced a major collaboration with the South Korean government and tech industry, led by Samsung. According to Samsung, it has...

2025-10-30

[News] Samsung 3Q Profit Hits 3-Year High on Memory, Foundry; Tesla AI5 Reportedly Set for 2nm at Taylor

Riding the wave of the memory supercycle, Samsung joined SK hynix in posting stellar third-quarter results. Following SK hynix’s record-breaking profit, Samsung reported a 32% year-on-year surge in operating profit in the third quarter — its strongest performance in over three years, according t...

2025-10-29

[News] High-Capacity SSDs Reportedly Hit Year-Long Delays as Samsung, SK, and Kioxia Run Full Tilt

While memory giants are reportedly raising DRAM prices by up to 30% in Q4 on strong HBM demand, NAND flash is proving to be just as hot a commodity. According to New Daily, Samsung, SK hynix, and Kioxia are running their SSD production lines at full capacity, with some models now facing delivery del...

2025-10-24

[News] Samsung Exynos 2600 May Cover Just 30% of Galaxy S26 Production Amid Reported Yield Issues

Samsung is pushing for an Exynos comeback, with reports indicating the Exynos 2600 has performed strongly in internal tests. However, low yields may still hinder the chip’s wider adoption. According to South Korean media outlet DealSite, citing sources, Samsung’s foundry has begun mass productio...

2025-10-23

[News] Samsung, SK hynix Reportedly Lift Memory Prices Up to 30%; Long-Term Supply Deals in Play

The memory supercycle appears unstoppable, and memory giants are already responding by hiking prices. According to the Korean Economic Daily, Samsung and SK hynix have raised DRAM and NAND flash prices by up to 30% for Q4, passing the new rates on to customers. Notably, analysts cited in the repo...

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