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17.09.26 - 07:06
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Samsung Galaxy S27 series rumored to feature 4 models, reshaping flagship lineup with display and camera upgrades (Digitimes)
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Samsung Electronics is expected to launch its Galaxy S27 series in early 2027, marking what could be its most significant product lineup restructuring in years. Market reports indicate that the newly added Galaxy S27 Pro will substantially narrow the specification gap with the Ultra model. Both high-end smartphones are expected to share top-tier features, including 60W wired fast charging, a 200-megapixel main camera, and the latest M16 OLED display. Samsung will continue to use telephoto cameras, screen sizes, battery capacities, and S Pen support to differentiate the models, establishing a new "dual high-end flagship" hierarchy....
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31.07.26 - 03:06
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Analysis: Samsung′s HBM4 base die is the foundry weapon TSMC and Intel can′t copy (Digitimes)
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The most revealing thing about Samsung Electronics' foundry commentary on its second quarter of 2026 earnings call was not any single number. It was the shape of the customer list: cloud service providers, AI/HPC designers, an LPU maker ramping at 4nm, and talks with Broadcom. This is not the mobile-centric foundry business Samsung has run for a decade. It is the profile of a fab catching overflow from a leading-edge market that has run out of capacity....
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16.07.26 - 03:24
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Samsung may scale back foldable storage upgrades as memory costs rise (Digitimes)
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Samsung Electronics is reportedly preparing to reduce a long-running preorder perk for its next Galaxy foldables as memory prices climb. According to ChosunBiz, the South Korean company will likely cut its "free storage upgrade" offer from a full double-capacity boost to a subsidy covering only half the price gap between the 256GB and 512GB versions....
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13.06.26 - 15:19
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Speicherchip-Knappheit: Morgan Stanley prognostiziert strukturelle Krise und explodierende Preise (Investing.com DE)
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Die Preise für Speicherchips haben sich im vergangenen Jahr mehr als versechsfacht. Damit endet ein jahrzehntelanger, stetiger Preisverfall und es entsteht eine Angebotskrise, die nach Einschätzung von Analysten bei Morgan Stanley eher struktureller als zyklischer Natur ist. Laut Prognosen von TrendForce, die in der Analyse zitiert werden, dürfte der Speichermarkt von rund 220 Mrd. US-Dollar im Jahr 2025 auf etwa 890 Mrd. US-Dollar im Jahr 2026 anwachsen..
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14.05.26 - 07:06
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Analysis: Samsung labor standoff underscores diverging Taiwan-Korea semiconductor workforce models (Digitimes)
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The ongoing Samsung Electronics labor dispute highlights sharply different labor models in South Korea and Taiwan, where firms such as TSMC operate with minimal union presence and rely instead on compensation-driven workforce stability. Industry observers say the Samsung conflict reflects broader tensions over profit sharing during the AI-driven semiconductor upcycle, while Taiwan's tech sector continues to favor high mobility and individual incentives over collective bargaining....
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