|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
16.12.25 - 05:06
|
Samsung steadies 12-Layer HBM3E, eyes larger Google TPU orders (Digitimes)
|
|
|
Samsung Electronics has reportedly stabilized the performance of its 12-layer high-bandwidth memory, a development that could allow the company to expand shipments to Google's artificial intelligence accelerators as competition intensifies in the market for advanced memory used in AI chips, according to South Korean media....
|
|
|
16.12.25 - 05:06
|
OLED demand surges, lifting South Korea′s display makers to record outlook (Digitimes)
|
|
|
The global market for OLED display panels is entering its seasonal peak in the second half of 2025, and South Korea's leading panel makers—Samsung Display and LG Display—are emerging as the biggest beneficiaries of renewed demand for high-end smartphones. Analysts say shipments and revenue are set to accelerate, with the fourth quarter of 2025 likely to mark a record-breaking period for the industry....
|
|
|
|
|
16.12.25 - 05:06
|
Samsung Chairman Lee Jae-yong meets with Lisa Su and Elon Musk to discuss potential collaboration (Digitimes)
|
|
|
Samsung Electronics Chairman Lee Jae-yong has returned to South Korea after a week-long business trip to the US. Lee reportedly met with Tesla CEO Elon Musk in Austin, Texas, with senior executives of Samsung's foundry division also present. It is also rumored that Lee met with AMD CEO Lisa Su to discuss HBM supply and foundry orders using advanced 2-nanometer process technology. These efforts are considered tactics to help Samsung regain leadership in AI semiconductors....
|
|
|
|
|
|
|
15.12.25 - 09:06
|
Samsung chair, Musk reportedly meet at Texas fab as chip output looms (Digitimes)
|
|
|
Samsung Electronics chairman Jay Y. Lee reportedly met Tesla CEO Elon Musk on December 11, 2025, local time at Samsung's semiconductor plant in Texas, underscoring a deepening partnership as the South Korean chipmaker prepares to launch advanced chip production in the US and stabilize manufacturing yields for Tesla's next-generation processors....
|
|
|
15.12.25 - 07:06
|
SK Hynix leads Samsung by 3-4 months, begins supplying paid HBM4 samples (Digitimes)
|
|
|
Latest media reports state that SK Hynix has completed the final verification phase for customer samples of its 12-layer sixth-generation high-bandwidth memory (HBM4) prior to mass production. The Korea Herald reported that SK Hynix has effectively entered the mass production process for its 12-layer HBM4 products and is supplying customers with more than 20,000–30,000 paid HBM4 samples. After establishing a global 12-layer HBM4 mass production system in September 2025, SK Hynix finalized a 2026 HBM4 supply contract with Nvidia and has begun production, according to Deal Site and other South Korean media. Meanwhile, Samsung Electronics is approximately three to four months behind schedule....
|
|
|
|
|
15.12.25 - 05:36
|
Samsung courts AMD for 2nm chips as foundry recovery hinges on new orders (Digitimes)
|
|
|
Samsung Electronics is reportedly in talks with Advanced Micro Devices about producing next-generation chips using its second-generation 2nm process, as the South Korean technology group seeks to secure major customers and revive its loss-making foundry business, according to industry sources and reports from South Korea's Seoul Economic Daily and G-enews....
|
|
|
|
|
15.12.25 - 00:06
|
Samsung pushes new thermal packaging to win back Qualcomm and Apple (Digitimes)
|
|
|
Samsung Electronics is positioning a proprietary thermal management technology for external clients as it seeks to reclaim foundry market share from TSMC. The South Korean company plans to offer its Heat Path Block solution to third-party chip designers after validating the system in its upcoming Exynos 2600 processor, according to local media reports....
|
|
|
12.12.25 - 19:01
|
China Eases Rare Earth Curbs With First Export Licenses (Caixin)
|
|
|
China has granted its first round of general export licenses for rare earth products, signaling a step toward easing restrictions on the critical materials following recent trade discussions with the United States in Kuala Lumpur.
Jintian Copper (Group) Co. Ltd. (601609.SH), a magnetic materials manufacturer based in Ningbo, said on Wednesday through an investor platform that one of its clients had secured a general export license for rare earth permanent magnet products. On the same day, Ford Motor Co. revealed that its Chinese rare earth supplier was among the initial recipients.
While neither Jintian nor Ford disclosed the specific companies involved, Jintian's website lists Volkswagen AG, Mitsubishi Motors Corp. and Samsung Electronics Co. Ltd. as customers for its neodymium-iron-boron permanent magnets.
The new license system is expected to streamline the export process, alleviating concerns among global manufacturers about supply chain security. Sources familiar with the matter told Caixin that un...
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
