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22.09.26 - 07:06
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Samsung weighs 4nm expansion as HBM4 demand strains capacity (Digitimes)
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Samsung Electronics is considering expanding its 4nm foundry capacity as rising HBM4 base-die demand pushes existing capacity to full utilization, South Korea's Money Today reported on September 21. The company is also reviewing whether to build a new 2nm production line for base dies in future HBM5 products....
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21.09.26 - 22:18
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Big Tech′s Next AI Battleground Is Your Face, Loop Capital Says (ZeroHedge)
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Big Tech's Next AI Battleground Is Your Face, Loop Capital Says
Smartglasses are set to be the "next major computing platform," according to Loop Capital analysts, as Meta currently leads the space, with Google, Samsung, Apple, and SNAP preparing their own AI-powered eyewear.
Loop Capital analyst Rob Sanderson wrote in a note on Sunday that an "inflection point" has arrived for smart glasses, which are "transitioning from wearable camera accessories to what is becoming a primary hardware interface for conversational AI."
Sanderson and analyst Anthony Chukumba spoke with wearable-tech executive Jon Li about the smart glasses industry and where it's headed into the new year.
Li shared our view that Meta dominates the smart glasses industry with its Ray-Ban Meta smart glasses, while Google is building an ecosystem around Android XR and Snap holds an advantage in more advanced augmented reality. He said Apple could remain on the sidelines until 2028 or 2029 before i...
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21.09.26 - 11:06
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SDC president declares foldable leadership, urges Korea to defend OLED advantage (Digitimes)
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Facing aggressive expansion by Chinese competitors, Samsung Display (SDC) president and Korea Display Industry Association (KDIA) chairman Chung Yi expressed strong confidence in SDC's foldable panel capabilities. However, he warned that rival nations are funneling funds and expertise gained during the LCD era into OLED development. He called on South Korea to unite industry, government, academia, and research sectors to prevent a repeat of the loss of market leadership that occurred in the LCD industry....
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21.09.26 - 09:15
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Aktien Asien: Gewinne zum Wochenstart - Feiertag in Tokio (DPA-AFX)
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SEOUL/TOKIO/HONGKONG/SHANGHAI (dpa-AFX) - Die asiatischen Aktienmärkte haben zum Wochenauftakt dank sinkender Ölpreise und einer weiteren Erholung von Technologieaktien wie Samsung großteils zugelegt. Besonders deutlich ging es in Südkorea nach oben. ......
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21.09.26 - 02:06
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Samsung reportedly cuts QD TV output 80% as Neo QLED phaseout looms (Digitimes)
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Samsung Electronics will reportedly slash quantum-dot (QD) LCD TV production in 2026 to 2 million to 3 million units, down as much as 80% year-over-year, while it also plans to gradually scale back Neo QLED output and potentially stop production as early as 2028. The move shifts the company's LCD TV focus toward Mini LED models without QD....
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20.09.26 - 12:30
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China′s CXMT touts new chip manufacturing platform as close to ′world′s most advanced′ (SCMP)
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Chinese memory chip giant Changxin Memory Technologies (CXMT) said on Sunday that it adopted its new-generation technology platform for mass production, narrowing the advantage of global leaders including Samsung Electronics and SK Hynix in manufacturing nodes.
CXMT's fifth-generation technology platform, dubbed G5, achieved a “quantum leap” in storage density, with the number of dies produced per wafer increasing by at least 50 per cent from the previous generation while maintaining better......
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18.09.26 - 20:13
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Chinese DRAM Giant Enters Booming Flash Memory Market To Take On Samsung, SanDisk (ZeroHedge)
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Chinese DRAM Giant Enters Booming Flash Memory Market To Take On Samsung, SanDisk
Chinese chipmaking giant, CXMT, and the biggest IPO of the decade in the mainland market, is preparing to enter the booming flash memory chip market dominated by Samsung Electronics and other foreign rivals, Reuters reported citing sources, a move that would broaden its customer base amid a global memory shortage.
The move would also pit the dynamic random access memory (DRAM) chip specialist against domestic rival YMTC, taking it into one of the semiconductor industry's fastest-growing segments.
The relentless, debt-fueled demand from AI servers (where ROI remains deeply negative) has created a global memory shortage that industry executives believe will persist through at least 2027. SK Hynix CEO Kwak Noh-jung said in July that 2027 could be the industry's worst year from a supply perspective, while TrendForce expects NAND supply tightness to ease only in the second half of next year, unless of co...
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18.09.26 - 08:06
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China′s memory push gains ground across LPDDR6, advanced NAND, with HBM still the test (Digitimes)
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AI is reshaping the global memory industry, tightening supply while creating an opening for China's domestic suppliers. With Samsung Electronics, SK Hynix, and Micron prioritizing high-bandwidth memory (HBM) and high-end server memory, ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) are gaining ground in conventional DRAM, mobile memory, and NAND Flash....
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