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05.11.26 - 05:06
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SDC auto OLED shortage leads Li Auto to ship new Mega with LCDs (Digitimes)
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Samsung Display (SDC) is facing a shortage of automotive OLED panels supplied to Chinese EV maker Li Auto, prompting Li Auto to temporarily ship some new Mega vehicles with LCD panels. Strong vehicle sales have driven demand for high-specification displays beyond expectations, potentially giving SDC's automotive OLED business fresh momentum....
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05.11.26 - 04:06
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Samsung reportedly plans 2nm fab to boost HBM base-die output (Digitimes)
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Samsung Electronics is preparing to build a 2nm- and 4nm-class foundry fab at its Giheung campus in Yongin, South Korea, to expand production of logic base dies used in high-bandwidth memory (HBM). The fab is estimated to cost KRW25 trillion (approx. US$18.6 billion), with the broader project potentially reaching KRW30 trillion if an existing production line is converted into an advanced packaging facility, Seoul Economic Daily reported on November 4....
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04.11.26 - 10:06
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Broadcom loses final appeal over Samsung chip supply deal (Digitimes)
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South Korea's Supreme Court has upheld a KRW18.664 billion (approx. US$13.9 million) fine against Broadcom for pressuring Samsung Electronics into a long-term smartphone component purchasing agreement by disrupting supplies, bringing the US chipmaker's legal challenge to an end....
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04.11.26 - 08:06
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Samsung to reportedly make AMD, Nvidia HBM base dies at second Texas fab (Digitimes)
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Samsung Electronics plans to produce high-bandwidth memory (HBM) base dies for AMD at its second foundry plant in Taylor, Texas, with the US chipmaker accounting for most of the facility's planned output, South Korea's Maeil Business Newspaper reported on November 3, citing industry sources. The report said the plant would also supply Nvidia, although Samsung has not confirmed either customer's orders....
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04.11.26 - 07:06
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Apple eyes sputtered HMO process for next-gen OLED (Digitimes)
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Apple is reportedly developing high-mobility oxide (HMO) technology for next-generation OLED displays and evaluating it at its own research facilities in Taiwan. Although the mass-production process has not been finalized, Apple, Samsung Display (SDC), and LG Display (LGD) all appear to favor existing sputtering processes....
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04.11.26 - 05:06
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UTI begins iPhone Duo UTG shipments to Samsung Display (Digitimes)
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South Korean company UTI, the second supplier of ultra-thin glass (UTG) cover glass for Apple’s first foldable smartphone, the iPhone Duo, has begun shipments to Samsung Display (SDC), but mass production is running about one quarter behind schedule....
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04.11.26 - 04:06
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South Korean chipmakers face financing dilemma behind AI memory demand (Digitimes)
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Samsung Electronics' and SK Hynix's dependence on sustained AI infrastructure spending is bringing customer financing risk into focus. As demand for high-bandwidth memory and server DRAM lifts their businesses, industry discussion of possible financial support for AI customers raises a further issue: protecting future chip orders could also expose suppliers to customers' investment risks....
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04.11.26 - 04:06
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Decoy processors carry Korean HBM past US export controls into China (Digitimes)
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A loophole in US export controls reportedly lets high-bandwidth memory (HBM) made by Samsung Electronics and SK Hynix reach China's AI chip industry. The loophole shows how much Huawei's next-generation processors still depend on foreign memory, while China's domestic suppliers struggle to close the gap....
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