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26.08.26 - 10:06
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Hot Chips 2026: Samsung advances LPDDR5X-PIM as HBM costs mount (Digitimes)
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At Hot Chips 2026, Samsung Electronics moved processing-in-memory (PIM) closer to practical deployment, presenting what it described as the industry's first LPDDR-based PIM device for AI inference alongside working silicon, performance data and a design intended to minimize changes to existing memory systems....
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26.08.26 - 07:30
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YMTC Reportedly Aims Toppling Samsung and SK Hynix in Global NAND Flash Mkt (AAStocks)
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Yangtze Memory Technologies Co. (YMTC), which is preparing for a listing in Mainland China, told investors that the company aims to topple Samsung Electronics and SK Hynix to become the world's largest NAND flash manufacturer, the Financial Times reported. Earlier, YMTC's STAR Market IPO application was accepted. The com......
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26.08.26 - 06:06
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Samsung′s 3-year shareholder returns seen topping KRW600T (Digitimes)
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AI memory excess profits are beginning to change Samsung Electronics' capital-allocation logic. The company recently said that, under its current 2024-2026 shareholder return policy, the remaining funds available for shareholder returns in 2026 are estimated at about KRW90 trillion-KRW110 trillion (about US$65 billion-US$79 billion), a record high, while the market has already started looking to the next three-year period....
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26.08.26 - 03:00
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Samsung, LG ramp up India for AI cooling and appliances (Digitimes)
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India is emerging as a new battleground for South Korea's two electronics giants, with Samsung Electronics using the country as a production and supply-chain base for AI data center cooling equipment and LG Electronics investing hundreds of billions of won to build a third home appliance plant. But whether India's fast growth and huge population will translate into real earnings remains the biggest test....
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26.08.26 - 03:00
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TSMC′s 310mm push threatens Samsung′s PLP lead (Digitimes)
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Samsung Electronics commercialized fan-out panel-level packaging (FOPLP) before rivals, using the technology in mobile and wearable chips and now preparing to extend it into AI and high-performance computing. But the next phase of PLP competition may depend less on who moved first than on which rectangular panel format equipment makers, materials suppliers and OSATs ultimately build around, and activity around 310×310mm is growing in Taiwan....
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26.08.26 - 03:00
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Samsung, Intel widen AI chip battle into memory, packaging (Digitimes)
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Samsung Electronics and Intel are pushing into each other's core businesses as AI semiconductor competition shifts from individual chips to full-system integration. South Korean reports cited by Counterpoint Research said Samsung is using high-bandwidth memory (HBM) to strengthen its foundry business, while Intel is expanding from logic chips and foundry services into memory through advanced packaging and system-level technologies....
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26.08.26 - 01:21
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′I Thought It Would Rise Forever′; World′s ′Craziest′ Stock Market Suddenly Faces Billion-Dollar Outflows (ZeroHedge)
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'I Thought It Would Rise Forever'; World's 'Craziest' Stock Market Suddenly Faces Billion-Dollar Outflows
Over the past few months, we have been closely following the chaos (rise and fall) in a once only marginally-monitored market on the other side of the world.
Namely, the AI/chip-driven KOSPI rally and subsequent sharp unwind concentrated in Samsung Electronics and SK Hynix...
“From FOMO To Oh No! Koreans Face Massive Forced Liquidations As AI Bubble Bursts” (June 9, 2026) - Aggressive leveraged retail buying of Samsung and SK Hynix (via margin and new single-stock 2x ETFs) turned into forced liquidations and a self-reinforcing sell-off as the AI-fueled KOSPI correction accelerated.
“AI Winners Unwind Sparks Panic In South Korea As SK Hynix Suffers Record Plunge, KOSPI Dumps” (July 13, 2026) - SK Hynix suffered a record one-day plunge (~15%) after its big U.S. ADR debut, sparking a broader memory/storage sell-off that drove the KOSPI down nearly 9% and triggered a market-...
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25.08.26 - 15:09
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IonQ Appoints Dr. Eric Ball and Timothy Baxter to Board of Directors (Business Wire)
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Board Additions Support Next Phases of IonQ GrowthCOLLEGE PARK, Md.--(BUSINESS WIRE)--IonQ (NYSE: IONQ), the world's leading full-stack quantum platform and foundry, today announced the appointment of two new board members: technology finance expert Dr. Eric Ball, and former SkyWater Technology Chairman and Samsung North America CEO Timothy Baxter. Each brings accretive experience to support IonQ's next phases of expansion.
“We're making the leap to rapid scalability in quantum computing manufacturing, in parallel with integrating all components of our unique quantum platform,” said IonQ Chairman and CEO Niccolo de Masi. “Our responsibilities as the leading quantum merchant supplier are significant, as are the advances we expect to make in quantum computing due to our pioneering vertical integration. Eric and Tim bring complementary insights and firsthand expertise to our Board and leadership team.”
Dr. Ball has nearly 40 years in senior financial roles at public companies, among them AT&T, Cis...
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25.08.26 - 09:06
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Samsung Foundry sees higher 4nm volumes as Nvidia ramps Groq 3 (Digitimes)
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Nvidia's Groq 3 ramp is adding meaningful 4nm volume to Samsung Electronics' foundry business, with monthly wafer input estimated at about 10,000 and expected to rise above 15,000 in 2027. The increase comes as reported yields improve, Samsung's 4nm capacity remains tight, and pricing on the node moves higher....
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