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19.10.26 - 11:06
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Samsung targets Exynos 2700 expansion as Huawei advances Kirin chips (Digitimes)
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Samsung Electronics is developing the Exynos 2700 for broader use across its Galaxy S27 lineup in 2027, while Huawei has moved its next-generation Kirin chips into testing. The competing efforts are raising pressure on Samsung to improve application processor (AP) performance, manufacturing yields and cost competitiveness as it seeks to reduce its reliance on Qualcomm and MediaTek....
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19.10.26 - 06:06
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Terafab exposes Tesla′s growing tensions with Samsung and TSMC (Digitimes)
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Tesla's dealings with Samsung and Taiwan Semiconductor Manufacturing Co. (TSMC) are highlighting tensions between chip designers and foundries as demand for AI processors accelerates. Allegations by an engineer, which neither Tesla nor Samsung has confirmed, include pricing pressure, requests for sensitive information, and the recruitment of Samsung employees for Tesla's Terafab project....
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19.10.26 - 05:06
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Micron develops robot memory as Samsung, SK Hynix target physical AI (Digitimes)
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Micron is developing a memory architecture for humanoid robots, joining Samsung Electronics and SK Hynix in efforts to serve AI systems that must process sensor data while operating within battery power limits. The companies are pursuing both memory designs and storage products for robots and autonomous vehicles....
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19.10.26 - 04:06
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AI memory demand lifts Samsung, SK Hynix 2027 outlook (Digitimes)
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AI data center investment continues to expand, keeping the global memory market undersupplied in the fourth quarter of 2026. Rising DRAM and NAND Flash contract prices are boosting expectations for Samsung Electronics and SK Hynix in 2027, although weak consumer demand and long-term agreement (LTA) price caps will limit further increases....
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19.10.26 - 03:12
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Nvidia′s custom HBM pulls Samsung onto TSMC′s 3nm process, report says (Digitimes)
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Nvidia's custom memory design is shifting control of how high-bandwidth memory (HBM) is built from memory makers to its largest customer, and steering a key part of that work to TSMC. Samsung Electronics, which has made every part of its HBM stacks in-house, has agreed after an internal review to use TSMC's 3nm process for the base die of NVHBM, Nvidia's next-generation custom HBM, the Seoul Economic Daily reported on October 18, citing industry sources. The newspaper said it would be the first time the two companies have worked together at the HBM manufacturing stage....
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19.10.26 - 01:30
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CXMT forecasts up to US$19.8 billion in 3 quarters′ net income; pledges share buy-back (SCMP)
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Chinese memory chip giant ChangXin Memory Technologies (CXMT) forecast a net income of up to US$19.8 billion for the first nine months of 2026, marking a dramatic swing from a loss a year ago, as the domestic champion cashed in on artificial intelligence-driven demand while aggressively challenging global rivals including Samsung Electronics and SK Hynix.
Meanwhile, Zhu Yiming, chairman of the Hefei-based memory giant, proposed to buy back 1 billion (US$149.56 million) to 2 billion yuan of......
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17.10.26 - 02:18
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Samsung Electro-Mechanics′ US$5.1 billion expansion faces equipment supply constraints (Digitimes)
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Samsung Electro-Mechanics (Semco) faces potential equipment procurement bottlenecks in its KRW6.78 trillion (approx. US$5.1 billion) expansion of semiconductor substrate production for AI servers, as machinery manufacturers struggle with component shortages and longer delivery times. The South Korean company maintains that its investment is proceeding as planned. No production delay has been confirmed....
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16.10.26 - 20:03
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Galaxy S26 Ultra Earns Spot on TIME′s Best Inventions of 2026 (PR Newswire)
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Samsung's top-of-the-line Galaxy S series device adds to its list of accolades Samsung's Bespoke AI Family Hub™ Refrigerator with AI Vision and Odyssey G8 Gaming Monitor (G80HS) also included on list PLANO, Texas, Oct. 16, 2026 /PRNewswire/ -- Galaxy S26 Ultra has been named to TIME's......
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16.10.26 - 14:00
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Chipaktien im Ausverkauf: Warum KI-Aktien trotz Rekordzahlen abstürzen – und so schnell zurückkommen (Das Investment)
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KI-Aktien stürzen ab, obwohl TSMC, ASML, Samsung und Co. Rekorde melden. Warum das Muster sich wiederholt – und Kurse oft schnell wieder drehen.Die Angst vor einem Ende des KI-Booms bewegt die Börsen derzeit in Wellen. Immer wieder trennen sich Anleger von Chipwerten und reißen ganze Leitindizes mit nach unten. Südkoreas Kospi verlor an einem einzigen Handelstag im Oktober 7,6 Prozent, Japans Nikkei 4,8 Prozent. Besonders betroffen waren die Speicherchip-Hersteller Samsung und SK Hynix mit Abschlägen von rund 9,5 beziehungsweise mehr als 11 Prozent. Auffällig ist der Widerspruch zu den Geschäftszahlen. Der weltgrößte Chip-Auftragsfertiger TSMC meldete für das dritte Quartal mit umgerechnet rund 46,7 Milliarden Dollar einen Rekordumsatz. Ein Plus......
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