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02.10.26 - 11:06
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Huawei hikes flagship prices up to US$200 as memory shortages hit smartphone margins (Digitimes)
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Soaring memory procurement costs are pushing smartphone makers to pass expenses on to consumers. As artificial intelligence (AI) infrastructure expansion continues to squeeze global memory supplies, Huawei has officially raised device prices, citing an average US$200 increase in per-unit manufacturing costs. The move follows similar price hikes by Samsung Electronics across its flagship portfolio....
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02.10.26 - 06:36
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China AI infrastructure spreads to mid-sized firms (Digitimes)
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China's AI investment is increasingly turning into server purchases and data center construction, and the wave that began with large tech companies is now spreading to mid-sized firms. South Korean media say the expanding China AI demand could open new markets for Samsung Electronics and SK Hynix....
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02.10.26 - 05:43
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DIGITIMES Insight: Intel, TSMC, Samsung converge on backside power — packaging becomes the next divide (Digitimes)
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Data center AI accelerator package power has climbed from about 500W in the A100 generation to roughly 3,500–4,000W for Rubin Ultra-class products expected in 2027, pushing supply current into the thousands of amperes. In conventional frontside power delivery, current must cross the full metal interconnect stack before reaching the transistors, while power and signal lines compete for routing resources. Intel Foundry estimates that raising a single compute package from 1kW to 5kW increases power delivery network I²R losses from 89W to 2,222W, cutting the share of input power reaching the transistors from 66.0% to 41.8%....
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02.10.26 - 05:07
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Samsung launches Tab S12, Buds On, SmartTag3 (Digitimes)
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Samsung Electronics on October 1 unveiled its next-generation premium Galaxy Tab S12 series, its first clip-on wireless earbuds, the Galaxy Buds On, and the Galaxy SmartTag3, which expands iOS support. The three product lines target large-screen creation and multitasking, open-ear listening, and cross-platform item finding, underscoring Samsung's push to broaden the Galaxy ecosystem through software services and accessories....
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02.10.26 - 02:07
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Samsung′s mobile unit faces more than KRW1 trillion loss as memory costs surge (Digitimes)
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Samsung Electronics is expected to report another operating loss at its Mobile eXperience and network business in the third quarter of 2026, even as strong Galaxy Z foldable sales support handset demand. The preliminary earnings release is due in early October 2026, with the pressure coming from sharply higher memory prices and limited ability to raise device prices....
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