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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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04.11.26 - 04:06
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Samsung leads Africa smartphone market with installment plans (Digitimes)
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Samsung Electronics defied a 16.6% year-over-year decline in Africa's overall smartphone sales in the second quarter of 2026, posting 34.8% growth and claiming the continent's smartphone market leadership by sales value in the first half of 2026. South Korean media reported that Samsung's installment plans lowered the barrier to smartphone ownership and generated 46% of its mobile sales revenue in Africa in 2026....
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04.11.26 - 01:06
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Samsung Electro-Mechanics′ long-term deals top KRW5 trillion (Digitimes)
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Samsung Electro-Mechanics (Semco) has disclosed more than KRW5 trillion in long-term supply agreements (LTAs) this year after signing another AI server capacitor contract. The company expects such agreements to account for more than half of its multilayer ceramic capacitor (MLCC) revenue in 2027....
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03.11.26 - 11:06
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Samsung reportedly plans Galaxy-style TV lineup for 2027 (Digitimes)
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Samsung Electronics is considering a major overhaul of its TV lineup for 2027, replacing technology-based product names with three tiers modeled on its Galaxy smartphones as it looks to increase shipments and expand its services business, South Korea's ETNews reported....
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03.11.26 - 11:06
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Apple′s iPhone Duo launch lifts Samsung Galaxy Z Fold 8 sales in South Korea (Digitimes)
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Samsung Electronics' Galaxy Z Fold 8 weekly sales in South Korea increased by more than 20% in the week after Apple launched its first foldable iPhone Duo, according to Seoul Economic Daily and Financial News. The increase followed the iPhone Duo's South Korean debut on October 23, 2026, as reported problems involving shipment delays and cracked internal displays created additional attention for Samsung's competing foldable device....
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03.11.26 - 04:06
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Nvidia strengthens South Korea ties at AI Day Seoul (Digitimes)
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Nvidia will showcase its expanding partnerships with South Korean companies at AI Day Seoul, where Samsung Electronics and SK Hynix will present semiconductor development cases using Nvidia AI technologies. LG Electronics and Doosan Robotics will demonstrate robotics technologies, while SK Telecom (SKT), Naver Cloud, and Coupang will discuss the development and operation of AI data centers and infrastructure....
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03.11.26 - 04:06
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Micron dismisses 4F-squared DRAM as CXMT presses ahead — why Samsung, SK Hynix remain divided (Digitimes)
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Micron Technology and China's CXMT have taken sharply different approaches to next-generation DRAM scaling, exposing a divide over the commercial viability of 4F-squared memory-cell architecture. While CXMT is advancing 4F-squared towards commercial production to improve bit density, Micron argues that capacitor-scaling constraints undermine its cost advantages and is prioritising 6F-squared technology and a longer-term transition to 3D DRAM. Samsung Electronics and SK Hynix, meanwhile, are pursuing alternative development paths, highlighting the industry's competing approaches to extending DRAM density and manufacturing efficiency....
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03.11.26 - 03:06
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Samsung′s Young Hyun Jun urges humility, customer trust amid semiconductor profit boom (Digitimes)
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Despite record profits driven by surging demand for artificial intelligence (AI) and a booming semiconductor industry, Samsung Electronics vice chairman and head of its Device Solutions (DS) division Young Hyun Jun said the company's technological competitiveness has yet to fully recover. He urged employees to strengthen next-generation technologies, quality, and yields, and maintain customer trust during the industry boom while building long-term competitiveness capable of adapting to market changes....
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03.11.26 - 00:42
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Samsung Electro-Mechanics starts mass production of ADAS MLCCs (Digitimes)
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Samsung Electro-Mechanics (Semco) has begun mass production of a miniature, ultra-high-capacitance multilayer ceramic capacitor (MLCC) for advanced driver assistance systems (ADAS), as increasingly powerful automotive processors drive demand for smaller components capable of maintaining stable power supplies....
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