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21.10.26 - 05:06
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Samsung faces delays securing 2nm customers as 4nm capacity reaches full utilization (Digitimes)
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Samsung Electronics' foundry business has yet to finalize contracts with major global technology companies for its 2nm process, while demand has pushed its 4nm production lines close to full capacity, according to industry reports. The company is expanding efforts to win new 5nm orders as it seeks to increase utilization of established processes and improve foundry profitability....
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21.10.26 - 03:06
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Samsung Electro-Mechanics extends long-term contracts to memory substrates, totaling KRW4.3T (Digitimes)
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Samsung Electro-Mechanics (SEMCO) has signed a long-term supply agreement worth KRW360.487 billion (approximately US$260 million) with a major global company for memory packaging substrates, with shipments scheduled to begin in 2027. The company did not disclose the customer or specific application, but the deal expands its long-term contract coverage from multilayer ceramic capacitors (MLCCs) and silicon capacitors into substrates....
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20.10.26 - 17:12
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AI Fears Roar Back, Tech Earnings on Deck (Bloomberg)
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A rebound in the artificial intelligence trade sputtered after the dismal debut of a South Korean data center firm revived concerns about whether the technology's spending boom can last.
Seoul's Kospi Index fell 3.8% on a fresh bout of weakness in two of the world's biggest memory makers, Samsung Electronics Co. and SK Hynix Inc. AI infrastructure group Elice Inc. suffered the worst opening day for a sizable company on the bourse, even after an initial public offering that was 400 times subscribed.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)...
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20.10.26 - 11:42
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Samsung eyes six foldables for 2027, including a rollable phone (Digitimes)
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Samsung Electronics is reportedly planning its largest-ever foldable smartphone lineup in 2027, expanding the Galaxy Z series to as many as six models. The broader portfolio, alongside improvements in battery performance, thickness, and weight, could accelerate foldable adoption beyond its current niche-market status....
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20.10.26 - 11:30
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China′s CXMT unveils ′key progress′ on chip structure pursued by Samsung, SK Hynix (SCMP)
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Chinese memory chip giant ChangXin Memory Technologies (CXMT) has reported “key progress” on a new cell architecture to boost memory density, an innovation that competitors such as Samsung Electronics and SK Hynix are also working on.
CXMT planned to roll out a new server-memory product based on the structure by the end of 2026, president Cao Kanyu said at an industrial event in Shanghai over the weekend, according to a company statement.
At the centre of the development is the “4F square”......
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20.10.26 - 11:30
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Why Samsung, SK Hynix and CXMT shares are under pressure despite strong AI demand (SCMP)
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A sharp sell-off in Asian memory chip stocks this week signals growing investor doubts over whether the sector's AI-driven profit boom can last, even as soaring prices drive strong quarterly earnings across the sector.
Shares in market leaders Samsung Electronics and SK Hynix plunged in Seoul on Tuesday, extending a days-long slide that has also swept up Chinese rival ChangXin Memory Technologies (CXMT).
Samsung and SK Hynix closed down 7.4 per cent and 10.1 per cent, respectively. The companies......
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20.10.26 - 05:06
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Commentary: Samsung′s US 2nm ramp faces no room for error (Digitimes)
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Samsung Electronics' 2nm mass-production capability at its Taylor, Texas fab has become critical to its efforts to close the gap with TSMC, as Tesla's AI5 chip delivery schedule and Broadcom's potential 2nm orders hang in the balance. The company's ability to achieve competitive yields and stable output at the US facility will determine whether it can turn major customer orders into a broader foundry comeback....
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