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20.11.25 - 10:06
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Musk eyes in-house chip fab, citing TSMC, Samsung fail to keep up with Tesla′s AI ambitions (Digitimes)
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Tesla CEO Elon Musk has revealed intentions to construct an in-house wafer fabrication facility, or TeraFab, to meet soaring AI chip demand that surpasses current industry manufacturing capabilities. In an interview with investor Ron Baron, Musk highlighted the company's expanding AI chip requirements and expressed concerns over reliance on external foundries such as Taiwan Semiconductor Manufacturing Company (TSMC) and Samsung Electronics....
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20.11.25 - 09:06
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Samsung regains DRAM leadership from DDR5 surge (Digitimes)
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In observing surging DDR5 prices, securities analysts predict that DDR5 profits in 2026 could surpass those of HBM. According to Newsis, Samsung Electronics raised contract prices for DDR5 modules by 60% in just two months and plans to further expand DDR5 production. Reuters has also reported that Samsung had increased supply prices for some memory products by up to 60%....
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20.11.25 - 03:06
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BOE reportedly fails to meet iPhone 17 OLED supply plans as Samsung Display steps in (Digitimes)
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China's BOE has reportedly lost its planned OLED panel supply for Apple's iPhone 17 due to unresolved quality issues. Samsung Display will take over the supply, increasing shipments to 90 million units, while BOE's contribution is expected to fall below 40 million, highlighting ongoing challenges in the Chinese panel maker's entry into high-end smartphone displays....
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19.11.25 - 09:06
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Samsung ramps up 1c DRAM output in bid to regain edge in memory market (Digitimes)
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Samsung Electronics is undertaking one of its most significant DRAM expansions in years, aggressively scaling production of its next-generation 1c DRAM as intense global AI demand redefines the memory market. This major capacity increase is poised to reshape the competitive landscape and challenge SK Hynix, which has dominated the high-bandwidth memory (HBM) segment over the past two years....
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