|
|
|
15.09.26 - 11:06
|
AI′s MLCC squeeze puts Samsung in pole position, China at the door (Digitimes)
|
|
|
AI servers are reshaping the global multilayer ceramic capacitor (MLCC) market. Murata Manufacturing and Samsung Electro-Mechanics (SEMCO) are steering limited capacity toward high-value server components, tightening conventional supply, lifting prices, and creating an opening for Chinese suppliers in PCs....
|
|
|
|
|
|
|
15.09.26 - 10:01
|
Samsung steigt bei Nvidia-Rivalen ein (Ariva)
|
|
|
Samsung investiert in den KI-Chipentwickler Euclyd. Das Startup will mit einer neuen Architektur Nvidias Dominanz im boomenden KI-Markt herausfordern. Samsung investiert gemeinsam mit europäischen Geldgebern mehr als 200 Millionen Euro (231 Millionen US-Dollar) in das niederländische KI-Chip-Startup Euclyd. Das junge Unternehmen will mit einer neuartigen Architektur eine Alternative zu Nvidias dominierenden GPUs schaffen. Nach Angaben ......
|
|
|
|
|
|
|
|
|
|
|
|
|
15.09.26 - 06:30
|
Apple Inc. Reportedly Accepts Samsung's 1Q27 Memory Pricing (AAStocks)
|
|
|
According to a report by Jiemian News citing sources, Apple Inc. (AAPL.US) has accepted Samsung's memory pricing for 1Q27, with DRAM (dynamic random access memory) priced at nearly USD2/Gb and NAND flash memory at nearly USD0.33/Gb, representing an increase of 30% to 40% from pricing in 3Q26.An employee at a memory manufacturer ......
|
|
|
15.09.26 - 06:09
|
EUCLYD Raises Over €200 Million to Break the AI Efficiency Wall (PR Newswire)
|
|
|
Financing accelerates development of ultra-efficient infrastructure for foundation AI models EINDHOVEN, Netherlands, Sept. 15, 2026 /PRNewswire/ -- EUCLYD has signed a Series A financing round of more than €200 million, the company announced today. The round is co-led by Samsung, Somerset......
|
|
|
|
|
|
|
|
|
15.09.26 - 01:54
|
CXMT rides AI boom to 80% operating margin (Digitimes)
|
|
|
China's leading DRAM maker, CXMT Corporation (CXMT), formerly known as ChangXin Memory Technologies, is reaping a windfall from price gains in general-purpose memory as the AI boom reshapes the market. In the second quarter of 2026, CXMT posted an operating margin of about 82% on an EBIT basis, ranking near the top among major memory vendors and underscoring how Samsung Electronics, SK Hynix, and Micron's shift of more resources into HBM has made CXMT one of the biggest beneficiaries of the current price surge....
|
|
|
|
|
|
|
|
|
|
|
|