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27.08.26 - 06:12
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SK Hynix questions PIM as thermal, packaging limits constrain HBM (Digitimes)
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South Korean memory rivals Samsung Electronics and SK Hynix are taking fundamentally different routes to solve HBM performance bottlenecks. While Samsung frames processing-in-memory (PIM) as its core solution, SK Hynix is prioritizing packaging interconnect innovation to streamline data movement....
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27.08.26 - 05:06
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Tri-fold, rollable foldables intensify materials supply chain battle (Digitimes)
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Samsung Electronics' first tri-fold handset of 2025, the Galaxy Z TriFold, has repeatedly sold out, but with global shipments of only about 30,000 units, it functioned more as a technology showcase. A second-generation model is expected in the second half of 2027, with thinner designs, durability, and mass production capability as the next focus....
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26.08.26 - 10:06
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Hot Chips 2026: Samsung advances LPDDR5X-PIM as HBM costs mount (Digitimes)
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At Hot Chips 2026, Samsung Electronics moved processing-in-memory (PIM) closer to practical deployment, presenting what it described as the industry's first LPDDR-based PIM device for AI inference alongside working silicon, performance data and a design intended to minimize changes to existing memory systems....
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26.08.26 - 07:30
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YMTC Reportedly Aims Toppling Samsung and SK Hynix in Global NAND Flash Mkt (AAStocks)
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Yangtze Memory Technologies Co. (YMTC), which is preparing for a listing in Mainland China, told investors that the company aims to topple Samsung Electronics and SK Hynix to become the world's largest NAND flash manufacturer, the Financial Times reported. Earlier, YMTC's STAR Market IPO application was accepted. The com......
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26.08.26 - 06:06
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Samsung′s 3-year shareholder returns seen topping KRW600T (Digitimes)
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AI memory excess profits are beginning to change Samsung Electronics' capital-allocation logic. The company recently said that, under its current 2024-2026 shareholder return policy, the remaining funds available for shareholder returns in 2026 are estimated at about KRW90 trillion-KRW110 trillion (about US$65 billion-US$79 billion), a record high, while the market has already started looking to the next three-year period....
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26.08.26 - 03:00
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Samsung, LG ramp up India for AI cooling and appliances (Digitimes)
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India is emerging as a new battleground for South Korea's two electronics giants, with Samsung Electronics using the country as a production and supply-chain base for AI data center cooling equipment and LG Electronics investing hundreds of billions of won to build a third home appliance plant. But whether India's fast growth and huge population will translate into real earnings remains the biggest test....
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