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12.08.26 - 04:06
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Samsung HBM4 yield nears 80% in push to rival SK Hynix (Digitimes)
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Samsung Electronics' production yield for its sixth-generation high-bandwidth memory, HBM4, has reportedly approached 80%, marking a sharp improvement since mass production began and strengthening its ability to compete with SK Hynix on volume and cost....
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12.08.26 - 03:06
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TSMC-Sony′s US$4.69B sensor venture is a defensive play against Samsung and China (Digitimes)
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TSMC and Sony Group are betting that closer integration, not just closer proximity, is what it will take to keep their combined lead in image sensors from eroding. The two companies said Tuesday they will form a joint venture, Advanced Vision Semiconductor Manufacturing Corp, to develop and mass-produce next-generation CMOS image sensors in Kumamoto, Japan, with volume production targeted for 2029....
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12.08.26 - 02:06
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Apple presses Samsung Display and LG Display for lower iPhone 18 OLED prices (Digitimes)
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Apple has asked Samsung Display and LG Display to sharply reduce OLED panel prices for the iPhone 18 as it works to offset rising production costs, according to South Korean media reports. The price pressure is intensifying competition among panel makers, with cost control becoming increasingly important alongside technology in supplier negotiations....
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12.08.26 - 02:06
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Samsung weighs power subsidiary to secure semiconductor electricity by 2027 (Digitimes)
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Samsung Group was reported to be considering a dedicated in-house power-procurement subsidiary to secure electricity directly for its semiconductor production facilities, with operations targeted to begin in 2027. The move comes as artificial intelligence and chip production drive higher power demand at Samsung Electronics' wafer fabs, making stable electricity supply a growing factor in manufacturing competitiveness....
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12.08.26 - 02:06
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Samsung to add 1 million Galaxy Z Fold8 units as foldable demand surges (Digitimes)
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Samsung Electronics will increase production of the Galaxy Z Fold8 by 1 million units in 2026 after strong preorder demand for its wider foldable phone, according to ET News. The move comes as the company prepares for a new round of competition in foldables ahead of Apple's first 4:3 foldable iPhone, which is expected in September 2026....
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11.08.26 - 19:24
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Elon Musk’s Newest Factory is 15X The Size of The Pentagon. Micron and Memory Stocks Should be Terrified. (24/7 Wall St.)
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SpaceX released renderings of its 100,000,000 square foot Terrafab facility last week, a building roughly 15 times the size of the Pentagon and designed in part to break the memory oligopoly controlled by Micron, SK Hynix, and Samsung. That threat sharpens the question for anyone holding semiconductor exposure inside a retirement account: should you own ... Elon Musk's Newest Factory is 15X The Size of The Pentagon. Micron and Memory Stocks Should be Terrified....
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11.08.26 - 06:06
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Samsung races to qualify Taylor fab as 2nm demand turns US capacity into a strategic asset (Digitimes)
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Following growing momentum behind large-scale infrastructure buildouts in South Korea, the industry is witnessing an aggressive wave of AI-related initiatives aimed at expanding the nation's semiconductor production capacity. But the broader objective extends beyond capacity ramps alone toward building a more self-reinforcing semiconductor ecosystem across some of the most critical stages of advanced chip manufacturing....
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11.08.26 - 01:06
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South Korean minister warns about CXMT capex as semiconductor profits debate heats up (Digitimes)
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South Korean Minister of Trade, Industry and Resources Jung-kwan Kim has warned that the country should not rush to redistribute semiconductor profits throughout society just as AI-driven memory demand is lifting earnings at Samsung Electronics and SK Hynix to record highs. Instead, he said South Korea must help companies reinvest in facilities and R&D to protect its edge as China speeds up semiconductor investment....
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