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21.09.26 - 11:06
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SDC president declares foldable leadership, urges Korea to defend OLED advantage (Digitimes)
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Facing aggressive expansion by Chinese competitors, Samsung Display (SDC) president and Korea Display Industry Association (KDIA) chairman Chung Yi expressed strong confidence in SDC's foldable panel capabilities. However, he warned that rival nations are funneling funds and expertise gained during the LCD era into OLED development. He called on South Korea to unite industry, government, academia, and research sectors to prevent a repeat of the loss of market leadership that occurred in the LCD industry....
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21.09.26 - 09:15
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Aktien Asien: Gewinne zum Wochenstart - Feiertag in Tokio (DPA-AFX)
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SEOUL/TOKIO/HONGKONG/SHANGHAI (dpa-AFX) - Die asiatischen Aktienmärkte haben zum Wochenauftakt dank sinkender Ölpreise und einer weiteren Erholung von Technologieaktien wie Samsung großteils zugelegt. Besonders deutlich ging es in Südkorea nach oben. ......
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21.09.26 - 02:06
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Samsung reportedly cuts QD TV output 80% as Neo QLED phaseout looms (Digitimes)
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Samsung Electronics will reportedly slash quantum-dot (QD) LCD TV production in 2026 to 2 million to 3 million units, down as much as 80% year-over-year, while it also plans to gradually scale back Neo QLED output and potentially stop production as early as 2028. The move shifts the company's LCD TV focus toward Mini LED models without QD....
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20.09.26 - 12:30
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China′s CXMT touts new chip manufacturing platform as close to ′world′s most advanced′ (SCMP)
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Chinese memory chip giant Changxin Memory Technologies (CXMT) said on Sunday that it adopted its new-generation technology platform for mass production, narrowing the advantage of global leaders including Samsung Electronics and SK Hynix in manufacturing nodes.
CXMT's fifth-generation technology platform, dubbed G5, achieved a “quantum leap” in storage density, with the number of dies produced per wafer increasing by at least 50 per cent from the previous generation while maintaining better......
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18.09.26 - 20:13
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Chinese DRAM Giant Enters Booming Flash Memory Market To Take On Samsung, SanDisk (ZeroHedge)
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Chinese DRAM Giant Enters Booming Flash Memory Market To Take On Samsung, SanDisk
Chinese chipmaking giant, CXMT, and the biggest IPO of the decade in the mainland market, is preparing to enter the booming flash memory chip market dominated by Samsung Electronics and other foreign rivals, Reuters reported citing sources, a move that would broaden its customer base amid a global memory shortage.
The move would also pit the dynamic random access memory (DRAM) chip specialist against domestic rival YMTC, taking it into one of the semiconductor industry's fastest-growing segments.
The relentless, debt-fueled demand from AI servers (where ROI remains deeply negative) has created a global memory shortage that industry executives believe will persist through at least 2027. SK Hynix CEO Kwak Noh-jung said in July that 2027 could be the industry's worst year from a supply perspective, while TrendForce expects NAND supply tightness to ease only in the second half of next year, unless of co...
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18.09.26 - 08:06
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China′s memory push gains ground across LPDDR6, advanced NAND, with HBM still the test (Digitimes)
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AI is reshaping the global memory industry, tightening supply while creating an opening for China's domestic suppliers. With Samsung Electronics, SK Hynix, and Micron prioritizing high-bandwidth memory (HBM) and high-end server memory, ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) are gaining ground in conventional DRAM, mobile memory, and NAND Flash....
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18.09.26 - 02:36
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Samsung taps Japan for 3.xD chiplet push as packaging race heats up (Digitimes)
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Samsung Electronics is deepening its semiconductor ties with Japan as it develops large-area chiplet packaging technologies for high-performance computing and AI processors, tapping the country's materials, equipment and engineering ecosystem to strengthen its broader memory, foundry and advanced packaging business....
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17.09.26 - 14:12
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2,75 Milliarden US-Dollar für Indien: Microns großer Coup (Ariva)
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Während Micron in Indien einen milliardenschweren Meilenstein feiert, droht am wichtigsten Produktionsstandort in Taiwan ein Streik. Die Beschäftigten fordern eine feste Gewinnbeteiligung, wie sie Samsung und SK Hynix längst bieten. Micron Technology hat seine neue Halbleiter-Montage- und Testanlage im indischen Gujarat vorgestellt, um der wachsenden weltweiten Nachfrage nach Speicherchips gerecht zu werden. Die Anlage entspricht einer Gesamtinvestition von rund 2,75 Milliarden US-Dollar durch Micron und seine staatlichen ......
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