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19.08.26 - 03:45
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IPO: YMTC IPO Tutoring Status Changed to 'Tutoring Acceptance' (AAStocks)
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The IPO tutoring status of Yangtze Memory Technologies Co., Ltd. (YMTC) has been changed to "Tutoring Acceptance", and the tutoring brokers are CITIC Securities and China Securities, as revealed by disclosures on the website of the China Securities Regulatory Commission. Samsung maintained its lead with a 25% shipment ......
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19.08.26 - 03:06
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Samsung moves ahead of SK Hynix in 1d DRAM development race (Digitimes)
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Samsung Electronics is reportedly on track to complete development of 10-nanometer-class seventh-generation DRAM, also known as 1d DRAM, before SK hynix. According to The Bell, citing industry sources, Samsung is targeting September 2026 for completion, while SK hynix is aiming for December 2026, giving Samsung a lead of about one quarter....
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19.08.26 - 03:06
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Samsung and SK hynix build KRW278 trillion cash pile on AI memory surge (Digitimes)
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Samsung Electronics and SK hynix have amassed a combined KRW278 trillion (approx. US$196.9 billion) in cash equivalents and short-term financial instruments by the end of the second quarter of 2026 as AI-driven memory demand lifted prices, revenue, and profit. The surge has shifted attention from earnings growth to how South Korea's two largest memory chipmakers will deploy their expanding financial firepower....
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18.08.26 - 09:06
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Samsung deepens humanoid push with new robotics lab (Digitimes)
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Samsung Electronics has begun operating a dedicated physical AI research lab focused on humanoid control and manipulation, according to South Korean news outlet Edaily. The move extends its robotics push from hardware investment into the AI and control technologies needed for robots to operate in real-world environments....
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18.08.26 - 06:06
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Samsung faces tougher HBM4E test after HBM4 comeback (Digitimes)
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Samsung Electronics' semiconductor chief has told executives not to treat the company's HBM4 comeback as proof that its recovery is complete, according to Seoul Economic Daily. The caution comes as the memory industry shifts to a generation that will be harder to manufacture at scale....
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18.08.26 - 06:06
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MicroLED still lacks key LTPO TFT tech (Digitimes)
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MicroLED remains a promising next-generation display technology, but industry analysts say its commercial breakthrough still hinges on thin-film transistor (TFT) technology and the participation of South Korean panel makers Samsung Display (SDC) and LG Display (LGD). Yet SDC is reportedly taking a cautious stance on microLED TV applications....
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17.08.26 - 02:06
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T-glass demand surges as IC substrate makers see shortages through 2028 (Digitimes)
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As the global AI computing infrastructure boom drives rapid demand growth for GPUs, CPUs, and ASICs, the ABF substrate industry is set to swing into shortage in 2026, with the supply-demand gap expected to widen in 2027-2028. That has lifted order visibility for IC substrate makers in Taiwan, Japan, and South Korea, with the outlook now stretching as far as 2029-2030. Companies including Ibiden, Unimicron, Kinsus, Nan Ya Printed Circuit Board, Leading, and Samsung Electro-Mechanics are all moving into a new round of capacity expansion....
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16.08.26 - 00:48
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Samsung, SK Hynix HBM4 hiring war drains South Korea′s chip design talent (Digitimes)
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South Korea's semiconductor talent shortage is intensifying as Samsung Electronics and SK Hynix recruit experienced chip designers for increasingly complex HBM4 products, drawing key engineers away from fabless companies and design houses while tighter restrictions complicate movement between the country's two memory giants....
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