|
|
|
26.05.26 - 03:06
|
Samsung unveils industry-first 6K Odyssey gaming monitor as China ramps panel competition (Digitimes)
|
|
|
Samsung Electronics announced a new 2026 gaming monitor lineup that includes the industry's first 6K (6,144×3,456) gaming display, positioning the company to defend high-end monitor share as China's display industry intensifies competition. The launch, disclosed in South Korean media reports and company statements, introduced four Odyssey models and highlighted partnerships and panel sourcing moves across the Korean display ecosystem....
|
|
|
|
|
|
|
|
|
26.05.26 - 00:48
|
TSMC promises faster bonus growth in 2026 after employees threaten Samsung-style strike (Digitimes)
|
|
|
Taiwan Semiconductor Manufacturing Company (TSMC) will reportedly cut employee bonuses by 15%, prompting some employees to voice dissatisfaction on social media. They argued that while TSMC's profits have soared, the share allocated to employee bonuses has decreased rather than increased, with some employees threatening to follow Samsung Electronics' union with a strike to fight for their rights....
|
|
|
|
|
25.05.26 - 09:24
|
Why the AI boom is reshuffling the global stock market hierarchy (CNBC)
|
|
|
Taiwan and South Korea are climbing the global stock market rankings as investors pile into the companies powering the AI infrastructure boom. Taiwan's rise has been driven largely by TSMC, the world's leading advanced chip foundry, while South Korea's rally has been lifted by Samsung Electronics and SK Hynix, two major suppliers of memory chips used in AI systems. But as the AI trade creates new market winners, it is also creating a familiar risk: too much dependence on too few companies....
|
|
|
|
|
25.05.26 - 05:06
|
BOE seeks Galaxy S27 OLED panel order by undercutting Samsung Display by US$5 (Digitimes)
|
|
|
China-based BOE Technology Group is reportedly looking to supply OLED panels for the standard model of the Samsung Galaxy S27 smartphone by offering a price that is US$5 lower than that of Samsung Display (SDC). The development has raised concerns in the industry that South Korean panel makers will come under pressure if BOE secures supply qualification for the Galaxy S series OLED panels through lower pricing....
|
|
|
25.05.26 - 04:06
|
Samsung Electro-Mechanics secures large silicon capacitor supply contract (Digitimes)
|
|
|
Samsung Electro-Mechanics (Semco)'s KRW1.5 trillion (approx. US$990 million) silicon capacitor supply contract with a major global company could reshape component supply for AI servers, GPUs, and HBM worldwide, promising denser integration and more stable power delivery in data centers, autonomous vehicles, and mobile devices as demand for high-performance computing grows and supply chains....
|
|
|
|
|
|
|
24.05.26 - 10:48
|
HSBC warnt vor KI-Klumpenrisiko ? "3 vergessene Juwelen" abseits des Mainstreams (Ariva)
|
|
|
Alle reden über KI-Chips. HSBC warnt vor gefährlicher Enge am Markt und nennt asiatische Aktien, die Anleger gerade übersehen könnten. Die Rallye rund um künstliche Intelligenz hat Asiens Börsen stark verändert. Nach Angaben von HSBC entfiel mehr als die Hälfte der Rendite des FTSE Asia ex Japan Index auf TSMC, SK Hynix und Samsung Electronics. Die Bank warnt vor dieser hohen Konzentration. Viele Anleger ......
|
|
|
|
|
24.05.26 - 04:30
|
Ferrari Fever Hits Samsung, SK Hynix Workers As AI Memory Boom Mints New Wealth (ZeroHedge)
|
|
|
Ferrari Fever Hits Samsung, SK Hynix Workers As AI Memory Boom Mints New Wealth
The global memory boom, with Samsung at the epicenter of the production ecosystem, appears to be generating a sudden wealth effect among some employees, with local media reporting that newly enriched chip workers are now panic-buying luxury sports cars.
A short clip from MBC News, the news division of Munhwa Broadcasting Corporation and one of South Korea's top national TV and radio broadcasters, featured at least one exotic car dealership reporting a sharp uptick in Samsung Electronics and Hynix employees seeking to buy high-end sports cars.
"We've been getting dozens of phone calls every day for the past month. The customers coming in are mostly employees from Samsung Electronics and SK Hynix. There have been a lot more people coming to look at cars priced over 100 million won (~$73,000 USD)," a MBC reporter could be heard saying in the news segment.
Just in: Employees at high-end and supercar deale...
|
|
|
|
|
23.05.26 - 17:01
|
HSBC warnt vor KI-Klumpenrisiko ? "3 vergessene Juwelen" abseits des Mainstreams (Ariva)
|
|
|
Alle reden über KI-Chips. HSBC warnt vor gefährlicher Enge am Markt und nennt asiatische Aktien, die Anleger gerade übersehen könnten. Die Rallye rund um künstliche Intelligenz hat Asiens Börsen stark verändert. Nach Angaben von HSBC entfiel mehr als die Hälfte der Rendite des FTSE Asia ex Japan Index auf TSMC, SK Hynix und Samsung Electronics. Die Bank warnt vor dieser hohen Konzentration. Viele Anleger ......
|
|
|
|
|
|
|
|