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09.11.26 - 09:06
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Samsung, SK Hynix race to secure EUV tools as ASML warns of shortages (Digitimes)
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Samsung Electronics and SK Hynix are competing to secure extreme ultraviolet (EUV) lithography equipment from ASML as the Dutch supplier warns that its planned capacity will fall short of customer demand in 2027 and 2028, raising concerns about the availability of critical tools for advanced DRAM expansion....
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09.11.26 - 08:06
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Samsung, SK Hynix, Micron forge rare alliance to pave way for unmanned chip fabs (Digitimes)
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Samsung Electronics, SK Hynix and Micron are reportedly collaborating on charging standards for mobile robots used in semiconductor fabs, seeking to accelerate factory automation and lay the groundwork for unmanned manufacturing. The initiative is unusual as it brought together major industry rivals to standardise robotic components, equipment, communications and system interfaces, potentially drawing broader attention across the semiconductor industry....
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08.11.26 - 09:42
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Samsung set to become South Korea′s first company with 200 trillion won in cash (Times of India)
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Samsung Electronics is on the cusp of exceeding 200 trillion won in cash assets, driven by the soaring AI semiconductor market. Over the past year, the company has dramatically bolstered its cash reserves, nearly doubling their value. With a commitment to semiconductor infrastructure and a strong shareholder return scheme, Samsung is solidifying its financial position....
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07.11.26 - 13:48
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Samsung reportedly sells 300 chipmaking tools to DB Group (Digitimes)
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Samsung Electronics has reportedly agreed to sell approximately 300 semiconductor manufacturing tools from its shuttered 8-inch S7 foundry in Giheung to South Korea's DB Group, as DB HiTek faces tight production capacity and Samsung prepares to withdraw from the 8-inch foundry business....
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07.11.26 - 13:48
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Global AI memory crunch drives Taiwan to launch advanced memory initiative (Digitimes)
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The boom in AI demand has triggered a global memory crunch, creating persistent supply shortages and price hikes. The market is currently dominated by Samsung Electronics, SK Hynix, and Micron Technology. While China's ChangXin Memory Technologies (CXMT) has expanded its mass-production capabilities rapidly, US export controls and cybersecurity concerns continue to prevent it from competing directly in the US against American and South Korean rivals....
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06.11.26 - 13:36
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Überverkaufte Speicherchipaktien (Börsen-Zeitung)
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Die erwartete Verlangsamung des KI-Booms könnte das Gewinnwachstum von Samsung Electronics und SK Hynix bremsen. Doch die Titel sind nun so ausgebombt, dass sie reif für eine Erholung sind....
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