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14.09.26 - 05:06
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Foldable smartphone panel shipments to grow 23% in 2026 (Digitimes)
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Following the launch of Apple's first foldable iPhone, the iPhone Duo, combined sales momentum from Samsung Electronics, Huawei Technologies, Xiaomi, Oppo, Vivo, and Motorola is expected to drive global foldable smartphone shipments above 27 million units in 2026....
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14.09.26 - 03:06
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Weekly news roundup: HBM4 strain, Intel price hikes and the next AI infrastructure buildout (Digitimes)
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AI demand remained the dominant force across semiconductors, memory, foundry and data-center infrastructure this week. Intel raised CPU prices while Qualcomm and MediaTek targeted openings in IPC and IoT; memory inventories tightened as HBM4 and server demand strained DRAM and NAND supply; and Micron, Taiwan Mobile, Samsung Electronics, ASML, Synopsys and Eaton advanced plans tied to AI, advanced-node manufacturing and higher-density data centers. Below are the most-read DIGITIMES stories from September 7–13, 2026....
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11.09.26 - 19:39
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DeepSeek′s New Hyper-Efficient Model Stokes Fears Over Korea′s Memory Makers (ZeroHedge)
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DeepSeek's New Hyper-Efficient Model Stokes Fears Over Korea's Memory Makers
Samsung Electronics and SK Hynix each fell more than 3% in Seoul on Friday after DeepSeek said its newest AI model needs a fraction of the memory required by its predecessor. Both stocks had been trying to recover from July's selloff and remain more than 25% below their highs. Local retail traders, who helped drive the rally earlier this year, have sold around $10 billion of the pair this month alone.
The trigger came Thursday out of Hangzhou. DeepSeek's V4.1-Flash is fast, cheap and, by the company's own numbers, stronger than its flagship model. But the title of DeepSeek's paper had nothing to do with intelligence benchmarks. It called the release "Pushing the Limits of KV Cache Compression," and its abstract identifies memory consumption during long AI sessions as the main obstacle to making these models cheaper to run.
What DeepSeek Shipped
V4.1-Flash is a 552-billion-parameter model (parameters ar...
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11.09.26 - 16:42
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AM Best Affirms Credit Ratings of Samsung Fire & Marine Insurance Co., Ltd., and Its Subsidiaries (Business Wire)
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HONG KONG--(BUSINESS WIRE)--AM Best has affirmed the Financial Strength Rating (FSR) of A++ (Superior) and the Long-Term Issuer Credit Ratings (Long-Term ICR) of “aa+” (Superior) of Samsung Fire & Marine Insurance Co., Ltd. (SFM) (South Korea) and its subsidiaries, Samsung Fire & Marine Insurance Company of Europe Limited (United Kingdom), Samsung Vina Insurance Co., Ltd. (Vietnam) and Samsung Reinsurance Pte. Ltd. (SRE) (Singapore). Concurrently, AM Best has affirmed the FSR of A- (Excellent), the Long-Term ICR of “a-” (Excellent), and the Indonesia National Scale Rating (NSR) of aaa.ID (Exceptional) of PT Asuransi Samsung Tugu (AST) (Indonesia). The outlook of these Credit Ratings (ratings) is stable.The ratings of SFM reflect its balance sheet strength, which AM Best assesses as strongest, as well as its strong operating performance, very favourable business profile and very strong enterprise risk management (ERM).SFM's risk-adjusted capitalisation is expected to remain comfortably at the stro...
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11.09.26 - 11:06
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Samsung Electro-Mechanics, LG Innotek vie in AI package substrates (Digitimes)
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At South Korea's recent KPCA Show 2026, Samsung Electro-Mechanics and LG Innotek showcased their next-generation package substrate technologies. As AI semiconductors evolve toward higher performance, increased density, and larger footprints, both companies are competing for dominance in this high-value-added advanced packaging market....
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