➀ Samsung reports a 94% profit plunge in its chip division, driven by U.S. export restrictions and inventory corrections;

➁ The company pins recovery hopes on HBM3E production cost reductions to secure Nvidia's AI GPU supply chain, challenging SK Hynix and Micron;

➂ A $16.5 billion Tesla partnership and geopolitical risks, including U.S. tariffs, add complexity to Samsung's AI-driven turnaround strategy.

➀ Samsung's Q2 chip profit plunged 94% YoY to $288 million, with sales of $20 billion, compared to $4.7 billion profit in Q2 2024;

➁ The company secured a $16.5 billion order from Tesla for its Texas fab and anticipates more large foundry orders, with plans to ramp up 2nm process production in H2;

➂ Samsung noted HBM3E oversupply affecting pricing and is sampling HBM4, targeting volume production in 2025.

➀ Samsung delays equipping its Texas fab to 2026 due to lack of customers for its 2nm process;

➁ TSMC dominates 2nm production with Apple, MediaTek, and AMD as major clients, planning significant capacity expansion;

➂ Intel faces challenges with its 18A process amid high TSMC wafer costs impacting industry competition.

➀ Samsung has started sending out invitations for its next Galaxy Unpacked event, focusing on AI-powered experiences and new hardware.

➁ The event is scheduled for July 9, 2025, at 10:00 a.m. ET, with a live stream available on Samsung.com, Samsung Newsroom, and Samsung's YouTube channel.

➂ Expectations include a new generation of foldable devices, including the Galaxy Z Fold Ultra Fold, Galaxy Z Fold 7, and Galaxy Z Flip 7, with rumored specifications such as an AMOLED display, Snapdragon 8 Elite SoC, and a 200-megapixel camera.

➀ TSMC's 2nm process yield surpasses 60%, meeting HVM requirements for stable production;

➁ Samsung's 2nm yield lags at 40%, prompting major clients like AMD, Nvidia, and Apple to prioritize TSMC capacity;

➂ TSMC's 2nm wafer price approaches $30,000, with future 1.4nm costs projected to reach $45,000 by 2028.

➀ Key Asian countries and the U.S. show rising electronics production growth, with India leading at 15% 3/12 growth in March 2025;

➁ U.S. smartphone imports plummeted 45% in April 2025 due to shifting production to India (Apple) and Vietnam (Samsung), driven by Trump administration’s tariff threats;

➂ Proposed U.S. tariffs caused market uncertainty, with potential inventory shortages and price hikes expected to reshape smartphone supply chains.

➀ Samsung's ultra-slim Galaxy S25 Edge is now available for purchase in the United States with various bonus offers including store gift cards, trade-in perks, or discounts on accessories.

➁ The Galaxy S25 Edge features a 6.7-inch AMOLED display, Snapdragon 8 Elite processor, 12GB RAM, and a 200MP main camera.

➂ The phone is priced at $1,099.99 for the 256GB model with a $50 gift card at Amazon, and $1,219.99 for the 512GB model.

➀ Samsung's 3nm chip yields remain at ~50% after three years of mass production, per South Korean reports;

➁ Major tech clients like NVIDIA and Qualcomm are shifting orders to TSMC due to Samsung's yield challenges;

➂ Samsung continues investing to improve 3nm technology amid intense competition in advanced semiconductor nodes.

➀ TSMC’s advanced roadmap for the decade positions it as the dominant leader in leading-edge logic manufacturing, creating pressure on Intel and Samsung;

➁ Intel and Samsung’s high-risk bets on GAA, BSPD, and high-NA EUV technologies failed to surpass TSMC, leaving the latter as the sole trusted choice for cutting-edge foundry services;

➂ TSMC’s execution excellence has led to a de facto monopoly, raising industry concerns about reduced competition despite its reputation for fairness and responsibility.

➀ Samsung's 2TB 9100 Pro Gen 5.0 SSD hits £219 at UK retailer SCAN, its lowest price to date;

➀ The SSD offers sequential speeds of 14,700/13,400 MB/s (read/write) and 1,200 TBW endurance, ideal for high-performance workloads;

③ Despite strong competition from brands like Crucial, Samsung's power efficiency and TLC flash make it a top pick for laptops and compact systems.

➀ Samsung's Galaxy S25 series is now complete with the new 25 Edge model, featuring a 5.8mm-thick titanium frame and Snapdragon 8 Elite SoC.

➁ The camera setup includes a 200 MP wide-angle camera, an ultra-wide 12 MP camera, and a 12 MP selfie shooter.

➂ The 6.5-inch AMOLED display has a 120 Hz refresh rate and is protected by Gorilla Glass Ceramic 2.

➀ Samsung introduces the Odyssey OLED G6, the world's first 500Hz gaming monitor, featuring anti-burn-in heat pipes and a 0.03ms response time.

➁ The 27-inch QHD panel offers VESA HDR True Black 500, HDR10+ Gaming, and Glare Free technology, with availability starting in Southeast Asia at $1,300.

➂ Despite using DisplayPort 1.4 (with DSC compression), concerns remain about compatibility and the practicality of 500Hz refresh rates for mainstream users.

① The Samsung T7 2TB external SSD offers a compact, lower-cost alternative to the rugged T7 Shield model with a 10Gbps USB Type-C interface;

② Measuring 57x85x8mm and available in multiple colors, it includes both USB Type-A and Type-C cables, though labeling visibility is limited;

③ While not the fastest in its class, it targets users prioritizing affordability and Samsung-branded reliability for portable storage needs.

➀ Samsung has announced that its next Galaxy Unpacked event will take place on May 12, 2025, at 8:00 p.m. ET.

➁ The event will be a virtual one, streamed live on Samsung Newsroom and YouTube channel.

➂ Samsung will unveil the latest addition to the Galaxy S family, the S25 Edge, featuring a 200MP camera, ultra-slim body, and AI-enhanced features.

➀ Samsung may reintroduce its Exynos silicon into the Galaxy S26 flagship phones for 2026;

➁ The move is driven by significant financial losses from using only Qualcomm Snapdragon 8 Elite processors in the Galaxy S25 phones;

➂ The Exynos 2600 rollout may be limited to Europe due to low production yield of the 2-nanometer GAA process.

➀ Companies often adopt or iterate on popular features from rivals to bring their products up to feature parity or to keep users in their ecosystem.

➁ Google's development of the 'inactivity robot' mirrors a feature already found on Apple's iOS 18.01.

➂ Now, Google is developing Android Desktop Mode to rival Samsung's DeX.

➀ Researchers from Queen Mary University, Nottingham, and Glasgow received £6M EPSRC funding to develop 2D materials and devices, with £2M contributed by 20+ industrial partners;

➁ The project aims to replace silicon with 2D materials, potentially reducing data center energy consumption by 90% and supporting Net Zero goals;

➂ Major semiconductor firms like TSMC, Intel, and Samsung have included 2D materials in their 2040 roadmaps, with the UK aiming to lead in ultra-low-energy 2D devices before 2040.

➀ Samsung Electronics is reducing production of DDR4 memory and scaling back its HBM2E business to focus on HBM3E and HBM4 products.

➁ Analysts believe this move is a response to the rise of Chinese firms in mature-process memory, forcing Samsung to retreat from segments with intense low-cost competition.

➂ Samsung is aiming to pass Nvidia's HBM3E certification to boost production and gain early leadership in the emerging HBM4 market.

➀ Samsung T7 Shield 2TB USB Type-C SSD is reviewed;

➁ The SSD is used for field work and backup;

➂ It offers IP65 water and dust resistance and includes USB Type-A to Type-C and Type-C to Type-C cables.