Recent #Samsung news in the semiconductor industry

15 days ago

➀ Samsung plans to outsource photomask production for memory chips, a shift from its previous in-house strategy aimed at preventing technology leaks;

➁ The company is evaluating suppliers to manufacture low-end photomasks, indicating potential diversification in its supply chain;

➂ This move reflects Samsung's strategic adjustments in semiconductor manufacturing processes amid evolving industry demands and technological complexities.

SamsungmemorySEMiconductor
about 2 months ago

➀ Semiconductor capital expenditures (CapEx) are expected to decrease to $155 billion in 2024, before increasing to $160 billion in 2025.

➁ TSMC plans a significant increase in CapEx for 2025, estimating between $38 billion and $42 billion, while Micron Technology is projecting $14 billion.

➂ The CHIPS Act has allocated $32 billion in grants and $6 billion in loans to support semiconductor manufacturing in the U.S.

CHIPS ActCapExGlobalFoundriesIntelMicron TechnologySEMICONDUCTORSamsungSemiconductor Industry AssociationTSMCTariffsTexas Instruments
3 months ago

➀ Engineered substrate technology is driving the semiconductor industry from traditional planar scaling to innovative materials and 3D integration.

➁ Companies like Soitec, Intel, and Samsung are leading the adoption of this technology.

➂ Foundries are increasingly recognizing the strategic importance of engineered substrates like Fully Depleted SOI (FD-SOI) for their benefits in cost and performance.

3D IntegrationChipletEngineered SubstrateFD-SOIFoverosGaNIntelMoore's LawSEMICONDUCTORSamsungSiCSmart Cut™SoitecUCIe
3 months ago

➀ Samsung Vice Chairman Jeon Young-hyun met with NVIDIA CEO Jensen Huang to discuss supplying 8-Hi HBM3E memory for AI GPUs.

➁ Despite delays, Samsung aims for certification by early 2025, while SK hynix has taken most of NVIDIA's requests.

➂ Samsung was expecting to have its HBM3E memory quality certification achieved by 2H 2024, but it missed that by a long shot.

AI GPUsHBM3ENVIDIASamsungmemory
4 months ago

➀ Okins Electronics announced on Wednesday that it will supply Samsung with over 400,000 units of semiconductor test sockets, valued at 6.65 billion won (approximately 11.7% of the company's revenue in 2023).

➁ A spokesperson for Okins Electronics stated that the majority of these sockets will be used for Samsung's production processes.

➂ This contract highlights the strong partnership between Okins Electronics and Samsung in the semiconductor industry.

ChipletSamsungmicrochip
5 months ago
➀ According to Liberty Times, citing Financial Times, major tech companies have significantly increased capital expenditures in recent years to acquire AI chips and build data centers. ➁ However, global investment in data centers has recently slowed, raising concerns about whether the AI boom might be losing steam. ➃ Qualcomm's Snapdragon 8 Elite 2 is set to use TSMC's N3P process, while Samsung reportedly lost orders.
AIChipletInvestmentN3PQualcommSEMICONDUCTORSamsungSnapdragon 8 Elite 2TSMCdata centers