➀ A benchmark listing reveals the Samsung Galaxy Book6 Pro with a next-generation Intel chip, hinting at the future of AI PCs driven by Intel’s Panther Lake architecture.

➁ The Core Ultra 5 338H processor, part of Intel's 3rd generation Core Ultra lineup, is expected to offer powerful graphics and AI capabilities.

➂ The laptop is rumored to come in 14-inch and 16-inch variants, running Windows 11 Pro and featuring significant battery capacity upgrades.

➀ Samsung reported strong Q3 results with operating profit of $8.6 billion, up 160% quarter-on-quarter and 8.9% year-on-year;

➁ Memory chip sales reached $23.6 billion, with operating profit surging 81% to $4.9 billion due to rising AI server demand;

➂ The company highlighted robust growth in smartphone and wearable sales, driven by its latest folding phone launch, while forecasting continued AI infrastructure investments.

➀ Samsung reduced the price of its 12-layer HBM3E by 30% (from $300 to $200 per unit) to challenge Hynix's dominant market share (60-70%), while Samsung and Micron hold 20-30% and 15-20%, respectively;

➁ HBM4, set for Nvidia's Rubin accelerator in Q4 2026, is under evaluation by Nvidia, with Samsung leveraging its advanced 10nm-class 1c DRAM process to compete against Hynix's 1b process;

➂ Chinese firm ChangXin is entering the HBM market, having reportedly submitted an HBM3 test chip to Huawei.

➀ Samsung's Galaxy Z TriFold is reportedly set to bypass the US market and most other parts of the world, with reports suggesting it will be restricted to a small number of regions such as South Korea and China.

➁ The phone is expected to feature a display that folds twice, creating a tablet-like 10-inch screen, and is rumored to have a Snapdragon 8 Elite processor, a 200MP primary camera with 100x digital zoom, and a 5,600mAh battery capacity.

➂ The initial launch will be severely limited, targeting only South Korea, China, Singapore, Taiwan, and potentially the UAE, with the US market likely to have to import or wait for a second version.

➀ Tesla CEO Elon Musk has chosen both Samsung Foundry and TSMC to produce the next-gen AI5 chip for Tesla, a critical component for its latest Autopilot hardware and real-time self-driving signals processing.

➁ The decision, confirmed during a Tesla earnings call, aims to leverage the capacity and optimization of both top-tier U.S. facilities.

➂ The split production deal is a win for both foundries and strengthens the U.S. semiconductor supply chain.

➀ Samsung has officially unveiled the new Galaxy XR to compete with Apple's Vision Pro;

➁ The Galaxy XR is the result of a collaboration between Samsung, Google, and Qualcomm, running on Snapdragon XR2+ Gen 2;

➂ The device emphasizes deep AI integration, allowing natural interactions through voice, vision, and gesture controls.

➀ TSMC will begin constructing its 1.4nm fab in Taichung on November 5th, with a $49 billion investment, targeting mass production by H2 2028 and generating up to $15.9 billion in annual revenue;

➁ Due to strong demand for 1.4nm chips (priced at $45k per wafer), TSMC will build four 1.4nm fabs simultaneously, revising initial plans for two 1.4nm and two 1nm fabs;

➂ The move aims to solidify TSMC's process leadership amid competition from Intel's 18A and Samsung's 2nm advancements, with TSMC opting against high-NA EUV tools for cost and maturity reasons.

➀ Samsung purchased two high-NA EUV machines (Twinscan EXE:5200B) for $773 million to boost 2nm chip production, with deliveries planned for 2025 and early 2026;

➁ The machines, installed at Hwaseong R&D facility, will support 2nm foundry processes for Exynos processors and Tesla's ADAS chips, achieving transistor sizes down to 8nm;

➂ TSMC has delayed high-NA EUV adoption until 1.4nm processes, while Qualcomm and MediaTek consider shifting 2nm orders to Samsung due to TSMC's higher wafer costs ($30k per wafer).

➀ The Samsung Galaxy S25 Edge is currently on sale at its lowest price points yet, offering a great deal for Android users;

➁ The phone features a 6.7-inch AMOLED display, Snapdragon 8 Elite processor, and 12GB of RAM, providing flagship-level performance at a mid-range price;

➂ The camera setup includes a 200MP main sensor and a 12MP ultra-wide lens, with no telephoto lens available.

➀ Samsung's 9100 Pro SSDs hit record-low prices during Amazon Prime Day, with 2TB at $169 and 8TB at $749;

➁ The drives feature Samsung's Presto controller and 236-layer TLC flash, offering up to 14,800MB/s read speeds;

➂ While not the absolute fastest, the SSD's price-performance ratio makes it a top choice for PC builders and upgraders.

➀ Samsung's 2TB 990 Pro SSD hits its lowest price since late 2023 at $133 during Amazon Prime Day, offering top-tier PCIe 4.0 performance;

➁ Despite newer PCIe 5.0 drives, the 990 Pro remains a top choice for gaming and boot drives with 7,450/6,900 MB/s speeds;

➂ Concerns over rising memory demand from AI datacenters suggest prices may not drop further, making this an ideal time to upgrade.

❶ Samsung slashed its 2nm wafer price to $20,000, undercutting TSMC's $30,000 by 33% to attract clients amid fierce foundry competition.

❷ Despite cutting investments and delaying Texas fab projects, Samsung secured a $16.5B deal with Tesla for AI chip production, boosting its advanced fab capabilities.

❸ TSMC maintains market dominance with 15 major clients for 2nm nodes, including Intel and NVIDIA, leveraging its full-capacity production and premium pricing strategy.

➀ Smartphone production reached 300 million units in Q2 2025, marking a 4% QoQ and 4.8% YoY growth;

➁ Samsung maintained its lead with 58 million units despite a 5% QoQ decline, while Apple ranked second with 46 million units, down 9% QoQ due to seasonal factors;

➂ Xiaomi, Oppo, Transsion, and Vivo saw significant growth driven by subsidies and expansion in emerging markets, collectively reinforcing the top six vendors' 80% market share.

➀ Samsung's Odyssey OLED G9 (G93SC) 49-inch curved gaming monitor drops to its historical low price of $899, a 44% discount from its original $1,599.

➁ Features include a 240Hz refresh rate, 5120×1440 OLED display with VESA HDR True Black 400 certification, AMD FreeSync Premium Pro, and multi-device connectivity via HDMI 2.1/DisplayPort.

➂ Focused on core gaming performance, it omits smart TV features but offers Picture-by-Picture mode for dual-input multitasking.

➀ The U.S. revoked VEU authorization for Intel, Samsung, and SK Hynix's China-based manufacturing operations, impacting their ability to export certain tech items without individual licenses;

➀ China's Ministry of Commerce criticized the move as politically driven and accused the U.S. of weaponizing export controls to hinder China's semiconductor development;

➂ The ministry warned the decision undermines global semiconductor supply chain stability and reflects unilateral U.S. actions.

➀ Q2 NAND revenue of the top five suppliers surged 22% QoQ to $14.67 billion, driven by price recovery and market demand;

➁ Samsung led with $5.2 billion revenue (up 23.8% QoQ) and 32.9% market share, followed by SK Hynix ($3.34 billion, up 52.5% QoQ) and Kioxia ($2.14 billion);

➂ Micron and SanDisk also saw growth, reflecting broader industry recovery in NAND memory.

➀ Major discounts on GPUs like MSI RTX 5060 Ti 16GB (lowest ever $409.99) and AMD RX 9070 XT ($699.99) highlight gaming performance upgrades;

➁ CPU deals include Intel Core i5 14600K ($149.99) and AMD Ryzen 7 7800X3D ($359), offering top-tier gaming/compute power;

➂ Laptops (ASUS ROG Strix G16) and SSDs (Samsung 9100 Pro 4TB at $372.42) see record-low prices for Labor Day sales.

➀ IDC data reveals the top 5 smartphone vendors by Q2 2025 shipments: Samsung (58 million), Apple (46.4 million), Xiaomi (42.5 million), Vivo (27.1 million), and Transsion (25.1 million);

➁ Samsung maintains its leadership with the highest shipment volume, followed by Apple and Xiaomi in the top three;

➂ The report highlights the competitive landscape of the global smartphone market, with emerging players like Transsion gaining traction.

➀ Foldable smartphones remain a niche but rapidly growing segment in Europe, with book-type models driving a 37% YoY sales surge in 2024;

➁ HONOR challenged Samsung’s near-monopoly, prompting Samsung to counter with the Galaxy Z Fold7, while HONOR’s upcoming Magic V5 aims to reclaim technical superiority;

➂ Apple’s anticipated 2026 entry is expected to intensify competition, with book-type foldables projected to capture 2% of total smartphone sales and nearly 10% of the premium market in Europe by 2028.