➀ Private Wireless Radio Access Network (RAN) revenues grew 40% in 2024, contrasting with the decline in public RAN revenues;

➁ Dell’Oro Group's Stefan Pongratz highlights the promising growth trajectory of private wireless in the RAN market;

➂ The report expects private wireless RAN revenue to grow at a 15 to 20 percent CAGR by 2029, accounting for 5 to 10 percent of total RAN.

➀ Q1 2025 smartphone shipments increased by 1.5% year-on-year to 304.9 million units, according to IDC.

➁ Chinese vendors, supported by government subsidies, saw significant growth in the domestic market.

➂ Samsung led the market, followed by Apple, Xiaomi, OPPO, and vivo, with notable growth for vivo and OPPO.

➀ This article lists the top ten semiconductor companies in 2024, based on data from Gartner.

➁ The top five companies are Nvidia, Samsung, Intel, Hynix, and Qualcomm.

➂ The full list includes other notable companies such as Broadcom, Micron, AMD, and MediaTek.

➀ The newly imposed U.S. import duties are likely to significantly increase the cost of storage devices due to their impact on HDD and SSD manufacturers.

➁ HDD manufacturers like Seagate, Toshiba, and Western Digital have complex supply chains with production in various countries, making them susceptible to high tariffs on Chinese-made drives.

➂ SSD manufacturers face challenges due to the 'country of origin' rules, potentially leading to increased costs if they are not assembled in countries exempt from tariffs.

➀ Samsung has established a team to develop 1nm process technology using high-NA EUV machines for mass production in 2029, according to the Seoul Economic Daily.

➁ It is unclear whether Samsung has ordered any of ASML's $350 million high-NA EUV machines.

➂ Samsung denied reports of canceling its 1.4nm process development, admitting project delays and a rumored shift of resources to the 2nm process.

➀ Over several decades, the price of televisions has decreased due to mass production;

➁ Samsung's TVs are produced in Mexico for the North American market, mitigating the impact of tariffs;

➂ Samsung offers a wide range of TVs, from entry-level models under $500 to high-end models like the $39,999.99 98-inch Neo QLED 8K QN990C.

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.

➀ Genuine marketing images of Samsung's upcoming Galaxy S25 Edge have emerged, showcasing three colorways: Jet Black, Icy Blue, and Silver.

➁ The S25 Edge is expected to be the thinnest Android flagship phone ever, with a thickness of around 5.8mm.

➂ It is powered by a Qualcomm Snapdragon 8 Elite processor, 12GB of RAM, and up to 512GB of storage.

➀ Samsung has launched a new line of monitors, including a glasses-free 3D gaming monitor;

➁ The G90XF model offers a 4K resolution and 165 Hz refresh rate with an autostereoscopic display;

➂ Samsung's Odyssey G8 OLED monitor, the G81SF, features a 4K QD-OLED panel running at 240 Hz.

➀ Samsung has released their new 9100 PRO 2TB Gen5 NVMe SSD;

➁ The drive is vertically integrated with Samsung's own controller and 236-layer TLC NAND;

➂ The 2TB model offers 14700 MB/s sequential read and 13400 MB/s write speeds, targeting the top-end of Gen5 performance.

➀ The Samsung 9100 Pro is Samsung's answer to the high-end PCIe 5.0 storage market, offering good performance and power efficiency.

➁ The drive is available in capacities up to 8TB and uses Samsung's 236-Layer V8 TLC flash memory.

➂ While not the fastest on the market, the 9100 Pro provides a solid and refined option for those seeking high-end storage.

➀ Samsung's 990 EVO Plus 4TB SSD is currently available for $249 on Amazon, which is a significant discount from its regular price of $270.

➁ The SSD offers high performance with read/write speeds up to 7,250/6,300 MB/s and comes with a five-year warranty.

➂ This deal is particularly good considering the SSD's newer technology and its affordability.

➀ The CHIPS and Science Act, aimed at strengthening U.S. semiconductor manufacturing, is under threat of repeal by the Trump administration.

➁ The Act has already attracted nearly $450 billion in private investment from leading companies, raising concerns about the impact of its repeal on the U.S. chip market.

➂ Political hurdles and legal obligations make the repeal process complex and challenging.

➀ Dell’Oro表示，由于连续两年大幅下滑，2024年无线接入网络（RAN）市场相比2021年的峰值下降了近90亿美元；

➁ 这段时间的市场下滑与区域覆盖不平衡和货币化挑战有关，但最大的不同之处在于新技术推广后期阶段RAN市场容量升级周期的不确定性；

➂ 2024年，基于全球收入的五大RAN供应商分别是华为、爱立信、诺基亚、中兴和三星。

➀ The Q4 DRAM market grew 9.9%, reaching over $28 billion;

➁ Seasonal Q1 weakness and weakening CSP demand are expected to lower prices in the current quarter;

➂ Samsung remained the top DRAM supplier with $11.25 billion in revenue, followed by Hynix and Micron.

➀ TrendForce reports a 6.2% decline in Q4 NAND revenues, with ASPs falling 4% QoQ;

➁ Samsung's revenue fell 9.7% QoQ due to weak consumer electronics demand;

➂ Kioxia's Q4 revenue declined by only 0.2% QoQ due to enterprise SSD shipments;

➃ Micron's Q4 NAND Flash revenue dropped 9.3% QoQ despite strong enterprise SSD shipments.

➀ Samsung has chosen to use China's NAND manufacturer YMTC's patented technology starting from V10 (10th generation);

➁ YMTC, the earliest to apply hybrid bonding to 3D NAND, has a strong patent accumulation in related technology;

➂ Samsung Electronics has signed a licensing agreement with YMTC for 3D NAND hybrid bonding patents, avoiding patent risks and accelerating technological development.

➀ Samsung Electronics' 4nm advanced process yield has approached 80% and recently received ASIC foundry orders from Chinese companies.

➁ The new management team has adjusted the strategy, no longer chasing the forefront competition, and focusing on winning customers with high yield.

➂ The popularity of the AI development platform DeepSeek has ignited the enthusiasm of Chinese technology companies to develop AI ASICs, with Samsung's price and capacity advantages becoming a key driving force for orders.

➀ Samsung's LPDDR5-Ultra-Pro further solidifies its position in the LPDDR6 domain.

➁ Samsung has introduced an extension to the LPDDR5 specification at the ISSCC, raising data transfer rates to 12,700 MT/s (12.7 GT/s) through the addition of four-phase self-calibration and AC coupling transmitter-receiver equalization.

➂ The fastest LPDDR5X by Samsung features a 12,700 MT/s data transfer rate and is a 16 Gb memory IC with an industry-standard voltage of 1.05V, manufactured using the company's fifth-generation 10nm-class DRAM manufacturing process.

➀ Samsung Group has recently initiated a special leadership training program for all senior management personnel at home and abroad, focusing on the themes of 'crisis breakthrough' and 'organizational management'.

➁ The program aims to gather approximately 2000 senior executives from all subsidiaries, including Samsung Electronics, for a special training session on 'reviving the spirit and values of Samsung'.

➂ The training, which is taking place at the Samsung Human Resources Development Institute in Gyeonggi Province, is a rare move by Samsung to conduct a large-scale training for all senior management for the first time in nine years.