Recent #Samsung news in the semiconductor industry

2 months ago

➀ South Korea denies U.S. plans to acquire Samsung shares amid speculation sparked by CHIPS Act funding negotiations involving Intel.

➁ The U.S. Commerce Secretary's comments on expanding equity deals to other CHIPS Act recipients, including Samsung, raised concerns over foreign influence in South Korea's crown jewel.

➂ Samsung's pivotal role in South Korea's economy and geopolitical tensions over U.S. tariffs amplify the stakes of potential equity-sharing agreements.

Chips ActIntelSamsung
3 months ago

➀ Samsung showcased its 256TB MVP NVMe SSD at FMS 2025, featuring redesigned architecture for higher capacity and improved performance;

➁ HBM4 memory was highlighted as a critical component for next-gen AI accelerators, alongside CXL-based memory modules (CMM-D) to address server memory bandwidth challenges;

➂ The company also demonstrated flexible storage solutions like the PM9G3 SSD series, emphasizing innovation in NAND stacking and form factor adaptability.

HBM4SSDSamsung
3 months ago

➀ Global tablet shipments reached 38.3 million units in Q2 2025, marking a 13.1% year-over-year growth, driven by product refreshes, education initiatives, and subsidies in China.

➁ Apple led the market with 12.7 million units shipped (33.1% share), followed by Samsung (7.2 million units, 18.7% share), while Lenovo (3.1 million units), Amazon (3.1 million units), and Xiaomi (2.8 million units) ranked third to fifth with significant growth rates of 25%, 205%, and 42% year-over-year, respectively.

➂ Amazon’s resurgence in the top five was notable, with a 205% surge due to aggressive pricing and seasonal promotions.

AppleIDCSamsung
3 months ago

➀ Intel's interim CEO Lip-Bu Tan advocates abandoning solitary IDM model, shifting to a collaborative foundry approach inspired by TSMC;

➁ Samsung secures $16.5B Tesla chip deal through geographic advantages, while Intel faces urgency to secure hero customers for 14A process within 18 months;

➂ Semiconductor industry calls for cross-sector collaboration involving politicians, tech giants and capital to maintain US leadership in advanced manufacturing.

IntelTSMCSamsung
3 months ago

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.

HBM3eNVIDIASamsung
3 months ago

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.

2nmHBMSamsung
3 months ago

➀ Samsung secures a $16.5B deal to produce Tesla's next-gen A16 AI chips at its Texas fab, aiming for production by 2029;

➁ Elon Musk highlights strategic collaboration, including Tesla engineers assisting in Samsung's manufacturing efficiency;

➂ The contract boosts Samsung's foundry credibility against TSMC, targeting 2nm-class automotive-grade chips for autonomous vehicles.

AI ChipSamsungTesla
3 months ago

➀ Tesla signs a $16.5 billion deal with Samsung to produce next-gen AI6 chips at Samsung's Taylor, Texas fab, with Elon Musk emphasizing the strategic importance of the collaboration;

➁ Samsung's 2nm yield struggles and TSMC's dominance in 2nm technology led major clients like Apple and AMD to choose TSMC, leaving Samsung's Texas fab initially without customers;

➂ Construction of the Texas fab, 90% complete but unequipped due to lack of demand, has now secured Tesla's order and delayed its operational timeline to 2026.

SamsungTeslasemiconductor manufacturing
3 months ago

➀ Foldable phones hold a stagnant 1.6% market share in 2025, with Samsung leading at 45.2%;

➁ Huawei, Honor, Lenovo, and Xiaomi show growth, while Apple's 2026 entry with a new model may boost market adoption;

➂ Apple's foldable phone in late 2026 could drive the segment into mainstream amid low 19.8 million unit shipments in a 1.25 billion smartphone market.

AppleMobile PhoneSamsung
4 months ago

➀ Samsung Galaxy Watch7 (44mm) on sale for $199.99 at Amazon (save 39%);

➁ Samsung Galaxy Watch7 (40mm) on sale for $159.99 at Amazon (save 47%);

➂ Apple Watch Series 10 (42mm) on sale for $299 at Amazon (save 25%);

➃ Additional deals on Apple Watch Series 10 (46mm), Samsung Galaxy Watch Ultra, Huawei Watch Fit4 Pro, Garmin Epix Pro Sapphire Edition, and Fitbit Versa 4 Fitness.

Apple WatchDealsSamsung
4 months ago
1. Samsung's semiconductor expansion plans encounter obstacles due to global market fluctuations; 2. Intensified competition and supply chain disruptions impact production efficiency; 3. The company explores strategic adjustments to maintain technological leadership amid geopolitical and economic uncertainties.
Samsung
4 months ago

➀ Samsung's 27-inch Odyssey OLED G6 gaming monitors receive significant Prime Day discounts, with the 240Hz model at $549 (31% off) and the 360Hz model at $649.

➁ Both models feature QD-OLED panels with 0.03ms response time, 1440p resolution, FreeSync Premium Pro/G-Sync compatibility, and anti-burn-in protection, positioning them as strong entry-level OLED gaming displays.

➂ A user feedback highlights the 19-minute pixel-refresh cycle (updated to 30 minutes in firmware), advising buyers to consider this maintenance aspect before purchase.

OLEDSamsunggaming
4 months ago

➀ Amazon Prime Day offers unprecedented discounts on 2TB SSDs from brands like Samsung, WD, and Crucial, with prices as low as $0.05 per gigabyte.

➁ The Silicon Power UD90 and Crucial P310 stand out for their balance of affordability and high speeds (up to 7,100 MB/s), while Samsung's 990 EVO Plus hits a 36% discount, its lowest price ever.

➂ Buyers face a trade-off between speed (e.g., PCIe 5.0 drives like Crucial T705) and capacity, as 4TB options may cost similar to dual 2TB drives.

SSDSamsungWD
4 months ago

➀ Samsung's 9100 Pro M.2 SSD (2TB/4TB) hits record-low prices during Prime Day, with the 2TB model at $189 and 4TB at $384;

➁ The Gen5 NVMe SSD boasts 14,700/13,400 MB/s read/write speeds and 1,200 TBW endurance, suitable for video editing and high-performance workflows;

➂ While praised for power efficiency, Tom's Hardware notes its delayed Gen5 entry compared to competitors like Phison E26-controlled drives.

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