Recent #Samsung news in the semiconductor industry

7 months ago

➀ This article discusses the collaboration between Samsung and Rainbow Robotics, the creators of Hubo2, in developing advanced humanoid robots.

➁ The partnership aims to advance intelligent robotics technology, focusing on creating 'intelligent advanced humanoids'.

➂ Rainbow Robotics, established in 2011 by researchers from KAIST, is at the forefront of this development.

AISamsungrobotics
7 months ago

➀ Intensifying competition from China, weak demand, and oversupply are forcing traditional NAND manufacturers like Samsung, Hynix, Kioxia, and Micron to cut production volumes, which may lead to industry consolidation in the long term.

➁ According to TrendForce, these companies are implementing production cuts by lowering utilization rates and delaying process upgrades.

➂ Since Q3 2024, prices have been declining, and H1 2025 demand appears weak, with Chinese producers aggressively expanding production.

MicronNANDSamsung
8 months ago
➀ Malcolm Penn at IFS2025 discussed the threat to Moore's Law, emphasizing that it is not technological challenges but a lack of competitive vigour that poses the threat. ➁ He cited Intel and Samsung's failure to catch up with TSMC in leading-edge processes as a contributing factor. ➂ Penn highlighted TSMC's cost management and the potential for price increases without competition, emphasizing the importance of cost reduction for industry growth.
IntelMoore's LawSamsungTSMCsemiconductor
8 months ago

➀ Samsung's ambition to enter the semiconductor foundry market in early 2022 was thwarted by its weaknesses in advanced packaging compared to TSMC.

➁ Samsung has been actively hiring key personnel and investing in advanced packaging technology to catch up with TSMC.

➂ Despite its early advancements in packaging technology, Samsung has struggled to maintain its competitive edge due to lack of investment and market focus.

SamsungSemiconductor PackagingTSMCadvanced technology
8 months ago

➀ Samsung recalled overseas general managers from 9 regions including China, North America, and Southeast Asia to discuss emergency business strategies in response to domestic and international uncertainties;

➁ The meeting focused on currency exchange rates, departmental sales strategies, and response plans;

➂ The semiconductor business faced challenges with the appreciation of the Korean won against the US dollar, affecting component prices and overall sales.

Samsungsemiconductor industry
9 months ago
➀ Memory growth is expected to exceed 24% due to the increasing adoption of high-end products like HBM3 and HBM3e, with HBM4 introduction in H2 2025. Non-memory is projected to grow 13% driven by advanced node ICs for AI servers, high-end mobile phone ICs, and WiFi7. ➁ The Asia-Pacific IC design market is set to grow 15% as inventory levels stabilize, personal device demand rises, and AI computing expands. ➂ TSMC's market share is projected to increase in Foundry 1.0 and 2.0, with the expansion of advanced nodes like 2nm and 3nm. ➃ 2nm and 3nm production is expected to accelerate, with TSMC and Samsung leading the way. ➄ Foundry capacity utilization is expected to increase, and 2025 is critical for 2nm mass production. ➅ China's packaging and testing market share is set to rise, and FOPLP will grow rapidly post-2025.
CoWoSFOPLPIC DesignIDCIntelSamsungTSMCfoundrymemorysemiconductor
9 months ago

➀ Nvidia reported a Q3 revenue of $35.062 billion, up 17% YoY and 94% QoQ, with a net profit of $19.309 billion, up 16% YoY and 109% QoQ.

➁ TSMC's Q3 revenue was NT$759.69 billion, up 39% YoY, with a net profit of NT$325.26 billion, up 54.2% YoY.

➂ Samsung Electronics posted a Q3 operating profit of 9.1834 trillion KRW, up 277.37% YoY, with sales and net profit up by 17.35% and 72.84% YoY, respectively.

NVIDIASamsungTSMCearningssemiconductor
9 months ago
➀ Dell'Oro Group reports that O-RAN investments have fallen by $500 million in 2023 and a further 30% y-o-y in the first three quarters of 2024. ➁ The top 3 Open RAN suppliers for 1Q24-3Q24 are Samsung, NEC, and Fujitsu, while the top 3 vRAN suppliers are Samsung, Fujitsu, and Ericsson. ➂ Short-term projections for Open RAN have been revised downward, with a mid-single-digit share of the 2024 RAN market and 8 to 10% of the combined 2025 revenues.
Market ShareSamsunginvestment