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.
➀ This mini-review discusses the Samsung Evo Select 1TB microSDXC card, highlighting its performance and features;
➁ The card is compared to other Samsung products and competitors in the market;
➂ The review includes an overview of the card's specifications and usability.
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.
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.
➀ Samsung is reportedly cutting its foundry capital expenditure in half to $3.5 billion in 2024, down from $7 billion last year.
➁ This decision is attributed to reduced client demand and efforts to improve efficiency.
➂ In contrast, TSMC and Intel are planning to increase their capital expenditures significantly in 2025.
➀ Blue Cheetah Analog Design has successfully taped out its next generation BlueLynx™ die-to-die (D2D) PHY on Samsung Foundry's SF4X 4nm advanced manufacturing process.
➁ The latest PHY supports both advanced and standard chiplet packaging with an aggregate throughput exceeding 100 Tbps.
➂ It achieves industry-leading silicon area footprint.
