➀ Morris Chang comments on Intel's search for a new strategy and CEO, expressing his views on Pat Gelsinger's attitude towards TSMC. ➁ Chang discusses Samsung's technological challenges and South Korea's political turmoil. ➂ He addresses questions about Intel's consultancy requests and TSMC's cancellation of a discount for Intel due to Gelsinger's remarks.
Recent #Samsung news in the semiconductor industry
➀ Tenstorrent, Jim Keller's AI chip startup, has closed a significant Series D round worth approximately $693 million. The startup is valued at $2 billion. ➁ The company's AI platform is built on RISC-V cores and uses Ethernet for scaling. ➂ Tenstorrent has around $150 million in closed deals and has received investments from Samsung, LG Technology Ventures, and Hyundai Motor Group, among others.
➀ The article highlights the top five tablet vendors in Q3 2024 based on unit shipments, with Apple leading with 12.6 million units, followed by Samsung, Amazon, Huawei, and Lenovo. ➁ It provides a list of recommended articles related to the topic. ➂ The author thanks IDC for providing the data.
➀ Samsung is preparing to unveil its 10th generation V-NAND with over 400 layers; ➁ The new 3D NAND will support PCIe 5.0 and potentially PCIe 6.0 SSDs; ➂ The 1Tb 3D TLC NAND has a storage density of 28 Gb/mm², slightly lower than the current world's densest non-volatile memory.
➀ A video leak shows the Samsung Galaxy S25 Ultra with a curvy design and camera array; ➁ The phone is expected to have flat sides and rounded corners; ➂ The camera setup includes a 200MP main shooter, a 50MP 5x telescopic lens, a 10MP 3x telescopic lens, and a 50MP ultra-wide angle lens.
➀ Engineered substrate technology is driving the semiconductor industry from traditional planar scaling to innovative materials and 3D integration.
➁ Companies like Soitec, Intel, and Samsung are leading the adoption of this technology.
➂ Foundries are increasingly recognizing the strategic importance of engineered substrates like Fully Depleted SOI (FD-SOI) for their benefits in cost and performance.
➀ Samsung is rumored to unveil its ultra-thin Galaxy S25 Edge on April 16;
➁ The initial production run will be limited to 40,000 units;
➂ The phone is expected to be available in May and will come in three colors.
➀ Samsung's upcoming Galaxy Z Flip 7 has been revealed with a slightly larger design;
➁ The external display is 3.6 inches and the internal display is 6.8 inches;
➂ The hinge and folding crease have been improved.
➀ Samsung Vice Chairman Jeon Young-hyun met with NVIDIA CEO Jensen Huang to discuss supplying 8-Hi HBM3E memory for AI GPUs.
➁ Despite delays, Samsung aims for certification by early 2025, while SK hynix has taken most of NVIDIA's requests.
➂ Samsung was expecting to have its HBM3E memory quality certification achieved by 2H 2024, but it missed that by a long shot.
➀ NVIDIA is distancing itself from Samsung and its HBM memory due to trust issues, as stated by CEO Jensen Huang.
➁ Despite previous positive remarks, NVIDIA is working to certify Samsung's HBM3E memory for AI GPUs.
➂ If unsuccessful, NVIDIA may rely on SK hynix and Micron for HBM supply.
➀ Samsung has hinted at a tri-fold smartphone during its Unpacked event.
➁ The device features a large display and is set to launch in Q3 2025.
➂ Only 200,000 units are planned to be manufactured, targeting tech enthusiasts.
➀ Okins Electronics announced on Wednesday that it will supply Samsung with over 400,000 units of semiconductor test sockets, valued at 6.65 billion won (approximately 11.7% of the company's revenue in 2023).
➁ A spokesperson for Okins Electronics stated that the majority of these sockets will be used for Samsung's production processes.
➂ This contract highlights the strong partnership between Okins Electronics and Samsung in the semiconductor industry.
➀ Philoptics has appointed a former Samsung executive as the head of its fab equipment business.
➁ Im Baek-gyun, who was previously the executive vice president and head of the manufacturing innovation center at Samsung DI, will take on the role of president next month.
➂ This move strengthens Philoptics' position in the semiconductor equipment market.
➀ Samsung has teased the Galaxy S25 Edge, an ultra-slim smartphone with a 200-megapixel camera.
➁ The device will have a staggered release, starting in select markets like the US and Korea.
➂ The Galaxy S25 Edge is expected to compete with Apple's iPhone 17 Air later this year.
➀ Samsung announced the Galaxy S25 series, including the S25, S25+, and S25 Ultra.
➁ The S25 and S25+ feature Snapdragon 8 Elite processors, 12GB RAM, and One UI 7 on Android 15.
➂ The S25 Ultra boasts a 6.9-inch anti-reflective display, 200MP camera, 16GB RAM, and up to 1TB storage.
➀ Samsung Galaxy Unpacked 2025 will introduce the Galaxy S25 Ultra, S25, S25+, and tease the Galaxy S25 Slim.
➁ The event may also reveal new AR glasses or an XR headset.
➂ Samsung will use Qualcomm Snapdragon 8 Elite and Micron LPDDR5 memory in the S25 series, excluding its own components.
➀ Samsung introduces the Micro LED Beauty Mirror at CES 2025; ➁ The mirror features AI capabilities for personalized skin health information and condition diagnosis; ➂ It evaluates wrinkles, pigmentation, pores, and redness with over 85% accuracy.
➀ Samsung's Galaxy S25 smartphones will feature Qualcomm's Snapdragon 8 Elite processor, replacing its own Exynos 2400; ➁ The devices are rumored to use Micron's LPDDR5 RAM; ➂ Recent benchmarks show impressive performance, indicating a full shift to Snapdragon chips for international models.
➀ According to Liberty Times, citing Financial Times, major tech companies have significantly increased capital expenditures in recent years to acquire AI chips and build data centers. ➁ However, global investment in data centers has recently slowed, raising concerns about whether the AI boom might be losing steam. ➃ Qualcomm's Snapdragon 8 Elite 2 is set to use TSMC's N3P process, while Samsung reportedly lost orders.
➀ Samsung has not yet passed NVIDIA's qualification for HBM3E memory; ➁ The delay is due to Samsung's inability to meet NVIDIA's chip performance requirements; ➂ It is 'realistically impossible' for Samsung to supply HBM3E to NVIDIA this year.