Recent #Samsung news in the semiconductor industry

10 months ago
➀ The global tablet market saw a 20.4% year-over-year growth in the third quarter, with 39.6 million units shipped. Apple shipped 12.6 million units, with a 1.4% year-over-year growth. The new iPad Pro was too expensive to sell well. Samsung and Amazon also saw significant growth. ➁ The report includes a breakdown of the top five tablet companies, their shipments, market share, and year-over-year growth. ➂ The data is provided by IDC's Worldwide Quarterly Personal Computing Device Tracker.
AmazonAppleGrowthHuaweiLenovoMarket ShareSamsungTablet
10 months ago

➀ Samsung Electronics has begun supplying its most advanced high-bandwidth memory HBM3E to a major customer after passing key validation procedures.

➁ The customer is believed to be NVIDIA, a leading AI chip manufacturer.

➂ SK Hynix currently holds over 50% of the HBM market share and is the main supplier of HBM3 and HBM3E to NVIDIA and AMD.

➃ Micron started mass production of HBM3E in February and plans to capture 20-25% of the HBM market share by 2025.

➄ Micron's stock plummeted by 4.26% on October 31st following the news.

HBM3eMarket ShareMicronNVIDIASamsung
11 months ago
➀ Intel's reported move to discuss cooperation with Samsung in their foundry businesses suggests a lack of confidence in achieving process technology leadership next year; ➁ Both companies aimed to incorporate GAA transistors and backside power delivery into a 2nm process to challenge TSMC; ➂ Samsung failed to achieve commercially viable yields, delaying orders for new production machinery, while Intel has ordered all five of the high-NA EUV machines made this year.
IntelSamsungTSMCTechnology Leadershipsemiconductor
11 months ago

➀ Samsung Electronics has begun developing the next-generation Exynos for the Galaxy S27, aiming to recover its self-respect in the mobile application processor (AP) market.

➁ The new Exynos product, codenamed 'Ulysses,' will be produced using Samsung's second-generation 2nm process, SF2P, which is expected to be mass-produced in 2026.

➂ The development of the chip is crucial for Samsung's foundry competitiveness, as it seeks to regain its position in the advanced 2nm process market after losing the 3nm market to TSMC.

2nm processSamsungfoundry
11 months ago

➀ Intel has approached Samsung to explore a 'foundry alliance';

➁ As TSMC's dominance in the foundry industry grows, Intel and Samsung are seen as potential challengers;

➂ A high-ranking Intel official recently requested a meeting with Samsung's top management to discuss comprehensive collaboration in the foundry sector.

IntelSamsung
11 months ago

➀ Samsung introduces the new 990 EVO Plus SSD, offering a 50% performance boost;

➁ The SSD is designed for gaming, business, and creative work, enhancing PC energy efficiency;

➂ Available in 1TB, 2TB, and 4TB capacities with suggested prices starting at NT$3,879;

➃ Features Samsung's latest 8th Generation V-NAND technology and 5-nanometer controller;

➄ Offers high read and write speeds, with the 4TB model having industry-leading random read/write speeds.

SSDSamsungperformancestorage
11 months ago
➀ The storage industry is experiencing a mixed situation with the revival of DRAM and NAND, and the rise of HBM, but the industry's future is not clear and growth has slowed down; ➁ SK Hynix is optimistic about its prospects, having started mass production of 12-layer HBM3E, and is set to supply advanced chips to Nvidia; ➂ Samsung is facing challenges, with its DRAM department lagging behind SK Hynix in HBM technology; ➃ Micron's stock has seen significant fluctuations due to strong AI demand, but it still faces challenges in the HBM market; ➄ Kioxia's future is uncertain due to its ownership by SK Hynix and its failed merger with Western Digital; ➅ Western Digital is considering a split into HDD and NAND/SSD divisions due to the underperformance of its NAND business.
KioxiaMicronSK HynixSamsungWestern Digital