Recent #Samsung news in the semiconductor industry
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.
➀ Samsung Electronics is temporarily shutting down production lines at its foundry facilities to reduce costs.
➁ Analysts estimate the foundry business recorded losses of 1 trillion won in the third quarter.
➂ Samsung plans to expand the shutdown to about 50% of its facilities by the end of the year.
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.
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.
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.
➀ Samsung Electronics has postponed taking deliveries of ASML's chip-making equipment for its new Texas factory due to a lack of major customers.
➁ The delay is a setback for Samsung's $17 billion Taylor project, which aims to expand into contract chip manufacturing.
➂ ASML, the world's largest chipmaking equipment supplier, has cut its 2025 sales forecast due to the delay.