Recent #Samsung news in the semiconductor industry

about 1 year 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
about 1 year 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
about 1 year 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
about 1 year 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
about 1 year ago
➀ Samsung Electronics is implementing austerity measures, reducing headcounts, and downsizing celebratory events; ➁ Bloomberg reports a potential 10% layoff of its overseas staff; ➂ Samsung has already laid off 10% in India and parts of Latin America; ➃ Samsung's workforce adjustments are viewed as routine by the company; ➄ Declining performance in core products such as memory chips and home appliances; ➅ Samsung's chip division recorded a significant operating profit loss in 2023; ➆ Global smartphone market competition impacting sales of Galaxy Z Fold 6 and Galaxy Z Flip 6; ➇ Samsung's home appliance sales are also decreasing; ➈ Samsung shares hit a new low in the past 52 weeks; ➈ Market analysts are lowering earnings prospects for Samsung.
LayoffsSamsung
about 1 year ago
➀ TSMC and Samsung are in preliminary discussions with the UAE to establish massive chip manufacturing facilities valued at over $100 billion; ➁ The feasibility of building advanced manufacturing complexes has been assessed by executives from both companies; ➂ The projects are expected to be funded primarily by the UAE government with support from Abu Dhabi's sovereign wealth fund, Mubadala; ➃ The factories aim to bolster global chip production capacity for AI technologies; ➄ Concerns have been raised about the potential transfer of advanced chip technology to China.
SamsungTSMCsemiconductor
about 1 year ago
➀ Samsung, SK hynix, and TSMC are set to overtake Intel in revenue in Q3 due to strong performance in data centers and AI. ➁ Intel's revenue projection is between $12.5 billion and $13.5 billion, lower than the expected earnings of TSMC and Nvidia. ➂ Nvidia's sales projection is around $32.5 billion, making it the likely leader in semiconductor sales.
AMDBroadcomIntelNVIDIAQualcommRevenueSK HynixSamsungTSMCsemiconductor