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Monday 23 February 2026
Samsung regains DRAM lead with 40% revenue jump in 4Q25, eyes HBM4 to strengthen edge
Samsung Electronics reclaimed the global DRAM market crown in 4Q25, just one year after losing it to SK Hynix. Industry watchers are closely monitoring whether Samsung can further...
Monday 23 February 2026
Samsung Foundry rebounds with utilization above 80% in 1Q26
Samsung Electronics' foundry utilization exceeded 80% in the first quarter of 2026, its highest level in over a year, increasing the probability of a quarterly profit turnaround this...
Monday 23 February 2026
Samsung brings forward P5 cleanroom timeline under 'Shell First' strategy
Samsung Electronics has accelerated cleanroom construction at its Pyeongtaek Fab 5 (P5), pushing forward capacity expansion for high-bandwidth memory and advanced-node semiconductor...
Monday 23 February 2026
Jensen Huang's missed India summit and Valentine's dinner in Korea spotlight Nvidia's shifting priorities
Nvidia CEO Jensen Huang's absence from India's AI Impact Summit and his appearance at a late-night engineer gathering in California have drawn attention to the chipmaker's strategic...
Sunday 22 February 2026
Analysis: Trump's curtailed tariff powers strengthen Beijing's leverage and rattle Asian allies
In a dramatic escalation of global trade tensions, President Donald Trump abruptly raised his newly announced global tariff to 15% on Saturday, effective immediately.
Saturday 21 February 2026
Commentary: Samsung to reclaim the world's no.1 semiconductor position in 2026

Samsung Electronics and Intel have alternated for years as the world's largest semiconductor company. From 2011 to 2023, Samsung and Intel...

Friday 20 February 2026
SK Group chairman Chey meets US tech leaders to secure core AI chip supply chain
SK Group Chairman Chey Tae-won recently traveled to the US for a series of high-level meetings with CEOs from Nvidia, Broadcom, Microsoft, Meta, and Google. The strategic focus extends...
Wednesday 18 February 2026
Samsung advances LPDDR5X-PIM, signaling memory's new role in AI computing

Artificial intelligence is shifting the center of gravity in semiconductors. For decades, processors defined performance. Now memory bandwidth,...

Saturday 14 February 2026
Nvidia deepens South Korea ties in smart factory push
Nvidia outlined its role in advancing two major manufacturing trends—AI Factory and Physical AI—at SEMICON Korea 2026, emphasizing that it views South Korea as an important...
Saturday 14 February 2026
HBM steals the show at SEMICON Korea despite Samsung, SK Hynix skipping the floor
Artificial intelligence-driven growth in the semiconductor industry has drawn increasing public attention. SEMICON Korea, organized by SEMI, continues to expand in scale. The 2026...
Friday 13 February 2026
Citi flags post-HBM shift as edge memory, HBF advance
A Citi analyst said the next phase of artificial intelligence (AI) memory demand will extend beyond high-bandwidth memory (HBM), pointing to emerging opportunities in physical AI devices...
Friday 13 February 2026
Samsung's non-memory unit to turn profitable in 4Q26 as Exynos 2700 targets 50% share in Galaxy S27
Industry analysts indicate that Samsung Electronics' non-memory division is expected to return to profitability in the fourth quarter of 2026, with a full-year turnaround projected...
Friday 13 February 2026
SK Hynix reportedly begins equipment orders for Cheongju HBM packaging line amid AI-driven capacity race
SK Hynix has started placing initial equipment orders to convert an idle Cheongju fab into a high-bandwidth memory (HBM) packaging and testing line, according to ET News,...
Friday 13 February 2026
SEMICON Korea: Samsung pushes hybrid bonding HBM, SK Hynix bets on platform AI
SEMICON Korea 2026, held in Seoul from February 11–13, brought senior executives from Samsung Electronics and SK Hynix to outline their AI-era memory R&D strategies. Samsung...
Friday 13 February 2026
Apple and Samsung solidify their lead as only brands with over 1 billion active users

Chinese smartphone vendors continue to expand global shipments, supported by competitive pricing, sustained research investment, and overseas...