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Thursday 20 November 2025
Musk eyes in-house chip fab, citing TSMC, Samsung fail to keep up with Tesla's AI ambitions
Tesla CEO Elon Musk has revealed intentions to construct an in-house wafer fabrication facility, or TeraFab, to meet soaring AI chip demand that surpasses current industry manufacturing...
Thursday 20 November 2025
Samsung regains DRAM leadership from DDR5 surge
In observing surging DDR5 prices, securities analysts predict that DDR5 profits in 2026 could surpass those of HBM. According to Newsis, Samsung Electronics raised contract...
Thursday 20 November 2025
Samsung invests US$1.9B in Austin plant to prep for Apple CIS chip production
Samsung Electronics planned a US$1.9 billion investment to upgrade its wafer foundry in Austin, Texas, aiming to produce Apple's next-generation CIS chips starting late 2026. The...
Thursday 20 November 2025
Samsung's Austin chip plant surges to record 3Q25 profit, exceeding full-year 2024 earnings
Samsung Electronics posted a sharp rebound at its Austin semiconductor plant in the third quarter of 2025. The results signal renewed momentum for the company's US foundry operations...
Thursday 20 November 2025
A DRAM crunch, MediaTek's hunt in Korea, and a surprise player in China's memory rebound
The global memory market is experiencing a severe shortage, with NAND and DRAM prices skyrocketing. Smartphone, PC, industrial PC, and automotive vendors are racing to secure inventory...
Thursday 20 November 2025
BOE reportedly fails to meet iPhone 17 OLED supply plans as Samsung Display steps in
China's BOE has reportedly lost its planned OLED panel supply for Apple's iPhone 17 due to unresolved quality issues. Samsung Display will take over the supply, increasing shipments...
Thursday 20 November 2025
Memory inflation hits IT market
Driven by a sharp surge in memory prices, the market widely expects that IT products such as servers, smartphones, and PCs will see significant price increases in 2026. Analysts believe...
Thursday 20 November 2025
Samsung's leadership shift sparks fresh scrutiny of its finance-first management model
Chung Hyun-ho, long regarded as Samsung Electronics' "second-in-command," stepped down from his frontline role on November 7, prompting renewed scrutiny of potential changes within...
Thursday 20 November 2025
DRAM buyers lock in six-month deals as AI demand triggers a scramble for supply
DRAM shortages are worsening as global AI investment expands. Price negotiations that were previously conducted on a monthly or quarterly basis are now increasingly being adjusted...
Wednesday 19 November 2025
Samsung ramps up 1c DRAM output in bid to regain edge in memory market
Samsung Electronics is undertaking one of its most significant DRAM expansions in years, aggressively scaling production of its next-generation 1c DRAM as intense global AI demand...
Wednesday 19 November 2025
Samsung unveils first 2nm results, stepping up challenge to TSMC
Samsung Electronics confirmed the first performance results from its upcoming 2nm chip process, signaling a more aggressive push into next-generation foundry manufacturing as it tries...
Wednesday 19 November 2025
South Korea risks losing edge to China in all key exports by 2030, survey shows
South Korea's memory chip industry is enjoying its strongest upturn in years, with soaring demand for high-bandwidth memory and AI-related DRAM pushing inventories at Samsung Electronics...
Tuesday 18 November 2025
Samsung set to become Nvidia's leading HBM4 supplier as Micron stumbles
South Korea's KB Securities expects Samsung Electronics to capture as much as 40% of Nvidia's supply share for its next-generation HBM4 high-bandwidth memory by 2026, a shift that...
Tuesday 18 November 2025
Samsung creates first standalone M&A team, signals incoming major deals
Samsung Electronics has created its first standalone mergers and acquisitions team within its newly reorganized Business Support Office, a move sparking speculation that the company...
Tuesday 18 November 2025
Samsung, SK Hynix inventory drop signals AI memory supercycle
South Korea's top memory chip makers are entering what industry executives call a full-scale "supercycle," as Samsung Electronics and SK Hynix report steep inventory reductions through...