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Tuesday 13 October 2026
CXMT's server DRAM push raises margin concerns for Samsung, SK Hynix
China's ChangXin Memory Technologies (CXMT) is raising concerns over the future pricing power of Samsung Electronics, SK Hynix, and Micron as its plans for next-generation server DRAM...
Tuesday 13 October 2026
Samsung sends yield engineers to Texas ahead of 2nm production ramp
Samsung Electronics has begun dispatching advanced-process yield engineers from South Korea to its Taylor, Texas, foundry ahead of planned 2nm chip volume production in 2027, South...
Tuesday 13 October 2026
Samsung's US$9B chip expansion faces funding, supply hurdles
Samsung affiliates plan to invest a combined KRW12.26 trillion (approx. US$9.18 billion) in semiconductor operations across South Korea and Vietnam, but the projects face different...
Tuesday 13 October 2026
Column: From 3D NAND to 3D DRAM — how vertical stacking is reshaping memory chip manufacturing
After 2013, planar NAND flash memory began reaching its scaling limits at the 15–16nm process node. Capacitive coupling between the floating gates of adjacent memory cells increasingly...
Tuesday 13 October 2026
Podcast highlights: Is Elon Musk using TSMC talks as leverage against Intel and Samsung?
Elon Musk's recent confirmation that his "TeraFab" initiative is in talks with Taiwan Semiconductor Manufacturing Co. (TSMC) signals that a project originally framed as a challenge...
Tuesday 13 October 2026
Samsung, SK Hynix NAND profits seen surging on enterprise SSD demand
Samsung Electronics and SK Hynix are expected to see a sharp increase in NAND flash profits in 2026 as surging demand for enterprise solid-state drives (SSDs) drives up memory prices...
Tuesday 13 October 2026
Samsung to pay chip workers special bonuses in stock, pending shareholder approval
Samsung Electronics plans to pay its semiconductor employees special bonuses entirely in company shares in late March or early April 2027, with two-thirds of the stock subject to selling...
Monday 12 October 2026
Samsung reportedly secures long-term contracts covering up to 80% of 2027 memory supply
Samsung Electronics has committed 75–80% of its 2027 memory supply, including high-bandwidth memory (HBM), to long-term agreements (LTAs), the Korea Economic Daily reported...
Monday 12 October 2026
Memory surge lifts phone prices, boosting N-1 and used-device demand
Rising memory prices have forced smartphone brands to raise handset prices, hurting new-device sales in 2026. Global smartphone shipments are expected to drop 15-17%, while demand...
Monday 12 October 2026
Samsung could unseat SK Hynix as HBM leader in 2027
Samsung Electronics could overtake SK Hynix as the world's largest supplier of high-bandwidth memory (HBM) in 2027, as HBM4 prices climb and memory manufacturers compete for limited...
Monday 12 October 2026
Samsung, SK Hynix accept ASML's 10% price hike in parts, report says
Samsung Electronics and SK Hynix have accepted a 10% increase in ASML's replacement-part prices for lithography systems in South Korea, with the higher rates taking effect for deliveries...
Monday 12 October 2026
MediaTek flagship AP share to surpass Samsung as TSMC boosts Dimensity
As the global smartphone system-on-chip (SoC) market contracts, competition in the high-end application processor (AP) segment is intensifying. MediaTek is accelerating its push into...
Monday 12 October 2026
Weekly news roundup: Musk's Terafab faces reality check; Samsung HBM4E clears quality validation
This week's (October 5 to October 11, 2026) coverage highlights intensifying efforts to build resilient semiconductor and AI hardware supply chains. Elon Musk's Terafab project faces...
Monday 12 October 2026
Taiwan GDP growth hits 11% as government plan for AI dividend advances
Taiwan's gross domestic product (GDP) growth is projected to reach 11.05% in 2026, a 39-year high, driven by its technological advantage in artificial intelligence (AI), semiconductors,...
Friday 9 October 2026
Samsung HBM4E wins NVIDIA nod for AI accelerator push
Samsung Electronics' next-generation 12-layer HBM4E product, a type of high-bandwidth memory (HBM), has reportedly cleared customer quality validation from Nvidia and major hyperscale...