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Thursday 29 January 2026
Samsung reclaims memory sales crown as SK Hynix extends profit lead
Samsung Electronics and SK Hynix both delivered record fourth-quarter 2025 results, underscoring the sharp rise in memory prices and profits as supply across the market tightens.
Thursday 29 January 2026
Samsung foundry hit by China pullbacks in 2025, eyes late-year stabilization
Chinese customers who had planned to use Samsung Electronics' foundry services abandoned a number of projects in 2025 as US regulatory pressure on China intensified and uncertainty...
Thursday 29 January 2026
Earnings call summary: Samsung 4Q25 profit jumps as AI memory crunch pressures phones and displays
Samsung Electronics reported record quarterly revenue and operating profit in the fourth quarter of 2025, as surging memory prices and tight supply, driven by the artificial intelligence...
Thursday 29 January 2026
Earnings call summary: Samsung 4Q25 profit tops KRW20 trillion on memory boom
Samsung Electronics posted record quarterly revenue and operating profit in the fourth quarter of 2025, underscoring how AI-driven demand for advanced memory has become the company's...
Wednesday 28 January 2026
Samsung reportedly channels most 1c DRAM capacity into HBM4 for early 2026 mass production
Samsung Electronics is emerging as the leading supplier of sixth-generation High Bandwidth Memory (HBM4) to Nvidia and AMD as of February 2026, backed by growing confidence in its...
Wednesday 28 January 2026
Analysis: Why Tesla is splitting AI5 chip production between TSMC and Samsung
In mid-December 2025, TSMC chairman C.C. Wei disclosed details of a conversation with Elon Musk regarding future development priorities. The discussion centered not on automotive production,...
Wednesday 28 January 2026
Post-CES 2026: China leads humanoids, South Korea rivals the US
Humanoid robots are the next frontier of embodied intelligence, and CES 2026 was proof that Chinese companies are in the lead. Among the 38 humanoid robot companies that exhibited...
Wednesday 28 January 2026
Samsung phases out MLC NAND as 3D NAND shift cuts supply in 2026
NAND flash prices are soaring, with industry insiders expecting upstream contract prices to surge over 100% in the first quarter of 2026. As NAND manufacturers aggressively upgrade...
Wednesday 28 January 2026
China's conditional H200 approval rewire Samsung-SK Hynix rivalry
China has reportedly been conditionally approving corporate purchases of Nvidia's H200, reshaping HBM supply-demand dynamics. According to Seoul Economic Daily and G-enews,...
Wednesday 28 January 2026
South Korea's trade with Vietnam grows strongly; sets export value record in 2025
South Korea's total export value surpassed US$700 billion for the first time in 2025, with Vietnam remaining the third-largest trading partner and the second-largest source of South...
Tuesday 27 January 2026
Samsung favors high-margin memory clients, squeezing TV and appliance units
Samsung Electronics' television and home appliance divisions are struggling to secure memory supplies as rising prices prompt the company's semiconductor arm to prioritize higher-margin...
Tuesday 27 January 2026
Samsung doubles down on Galaxy A as Chinese brands take half the market
Samsung Electronics said on January 26, 2025, that it will launch its new Galaxy A07 5G smartphone in Taiwan, aiming to lift shipment momentum in the mass-market segment.
Tuesday 27 January 2026
Samsung, LG turn to RGB Mini-LED as Chinese TV rivals gain ground

Samsung Electronics and LG Electronics unveiled new RGB Mini-LED televisions at the CES 2026 trade show, signaling a strategic bet on...

Tuesday 27 January 2026
Apple, Qualcomm rethink heavy reliance on TSMC as costs rise

Even as TSMC retains a clear technological lead in advanced process nodes, Apple and Qualcomm are reassessing how heavily they rely...

Tuesday 27 January 2026
Memory chip super cycle opens door for China to challenge South Korea
The ongoing surge in memory chip prices has brought a substantial profit boom for Samsung Electronics and SK Hynix. Although prices are expected to continue trending upward, industry...