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Wednesday 12 February 2025
CXMT's DRAM rise: a déjà vu from South Korea's past disruption of Japanese dominance
China's ChangXin Memory Technologies (CXMT) is emerging as a formidable player in the global DRAM market, potentially challenging Samsung Electronics and SK Hynix's market dominance...
Wednesday 12 February 2025
SK Hynix, Samsung see exports of multi-chip packages fall in January 2025
South Korean memory maker SK Hynix saw its exports of multi-chip packages (MCP) fall by nearly 30% sequentially in January 2025. At the same time, some analysts believe that after...
Wednesday 12 February 2025
Trump's tariffs could undermine Samsung and LG as Chinese TV makers gain a subsidized edge
Samsung Electronics and LG Electronics face mounting challenges from former US President Donald Trump's tariff policies. South Korean industry insiders warn that if the US imposes...
Tuesday 11 February 2025
DeepSeek challenges memory makers SK Hynix, Samsung's HBM strategies
Chinese AI startup DeepSeek has demonstrated a cost-effective approach to high-performance AI, potentially disrupting SK Hynix and Samsung Electronics' positions as key suppliers...
Monday 10 February 2025
Samsung appoints Dustin Lee to revive China smartphone business
Samsung Electronics Device eXperience (DX) division is implementing significant changes to its overseas leadership to strengthen global competitiveness. Most notably, former Taiwan...
Monday 10 February 2025
China consumer electronics subsidy spurs flagship SoC competition
Chinese smartphone brands and system-on-chip (SoC) designers are showing increased optimism about demand for premium devices, driven by the country's new consumer electronics subsidy...
Monday 10 February 2025
Samsung future once again faces uncertainty as prosecutors challenge chair acquittal in merger case
Samsung Electronics faces renewed uncertainty after South Korean prosecutors filed an appeal against chairman Lee Jae-Yong's acquittal in a merger case, potentially hampering the...
Monday 10 February 2025
Tariff concerns drive TSMC price hikes while Samsung seeks competitive edge
Amid concerns over higher tariffs under the Trump administration, TSMC is raising chip prices to offset potential losses, while Samsung Electronics focuses on price competitiveness...
Saturday 8 February 2025
Samsung chair's nine-year legal battle ends, signals return to decisive management
Samsung Electronics Chairman Jae-Yong Lee's recent acquittal in a merger and accounting fraud trial marks the end of the company's decade-long "judicial crisis," according to South...
Saturday 8 February 2025
Samsung likely to reduce foundry investments amid competitors' expenditure boost
International foundry players including TSMC, SMIC, and GlobalFoundries (GF) are expected to either maintain or increase their capital expenditure in 2025, focusing on expanding capacity...
Saturday 8 February 2025
Samsung denies claims of boosting its glass substrate supply chain to win AI chip clients
Amid intensifying competition in advanced semiconductor packaging, Samsung Electronics is reportedly taking direct control of glass substrate supply chain development, a critical...
Friday 7 February 2025
Samsung eyes steady 2025 smartphone growth fueled by Galaxy S25 surge
Samsung Electronics expects smartphone market development to be stable in 2025, with the main risk factor being the volatility of exchange rates.
Thursday 6 February 2025
Samsung's smartphone development faces challenges amid looming US tariff
US President Donald Trump's pledge to impose broad tariffs with a focus on US interests could potentially impact Samsung Electronics' market position. While Apple might receive exemptions...
Wednesday 5 February 2025
Samsung, SoftBank, OpenAI in talks on AI, data centers, and mobile strategy
Samsung Electronics Chairperson Jae-Yong Lee, OpenAI CEO Sam Altman, and SoftBank Group Chairperson Masayoshi Son met to discuss the Stargate Project, AI collaborations, and mobile...
Wednesday 5 February 2025
TSMC's first US board meeting: spotlight on leadership shakeup and fab expansion
TSMC is gearing up to hold its first-ever board meeting in the US on February 11, 2025. The board will convene to announce senior management promotions, update progress on facility...