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Friday 19 April 2024
Chip wars: can US sanctions shift the semiconductor landscape?
Chinese semiconductor foundry firms are persistently adopting aggressive pricing strategies, putting relentless pressure on the market share of South Korean 8-inch wafer manufacturers...
Friday 19 April 2024
NAND demand shows signs of recovery as Samsung and SK Hynix adjust production
With NAND Flash demand picking up, leading players like Samsung Electronics, SK Hynix, Kioxia, and Western Digital have started ramping up wafer production in NAND lines. However,...
Friday 19 April 2024
Samsung top execs visit Taiwan flash controller companies
Samsung Electronics' top executives, led by co-CEO Kyung Kye-Hyun, recently visited Taiwan to meet with local suppliers such as Silicon Motion Technology, a major manufacturer of...
Thursday 18 April 2024
GenAI-capable smartphone shipments to quadruple
According to a recent Counterpoint Research report, the share of GenAI smartphones in overall smartphone shipments would reach 11% by 2024 and 43% by 2027, passing 550 million units...
Thursday 18 April 2024
US to become 2nm GAA process battleground for Intel, Samsung, and TSMC
The three major players in advanced chip manufacturing have secured CHIPS Act subsidies by promising to increase investments in fabrication facilities within the United States. With...
Wednesday 17 April 2024
TSMC No.1 and Nvidia posts triple-digit growth in TechInsights 2023 top-25 chip suppliers rankings
Semiconductor research platform TechInsights released the final 2023 ranking of the top 25 semiconductor suppliers based on sales revenues, which showed that no new suppliers broke...
Wednesday 17 April 2024
Can Samsung's 2nm process reduce the gap with TSMC?
As the US announces a US$6.4 billion subsidy for Samsung Electronics, Samsung has also officially announced additional investment plans in the US, aiming to promote the mass production...
Wednesday 17 April 2024
Samsung Foundry plans to provide 'one-stop-service' to compete with TSMC
South Korean tech giant Samsung Electronics has received US$6.4 billion of US CHIPS Act direct funding and disclosed that it will increase its investments to US$40 billion to set...
Wednesday 17 April 2024
Huawei vs. Samsung: who leads the global communication equipment race?
In a market landscape fraught with geopolitical tensions, Huawei has managed to retain its top position globally in the communication equipment sector for 2023.
Wednesday 17 April 2024
Samsung at crossroads, seeking ties with Taiwanese peers?
Samsung Electronics reported profits of US$4.89 billion for the first quarter of 2024. The semiconductor division successfully ended a streak of losses spanning four consecutive quarters...
Wednesday 17 April 2024
Samsung Device Solution head reportedly seeking closer ties with Taiwan server ODMs
Kye Hyun Kyung, head of Samsung Electronics Device Solutions (DS) division, has visited Quanta Cloud Technology (QCT) during his stay in Taiwan, with his itinerary reportedly covering...
Wednesday 17 April 2024
Rapidus outlook dimmed by TSMC, Samsung 2nm fab projects in US
Rapidus might have been caught off guard by TSMC's and Samsung's latest announcements of plans to make 2nm chips in the US, which threatens to undermine the Japanese chipmaker's competitiveness...
Tuesday 16 April 2024
Samsung ready to mass produce industry-leading 290-layer V-NAND for AI apps
Samsung Electronics is reportedly set to mass produce its 290-layer 9th generation V-NAND (3D NAND) products in mid-April.
Tuesday 16 April 2024
Samsung reportedly set to return to M&A market with trillion KRW deal in the works
Since acquiring American automotive audio maker Harman in 2016, Samsung Electronics has seemingly suspended large-scale mergers and acquisitions (M&A) for the past 8 years. Recently,...
Tuesday 16 April 2024
Despite US subsidies, challenges just about to begin for TSMC and Samsung
TSMC and Samsung Electronics stand to gain from subsidies provided by the US government to a lesser extent, according to sources at semiconductor equipment companies.