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Friday 25 October 2024
Qualcomm's new Snapdragon 8 Elite boosts Samsung's competitiveness while raising questions about Exynos future
Qualcomm's newly unveiled mobile application processor (AP), the Snapdragon 8 Elite, demonstrates significant performance improvements over its predecessor and reportedly surpasses...
Thursday 24 October 2024
SK Hynix maintains edge in HBM3E, but HBM4 certification and Samsung's pursuit pose risks
SK Hynix will announce its financial results for the third quarter of 2024 on October 24. During its previous earnings call, the company indicated that shipments of its HBM3E products...
Thursday 24 October 2024
Amid HBM3E supply challenges, Samsung appeals to Nvidia with GDDR7, foundry
As Samsung Electronics (Samsung) faces delays in the mass production of HBM3E, the company is looking to enter Nvidia's supply chain through its competitive GDDR DRAM offerings. Recent...
Thursday 24 October 2024
South Korea raises industrial electricity rates by 9.7%, impacting chipmakers
South Korea raises industrial electricity rates by 9.7% on average, marking the seventh adjustment since 2022. This cumulative rise exceeds 60% over three years and is expected to...
Wednesday 23 October 2024
Samsung's crisis and solutions: Daeje Chin points to talent development, foundry
The "crisis theory" surrounding Samsung Electronics has recently garnered widespread attention across various sectors in South Korea. The predicament faced by the country's largest...
Wednesday 23 October 2024
Samsung turns to the Japanese playbook: a look at how Sony and Hitachi engineered their turnarounds
Samsung Electronics has launched bold restructuring efforts to boost competitiveness, forming a business task force to enhance R&D and explore new business avenues, according...
Tuesday 22 October 2024
LG bets big on B2B commercial displays and EV charging solutions
LG Electronics' Business Solutions (BS) division plans to nearly double its revenue in the B2B market to KRW 10 trillion (US$7.4 billion) by 2030, focusing on commercial displays...
Tuesday 22 October 2024
AMD targets Nvidia with HBM-powered AI accelerator as Samsung's HBM business eyes revival
Samsung Electronics' high-bandwidth memory (HBM) division, which has been struggling to regain competitiveness, is now glimpsing a potential revival. With AMD's latest AI accelerator...
Tuesday 22 October 2024
Intel seeks foundry alliance with Samsung to challenge TSMC's market dominance
Intel has reportedly approached senior executives at Samsung Electronics with a proposal to form a "foundry alliance" against the market-dominating TSMC. This move comes in the wake...
Tuesday 22 October 2024
SK Hynix prioritizes HBM, scales back CIS and foundry operations
SK Hynix is reducing its CIS and wafer foundry operations to prioritize high-margin HBM and AI memory products. It is also expanding into emerging technologies, including Compute...
Monday 21 October 2024
Current and former ministers of South Korea's MOTIE warn of semiconductor industry crisis in 5 years
Former South Korean ministers recently gathered to assess the challenges facing the country's semiconductor industry. They cautioned that while South Korea currently leads globally...
Monday 21 October 2024
Samsung's repeated HBM3E certification delays spark Nvidia tension rumors
Samsung Electronics has been unable to obtain Nvidia's certification for its fifth-generation high-bandwidth memory, the HBM3E, for almost a year. This has led to speculation about...
Monday 21 October 2024
Novatek gains ground as LX Semicon's share of iPhone OLED orders gets halved
In the past, when LG Display (LGD) supplied OLED panels for Apple's iPhone series, the display driver ICs (DDI) were exclusively produced by LX Semicon. However, 2024 saw Novatek...
Monday 21 October 2024
Rebellions partners with Samsung; Arm to develop AI CPU chiplet
South Korean AI chip startup Rebellions has announced a collaboration with Samsung Foundry, UK-based intellectual property core (IP) provider Arm, and IC design firm ADTechnology...
Monday 21 October 2024
Samsung and SK Hynix pivots to high-value memory tech to fend off China's price wars
Samsung Electronics and SK Hynix are reportedly advancing high-value-added technologies such as High Bandwidth Memory 4 (HBM4) and Compute Express Link (CXL) to maintain their dominance...