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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...
Thursday 8 October 2026
Hanmi wins rare Samsung order amid US$5 billion chip substrate expansion
South Korea's Hanmi Semiconductor has secured a KRW24.48 billion (approx. US$18.3 million) equipment order from Samsung Electro-Mechanics, a rare deal with a Samsung Group affiliate...
Thursday 8 October 2026
Samsung to exit in-house automotive AP, focus on high-margin chips
Samsung Electronics' System LSI division is reportedly planning a retreat from the automotive application processor (AP) business and launching a major restructuring, with a future...
Thursday 8 October 2026
Samsung expands memory testing beyond Korea with US$4.08 billion Vietnam project
Samsung Electronics is expanding its memory testing footprint beyond South Korea with a US$4.08 billion project in Vietnam, adding another back-end and export base as tight DRAM and...
Thursday 8 October 2026
Samsung Electronics posts record quarterly profit in preliminary results
Samsung Electronics has become the first South Korean company to clear KRW100 trillion in operating profit in a single quarter, a milestone that shows how heavily the company now leans...