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Wednesday 30 July 2025
Samsung chairman heads to Washington as Musk backs chip pact amidst tariff standoff
Samsung Electronics Chairman Lee Jae-yong departed for Washington, DC, on July 29 in a bid to bolster South Korea's final efforts to avert a 25% reciprocal tariff from the US. The...
Wednesday 30 July 2025
Samsung likely to ramp Tesla chip production in 2028 and peak in 2029-2032, says DIGITIMES analyst
DIGITIMES analyst Luke Lin says Samsung's Tesla deal marks a pivotal entry into the US advanced foundry market. He projects AI6 high-volume production from 2028, with peak...
Wednesday 30 July 2025
Tesla AI6 chip order puts Samsung's auto semiconductors on the map
Tesla CEO Elon Musk has confirmed that the company's next-generation autonomous driving chip, the AI6, will be manufactured by Samsung Electronics at its Texas-based foundry. The...
Wednesday 30 July 2025
SK Hynix rewards generous bonuses, silence from Samsung
Thanks to AI in generating robust revenues, SK Hynix has announced it would issue performance bonuses equivalent to 1.5 months' salary, but many employees are still pushing for more...
Wednesday 30 July 2025
Samsung's in-house chips get another shot with Galaxy S26 if 2nm yields deliver
Rising Qualcomm chip prices and improving Exynos yield rates have prompted Samsung to consider using its in-house Exynos 2600 in the 2026 Galaxy S26 base model. South Korean industry...
Tuesday 29 July 2025
Samsung-Tesla US$16.5 billion chip pact ignites Texas fab push; Musk hints at expansion
Samsung Electronics will produce 2nm chips for Tesla, targeting use in the automaker's supercomputers, autonomous vehicles, and humanoid robots. The chips will be manufactured at...
Tuesday 29 July 2025
Samsung reportedly expands 8nm foundry client base from Switch 2 to HPC chips
Samsung Electronics has reportedly secured new clients for its 8nm wafer foundry services through collaboration with its Design Solution Partners (DSPs). This development is expected...
Tuesday 29 July 2025
China fills PFAS-based coolant supply gap in South Korea's chip sector after 3M exit
Chinese chemical makers are rapidly entering South Korea's semiconductor coolant supply chain following 3M's planned exit from the business. Firms like Juhua, ChemPacific, and Noah...
Monday 28 July 2025
AI smartphone boom drives shift to experience-led mobile retail
The surge in AI smartphone demand is ushering in the era of the experience economy, prompting mobile brands to reshape their retail strategies. Leading players such as Samsung, Vivo,...
Monday 28 July 2025
Analysis: Tesla's US$16.5b chip deal gives Samsung major lift in 2nm race against TSMC
Tesla has signed a 7.5-year, US$16.5 billion contract with Samsung to produce its next-generation A16 chip using Samsung's 2nm process at its Texas facility. The deal represents a...
Monday 28 July 2025
Chinese EMS providers pivot to smart glasses and robots as AI server boom bypasses them
While Taiwanese EMS firms aggressively capitalize on booming AI server demand, their Chinese counterparts are exploring alternative growth engines amid continued weakness in the consumer...
Monday 28 July 2025
Update: Samsung scores Tesla chip contract as Elon Musk confirms $16.5B AI6 deal
Samsung Electronics has secured a $16.5 billion contract to produce Tesla’s next-generation AI6 chips, marking a major boost for its foundry business. The chips will be manufactured...
Monday 28 July 2025
Samsung's marketing of 'non-self-emissive MicroLED' sparks confusion over flagship TVs
To secure its market leadership, Samsung Electronics has positioned MicroLED technology as the exclusive feature for its flagship models. However, Samsung reportedly plans to market...
Monday 28 July 2025
Exclusive: Meta turns to China for a second shot at smartwatches
Meta Platforms Inc. is reportedly reviving its smartwatch project, potentially with a camera lens, timed with its Meta Connect conference on September 17-18 in the US. The smartwatch...
Monday 28 July 2025
Commentary: Intel's 14A pivot clears runway for TSMC
The competition to bring 1.4nm process nodes to market is splitting the industry's leading chipmakers. TSMC is moving steadily toward its 2028 mass production target, while Intel...