Samsung

GOOD NEWS 🚨 @Tesla is reportedly investing ₩1.1 trillion (approximately $780 million) in Samsung Electro-Mechanics to secure a long-term supply of advanced AI chip substrates, according to an exclusive report from South Korea’s Maeil…

According to Korean media, Samsung Electro Mechanics just signed the biggest substrate contract in its history, and the customer is $NVDA. The multibillion dollar deal covers the substrates that sit under Nvidia's AI chips and networking…

Samsung's 12-high HBM4E cleared Nvidia qualification at end-September, per Hankyung. 48GB per stack, 16Gb/s per pin — over 20% faster than HBM4, 16% better efficiency, on a 4nm logic base die. No contracts or volumes disclosed. The base…

Samsung is testing a humanoid designed for 24/7 operations. The bipedal robot is being trained for navigation and material handling at Samsung’s R&D center in Seoul, with staff and partners monitoring its operation in shifts. (see a bit in…

Another major shortage is starting to develop across the AI supply chain. We're talking about multilayer ceramic capacitors, or MLCCs, which are tiny components used in everything from AI servers and GPUs to smartphones, networking…

Reports: Samsung has contracted ~70% of next year’s DRAM and essentially all HBM under multi-year deals, with HBM prices said to be rising. Unconfirmed by the company. If true, spot supply is already a residual, not the market.…

Multiple outlets: Nvidia wants next-gen custom HBM base dies on TSMC 3nm, and Samsung may use rival TSMC lines for that die. Unconfirmed. Memory makers keep the stack; the logic die’s foundry choice is becoming a Nvidia-spec decision.…

iM Securities: lead times for MLCCs have increased once again for all manufacturers in October. For Samsung Electro-Mechanics and Yageo, they saw prices increase.

The industry believes SK Hynix' HBM4 shipments fell short of initial expectations in the third quarter. According to the industry on the 21st, SK hynix's third-quarter operating profit consensus (the average forecast by brokerages) is…

$MU $SNDK $SKHY $NBIS Nomura’s memory team just put out a really interesting note on the AI scare, the numbers underneath are some of the strongest I’ve seen in this drawdown. Nomura sees AI going from 10GW of data center power in 2025 to…

CXMT shares fall 7.8% despite record 9-month profit The market reaction came after the company forecast a record net income of up to US$19.8 billion for the first nine months of 2026, as the domestic chip champion cashed in on artificial…

3 Humanoid Robots Join a Surgical Team Samsung Medical Center in South Korea demonstrated how humanoids could assist a surgeon during a simulated gallbladder operation using goat liver tissue. Three humanoid robots. One surgical team: >one…

According to Korean media, Samsung is now making FEWER phones because memory got too expensive. Samsung cut its fourth quarter plan for mid range and budget phones from 31.4 million units to 24.2 million and that is a drop of about 23% in…

Intel's CEO, Lip-Bu Tan, said China could catch up to U.S. semiconductor technology within 5-10 years. Regarding AI, he cited Moonshot AI's and DeepSeek as not technologically inferior to Anthropic or OpenAI and are significantly cheaper.…

Samsung raised its 32GB DDR5 price from $149 to $239 in September. That's a 60 percent jump in one month, and it isn't the top of the curve. Contract DRAM pricing more than doubled this year, from about $7 a unit to $19.50, and Gartner is…

Samsung Electronics collaborating with TSMC to develop NVHBM. $TSM https://t.co/xHuBksxsqm https://t.co/M15yv0KZIG

Memory stocks just lost about $738 BILLION in market value. According to Goldman Sachs, shares of the major memory makers fell between 11% and 26% after China's CXMT announced its new DRAM cell architecture. SK Hynix fell about 25%.…

Samsung is teaming up with its biggest foundry rival to build Nvidia's next memory chip. According to Korean media, Samsung will use $TSM's 3nm process for the base die in $NVDA's custom NVHBM, at Nvidia's request. The base die is the…

DRAM spot pricing ⬆️ SK Hynix and Samsung market cap ⬇️ $MU $DRAM $EWY $SKHY https://t.co/vx6FIle8j2

China is on track to domestically produce most key semiconductor manufacturing equipment for mature nodes by 2030, led by NAURA, AMEC, and SiCarrier, according to TrendForce. Except lithography where Chinese domestic market share is…

Every major memory maker says it's sold out through 2027, demand described as extremely strong, and the stock prices did not get that memo this month. Micron, SanDisk, SK Hynix and Western Digital have all taken turns falling since October…

A good read going into the different layers of the AI supply chain. Do check it out! https://t.co/CWnAbgqtDj https://t.co/Ar3ZkRav0g

Kospi closed -7.57%, circuit breakers on Kospi and Kosdaq. SK hynix -11.1%, Samsung -9.5%; foreigners net sold 3.62tn won while domestic institutions bought. Trigger: CXMT's 4F2 DRAM claim — commodity DRAM, not HBM, per analysts. Crowded…

China's biggest DRAM maker is printing money. CXMT expects about ¥131 billion in net profit for the first nine months of 2026. A year earlier it lost ¥5.3 billion. Quarterly revenue went from ¥6.1 billion in Q1 2025 to an estimated ¥115 to…

Samsung's LPDDR5X-PIM hits 102 tokens/s vs 27 on plain LPDDR5X, 9 TPS/W vs 3.2, at 11.5W vs 8.4W. At JEDEC it said zHBM customisation now reaches the DRAM core dies, so not every function can be standardized. Custom memory is outgrowing…

A US class action alleges Samsung, SK hynix and Micron coordinated DRAM pricing, and that each AI HBM bit cost about three bits of regular DRAM. These are unproven allegations: no certified class, no liability found. Wafer conversion math…

Michael Dell just told the Wall Street Journal that the memory crunch is going to get WORSE. On CNBC this week he said supply and demand get worse next year, and when asked about memory he called it "maybe a four year problem because…

Global smartphone shipments just had their WORST quarter on record. IDC says shipments fell about 22% in Q3 to 255.3 million units. Memory costs driven by AI demand are crushing phone makers. Chinese brands got hit the hardest, while…

According to Korean media, Microsoft, Google, Amazon and Meta are speeding up their in house AI chips. That could open up a SECOND group of HBM buyers beyond $NVDA. Microsoft's Maia 300 is expected to ship more than 1 MILLION units next…

KB Securities: We estimate the DRAM process technology gap between Samsung Electronics and China's CXMT at 5-7 years on a mass-production basis. $DRAM $EWY $MU

DIGITIMES: Nvidia's next-generation Rubin AI accelerators are expected to rely predominantly on 12-layer HBM4 high-bandwidth memory, despite reports that the chipmaker has asked Samsung Electronics and SK hynix to increase supplies of…

TSMC’s wafer ASP gap with UMC, GlobalFoundries and Samsung keeps widening. TSMC is setting new blended ASP highs while most peers remain below their previous peaks. Per our Foundry Model, from 2Q22 to 2Q26, TSMC’s wafer revenue share…

TSMC, Intel, Samsung seek to break AI chipmaking's next barrier through early technology integration https://t.co/WYOjq9fqQh

Two Korean firms hold 83% of global memory. SK Hynix broke ground on a $4B packaging plant in Indiana in August; Samsung more than doubled its HBM share in a year. Rhodium notes Nvidia's allocation decisions still set HBM share. The buyer…

Elon is saying Micron has been reasonable with future memory prices while the others have been extortionate 😮 Elon doesn't like what Samsung and SK Hynix are doing in terms of pricing... $MU $DRAM $EWY $SKHY https://t.co/nJBQXyVfrb

Damnang not only has good writing, but good visuals! This is a great visual showing the difference in HBM4 between Samsung and SK Hynix. Please have a read at this article! https://t.co/OMa9Q1boO6 https://t.co/vrxucwF34V

$SPY finished basically flat today, closing at $778.01 for a 0.01% loss after dipping as low as $775.95 earlier in the session as chip stocks sold off. Here are the top stories you need to know. 1. Memory stocks got hit again on worries…

Memory fundamentals are still very strong (stronger than Q1). $MU CEO: - "We expect memory and storage supply demand conditions to be much tighter in fiscal 2027 and 2028 than they were in 2026." - "We do not have line of sight to when…

China’s CXMT makes progress in chip design pursued by Samsung, SK Hynix This is how the industry works.... https://t.co/U1t5w7XxHo

Samsung has reportedly locked 75-80% of its 2027 memory supply, HBM included, into long-term agreements (Korea Economic Daily, via DigiTimes). That leaves about a fifth for everyone else. Price discovery now happens in that sliver, not the…

$AMAT just opened the largest joint chip research facility in the world, and all the major chipmakers are in it. The EPIC Center in Sunnyvale, California covers about 600,000 square feet, with nearly four acres of cleanroom space. Spending…

The chip sell off just spread across ALL of Asia. South Korea's KOSPI is down about 6% and has dropped below 6,000. Japan's Nikkei is down about 2.6%, and MSCI's Asia Pacific index outside Japan is down about 2%, according to Reuters. Not…

Samsung's HBM4E has reportedly cleared validation, and forecasts cited by DigiTimes have it overtaking SK hynix as the largest HBM supplier in 2027 as HBM4 prices climb and DRAM capacity stays tight. Both show HBM4E cooling at SEDEX this…

Goldman Sachs is now forecasting a 4.9 percent DRAM undersupply for 2026, and the mechanism behind that number matters more than the headline. Samsung, SK Hynix, and Micron aren't short on fab capacity. They're reallocating it. HBM for AI…

Chosunbiz and Seoul Economic Daily report forecasts of humanoid-robot DRAM demand growing 20-fold by 2030, opening a new market for Samsung and SK Hynix. A forecast, not an order book. Memory demand is acquiring a second leg outside AI…

Every Robotaxi and Optimus bot needs memory to turn AI models into real-world action. As Tesla scales production, locking down that memory supply is becoming a critical pillar of its manufacturing strategy—and that’s precisely why Terafab…

SK hynix holds ~50% of HBM in 2026 but had no hybrid-bonded samples in production as of Oct 8. An Oct 7 industry report says Samsung shipped samples first; generation and customers unconfirmed. Samsung's share is reported at 33%, Micron…

🇺🇸EXCLUSIVE: @elonmusk says @Tesla’s real edge isn’t the cars; it’s the custom manufacturing equipment most people never see. After touring Intel, Samsung, and TSMC chip fabs, he told @teslaownersSV at @theXtakeover he was shocked to…

Based on what Samsung has shown in its beyond 10nm timeline, CXMT's VSG/Vertical Surrounded Gate transistor here is akin to Samsung's VCT planned for around 2030. It seems like the 1st step toward fully 3D DRAM. I'd expect CXMT to be using…

Nvidia is now redesigning how AI memory works and it is pulling TSMC right into the middle of the HBM business. According to TheElec, Micron will use TSMC to make the base die for its HBM4E. Nvidia's custom NVHBM moves the memory…

Brokerages put Samsung's Q3 operating profit at 107.7tn won, up from 89.4tn in Q2, with DRAM margins above 80%. DRAM prices rose 13-18% this quarter versus about 60% last, per TrendForce — mix did the rest. Server DDR5 lead times: 52…

Samsung Electronics is expected to report a nearly nine-fold jump in third-quarter operating profit to about 106.1 trillion won ($79.1 billion), driven by soaring demand for AI infrastructure and a prolonged memory-chip shortage. Analysts…

Goldman Sachs: Samsung Electronics' HBM revenue is projected to increase to $81 billion in 2027 (+321% YoY). Blended HBM average selling prices are estimated to exceed $4/GB, representing a 159% YoY increase. Incredible growth in HBM...…

ASML has sent a 10% price hike proposal to Samsung and SK Hynix on every spare part it sells. $ASML https://t.co/SVp67C9bw0

$SPY bounced back today, up about 0.6% to around $779 after two straight losing sessions, as the OpenAI revenue scare cooled off and oil prices eased. Here are the top stories of the day. 1. Bloomberg reported OpenAI still expects at least…

Morgan Stanley: Samsung to see its HBM ASP increases 83.4% YoY to $3.66/GB in 2027. $MU $DRAM $EWY

Per TechPowerUp, SK hynix is reportedly struggling with hybrid bonding for next-generation HBM and trails Samsung on sample progress. Unconfirmed, and no yield numbers are public. But if it holds, the bonding step, not the DRAM node,…

Lisa Su spent three hours at Samsung's Seocho headquarters. Asked about foundry progress she said only 'we have a very broad partnership.' Samsung is already AMD's preferred HBM4 supplier for MI455X, seven months after the March MOU.…

Here is an expert call that touches on memory supply and price increases. $MU $DRAM $EWY https://t.co/qtaUUd7JV8

Expert Call | Memory Research — DRAM/NAND Supply Contraction and Price Increases, HBM Capacity Crowd

😱 https://t.co/BtVYJWxKLB

No tokens. Just a number between 0 and 1. That's the entire output of Liquid AI's d1 family, and this week they shipped two new ones, open weight this time: d1-3B for text and vision, d1-omni-600M for text plus image or audio, both aimed…

Employees want more compensation and they have a right to it 💯 Great expert call from Damnang. Go check it out! $MU $DRAM $EWY. . https://t.co/6cDE6TekVu https://t.co/oa7gGZMne1

Mecka AI just raised a $60M Series B led by Sequoia. NVIDIA, Microsoft M12, Qualcomm, and Samsung also participated, along with angels including Tony Xu, Frank Slootman, and former Tesla Optimus lead Milan Kovac. Total funding now exceeds…

According to an expert, YMTC's eSSD products have been getting trialed by domestic customers due to tight capacity at leading overseas OEMs; however, data center customers still prioritize eSDDs from Samsung, SK Hynix, and Micron. $MU…

Expert Takeaways: Samsung > Samsung's Production & Sourcing Shift: Samsung is reallocating 10%+ of its 1c node capacity from LPDDR5X to HBM by 2027, while its mobile division relies on a multi-supplier strategy rather than prioritizing…

Physical-world data is the new oil Mecka AI has raised a $60M Series B, led by Sequoia Capital, with NVIDIA, Qualcomm, Microsoft and Samsung among the new investors. It captures human activity in the real world and turns it into training…

AI agents will trigger the largest CPU supercycle in history. Mizuho estimates agentic CPU sockets will surge from 1.3 million in 2026 to 16 million by 2030. Including head node processors, AI could drive nearly half of all server CPU…

One of the hardest parts of the memory trade is picking the stock. Forecasts have global memory chip revenue going from $200b in 2025 to over $700B in 2027. That's more than triple in two years. The demand side is easy to see. Every AI…

Cadence and Samsung expanding the design ecosystem tackles chiplet architecture up front. In automotive physical AI, the bottleneck is downstream packaging: handling continuous thermal dissipation and rigorous AEC-Q100 stress testing…

Intel shipped the first commercial backside power delivery and its first GAA transistors in Panther Lake. SemiAnalysis's teardown puts 18A compute logic density on par with TSMC N3E, and not ahead of N3P, N2 or Samsung SF2 — while the…

According to Damnang's expert call, SK Hynix is facing technical difficulties in developing hybrid bonding for HBM while Samsung has already sent samples to customers. $MU $DRAM $EWY https://t.co/VwdJ67FMX8 https://t.co/cJRfZWOHA9

Here we go! Anthropic plans to adopt Samsung's 2nm process for its ASIC project to cut development cost and avoid capacity competition with TSMC. https://t.co/s5ugahAp2q

Expert Takeaways: Marvell > Marvell will receive roughly $8 billion plus equity warrants in its Google deal, with the Google LPU v10 projected to generate about $10 billion in revenue over 2029–2030. > LPUs pair with TPUs at a 2-to-1 ratio…

AI & TECH STOCK MARKET REVIEW The 10 biggest stories from today: 1. $NVDA hit another ATH and is close to becoming the first company ever worth $6 trillion. The stock is up ~28% this year, adding ~$1.2 trillion in market cap, making Nvidia…

Samsung reportedly lifts HBM wafer starts from ~180,000/month to 250,000 in 2027, HBM4/HBM4E share from 40% to 80% of shipments. Glass carrier buys go 20,000 to 50,000 sheets a month. Consumables, not slides, mark a real ramp.…

UBS: Samsung and Taiyo Yuden had seen the largest ASP increase in the month of August for MLCCs, at 68% and 60%, respectively.

Capital only buys the cleanroom. Advanced lithography and deposition tools get a fab to the starting line. Sustained wafer yield comes down to the process engineers on the floor managing drift. https://t.co/PZIPnPS6Yw

Samsung: HBM could take nearly 30% of industry DRAM wafer capacity in 2027, up from ~20% today. TrendForce sees blended HBM ASPs +121% y/y in 2027; some GPU/ASIC designs weigh 8-high stacks to stretch bit supply. Conventional DRAM is the…

Samsung is reportedly seeking 2027 HBM4 prices at more than three times its current HBM3E, per DigiTimes. Unconfirmed, and an opening ask is not a contract. But it shows how the supplier reads 2027 supply: HBM4 priced as scarce capacity,…

I had the chance to check out J.P. Morgan's latest Memory Market Update and it only made me more bullish on $MU and $SNDK. Memory bears are running out of years to be right. Micron now sees supply tighter in 2027 and 2028 than in 2026,…

Glass resists copper; that is the TGV bottleneck. Kools, founded in April by a 28-year Samsung display veteran, coats via sidewalls with polydopamine — mussel chemistry — and reports peel strength above 5 N/2cm, over double electroless…

BOOM 🚨 Just hours after announcing a massive memory cut, Elon Musk revealed a quick hardware pivot: Tesla is nudging the AI5 chip's onboard RAM up from 72GB to 96GB of LPDDR5 💥 This puts the new configuration right in the sweet…

Daishin Securities: Samsung Electronics There are customers requesting 10-year contracts, it is judged that extension contracts have been successfully concluded with some customers. $MU $DRAM $EWY $DISK $SKHY

Robot welding is starting to walk. Two quadruped robots are being developed for shipyards where steel structures are too large, narrow or irregular for conventional fixed welding cells. Path Robotics’ Rove pairs a legged mobile platform…

Samsung and SK hynix are about to make an absurd amount of money and South Korea’s export data just revealed why. South Korea’s semiconductor exports surged 259.4% year over year to a record $34.1 billion during the first 20 days of…

🇨🇳 China’s leading memory-chip maker, CXMT, says its fifth-generation chip platform has entered mass production, marking a new step in the country’s push to expand domestic semiconductor manufacturing. The company also unveiled two…

Chip exports from SK Hynix and Samsung Electronics have surged to record highs in September. In the first 20 days of September, South Korea's total exports rose by 14.9%, compared to 7.2% in August. Chip exports accounted for ~60% of the…

🇨🇳 Chinese chipmaker CXMT announced that its fifth-generation DRAM memory chip platform has entered mass production. This milestone could position it as a stronger rival to Samsung, SK Hynix, and Micron globally. The new platform packs…

This is one of the important chart in the entire memory market (Save this). For two decades, DRAM prices followed the red dotted line, a steady, relentless decline driven by Moore's Law and more efficient manufacturing. That red dotted…

Can China’s New Memory Chips Challenge Samsung, SK Hynix and Micron? https://t.co/EG9lEe4p9y

Samsung plans to open its custom HBM base die to TSMC's foundry, per https://t.co/d0BzaGna0R. Single-outlet, unconfirmed. A vertically integrated memory maker buying logic wafers from its largest foundry rival would be a change of posture,…

KB Securities: with higher HBM4 shipments, we expect Samsung Electronic's HBM market share to jump from 33% in 2Q26 to ~40% in 4026. $MU $DRAM $DISK $EWY

Linkerbot is the leading dexterous robot hand producer valued at $3bn. They own ~80% of market share globally according to their CEO. Clients include industrial firms such as Samsung, Siemens & research institutions such as MIT, Stanford,…

Samsung Foundry filling 2nm line capacity at the Taylor fab before initial runs begin shows where automotive and edge computing demand is landing. When vehicle architectures shift toward centralized domain compute, wafer allocation becomes…

Jensen Huang just mapped out the chain of companies needed to power the AI revolution (Save this). His message is that AI is becoming a new industrial system that requires manufacturing, infrastructure, energy, financing and an enormous…

Samsung Securities: Hyperscaler Compute Business Models Hyperscalers operate through two primary methods: 1) Computing rental and 2) Model inference services, both of which can achieve a Gross Profit Margin (GPM) of 68% to 81%. > Model…

Samsung Securities: Hyperscalers to have a temporary FCF deficit period spanning from 2Q26 to 3Q28, followed by a dramatic expansion in FCF from 2029 through 2030. > CapEx Growth as a Rational Investment for RPO: The increase in capital…

Dutch chip startup Euclyd has raised more than €200 million in funds and named ASML Holding NV’s former CEO Peter Wennink as chairman. Series A financing was co-led by Samsung Electronics, Somerset Capital Partners and the EU’s Scaleup…

Goldman Sachs: HBM Pricing Following discussions with investors in Toronto, Boston, New York, and San Francisco, Goldman Sachs found that North American investors are generally more optimistic about memory than Asian investors. Goldman…