# Samsung > Markdown twin of https://roboterminal.app/companies/samsung · https://roboterminal.app/companies/samsung.md ## On shared sources - [SK Hynix](https://roboterminal.app/companies/sk-hynix) (59) - [Micron](https://roboterminal.app/companies/micron) (46) - [TSMC](https://roboterminal.app/companies/tsmc) (29) - [NVIDIA](https://roboterminal.app/companies/nvidia) (26) - [CXMT](https://roboterminal.app/companies/cxmt) (13) - [OpenAI](https://roboterminal.app/companies/openai) (10) - [Goldman Sachs](https://roboterminal.app/companies/goldman-sachs) (8) - [ASML](https://roboterminal.app/companies/asml) (7) - [Intel](https://roboterminal.app/companies/intel) (7) - [AMD](https://roboterminal.app/companies/amd) (6) - [Anthropic](https://roboterminal.app/companies/anthropic) (6) - [Google](https://roboterminal.app/companies/google) (6) - [Microsoft](https://roboterminal.app/companies/microsoft) (6) - [SanDisk](https://roboterminal.app/companies/sandisk) (6) - [Tesla](https://roboterminal.app/companies/tesla) (6) - [Broadcom](https://roboterminal.app/companies/broadcom) (5) - [Meta](https://roboterminal.app/companies/meta) (5) - [Amazon](https://roboterminal.app/companies/amazon) (4) - [Mistral](https://roboterminal.app/companies/mistral) (4) - [YMTC](https://roboterminal.app/companies/ymtc) (4) - [Alibaba](https://roboterminal.app/companies/alibaba) (3) - [Nebius](https://roboterminal.app/companies/nebius) (3) - [Qualcomm](https://roboterminal.app/companies/qualcomm) (3) - [SemiAnalysis](https://roboterminal.app/companies/semianalysis) (3) - [TrendForce](https://roboterminal.app/companies/trendforce) (3) - [UBS](https://roboterminal.app/companies/ubs) (3) - [Aglaé Lab](https://roboterminal.app/companies/aglaé-lab) (2) - [Alpha Intelligence Capital](https://roboterminal.app/companies/alpha-intelligence-capital) (2) - [AMI Labs](https://roboterminal.app/companies/ami-labs) (2) - [Apple](https://roboterminal.app/companies/apple) (2) - [Artémis](https://roboterminal.app/companies/artémis) (2) - [Association Familiale Mulliez](https://roboterminal.app/companies/association-familiale-mulliez) (2) - [Bpifrance Digital Venture](https://roboterminal.app/companies/bpifrance-digital-venture) (2) - [CoreWeave](https://roboterminal.app/companies/coreweave) (2) - [Counterpoint](https://roboterminal.app/companies/counterpoint) (2) - [Dell](https://roboterminal.app/companies/dell) (2) - [EQT](https://roboterminal.app/companies/eqt) (2) - [Gartner](https://roboterminal.app/companies/gartner) (2) - [Groupe Industriel Marcel Dassault](https://roboterminal.app/companies/groupe-industriel-marcel-dassault) (2) - [Hyundai](https://roboterminal.app/companies/hyundai) (2) - [Kioxia](https://roboterminal.app/companies/kioxia) (2) - [Mecka](https://roboterminal.app/companies/mecka) (2) - [Milk Road Pro](https://roboterminal.app/companies/milk-road-pro) (2) - [Morgan Stanley](https://roboterminal.app/companies/morgan-stanley) (2) - [Nabla](https://roboterminal.app/companies/nabla) (2) - [New Legacy Ventures](https://roboterminal.app/companies/new-legacy-ventures) (2) - [Publicis Groupe](https://roboterminal.app/companies/publicis-groupe) (2) - 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The multibillion dollar deal covers the substrates that sit u… - [@ricci_nov on X](https://x.com/ricci_nov/status/2113106130843095128) 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 cont… - [@CyberRobooo on X](https://x.com/CyberRobooo/status/2112973944810811720) 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… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112972760234508397) 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 … - [@ricci_nov on X](https://x.com/ricci_nov/status/2112951705428279675) 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 … - [@ricci_nov on X](https://x.com/ricci_nov/status/2112938645938438457) 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 i… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112747200644329911) 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. - [@pequityresearch on X](https://x.com/pequityresearch/status/2112726335558693089) 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 … - [@ren_stocks on X](https://x.com/ren_stocks/status/2112621239307002341) $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 fro… - [@CyberRobooo on X](https://x.com/CyberRobooo/status/2112163234224496906) 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 h… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112061692205269206) 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 mill… - [@stretchcloud on X](https://x.com/stretchcloud/status/2111963034671353863) 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 abo… - [@pequityresearch on X](https://x.com/pequityresearch/status/2111858823354826780) Samsung Electronics collaborating with TSMC to develop NVHBM. $TSM https://t.co/xHuBksxsqm https://t.co/M15yv0KZIG - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111852560965661177) 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 archit… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111838471195361497) 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 Nvi… - [@pequityresearch on X](https://x.com/pequityresearch/status/2111805244652872153) DRAM spot pricing ⬆️ SK Hynix and Samsung market cap ⬇️ $MU $DRAM $EWY $SKHY https://t.co/vx6FIle8j2 - [@kyleichan on X](https://x.com/kyleichan/status/2111759897541087636) 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 … - [@stretchcloud on X](https://x.com/stretchcloud/status/2111656262505230478) 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 hav… - [@pequityresearch on X](https://x.com/pequityresearch/status/2111487651580912097) 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 - [@ricci_nov on X](https://x.com/ricci_nov/status/2111451727065162188) 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… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111329365132968057) 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 bil… - [@ricci_nov on X](https://x.com/ricci_nov/status/2111292801602469923) 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 stand… - [@ricci_nov on X](https://x.com/ricci_nov/status/2111286272958579087) 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 … - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111138882104475959) 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 "… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111041215596748820) 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 … - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111011014582194464) 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… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110581637461229622) 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 an… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2110406886126174399) 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… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2110386853706961183) TSMC, Intel, Samsung seek to break AI chipmaking's next barrier through early technology integration https://t.co/WYOjq9fqQh - [@ricci_nov on X](https://x.com/ricci_nov/status/2110266727506514067) 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 de… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110135426262720786) 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 $E… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110130961710997659) 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 htt… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2110101523980337444) $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. Me… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2110074252716056818) 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." - "W… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2110030531886997763) China’s CXMT makes progress in chip design pursued by Samsung, SK Hynix This is how the industry works.... https://t.co/U1t5w7XxHo - [@ricci_nov on X](https://x.com/ricci_nov/status/2109939960086487357) 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 discov… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2109939721115934751) $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 … - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2109880316286648360) 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 do… - [@ricci_nov on X](https://x.com/ricci_nov/status/2109813575976194134) 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. … - [@stretchcloud on X](https://x.com/stretchcloud/status/2109428835376861298) 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 capacit… - [@ricci_nov on X](https://x.com/ricci_nov/status/2109284244782784721) 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 i… - [@tslaming on X](https://x.com/tslaming/status/2109206118039986540) 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 str… - [@ricci_nov on X](https://x.com/ricci_nov/status/2109203543341355479) 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. Samsun… - [@Newsforce on X](https://x.com/Newsforce/status/2109064141227081964) 🇺🇸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… - [@tphuang on X](https://x.com/tphuang/status/2109011253502845203) 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 ful… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2108822092884119901) 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 … - [@ricci_nov on X](https://x.com/ricci_nov/status/2108786196352729143) 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… - [@Newsforce on X](https://x.com/Newsforce/status/2108784593658954034) 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 pr… - [@pequityresearch on X](https://x.com/pequityresearch/status/2108738946993689022) 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 i… - [@pequityresearch on X](https://x.com/pequityresearch/status/2108726461678960902) ASML has sent a 10% price hike proposal to Samsung and SK Hynix on every spare part it sells. $ASML https://t.co/SVp67C9bw0 - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2108650800973218041) $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… - [@pequityresearch on X](https://x.com/pequityresearch/status/2108606415870873913) Morgan Stanley: Samsung to see its HBM ASP increases 83.4% YoY to $3.66/GB in 2027. $MU $DRAM $EWY - [@ricci_nov on X](https://x.com/ricci_nov/status/2108482421478109279) 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… - [@ricci_nov on X](https://x.com/ricci_nov/status/2108444518051893406) 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, … - [@pequityresearch on X](https://x.com/pequityresearch/status/2108295879119802462) Here is an expert call that touches on memory supply and price increases. $MU $DRAM $EWY https://t.co/qtaUUd7JV8 - [@pequityresearch on X](https://x.com/pequityresearch/status/2108294908910125289) Expert Call | Memory Research — DRAM/NAND Supply Contraction and Price Increases, HBM Capacity Crowd - [@pequityresearch on X](https://x.com/pequityresearch/status/2108185789028852074) 😱 https://t.co/BtVYJWxKLB - [@stretchcloud on X](https://x.com/stretchcloud/status/2108123232541028505) 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… - [@pequityresearch on X](https://x.com/pequityresearch/status/2108028555053486181) 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 - [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2108010791681282524) 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 … - [@pequityresearch on X](https://x.com/pequityresearch/status/2107987392753750084) 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 … - [@pequityresearch on X](https://x.com/pequityresearch/status/2107986212845666494) 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-supplie… - [@CyberRobooo on X](https://x.com/CyberRobooo/status/2107980799014564272) 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 … - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2107964111627940336) 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 d… - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2107867579503067488) 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 d… - [@smsehy on X](https://x.com/smsehy/status/2107785927997390891) 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… - [@ricci_nov on X](https://x.com/ricci_nov/status/2107752387452780817) 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 … - [@pequityresearch on X](https://x.com/pequityresearch/status/2107661690812977504) 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/VwdJ… - [@pequityresearch on X](https://x.com/pequityresearch/status/2107652604234793299) 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 - [@pequityresearch on X](https://x.com/pequityresearch/status/2107649530871038069) 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. … - [@ricci_nov on X](https://x.com/ricci_nov/status/2107594710093308026) 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… - [@pequityresearch on X](https://x.com/pequityresearch/status/2107519755678785958) UBS: Samsung and Taiyo Yuden had seen the largest ASP increase in the month of August for MLCCs, at 68% and 60%, respectively. - [@smsehy on X](https://x.com/smsehy/status/2107368982588321964) 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:… - [@ricci_nov on X](https://x.com/ricci_nov/status/2107350627835838571) 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… - [@ricci_nov on X](https://x.com/ricci_nov/status/2107340078431522923) 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 su… - [@ren_stocks on X](https://x.com/ren_stocks/status/2107300051970126204) 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 tig… - [@ricci_nov on X](https://x.com/ricci_nov/status/2107181932455088174) 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 abo… - [@tslaming on X](https://x.com/tslaming/status/2105933117928140916) 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 con… - [@pequityresearch on X](https://x.com/pequityresearch/status/2102188879172563185) 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 $DI… - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2102108327052464291) 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’… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2102052675659718783) 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 bil… - [@Newsforce on X](https://x.com/Newsforce/status/2102042669379719472) 🇨🇳 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 manufacturi… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2101953583079985519) 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. C… - [@Newsforce on X](https://x.com/Newsforce/status/2101801077142131092) 🇨🇳 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 Mi… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2101699159049052291) 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 effic… - [@thenewsink on X](https://x.com/thenewsink/status/2101674555064344934) Can China’s New Memory Chips Challenge Samsung, SK Hynix and Micron? https://t.co/EG9lEe4p9y - [@ricci_nov on X](https://x.com/ricci_nov/status/2100997806660153443) 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 foun… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100952231080010082) 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 - [@VaderResearch on X](https://x.com/VaderResearch/status/2100543065605693490) 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 & resear… - [@smsehy on X](https://x.com/smsehy/status/2100385613535162396) 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 d… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2100358110254952615) 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, infrastructur… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2100015033677910509) 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 Ca… - [@pequityresearch on X](https://x.com/pequityresearch/status/2099926975238529336) 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 m… - [@pequityresearch on X](https://x.com/pequityresearch/status/2099637568057032827) SK Hynix and Samsung Electronics operating profit estimates have been revised up for Q3. "Samsung Electronics' third-quarter operating profit estimate is tallied at around 114 trillion won. That is up… - [@tphuang on X](https://x.com/tphuang/status/2099271082402304012) Kirin 9050 is a huge upgrade over 9030 Pro in GPU (2.2 TFLOPS vs 1.4 TFLOPS) See this in various gaming performance: Genshin Impact & 2 other games Mate XT2 vs XT vs Samsung Galaxy Z Trifold XT2 had t… - [@ricci_nov on X](https://x.com/ricci_nov/status/2098872442857165157) Samsung will fabricate a custom AI chip for OpenAI — likely the successor to Jalapeno, designed with Broadcom and fabbed by TSMC. The two will also co-develop memory for Stargate, where SK Hynix alrea… - [@ricci_nov on X](https://x.com/ricci_nov/status/2098550081599529201) Samsung's zHBM mockup stacks HBM on top of the accelerator, not beside it: up to 8x the data-processing performance of HBM5 and 3x perf per watt, with thermal resistance more than halved. A mockup, no… - [@ricci_nov on X](https://x.com/ricci_nov/status/2098410814579552554) CXMT reportedly posted an 82% EBIT margin in Q2 2026, ahead of SK hynix at 76% and Samsung's chip unit at 70%, with revenue up tenfold year on year. Unconfirmed. The opening is the commodity DRAM gap … - [@pequityresearch on X](https://x.com/pequityresearch/status/2098186366739747274) KB Securities sees Samsung boost HBM4 share and foundry yields in South Korea > Samsung's 33% share of the HBM market in the second quarter this year, is expected to approach a 40% share in the fourth… - [@ricci_nov on X](https://x.com/ricci_nov/status/2098176272899985479) Two bets on HBM interconnect. TSMC, per ETNews, has asked suppliers for 5-micrometre-class microbump bonding and underfill — keep scaling bumps. Samsung is going the other way: bumpless hybrid copper … - [@ricci_nov on X](https://x.com/ricci_nov/status/2098102693550325781) OpenAI's first inference ASIC, Jalapeno, is made at TSMC with Samsung HBM4. OpenAI Korea now says next-generation chips could also run at Samsung foundry and packaging. Samsung and Broadcom already ha… - [@ricci_nov on X](https://x.com/ricci_nov/status/2097833647294562620) Samsung opened an advanced packaging research center in Yokohama, next to the Japanese suppliers of HBM materials and equipment, per DigiTimes and Nikkei. The stated aim: narrow the HBM gap with SK Hy… - [@ricci_nov on X](https://x.com/ricci_nov/status/2097729676458516882) SK keyfoundry signed an 11-year deal to supply Elmos with 130nm capacity through 2037, after 18 years on 350nm; wafer prices can be adjusted under the agreement. 200mm supply is tightening as TSMC and… - [@ricci_nov on X](https://x.com/ricci_nov/status/2097717967962444132) Korean chip large-caps rallied through a US tariff warning: KOSPI closed 6,995.39 on Sept 7, +4.61%; SK hynix +8.25%. Behind it, per swanpapa, a 55tn won combined buyback — Samsung 15tn, SK hynix 40tn… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097687468996714922) Samsung's DRAM and NAND operating margin to remain stable through 2028 and beyond. https://t.co/ej86VA8J18 - [@stretchcloud on X](https://x.com/stretchcloud/status/2097663309386481789) The frontier AI market just got a harder-to-ignore data point from Europe. Mistral raised a 3B euro Series D announced yesterday. Samsung led, joined by EQT's Scaleup Europe Fund and PSG Equity. Adven… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2097658515623940342) OpenAI says working with Samsung on next-generation chips, deepening cooperation https://t.co/DSh2s1kX53 - [@tphuang on X](https://x.com/tphuang/status/2097628451033301279) Top 10 fabs globally according to TrendForce. Looks like SMIC is really catching up to Samsung now, which indicates its making more of that AI chip $. Overall, it's still below the 5.6% share that it … - [@ricci_nov on X](https://x.com/ricci_nov/status/2097513313269883004) Samsung's HBM share doubled to 33% in Q2; SK hynix still leads, now by 17 points. The gap is narrowing at the top of the market that gates AI accelerator supply. Buyers negotiating HBM4 now have a sec… - [@ricci_nov on X](https://x.com/ricci_nov/status/2097439377144393865) Dell posted $47B Q2 revenue and a $95B AI server backlog, with AI server revenue seen up ~200% in FY2027. Its ops head named the constraint: DRAM, then NAND. Samsung and SK hynix hold under 10 days of… - [@ricci_nov on X](https://x.com/ricci_nov/status/2097424345748639779) Samsung is reportedly running half its 4nm capacity on HBM4 base dies: 15,000 of 30,000 wafers a month at Pyeongtaek S5/S6, per ZDNet Korea. Its HBM revenue share went from 15% in Q2 2025 to 38% in Q2… - [@ricci_nov on X](https://x.com/ricci_nov/status/2097420749967687691) Mistral raised €3B at more than €21B post-money, led by Samsung Electronics — up from €11.7B a year ago under an ASML-led round. CEO Mensch says owned compute grows ~100% in five years and expects ARR… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2097390046684811635) Yeah guys, I perfectly timed the bottom. I sat on cash for weeks and waited for the right moment to buy. Rather than aimlessly buying the semis falling knife after Leopold got liquidated. - $BE up 33%… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2097384070389158009) Memory is about to out earn every other chip on Earth combined and this chart still understates it (Save this). The chart uses Gartner's April forecast, which put memory at $633 billion in 2026 and $7… - [@ricci_nov on X](https://x.com/ricci_nov/status/2097371524038803666) Samsung is testing silicon photonics PIC wafers on FormFactor and MPI probe stations — the only two vendors qualified for TSMC's COUPE CPO testing. PIC testing completes by year-end, optical engine te… - [@stretchcloud on X](https://x.com/stretchcloud/status/2097302936011276499) Mistral AI just raised $3.5B from Samsung at a $24B valuation. That's a European frontier lab now worth more than most legacy enterprise software companies. And they've done it while open-sourcing the… - [@stretchcloud on X](https://x.com/stretchcloud/status/2097243543689445641) The European AI capital raise narrative just shifted. Mistral closed €3 billion in a Series D, the largest equity round a European tech company has ever done in any category. Three years after launch.… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097107572100620524) "China's four major cloud service providers (CSPs), Baidu, Alibaba, Tencent, and ByteDance, are strongly requesting Long-Term Agreements (LTAs) from Samsung Electronics and SK Hynix" 👀👀👀 $DRAM $DIS… - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2097097485546041620) Samsung could be getting ready to enter the humanoid robot race. According to reports, Samsung is working on its first general purpose humanoid, with the same robotics team developing both the hardwar… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097010004226195633) Goldman Sachs has Samsung Electronics reaching over 1 trillion KRW revenue in 2028E, or ~$785 billion. Revenue CAGR +47% 2025-2028. $MU $DRAM $DISK $SKHY $EWY https://t.co/2MspvvelEI - [@ricci_nov on X](https://x.com/ricci_nov/status/2096991608193663399) Samsung's Pyeongtaek P5 shows up as a piping contract: Hanyang ENG signed KRW148.06bn with Samsung C&T for the first main-piping zone of the Phase 1 cleanroom, 13.24% of its KRW1.12tn 2025 revenue. Ru… - [@ricci_nov on X](https://x.com/ricci_nov/status/2096755740673454473) Samsung says HBM5 targets double HBM4E's bandwidth and 20% better perf/watt. At 2TB/s per stack today that points to ~4TB/s by 2028-29, with TSMC expecting 20-24 stacks per package. Doubling the per-p… - [@ricci_nov on X](https://x.com/ricci_nov/status/2096745711098560640) Micron is reportedly moving to about 100,000 HBM wafers a month by end-2026, roughly double its current run rate, with 12-high HBM4 for Nvidia's Vera Rubin. Per DigiTimes, Samsung and SK Hynix still h… - [@ricci_nov on X](https://x.com/ricci_nov/status/2096695325289537870) Counterpoint puts CXMT at 10% of Q2 DRAM and HBM revenue, up from 8% in Q1 and 4% a year ago — fourth globally. Samsung 38%, SK Hynix 25%, Micron 24%. The market itself grew 57% quarter on quarter and… - [@ricci_nov on X](https://x.com/ricci_nov/status/2096409440329388499) Samsung's three-phase HBM plan at Hot Chips: logic in the base die in 2027, claimed 15% latency gain; compute next to the stack in 2028; zHBM, DRAM stacked directly on the processor, from 2029 with 30… - [@logical_traderr on X](https://x.com/logical_traderr/status/2096201242808832312) https://t.co/ROO1TcKNl0 Think about a semiconductor as one small part of a much larger manufacturing chain. A simplified version looks something like: Design → Wafer Fabrication → OSAT → Electronics/P… - [@logical_traderr on X](https://x.com/logical_traderr/status/2096124167456248057) OSAT (Outsourced Semiconductor Assembly and Testing ) Think about a semiconductor as one small part of a much larger manufacturing chain. A simplified version looks something like: Design → Wafer Fabr… - [@MelvinInvests on X](https://x.com/MelvinInvests/status/2095613595384205571) Samsung is the most underrated AI memory stock in the market right now, and let me explain why (Save this). This chart shows global HBM market share by revenue from Q2 2025 through Q2 2026. Samsung ga… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2095515293539827732) South Korea Tech Companies' Exports/Imports (Goldman Sachs) Korean memory exports dropped in July, before reaching all-time highs in August—SK hynix, Samsung and co. are selling ~4x more than 2025. TL… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094366980014739648) Goldman Sachs: Humanoids and memory Memory is expected to be up to 40% of semiconductor dollar content for humanoid robots (excluding GPU/CPUs). Goldman Sachs: Although content can vary, we assume an … - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2094198478331416747) Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) This week Bryan, Myron and Jordan (@JordanNanos) discuss our recent article on OpenAI Jalapeño. They cover the performance, archi… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094086421413814627) Some AI/semis notes from the past week: -> $NVDA huge Q2 revenue and profit growth. 2027+ is more growth even under a bottlenecked environment. Nvidia GOAT company? -> $NBIS first cloud customer for $… - [Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) - YouTube](https://x.com/SemiAnalysis_/status/2093715936406610233) Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with yo… - [South Korea Commits KRW 2.3 Trillion to Build Full-Stack Humanoid Robotics Ecosystem by 2030 | Humanoids Daily](https://x.com/humanoidsdaily/status/2093648555726590278) Search articles Key Takeaways Show all - Dedicated Humanoid Capital: South Korea is investing KRW 2.3 trillion ($1.66 billion) through 2030 to build an indigenous, full-stack humanoid robotics industr… - [Yann LeCun's AMI Labs raises $1.03B to build world models | TechCrunch](https://techcrunch.com/2026/03/09/yann-lecuns-ami-labs-raises-1-03-billion-to-build-world-models) Checking your Browser… Verifying... Stuck? Troubleshoot Success! Verification failed Troubleshoot Verification expired Refresh Verification expired Refresh Troubleshoot Cloudflare, opens in a new tab … - [Yann LeCun's AMI Labs raises $1.03B to build world models | TechCrunch](https://x.com/MikeTamir/status/2093444518494237175) Checking your Browser… Verifying... Stuck? Troubleshoot Success! Verification failed Troubleshoot Verification expired Refresh Verification expired Refresh Troubleshoot Cloudflare, opens in a new tab … --- Source: Roboterminal · https://roboterminal.app/companies/samsung.md