Browsing Tag
Samsung Electronics
37 posts
Plan Optik (ETR: P4O) under retail spotlight as glass wafer thesis tightens around AI packaging shift
Intel and Samsung are pivoting to glass substrates. Plan Optik (ETR: P4O), a 47M EUR German wafer specialist, is the retail bet on the same shift.
Samsung Electronics posts record Q1 2026 with KRW 57.2T operating profit as HBM4 ships to NVIDIA Vera Rubin
Samsung Electronics posted record KRW 57.2T operating profit, but the harder question is whether one HBM4 win can hold against SK Hynix dominance.
SK hynix near all-time high as record Q1 2026 earnings confirm AI memory supercycle thesis
SK hynix posts record Q1 2026 results: 37.61 trillion won operating profit at 72% margin. What the numbers mean for AI memory and semiconductor investors. Read more.
KIOXIA bets on QLC economics to widen client SSD adoption
KIOXIA has launched its EG7 QLC SSDs for PC OEMs. Read why this lower-cost storage push could matter for laptops, margins, and market share.
Could Siemens Fuse EDA AI Agent make the human designer a checkpoint rather than a driver in chip development?
Siemens launches Fuse EDA AI Agent with NVIDIA to autonomously orchestrate semiconductor and PCB design workflows. Read what it means for chip design and EDA competition.
SK hynix commits $13.4bn to South Korean AI chip packaging plant and R&D hub
SK hynix is investing $13.4B in a South Korean AI chip packaging facility. Find out what this means for AI memory leadership and global semiconductor supply chains.
Samsung doubles down on local AI with Nota AI—Exynos 2600 gets a turbocharge
Samsung Electronics selects Nota AI for Exynos 2600 optimization. Find out how on-device AI is evolving beyond the cloud with this major platform shift.
What makes high-bandwidth memory the next battleground in AI hardware economics?
High-bandwidth memory is redefining AI hardware economics. Discover why HBM is now the biggest bottleneck—and opportunity—in the AI infrastructure race.
Can Micron become the third pillar in the global AI memory race after SK Hynix and Samsung?
Micron is investing $9.6B to build HBM chips in Japan. Can it rival SK Hynix and Samsung to reshape the global AI memory market? Read the full analysis.
Can Micron’s $9.6bn Japan factory challenge Samsung and SK Hynix in AI memory?
Micron to invest $9.6 billion in Japan to build a next-gen HBM chip facility by 2028. Learn how it reshapes AI memory supply and Japan’s chip ambitions.