Browsing Tag
Samsung Electronics
69 posts
CXMT targets NAND flash as $8.6bn IPO gives China’s memory champion room to expand
ChangXin Memory Technologies is preparing a NAND flash research and development production line in Beijing, Reuters reported, potentially taking China’s newly listed DRAM champion into direct competition with Samsung, SK Hynix, Micron and domestic rival YMTC.
South Korea expands espionage law beyond North Korea as Seoul moves to protect chip technology
South Korea’s revised espionage law took effect on September 13, extending criminal liability to spying for any foreign country as Seoul tries to protect semiconductors, batteries and artificial-intelligence technology.
Samsung India profit grew 38%. Why are up to 100 executives being cut now?
Samsung India is reportedly cutting 80 to 100 executives across its television and home-appliance businesses despite strong FY25 earnings, as surging memory-chip costs, weaker consumer demand and margin pressure force a broader operating reset.
Hisense turns appliances into AI companions as ¥224.4bn group races beyond the smart-home remote control
Hisense is connecting refrigerators, ovens, laundry, air conditioning and energy management through its new AI Companion Suite. The strategy moves the company toward autonomous home orchestration, but Samsung and LG are chasing almost exactly the same prize.
ASUS server business grows 200% as Intel, AMD and edge AI widen its infrastructure bet
ASUSTeK Computer is expanding its AI infrastructure portfolio across Intel, AMD, industrial edge systems, storage, cooling and software after server revenue roughly tripled in the second quarter. The strategy could reduce dependence on individual platforms, but NVIDIA architectures still dominate the company’s current server mix.
China’s ChangXin Memory Technologies sues Pentagon as advanced memory push accelerates
China’s leading DRAM producer ChangXin Memory Technologies has sued the U.S. Department of Defense over its military-company designation just as the chipmaker reports explosive revenue growth and pushes advanced LPDDR6 memory into Xiaomi devices.
YMTC parent seeks $4.9bn IPO after AI boom transforms NAND economics
CCSH Corporation, the parent of Yangtze Memory Technologies, is seeking RMB33 billion through a Shanghai STAR Market IPO after a surge in NAND pricing and AI data-centre demand transformed the chipmaker’s profitability.
Sandisk (SNDK) targets 80% gross margins and 100% cash return through FY2030
Sandisk's FY2028-2030 model targets 80% non-GAAP gross margins and 100% excess cash return, testing whether NBM contracts have broken NAND's cyclicality.
CXMT IPO turns China’s memory-chip champion into a $480bn market test
CXMT’s US$8.6 billion Shanghai IPO and 466% debut surge have turned China’s leading DRAM maker into a public-market symbol of AI memory demand, semiconductor sovereignty and valuation risk.
Samsung Electronics and Broadcom sign $200bn memory and foundry MOU through 2030
Samsung and Broadcom's $200 billion MOU spans HBM, 2nm foundry and 2.5D packaging through 2030, testing whether Samsung can close TSMC's 2nm lead in time.