Samsung
Stories from Samsung come first, newest first, then stories from connected topics (SK Hynix, HBM, Semiconductors, memory chips, DRAM, AI Chips & Compute), each labelled with where it comes from. This view is not indexed by search engines.
Samsung’s Q3 Profit Hits KRW 107.4trn, First Tech Firm Over 100trn
Samsung's Q3 revenue rose to KRW 195.3trn and operating profit to KRW 107.4trn, with memory making almost all of it while phones and TVs lost money.
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Chip Stocks Slide: SK Hynix Falls 10% or More and Samsung 7.4% After China’s CXMT Claims a Denser DRAM
SK Hynix fell 10% or more and Samsung 7.4% on 13 Oct, CNBC and the Guardian report, after China's CXMT said it would ship a denser DRAM by year-end.
Applied Materials Unveils Its EPIC Chip R&D Center in Sunnyvale
Applied Materials has opened its EPIC chip R&D center in Sunnyvale with TSMC, Intel, Samsung, Micron and SK hynix. Spending is due to scale to about $5bn.
Smartphone Shipments Fell 20% in Q3 2026, the Lowest Q3 Since 2012, Counterpoint Says, as Memory Costs Bite
Counterpoint's preliminary data: Q3 2026 smartphone shipments fell 20% YoY, the lowest Q3 since 2012, as DRAM and NAND costs squeezed supply.
Samsung Reportedly Plans a $4.09 Billion Memory-Chip Testing Plant in Vietnam; No Samsung Confirmation Found
Samsung reportedly plans a $4.09B memory-chip testing plant in Vietnam, per Korea Herald. Testing, not wafers; Samsung has not confirmed.
Counterpoint: Most Nvidia Rubin Products Likely to Use 12-Layer HBM4, Not the Rumoured Eight
Counterpoint Research says most Nvidia Rubin products will likely use 12-layer HBM4, not the rumoured eight, per Korea Herald. A forecast, not Nvidia's word.
Samsung’s Record Quarter and AWS’s Linux Foundation Seat: Two Signs of How AI Is Reshaping Big Tech
Samsung's third-quarter guidance points to about ₩107.4 trillion in operating profit on ₩195 trillion of sales, up from ₩12.17 trillion a year ago, with AI data-centre memory demand credited. AWS becomes a Platinum member of the Linux Foundation, with a board seat. What the numbers say and what they leave out.
Samsung Targets 800M Galaxy AI Devices in 2026, Mostly Gemini-Powered
Samsung plans to double devices with Galaxy AI, largely powered by Google's Gemini, to 800M in 2026. The Galaxy S26 also offers Bixby and Perplexity.
Reports Say TSMC’s 2nm Lines Are Booked to 2028; Samsung Seeks Orders
Korean press reported in March that TSMC's 2nm capacity is booked to 2028. TSMC's Q3 results show 2nm at 8% of wafer revenue. Samsung's pitch.
Google’s TurboQuant: The Software Breakthrough That Just Shook the $500 Billion Memory Chip Market
Google's TurboQuant: The Software Breakthrough That Just Shook the $500 Billion Memory Chip MarketSometimes the most disruptive innovations aren't hardware. They're algorithms.Google just announced TurboQuant—a new AI...
Samsung Plans Record 110 Trillion Won AI Chip Investment for 2026
Samsung Electronics plans to invest more than 110 trillion won (about $73bn) in facilities and research in 2026, the largest annual outlay in its history, in a...
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