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Samsung and SK Hynix Project HBM Shortages Through 2027; Record Profits Imminent as AI Demand Cannibalizes General DRAM Capacity
Hardware
2026.05.01

Samsung and SK Hynix Project HBM Shortages Through 2027; Record Profits Imminent as AI Demand Cannibalizes General DRAM Capacity

Samsung Memory: Strategic Shift to Long-term Supply Commitments Amid Unprecedented 2027 Pull-forward
Hardware
2026.05.01

Samsung Memory: Strategic Shift to Long-term Supply Commitments Amid Unprecedented 2027 Pull-forward

Smartphone SoC Market Trends: 8% YoY Contraction and Samsung’s Resilient Market Gain
Markets
2026.05.01

Smartphone SoC Market Trends: 8% YoY Contraction and Samsung’s Resilient Market Gain

Samsung Signals Chronic Memory Deficit as 2027 Pre-Orders Surge Prematurely
Hardware
2026.04.30

Samsung Signals Chronic Memory Deficit as 2027 Pre-Orders Surge Prematurely

The SABIC-PCB-Resin Bottleneck: Geopolitical Destabilization of the AI Hardware Layer
Hardware
2026.04.27

The SABIC-PCB-Resin Bottleneck: Geopolitical Destabilization of the AI Hardware Layer

TSMC’s 3nm Expansion Strategy: Challenging Samsung’s 2nm Competitiveness in the AI Era
Hardware
2026.04.27

TSMC’s 3nm Expansion Strategy: Challenging Samsung’s 2nm Competitiveness in the AI Era

Samsung Sub-10nm DRAM Breakthrough: Mastering the 4F Square Cell and VCT for 50% Density Gains
Hardware
2026.04.26

Samsung Sub-10nm DRAM Breakthrough: Mastering the 4F Square Cell and VCT for 50% Density Gains

Foundry Rivalry: Samsung Leverages HBM to Secure Nvidia's LPU Orders
Markets
2026.04.26

Foundry Rivalry: Samsung Leverages HBM to Secure Nvidia's LPU Orders

Samsung Night-Shift Production Plummets 58% as 40,000 Workers Strike for Bonuses Up to $400,000
Hardware
2026.04.25

Samsung Night-Shift Production Plummets 58% as 40,000 Workers Strike for Bonuses Up to $400,000

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