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Memory Shortage Stretches to 2028 as AI Captures 30% of Chip Production
TechnologyYesterday
Memory Shortage Stretches to 2028 as AI Captures 30% of Chip Production
Micron and Samsung executives say HBM demand for AI will consume growing wafer capacity through the decade, starving consumer devices of affordable memory.
Samsung Raises Galaxy S26 Prices Up to $200, Citing Component Costs
Technology2d ago
Samsung Raises Galaxy S26 Prices Up to $200, Citing Component Costs
Most S26 models increase by $100 starting Oct. 1, while the 1TB Ultra jumps to $1,999.99 as component inflation pressures phone makers
Samsung Funds Euclyd's $231M Inference Chip Play Against Nvidia
Technology18d ago
Samsung Funds Euclyd's $231M Inference Chip Play Against Nvidia
The Dutch startup is building processor and memory architecture designed for AI inference, targeting 2028 deployment with a dual revenue model: hardware sales and IP licensing.
Apple's iPhone 18 Duo Entry Shows Shift in $1,900 Foldable Economics
Technology22d ago
Apple's iPhone 18 Duo Entry Shows Shift in $1,900 Foldable Economics
Apple's 2026 foldable phone will force Samsung, Google, and Motorola to compete on software efficiency and margin defense in a segment still proving its business case.
Samsung Delays 1.4nm Chips to 2029, Bets on 2nm Dominance
Technology44d ago
Samsung Delays 1.4nm Chips to 2029, Bets on 2nm Dominance
Samsung is pushing its 1.4nm node to 2029 and doubling down on 2nm refinement to compete for AI chip orders while adopting High-NA EUV for 1nm production by 2030.
Samsung Raises Foundry Prices 15% as TSMC Capacity Squeeze Shifts Economics
Technology45d ago
Samsung Raises Foundry Prices 15% as TSMC Capacity Squeeze Shifts Economics
Samsung's 4nm and 5nm wafer prices jumped 10-15% in July, marking the first time the loss-making foundry division could raise prices instead of compete on cost
Samsung Extends Memory Shortage Forecast to 2028 on AI Demand
Technology63d ago
Samsung Extends Memory Shortage Forecast to 2028 on AI Demand
The chipmaker cites long-term contracts from frontier AI labs, reshaping its capital allocation strategy and the global supply chain.
Foldable Phone Economics: How OEMs Are Finally Making the Numbers Work
Technology70d ago
Foldable Phone Economics: How OEMs Are Finally Making the Numbers Work
Samsung and Google are cutting component costs and pushing volume, moving foldables from premium novelty toward a viable revenue category.
Samsung Labor Strike Threatens Nvidia's AI Chip Supply Chain
U.S. Equities133d ago
Samsung Labor Strike Threatens Nvidia's AI Chip Supply Chain
South Korea's Deputy Prime Minister calls for AI wealth distribution as Samsung faces first-ever strike, risking HBM chip production for Nvidia
Samsung Labor Strife Threatens Global RAM Supply: AI Infrastructure at Risk
Technology161d ago
Samsung Labor Strife Threatens Global RAM Supply: AI Infrastructure at Risk
Potential production cuts at Samsung Electronics due to ongoing labor protests could severely exacerbate the already tight global memory market, impacting enterprise cloud buildouts and AI development.
Premium Audio's Next Battleground: Dolby Atmos Soundbar Targets Samsung, Sonos Moats
Technology169d ago
Premium Audio's Next Battleground: Dolby Atmos Soundbar Targets Samsung, Sonos Moats
A new expandable Dolby Atmos soundbar system enters the high-end home audio market, setting its sights on established players and their lucrative margins.