GlobalFoundries signs $2B TSMC packaging deal for AI chips
The five-year agreement will produce silicon interposers at the Malta fab in New York starting in 2028 to ease CoWoS bottlenecks…
Company watch
All companies →Samsung Electronics
Every EAB briefing that touches Samsung Electronics — capital spending, plants, M&A, earnings and policy exposure. 104 briefings.
- First seen
- August 28, 2026
- Latest
- October 12, 2026
- With a linked document
- 97 of 104
- Subject of the briefing
- 54
- Named as exposed
- 52
- Desks
- Semiconductors (81), Robotics (12), Analysis (7), Energy & Minerals (2), Trade & Policy (1), Batteries & EV (1)
CXMT plans 4F² server DRAM launch, hitting memory shares
A 33% cell shrinkage gives China's memory champion a pathway to 50% higher bit density, putting pricing pressure on Samsung, SK…
Samsung and SK hynix deploy cooling packaging on HBM4E chips
Both memory makers are re-engineering package thermal paths and copper bonding to contain heat dissipation bottlenecks on…
TSMC widens CoWoS supply chain with $2 billion US interposer deal
A five-year agreement with GlobalFoundries establishes the first US manufacturing source for AI silicon interposers, challenging…
Samsung and SK hynix Target Robot DRAM as Demand Multiplies
Average memory per humanoid will more than double to 39 gigabytes by 2030, shifting packaging requirements toward low-power LPDDR…
SK hynix and Samsung push 16-layer HBM4 as Nvidia caps Rubin at 12 dies
South Korean memory makers prepare 48-gigabyte stacks with hybrid bonding as AI accelerator thermal constraints and packaging…
Rapidus holds 2nm chip timeline as 17 partners join network
The Japanese venture keeps its 2027 mass-production goal while enlisting Cadence and Synopsys to lower design barriers against…
Lam Research ships 15,000th chip equipment chamber in Korea
The milestone marks 15 years of domestic manufacturing across Gyeonggi Province as local procurement surpassed 1 trillion won…
GlobalFoundries agrees to build silicon interposers for TSMC in $2B deal
The five-year contract establishes domestic manufacturing in Malta, New York, for TSMC's CoWoS packaging ecosystem, with…
Intel joins Applied Materials in $5 billion chip R&D hubMembers
The partnership connects Oregon labs to Silicon Valley cleanrooms as foundry rivals TSMC and Samsung Electronics share toolmaker…
TSMC September revenue jumps 55% on booming AI chip orders
The Taiwanese foundry posted record third-quarter sales of NT$1.49 trillion ($46.7 billion), beating its guidance ceiling as Big…
Elon Musk rejects TSMC Terafab deal, backing Intel 14A nodeMembers
Tesla and SpaceX will build and run the $16.8 billion Texas AI chip site directly, while Intel continues technical work on its…
Tokyo Electron nears 1 trillion yen profit on memory capex
Surging wafer equipment demand from Samsung Electronics and SK hynix puts Tokyo Electron's annual operating profit target within…
AMD weighs Samsung foundry alliance to ease reliance on TSMC
Lisa Su said in Seoul that the chipmaker is exploring production with Samsung Electronics, testing a hedge against single-foundry…
CXMT Hired 27 Samsung and SK hynix Engineers for DRAM Fabs
Parliamentary audit data shows departing specialists averaged 15.4 years of service before brief tenures at the Chinese memory…
TSMC raises foundry prices for fabless clients by up to 10% in 2027
Mature process nodes face 3% to 10% increases in January while chip designers prepare price hikes of up to double digits to…
Samsung revamps HBM thermal packaging to challenge TSMC supply lead
The South Korean chipmaker pairs 4nm base dies with hybrid copper bonding to curb thermal resistance by 20% as Nvidia demands…
JSR completes South Korea EUV photoresist plant in Cheongju
The Japanese supplier established the industry's first commercial finishing base for tin-based metal oxide resists to support…
TSMC weighs Texas foundry campus to expand US chip capacity
Deliberations over an additional manufacturing site follow $265 billion committed to Arizona, as North American customers…
Samsung prioritizes factory reliability in robot roadmap
The electronics maker targets a 99.99% task success rate across more than 100 manufacturing plants, deferring general humanoid…
SFA and Rainbow Robotics partner on AI manufacturing robots
The South Korean factory equipment supplier deployed two dual-arm humanoids at its Asan center to automate logistics lines by…
CK Solution wins SK hynix cleanroom deal, targeting 500B won
A $110 million contract for SK hynix's Indiana packaging fab lifts the cleanroom engineering specialist's disclosed 2026 bookings…
Micron taps TSMC for custom HBM4E memory, taking on SK hynix
The US memory maker will outsource its HBM4E base logic dies to TSMC's advanced node, targeting up to 30% higher bandwidth for…
AMD and Intel lift chip prices 10% on higher TSMC wafer fees
The planned markups across client processors and accelerators pass through foundry price hikes of up to 10% as advanced packaging…