AMD raises AI accelerator prices 10% on TSMC foundry costs
A planned fourth-quarter price adjustment covers enterprise Instinct accelerators and graphics cards while leaving consumer…
Company watch
All companies →Samsung Electronics
Every EAB briefing that touches Samsung Electronics — capital spending, plants, M&A, earnings and policy exposure. 105 briefings.
- First seen
- August 28, 2026
- Latest
- October 13, 2026
- With a linked document
- 98 of 105
- Subject of the briefing
- 54
- Named as exposed
- 52
- Desks
- Semiconductors (82), Robotics (12), Analysis (7), Energy & Minerals (2), Trade & Policy (1), Batteries & EV (1)
Taiwan clears TSMC fab site for sub-1.4nm chips at Longtan
The National Development Council approved an NT$95.6 billion layout across 104 hectares, granting Taiwan Semiconductor…
TSMC warns AI cannot solve physical barriers for 1.4nm chips
Co-Chief Operating Officer Y.J. Mii warns that automated design tools cannot bypass physical manufacturing limits as the foundry…
SK hynix subsidiary Solidigm weighs NAND fab in New York
The South Korean memory producer said Sept. 18 that no terms are settled, as Washington pressures foreign chipmakers to onshore…
Samsung Electronics opens HBM4 base die supply to rival TSMC for AI
The South Korean memory maker will offer customers external wafer fabrication alongside its internal 4nm lines as it prepares…
TOK completes $76M chip chemical plant in Pyeongtaek, Korea
The Japanese supplier built the high-purity chemical facility to serve Samsung and SK hynix directly, with commercial operations…
SK hynix taps TSMC for 3D DRAM logic, diverging from Samsung in 2026
The memory maker is outsourcing peripheral circuit fabrication to Taiwanese foundries, challenging Samsung Electronics' vertical…
TSMC revenue rises 53% on AI demand to record NT$514 billion
The Taiwanese contract chipmaker reached NT$514.81 billion in August sales as advanced-node orders widened its global foundry…
Strong Won Cuts Samsung and SK hynix Profit Views by 21T WonMembers
A rapid 10.4% won appreciation wiped 21 trillion won off combined 2026 operating profit estimates for South Korea's top memory…
KT deploys 5G AI welding robots at HD Hyundai Samho yard
A 16 billion won state-backed trial links private 5G standalone networks and AI radio access nodes to automate block fabrication…
AMD Reaffirms TSMC Alliance While Evaluating Rival Foundries
The chip designer projected an AI market of up to $3 trillion by 2030, keeping its wafer volume anchored at TSMC while conducting…
DeepSeek cuts AI memory use 75%, rattling global chipmakers
The Chinese startup compressed key-value cache memory in its DeepSeek-V4.1-Flash model, erasing up to 3.5% of market value at…
HD Hyundai Robotics backs sensor maker AIDIN in $12M round
The 16 billion won financing funds five-fingered robotic hands and surface-treatment tools to replace manual labor across…
OpenAI denies Samsung foundry deal for custom AI processors
A clarification follows Seoul executive remarks on joint chip work, keeping TSMC as primary fabricator while preserving Samsung…
TSMC Reaffirms 2028 Target for 1.4nm Chips at Taichung Fab
Taiwan's park authority moves Fab 25 completion to April 2027, but the foundry giant leaves its commercial A14 manufacturing…
SK hynix and foundries advance hybrid bonding for AI silicon in 2027
TSMC tasks Asian suppliers with developing five-micrometer microbumps while Samsung and SK hynix prepare direct copper…
CXMT beats SK hynix and Micron in DRAM margin at 87.59% gross rate
A second-quarter gross margin of 87.59% propelled the Chinese memory maker past foreign rivals as heavy domestic demand and…
TSMC widens High-NA EUV alliance to build 12-inch photomasks by 2031
The foundry expanded supplier partnerships on Sept. 10 to establish larger reticle formats with ASML, targeting a 40% scanner…
Axcelis Invests $35 Million in South Korea Equipment Plant
The Massachusetts-based toolmaker will construct a 200,000-square-foot facility in Pyeongtaek to supply ion implanters directly…
SMIC narrows foundry gap with Samsung as Q2 sales surge 20%
The Chinese chipmaker captured 5.4% of the global market with $3.0 billion in quarterly revenue, trailing Samsung by just 0.5…
Korea and France sign nuclear fuel and strategic tech pact
The bilateral agreements secure Western uranium enrichment for Korean reactors, establish high-level civil nuclear talks and back…
Samsung SDS develops robot orchestration platform for 2027
The IT services unit formed the Team REX alliance with 10 hardware makers to automate 1,000 internal lines and link legacy…
Samsung opens Yokohama chip packaging lab to rival TSMC lead
The $280 million research site secures Japanese state subsidies to integrate domestic materials suppliers into Samsung's backend…
Samsung develops humanoid robot prototype before 2027 debut
The South Korean technology company coordinates robot hardware and software under a unified division while preparing factory…