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Korean AI chip startup HyperExcel is struggling to get enough chip production and memory supply ahead of next year's mass production. CEO Kim Ju-young said so at a Q&A session on the 12th.
Samsung Electronics is reportedly strengthening its chip packaging business in Onyang, South Korea, to boost both its HBM and foundry competitiveness.
Samsung Electronics' foundry division has signed a second straight quarter of deals with major US cloud providers. The chips are set to ship starting in 2028.
Nvidia, TSMC, Micron and other chipmakers joined investment tied to AI company Anthropic's IPO. Samsung Electronics and SK Hynix were left out of this new round.
KB Securities said TSMC's October sales hit a record high, showing that demand for AI chips remains strong. It said the recent sharp drop in Samsung Electronics and SK Hynix shares went too far.
Southern Gyeonggi's semiconductor belt is home to Samsung Electronics and SK Hynix plants. Employees settling there have helped cities like Yongin, Hwaseong, Pyeongtaek and Icheon grow fast. Nearby home prices have also risen sharply.
The CEO of Emer Capital Partners, a Hong Kong financial advisory firm, wrote in a Reuters column that South Korea's stock market is more vulnerable to AI shocks than Taiwan's. The reason is that Taiwan's AI supply chain is spread across many companies centered on TSMC, while South Korea depends heavily on Samsung Electronics and SK hynix.
TSMC could enter the DRAM memory chip market, but its actual entry is expected to be delayed until 2035. That means it poses no major immediate threat to Samsung Electronics and SK Hynix. Recent declines in memory stocks were driven partly by concerns over AI data center regulation.
BofA Korea's head of research says memory chip companies like Samsung Electronics and SK hynix could see their market valuations change if they can keep posting steady earnings, driven by demand from AI data centers. He stressed that the key condition is maintaining higher profits, rather than relying on memory prices rising further.
Taiwan's TSMC, a contract chipmaker, is reportedly considering producing next-generation 3D DRAM at Nvidia's request. Samsung Electronics, SK hynix, and Micron are already continuing to develop 3D DRAM, and the possibility of a shift in market dynamics is drawing attention.
Nvidia is helping AI move into machines and processes in the real world, building on Korea's strengths in manufacturing and engineering. Samsung Electronics, Kakao Mobility, and LG Electronics are each expanding their collaboration in their own fields.
Taiwan's TSMC has in effect drawn a line under foreign reports that it is considering producing 3D DRAM (memory chips made by stacking multiple layers) at the request of its customer Nvidia. A foreign IT outlet analyzed that there is little benefit for TSMC to make memory chips itself.
After the US midterm elections, uncertainty over data center construction has grown, and protests against them continue in Europe. Reports that Taiwan's TSMC is considering DRAM memory production have raised the possibility of changes in the AI memory market led by Samsung Electronics and SK hynix.
Elon Musk's Tesla and SpaceX are building a semiconductor factory called Terafab in Texas, USA, and are negotiating equipment purchases with Japanese equipment makers. The goal is to produce 1 million wafers per month (measured in silicon wafers) starting after 2032. Analysts say this could affect Samsung Electronics and SK Hynix.
Local construction, housing, and logistics firms in the Gwangju and South Jeolla area are preparing for a Honam semiconductor cluster planned near the military airport in the integrated special city. Samsung Electronics and SK hynix plan to build four memory chip fabs there.
Samsung Electronics and Google's jointly developed AI smart glasses will open pre-orders on November 12. Wearing frames from Gentle Monster and Warby Parker, they enter a smart glasses market that Meta has led until now. The official launch is expected in mid-December, starting in Korea and the United States.
Samsung Electronics has reportedly told customers that it plans to end 8-inch (200mm) foundry production by the end of 2030. Korean fabless companies (chip design firms without their own factories) that have had Samsung make their chips will need to find other manufacturers.
Samsung Electronics today reported financial results for the third quarter ended Sept. 30, 2026. The Company posted KRW 195.3 trillion in consolidated revenue, another all-time quarterly high, representing a quarter-on-quarter (QoQ) increase of 14%. Operating profit reached KRW 107.4 trillion, making Samsung Electronics the world’s first tech company to exceed KRW 100 trillion in quarterly […]
To mark its founding, Samsung Electronics is holding its global Samsung Week 2026 promotion from October 12 to November 1 in 63 countries. Samsung Week is Samsung’s largest annual promotion for customers around the world. Now in its seventh year, the event is being held under the theme “Discover New Ways to Live Smarter.” During […]
Samsung Electronics holds 53rd regular shareholders' meeting Korea.net
