Traditional powerhouses who did not layout AI tracks early have suffered a wave of cleansing.

Artificial intelligence has become the lifeblood of the chip industry's profits.

In the third quarter, SK Hynix's revenue and profits exceeded historical records. Company executives said that the market was "too early" to worry about the surplus of chips.

Samsung's new wafer foundry in Texas, USA, is facing difficulties in expanding production capacity due to the delayed delivery of extreme ultraviolet equipment ordered from Dutch semiconductor giant ASML.

Apple is estimated to be planning to launch a smart ring in 2026 that would compete directly with the Samsung Galaxy Ring.

Since the 9th of this month, more than 1,000 workers at Samsung's factory near Chennai, the capital of Tamil Nadu, have participated in the strike.。They asked South Korea's Samsung India subsidiary to double the average monthly salary of its employees within three years. From 3.50,000 Indian rupees (about 2,943 yuan) increased to 7.10,000 rupees (about 5970 yuan)。Samsung India Electronics Union calls for 8 hours per day, 6 days per week to 7 hours per day, 5 days per week。Indian unions also require employees to be allowed to take up their posts in the event of their deaths in order to protect the livelihoods of survivors.。The Indian union also asked Samsung to provide subsidies for the children of local employees to attend private schools, which is 50,000 Indian rupees (about 4,204 yuan) per year.。

TSMC executives recently visited the UAE and talked about building a factory complex, according to people familiar with the matter. Meanwhile, Samsung Electronics is also considering setting up a large chip manufacturing operation in the UAE in the coming years.

Canalys predicts that AI phones will account for 54% of total smartphone shipments by 2028. To put this in perspective, the CAGR from 2023 to 2028 is 63%.

TSMC's responsible person confirmed the cooperation with Samsung at Semicon Taiwan 2024, noting that collaboration with partners has become particularly important as the HBM process has become increasingly complex.

EU antitrust investigators are asking industry insiders whether Google's multi-year AGI deal with Samsung could prevent rivals from using chatbots on Samsung smartphones.

Other Apple devices that may carry the M5 chip (MacBook and iPad Pro) are also expected to use TSMC's advanced 2nm process technology.

Samsung's new line of foldable phones was officially launched at the "Galaxy Unpacked" event, with the goal of increasing sales by more than 10 per cent over its predecessor.

Samsung Electronics' new product launch highlights AI features in new devices designed to challenge Apple's competition.

Samsung Electronics stated that it expects its second quarter profit to soar to $7.54 billion as of June 30, far higher than the $486 million in the same period last year and a 15 fold increase year-on-year.

There are rumours that Samsung foundry division in the semiconductor wafer production process of production defects, Samsung responded that the claim "no basis".

The global smartphone market performed strongly in 2024Q1, with a year-on-year growth rate of 18.7%, but research firms are cautious about production in Q2.

According to IDC data, Samsung's shipment volume in the first quarter of this year was 60.1 million units, a slight decrease of only 0.7% year-on-year.

Founded in 1938, Samsung Group has grown into the largest enterprise in South Korea.。It is not only the backbone of South Korea's economy, but also an important part of the country's exports, and its income is equivalent to 20% of South Korea's GDP.。

Samsung Electronics Co. announced that it will integrate Baidu Inc's Wenxin Yiyan robot in its new Galaxy S24 smartphone series to strengthen its competitiveness in the Chinese smartphone market。

Recently, Samsung teamed up with Baidu Smart Cloud to form an AI eco-strategic partner, which will work together to create multiple AI application scenarios for the Galaxy S24 series.。