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.

Samsung Electronics announced an estimated third-quarter revenue of 9.1 trillion won (about $6.78 billion), lower than the market estimate of 10.3 trillion won.

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.

Samsung's HBM3E has passed NVIDIA's certification tests and is now in mass production, with shipments set to begin next quarter.

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.

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".

Samsung Electronics plan to invest in GPUs，marking Samsung's expansion from its traditional storage and foundry business into new areas.

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.

Japanese METI will provide an additional financial support of ¥590 billion (approximately $3.89 billion) to domestic chip manufacturer Rapidus in FY2024, aiming to promote the development of domestic advanced semiconductor industry.

Although Samsung's 3nm process yield has tripled, it is still far from TSMC's 3nm technology.