samsung
30 articles about samsung in AI news
TSMC, Intel, Samsung, GF Split on Co-Packaged Optics
Four foundries—TSMC, Intel, Samsung, GlobalFoundries—are pursuing distinct co-packaged optics strategies as electrical interconnects fail beyond 200-400 Gb/s per lane. The approaches are not directly comparable, reflecting divergent packaging bets.
Samsung Wins $200B Broadcom AI Chip Deal, Foundry Bet Pays Off
Samsung wins $200B Broadcom AI chip deal, boosting foundry push against TSMC. Partnership covers custom AI chips for data centers.
Anthropic Explores Custom AI Chip with Samsung
Anthropic is discussing a custom AI chip with Samsung, per The Information. The move follows OpenAI's Jalapeño chip and signals growing vertical integration in AI hardware.
Samsung Projects Record $14.6B Q1 Profit on 300% DRAM Price Surge
Samsung Electronics expects a record Q1 operating profit of 20 trillion won (~$14.6B), nearly triple YoY, fueled by soaring AI-driven demand and a 300% price increase for DRAM chips.
TSMC 2nm Capacity Constraints Create Opening for Samsung in AI Chip Foundry Race
TSMC has reportedly hit a 'hard capacity wall' at its 2nm node, creating a strategic opportunity for Samsung Foundry to capture AI accelerator business from major clients like Nvidia and OpenAI. This bottleneck could reshape the competitive landscape for advanced semiconductor manufacturing.
AI Data Center HBM Shortage Intensifies as Samsung, SK Hynix, and Micron Struggle with Supply
AI data centers are aggressively stockpiling high-bandwidth memory (HBM), creating a supply crunch. Only three manufacturers—Samsung, SK Hynix, and Micron—can produce this critical component for AI servers.
Nvidia's Groq Ramps Up AI Chip Production with Samsung in Major Partnership Expansion
Nvidia's recent acquisition Groq has significantly expanded its partnership with Samsung, increasing chip orders from 9,000 to 30,000 wafers. This massive production boost signals accelerated development of Groq's specialized AI inference processors amid growing market demand.
Google's TurboQuant AI Research Report Sparks Sell-Off in Micron, Samsung, and SK Hynix Memory Stocks
Google's TurboQuant research blog publication triggered immediate market reaction, with shares of major memory manufacturers dropping 2-4% as investors anticipate AI-driven efficiency gains reducing future memory demand.
SSSTC Unveils Immersion-Cooled SSDs at Computex 2026 for AI Data Centers
SSSTC expanded immersion-cooled SSDs at Computex 2026 for AI data center heat management, competing with Samsung and Micron but withholding pricing and availability.
Micron's PSMC Fab Buy: A $3.8B Memory Bet
Micron acquires PSMC's P5 fab for $3.8B, converting it for HBM and DDR5 production. The deal cuts 12-18 months off time-to-volume, challenging Samsung's HBM lead.
Hyperscalers Commit ~$2T to AI Hardware; Google Leads at $811B
Hyperscalers hold ~$2T in AI hardware commitments; Google leads at $811B while Apple trails at $57B. Memory becomes strategic asset.
TSMC Pushes CPO, CoPoS; AUO Eyes Test Partner Role
TSMC advances COUPE and CoPoS; AUO seeks testing role. Report via @dnystedt, with Ennostar, Tyntek, GCS as potential supply chain partners.
China's DFSX SuperNode Doubles GB200 Memory Bandwidth on 14nm
China's DFSX SuperNode claims 2x GB200 memory bandwidth using 14nm vertical towers, but lacks benchmarks or ship dates, warranting skepticism.
Big Four AI Capex Tops $1.1T; $745B More Due in 2026
Big four hyperscalers spent $1.1T on AI infrastructure since 2023, with $745B more in 2026. Hidden debt tops $1.65T.
TSMC's 1.4nm Fab Slips to Mid-2028 as AI Chip Demand Tightens
TSMC's 1.4nm fab is ahead of schedule, with mass production by mid-2028, driven by AI chip demand from Google and Nvidia.
CXMT Soars 471% on STAR Debut, Becomes China's Top Listed Chip Firm
CXMT shares surged 471% on STAR Market debut, giving it a $100B+ market cap and making it China's top listed chip firm, reshaping global DRAM competition.
Nvidia Invests $1B in Naver, Expands SK Group Pact for Korea AI Hub
Nvidia invests $1B in Naver for an AI data center in South Korea and expands its SK Group accord. The deals lock in Asian supply chains and data center capacity.
TSMC Pledges Extra $100B for Arizona, Total US Investment Hits $265B
TSMC pledged $100B more for Arizona fabs, total US investment $265B, driven by AI chip demand. Net income surged 77% to $22B in Q2.
POSTECH 10+ Layer Chip Stack Hits 4× Density of 12-Hi HBM
POSTECH developed 10+ layer chip stacking with 4× HBM density, targeting AI inference memory bottlenecks.
PKU Chip Hits 2.12ms Brain Latency, 478x A100 Speedup
PKU chip achieves 2.12ms step latency with 478x speedup over Nvidia A100 for brain modeling using phase-change memristors.
Chinese Team Claims Carbon Nanotube CFET Breakthrough; Challenges TSMC at 2nm
Chinese team claims 3x carbon nanotube CFET gain over silicon at 2nm, bypassing EUV. No peer review; skepticism warranted.
China PLP System Passes Validation at 510×515mm Panel Size
CFMEE validated a 510×515mm PLP system for AI chip packaging, challenging TSMC and Intel. The system targets HBM and AI accelerators, with potential 30% cost savings.
Water Joins Power as AI Data Center Site Selection Constraint
Water joins power as AI data center site selection constraint, per Emergence Water and Nimbus. Communities now scrutinize water use like electrical demand, affecting campus viability.
Cargo thieves steal $1.3M in AI data center gear
Cargo thieves stole $1.3M in AI data center gear, targeting GPU shipments. Thefts expose supply chain vulnerability as AI hardware demand surges.
NHN Cloud Tops Korean TOP500 with FactoryX GPU Clusters
NHN Cloud tops Korean TOP500 with FactoryX GPU clusters delivering 1.2 exaflops, marking first domestic cloud provider to lead the list.
Jim Keller: Tenstorrent IPO Looms as BlackHole Chip Scales
Jim Keller confirmed Tenstorrent's IPO plans as BlackHole chip scales for AI inference, competing with Nvidia. No revenue disclosed.
IBM Shows Sub-1-nm Chips, Targeting Production in 5 Years
IBM showed sub-1-nm chips at IEDM, targeting production in 5 years. It challenges TSMC and Intel in the race to shrink transistors for AI workloads.
Micron Profit Surges 15-Fold; HBM4 Revenue Tops $1B
Micron profit surged 15-fold to $4.2B as HBM4 revenue topped $1B, with gross margin near 85%.
OpenAI, Broadcom Unveil Jalapeño ASIC for LLM Inference
OpenAI and Broadcom unveiled Jalapeño, a custom ASIC for LLM inference, targeting volume deployment by late 2026. No performance metrics were disclosed.
TSMC Cuts 28nm Output 25%+ as Advanced Node Push Accelerates
TSMC cut 28nm output over 25% since early 2026, reallocating to advanced nodes as AI demand surges. Mature node revenue share likely to shrink further.