samsung
30 articles about samsung in AI news
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.
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.
OpenAI Codex Record & Replay: One-Shot Workflow Recording Becomes Reusable Skill
OpenAI's Record & Replay lets Codex learn a workflow from one demo and repeat it autonomously. The feature is blocked in the EU, UK, and Switzerland.
MCP's Enterprise Auth Standard Goes Stable: Okta Provisions 2,000 Ramp Employees in One Policy
Anthropic and Okta launched Enterprise-Managed Authorization (EMA) for MCP on June 18, 2026, provisioning Ramp's 2,000 employees with zero per-user OAuth steps. Seven MCP servers — Asana, Atlassian, Canva, Figma, Granola, Linear, Supabase — support the standard at launch; VS Code and Azure AD users
CoreWeave Beats AWS, Google to First Vera Rubin Rack-Scale Validation
CoreWeave validated Nvidia's Vera Rubin NVL72 at rack scale before hyperscalers, reinforcing its GPU-first strategy.
Nvidia Denies Anthropic's China Chip Smuggling Claims via Latin America
Nvidia's Latin America chief denied Anthropic's allegations of chip smuggling to China via the region, expressing frustration with U.S. export controls. The denial highlights tensions between AI safety and hardware sales.
Nvidia Qualifies HBM4 for Vera Rubin, SK Hynix Gets 60-70% Share
Nvidia qualified HBM4 from all three DRAM suppliers for Vera Rubin, with SK Hynix taking 60-70% share, clearing a key bottleneck for 2026 production.
MLCC Shortage Threatens AI Server Ramp: Prices Hiking, Lead Times Stretching
MLCCs, cheap components stabilizing voltage in AI servers, face supply crunch as demand grows ~5x by CY27. Lead times stretch, prices hike, new lines take 2 years.
Huawei Chairman Thanks US Sanctions, Claims 1.4nm Equivalent by 2031
Huawei chairman thanks US sanctions, unveils Tau Scaling Law targeting 1.4nm density by 2031 via signal-speed optimization, not transistor shrinking.
ERCOT datacenter requests exceed grid capacity by 5x
ERCOT datacenter requests far exceed grid underwriting capacity, per @SemiAnalysis_, revealing grid approval as a binding constraint on AI infrastructure buildout.
NVIDIA Vera Rubin NVL72 Cuts Agentic AI Cost 10x vs Blackwell
NVIDIA Vera Rubin NVL72 cuts agentic AI inference cost 10x vs Blackwell, per Huang at Dell event. 5,000 enterprises already on Dell factories.
Roundhill Memory ETF (DRAM) Surges 90% in 36 Days, Fastest ETF Ever
Roundhill Memory ETF surged 90% since April 2, hitting $6.5B assets in 36 days—fastest ETF ever—driven by AI demand for DRAM.
Qualcomm Builds Dedicated CPU for Agentic AI, Enters Hyperscale Silicon Market
Qualcomm CEO revealed dedicated CPU for agentic AI, custom silicon deal with hyperscaler shipping Dec 2026, and agentic smartphones. Pivot challenges GPU-centric AI infrastructure consensus.
The $500B AI Chip Bottleneck: One Material, One Supplier
A single Japanese chemical company supplies 98% of the thin-film material used in every AI chip on earth. NVIDIA is paying half the capex to expand supplier fabs as lead times stretch past 6 months.
Apple WWDC 2026: Gemini Deeply Integrated into iOS
A tweet from @kimmonismus claims Apple's 2026 WWDC will be the most exciting yet, with the first deep integration of a useful AI model (Gemini) into iOS and a new Apple CEO.
Nvidia B200 Costs $6,400 to Produce, Gross Margin Hits 82%
Epoch AI estimates Nvidia's B200 GPU costs $5,700–$7,300 to produce, with HBM memory and advanced packaging accounting for two-thirds of the cost. At a $30k–$40k sale price, chip-level gross margins reach ~82%, though rack-scale margins may be lower.
Jensen Huang's 30-Year TSMC Battle: From 3D Graphics to AI GPUs
A 30-year-old comic shows Jensen Huang convincing TSMC to supply wafers for 3D graphics chips. Today, he's still fighting for wafer supply, but now for AI GPUs, alongside Broadcom, AMD, MediaTek, and Amazon.