Recent #Samsung news in the semiconductor industry

5 months ago

➀ Samsung introduces the Odyssey OLED G6, the world's first 500Hz gaming monitor, featuring anti-burn-in heat pipes and a 0.03ms response time.

➁ The 27-inch QHD panel offers VESA HDR True Black 500, HDR10+ Gaming, and Glare Free technology, with availability starting in Southeast Asia at $1,300.

➂ Despite using DisplayPort 1.4 (with DSC compression), concerns remain about compatibility and the practicality of 500Hz refresh rates for mainstream users.

Gaming MonitorsOLEDSamsung
5 months ago

① The Samsung T7 2TB external SSD offers a compact, lower-cost alternative to the rugged T7 Shield model with a 10Gbps USB Type-C interface;

② Measuring 57x85x8mm and available in multiple colors, it includes both USB Type-A and Type-C cables, though labeling visibility is limited;

③ While not the fastest in its class, it targets users prioritizing affordability and Samsung-branded reliability for portable storage needs.

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6 months ago

➀ Researchers from Queen Mary University, Nottingham, and Glasgow received £6M EPSRC funding to develop 2D materials and devices, with £2M contributed by 20+ industrial partners;

➁ The project aims to replace silicon with 2D materials, potentially reducing data center energy consumption by 90% and supporting Net Zero goals;

➂ Major semiconductor firms like TSMC, Intel, and Samsung have included 2D materials in their 2040 roadmaps, with the UK aiming to lead in ultra-low-energy 2D devices before 2040.

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6 months ago

➀ Samsung Electronics is reducing production of DDR4 memory and scaling back its HBM2E business to focus on HBM3E and HBM4 products.

➁ Analysts believe this move is a response to the rise of Chinese firms in mature-process memory, forcing Samsung to retreat from segments with intense low-cost competition.

➂ Samsung is aiming to pass Nvidia's HBM3E certification to boost production and gain early leadership in the emerging HBM4 market.

HBM3eHBM4Samsungmemory
6 months ago

➀ Private Wireless Radio Access Network (RAN) revenues grew 40% in 2024, contrasting with the decline in public RAN revenues;

➁ Dell’Oro Group's Stefan Pongratz highlights the promising growth trajectory of private wireless in the RAN market;

➂ The report expects private wireless RAN revenue to grow at a 15 to 20 percent CAGR by 2029, accounting for 5 to 10 percent of total RAN.

5GEnterpriseHuaweiNokiaSamsungWirelessrevenue growth
6 months ago

➀ The newly imposed U.S. import duties are likely to significantly increase the cost of storage devices due to their impact on HDD and SSD manufacturers.

➁ HDD manufacturers like Seagate, Toshiba, and Western Digital have complex supply chains with production in various countries, making them susceptible to high tariffs on Chinese-made drives.

➂ SSD manufacturers face challenges due to the 'country of origin' rules, potentially leading to increased costs if they are not assembled in countries exempt from tariffs.

HDDKioxiaMicronSK HynixSSDSamsungTariffsToshibaWestern Digitalsemiconductorstorage
6 months ago

➀ Samsung has established a team to develop 1nm process technology using high-NA EUV machines for mass production in 2029, according to the Seoul Economic Daily.

➁ It is unclear whether Samsung has ordered any of ASML's $350 million high-NA EUV machines.

➂ Samsung denied reports of canceling its 1.4nm process development, admitting project delays and a rumored shift of resources to the 2nm process.

2nmEUVMass ProductionProcess technologySamsungTSMCWafersemiconductor
7 months ago

➀ Semiconductor capital expenditures (CapEx) are expected to decrease to $155 billion in 2024, before increasing to $160 billion in 2025.

➁ TSMC plans a significant increase in CapEx for 2025, estimating between $38 billion and $42 billion, while Micron Technology is projecting $14 billion.

➂ The CHIPS Act has allocated $32 billion in grants and $6 billion in loans to support semiconductor manufacturing in the U.S.

CHIPS ActCapExGlobalFoundriesIntelMicron TechnologySEMICONDUCTORSamsungSemiconductor Industry AssociationTSMCTariffsTexas Instruments
7 months ago

➀ The Samsung 9100 Pro is Samsung's answer to the high-end PCIe 5.0 storage market, offering good performance and power efficiency.

➁ The drive is available in capacities up to 8TB and uses Samsung's 236-Layer V8 TLC flash memory.

➂ While not the fastest on the market, the 9100 Pro provides a solid and refined option for those seeking high-end storage.

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