18 posts
The Hot Take: AGAIN, suddenly we explain this to the world, is this to head off all the questions on where the DRAM supply is going? Coordinated.
Samsung has outlined an ambitious three-stage roadmap for High Bandwidth Memory, culminating in an architecture called zHBM that effectively merges memory and compute into the same vertically integrated package.
Read the full articleThe Hot Take: Nice if that's the case, and big trouble for Qualcomm too.
Internal tests of the Exynos 2700 have Samsung LSI buzzing – the chipset outperformed Qualcomm’s Snapdragon 8 Elite Gen 6 (both of them, actually), according to anonymous insiders. The testing was pretty thorough and included CPU, GPU, NPU and power efficiency benchmarks. First, let’s clear this up – Qualcomm has officially confirmed that there will be two Elite chips in the next generation. They are tentatively being called the Snapdragon 8 Elite Gen 6 and 8 Elite Gen 6 Pro. This is separate from the non-Elite Gen 6 chip, by the way.…
Read the full articleThe Hot Take: Samsung playing catch up and hopefully over take TSMC? Only time will tell.
Korean chip manufacturing giant Samsung is developing simulation technologies for lithography that rely on quantum computing and artificial intelligence, suggests a report from the Korean press. The technology will be used to run simulations of the first stage of the chip manufacturing process, and Samsung will also rely on artificial intelligence to streamline the process. Through the technology, the firm aims to reduce the time and cost of the lithography and etching processes. Samsung Is Developing Algorithms To Boost Its Photolithography,…
Read the full articleThe Hot Take: More manufacturing states side is good.
Samsung Electronics' foundry plant in Taylor, Texas, is showing signs of moving into equipment-level execution. Key engineers from ASML Korea, the Dutch lithography equipment giant's South Korean unit, have been dispatched to the Taylor facility and are expected to remain on site for roughly six to eight weeks, according to Korean industry publication DealSite.
Read the full articleThe Hot Take: Domestic manufacturing is key.
Samsung's multi-billion dollar advanced chipmaking factory located in Taylor, Texas, is ready to start mass production of chips for clients. The company has confirmed that everything is ready and that mass production of advanced chips for customers will begin next year. 2nm process advancement is underway as well Margaret Han, Vice President of Samsung's foundry division in the US, said during the Samsung Advanced Foundry Ecosystem Forum held at the company's US headquarters yesterday that “We are ready.” She…
Read the full articleThe Hot Take: MacRumors posting about it give it more merrit to me.
Apple has held "exploratory" talks with Intel and Samsung about manufacturing the main processors for its devices in the United States, reports Bloomberg ($). Apple is said to have had early-stage talks with Intel about using its chipmaking services, while Apple executives have reportedly visited a Samsung plant under construction in Texas that will also make advanced chips. The talks are said to be preliminary, and no orders have been made so far, according to the report's sources who asked not to be identified.…
Read the full articleThe Hot Take: USA domestic manufacturing is taking off, TSMC announcing huge expansions in Arizona. Intel getting that Federal injection is definitely keeping them alive and making them relevant again. Probably also why Nvidia dumped money into Intel too to make sure there is choice states side.
TSMC is turning into a victim of its own success as the world's preferred chip foundry, leaving its heretofore prized customers such as Apple in a bind of sorts as they suddenly find themselves crowded out by AI hyperscalers. In its frustration, Apple is now reportedly exploring the possibility of dividing up its silicon load between Samsung, Intel, and TSMC rather than remaining largely TSMC-exclusive. Apple is looking for contingencies by tentatively probing Intel and Samsung as additional vectors for manufacturing its custom chips According…
Read the full articleThe Hot Take: Charge top dollar your union workers are going to want a slice of that pie. Just like any Government.
Samsung Electronics is preparing for a significant labor disruption as its primary union has announced an 18-day general strike scheduled from May 21 to June 7, 2026.
Read the full articleThe Hot Take: Good news for both of them! TSMC needs to be brought into check on 2nm to bring prices down for all of us.
Qualcomm CEO Cristiano Amon has been spotted in Korea meeting with Samsung executives. The trip is all about manufacturing chips on the 2nm process, and there's a chance that Qualcomm will turn to Samsung to fabricate the upcoming Snapdragon 8 Elite Gen 6 SoCs. Back at CES in January, Amon revealed that Qualcomm was talking to Samsung about this, and it seems like the discussions are still ongoing. If all this pans out and Qualcomm does indeed pick Samsung to fab the next top of the line Snapdragon SoC, it would mark a return to the…
Read the full articleThe Hot Take: Nice, competition domestically is the best thing to see going on. I'm cheering on intel but Samsung and TSMC domestically too.
Samsung has made a massive investment in a cutting-edge chipmaking plant in Taylor, Texas. A $16.5 billion order from Tesla has already been secured for its next-generation self-driving chips. A new report claims that Samsung's Taylor plant is now close to launch, with Tesla's chips likely to be produced from the second half of this year. This is one of Samsung's biggest investments in the US A report out of South Korea mentions that Samsung will host a major equipment move-in ceremony at the Taylor plant on…
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