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The Hot Take: When you fix RAM prices you'll get this. Wonder when the Class Action Suites for pricing fixing get started.
Samsung Electronics is expected to deliver one of its strongest quarterly performances on record, driven largely by a sharp upswing in the global DRAM market. Forecasts for Q1 2026 point to operating profit reaching approximately $23.
Read the full articleThe Hot Take: ARM appears to have miffed licenses already.
ARM's ecosystem is both expansive and pervasive these days, with Samsung's latest cutting-edge Exynos 2600 chips also leveraging ARMv9.3 CPU cores. Even so, Samsung is apparently taking its first tentative steps towards the open-source RISC-V architecture via a custom SSD controller chip. Samsung is tentatively exploring the RISC-V open-source architecture via a custom SSD controller chip, moving away from ARM's IP According to South Korea-based ETNews, Samsung's upcoming SSD lineup, called the BM9K1 and designed entirely in-house, willâŚ
Read the full articleThe Hot Take: So USA looks to be having 3 foundries that will be able to produce 2nm chips. This is great news.
Samsung Electronics has reportedly moved into the equipment installation and testing phase at its foundry in Taylor, Texas, transitioning from construction to operational setup for 2nm production. More than 3,000 engineers from Samsung and global equipment suppliers have begun gathering at the site, according to ET News, signaling the start of large-scale ramp-up activities.
Read the full articleThe Hot Take: Competition is good for all of us, I'm glad Samsung has caught up finally. Intel has to prove its self but 3 is way better than 1.
The success garnered by TSMC has turned into a double-edged sword for both the worldâs biggest foundry and its customers, as the manufacturerâs 3nm supply has become so constrained that only long-term and loyal customers like Apple are given priority. During this demand and supply disparity, Samsung emerges as the savior for those who are unable to secure orders from their âgo-toâ manufacturer, with the Korean giantâs second-generation 2nm GAA process, also known as SF2P, serving as the ideal alternative. With the 2nm GAA SF2Pâs basic designâŚ
Read the full articleThe Hot Take: RISC-V getting traction everywhere it appears. I wonder if intel starts breaking into RISC-C SoCs to more easily compete with ARM. Given Intel is a steering board member.
Samsung is taking a notable step in SSD controller development by introducing a proprietary design based on the RISC-V instruction set. The new controller debuts in the upcoming BM9K1 PCIe 5.
Read the full articleThe Hot Take: That's amazing! We need more manufacturers other than TSMC. I still hope they're looking to make a factory States side, so we don't have to rely on the one in S Korea.
Samsung Electronics has reportedly raised the yield of its 2nm wafer foundry process above 60%, a significant jump from around 20% in the second half of 2025. Industry analysts say this improvement not only cuts manufacturing costs but also boosts Samsung's chances of securing new orders.
Read the full articleThe Hot Take: Only going to shoot costs up on Ai accelerators and RAM or Samsung Chips.
Samsung Electronics' labor union has voted overwhelmingly to initiate dispute proceedings following a breakdown in wage negotiations, raising concerns over potential disruptions to the supply of HBM4 memory for Nvidia's next-generation AI accelerators.
Read the full articleThe Hot Take: So we can lock in that price gouging?
Samsung is reportedly pushing memory customers into surprise three- to five-year supply contracts. It thinks it can spot price swings âearly onâ and adjust investment before it gets caught with too much new capacity and nowhere to ship it. Samsung chief executive Jun Young-hyun said, âWe are now working with our major customers to shift this transaction environment toward fixed-term supply contracts, three- to five-year contracts. We expect to be able to identify fluctuations [in the market] early on and, because we are aware of them inâŚ
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