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CXMT's STAR Market IPO suggests China's largest DRAM maker is prioritizing commodity memory over an aggressive near-term push into high-bandwidth memory (HBM). This eases concerns that Chinese suppliers are about to challenge the dominance of Samsung Electronics, SK Hynix, and Micron in AI memory.

Samsung eyes broader Exynos 2700 use in Galaxy S27

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digitimes.com 2026-07-09

Samsung Electronics is reportedly set to expand use of its in-house mobile application processor, Exynos 2700, across the Galaxy S27 flagship series slated for 2027. Money Todayand KBench, citing industry sources, reported that Samsung plans to equip most Galaxy S27 standard, Plus, and Pro models in most markets with Exynos 2700, while using Qualcomm Snapdragon chips for the US market. The top-end

SK Hynix supplier talks show AI memory boom shifting pricing power

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digitimes.com 2026-07-09

The AI data center boom is reshaping the memory supply chain, giving Samsung Electronics, SK Hynix, and Micron greater pricing power while pushing cost pressure into PCs, smartphones, cars, and other end markets.

Samsung, SK Hynix rethink hybrid bonding timeline for next-gen HBM

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digitimes.com 2026-07-09

Samsung Electronics and SK Hynix may take longer than expected to adopt hybrid bonding in next-generation high-bandwidth memory, as industry sources cited by ZDNetKoreasay the near-term case for the technology has weakened even though its long-term relevance remains intact.

AI demand pushes TSMC, Samsung to raise foundry prices — Rapidus aims to undercut 2nm

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digitimes.com 2026-07-09

Rising demand for AI chips is changing how foundries set prices, giving TSMC and Samsung Electronics more leverage while forcing new entrants such as Rapidus to compete carefully on cost.

Samsung, SK Hynix and Leveraged ETFs Drive 70% of Korea Trading - Bloomberg.com

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www.bloomberg.com 2026-07-09 Bloomberg.com

Samsung, SK Hynix and Leveraged ETFs Drive 70% of Korea Trading - Bloomberg

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www.bloomberg.com 2026-07-09 Bloomberg

Intel-backed AI chip startup SambaNova breathes new life into aging Nvidia GPUs in latest benchmarks - The Register

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www.theregister.com 2026-07-09 The Register

Apple Raised Prices, Samsung Raised Profits — Micron Predicted Both - Benzinga

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www.benzinga.com 2026-07-09 Benzinga