265 articles
2026-05-11
digitimes.com
2026-05-11
AI-driven demand and new product cycles are accelerating competition among major memory makers, creating pressure across storage and component supply chains. Production is running near full capacity, margins on some DDR5 products have improved, and next-generation HBM will be a focal point of contention through 2027 and beyond.
2026-05-11
digitimes.com
2026-05-11
Samsung Electronics' labor and management have returned to the negotiating table under South Korean government mediation, as the company faces a planned general strike and a widening dispute over how profits from its semiconductor rebound should be shared.
2026-05-11
digitimes.com
2026-05-11
The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly engaging with Samsung Electronics and Intel as alternative suppliers, and AMD has already handed its 2nm order to Samsung.
2026-05-11
digitimes.com
2026-05-11
A planned 18-day strike at Samsung Electronics is shifting investor attention from labor negotiations to the risk of memory-output disruption, as estimates from Korean media point to significant potential losses across the company's semiconductor operations.
2026-05-11
digitimes.com
2026-05-11
Samsung Electronics is looking to the tentatively named Exynos 2700 application processor (AP) as a key test for its non-memory semiconductor recovery, with the chip's adoption rate and performance in the Galaxy S27 series expected to shape the outlook for its System LSI and foundry businesses.
2026-05-11
digitimes.com
2026-05-11
LG Innotek is seeking to enter Tesla's AI semiconductor supply chain by targeting ABF-based FC-BGA substrate orders for the automaker's AI4 chips, intensifying its competition with Samsung Electro-Mechanics (Semco) across both autonomous driving and humanoid robotics hardware.
2026-05-11
en.bloomingbit.io
2026-05-11
bloomingbit
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2026-05-11
www.chosun.com
2026-05-11
조선일보
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2026-05-10
www.koreatimes.co.kr
2026-05-10
The Korea Times
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2026-05-10
digitimes.com
2026-05-10
Vanguard International Semiconductor said AI-driven demand has largely offset geopolitical and macroeconomic headwinds and will be the dominant force shaping semiconductor industry conditions in 2026. The wafer foundry said AI infrastructure buildout has crowded available capacity, pushed prices higher and accelerated customer orders for its Singapore 12-inch fab, with sampling now slated for July
2026-05-08
simplywall.st
2026-05-08
simplywall.st
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2026-05-08
www.rcrwireless.com
2026-05-08
RCR Wireless News
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2026-05-08
www.msn.com
2026-05-08
MSN
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2026-05-08
news.futunn.com
2026-05-08
富途牛牛
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2026-05-08
www.digitimes.com
2026-05-08
digitimes
A labor dispute at Samsung Electronics is sharpening a debate with implications well beyond South Korea: how semiconductor companies balance worker compensation against the capital-intensive investment cycles that determine who leads in chips.The article requires paid subscription.Subscribe Now
2026-05-07
www.sammobile.com
2026-05-07
SamMobile
HomeNewsYou are here
2026-05-07
www.sammyfans.com
2026-05-07
Sammy Fans
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2026-05-07
tomshardware.com
2026-05-07
Jowi Morales
Negotiations between the National Samsung Electronics Union, which represents workers in the company’s chipmaking division, and management have seemingly broken down over a single issue.
2026-05-07
koreajoongangdaily.joins.com
2026-05-07
Korea JoongAng Daily
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2026-05-07
www.kedglobal.com
2026-05-07
KED Global
Samsung Electronics Co. is accelerating construction of a new mega-fab at its Pyeongtaek semiconductor complex by at least six months as South Korea’s memory chipmakers and their global peers race to secure dominance in the booming artificial intelligence era.