Memory chip vendors say CXMT's DDR5 prices match Samsung's, SK Hynix's, and Micron's, and it has more supply in client markets as it is not prioritizing HBM
Memory chip vendors say CXMT's DDR5 prices match Samsung, SK Hynix, and Micron, and it has a supply advantage in client markets as it is not prioritizing HBM
CXMT's DDR5 memory is apparently not as cheap to procure as reports claim, falling in the same range as DRAM from other manufacturers.
Massive bonuses for Samsung's memory division employees have sparked a debate in Korea over how companies and governments should share profits from the AI boom
Payouts at Samsung have raised questions over how to share the windfall from the AI boom. — A second-tier port city …
Samsung says it is ceasing sales of TVs and appliances in China amid fierce competition from local brands; Samsung's TV and appliance unit lost ~$138M in 2025
The company will continue to sell smartphones and computer chips in China — Samsung Electronics is ceasing sales of televisions …
Analysis: South Korea's equity market overtakes Canada's as the world's seventh largest, driven by Samsung and SK Hynix, whose stocks have more than doubled YTD
South Korea's equity market has overtaken Canada's as the world's seventh largest, propelled by insatiable demand for chips powering artificial intelligence.
Samsung projects that the memory shortage will worsen in 2027 as customers are already placing orders for next year, leading to a wider supply gap than in 2026
Kim Jaewon /Nikkei Asia:
Report: Samsung co-CEO TM Roh told company leaders that the mobile division MX could report its first ever annual loss this year, amid RAM and storage shortages
As AI continues to eat up the market's RAM output, smartphones are in crisis as costs continue to skyrocket.
Report: Samsung co-CEO TM Roh told company leaders that the mobile division MX could report its first ever annual loss this year, amid RAM and storage shortages
As AI continues to eat up the market's RAM output, smartphones are in crisis as costs continue to skyrocket.
Around 30K attend a Samsung union rally demanding 15% of operating profits for chip division staff amid the AI boom; the demand totals $27B or $400K+ per worker
Tens of thousands of people gathered outside Samsung Electronics Co.'s main chip hub to demand employees get a greater share of profits reaped from the AI boom.
Global smartphone shipments fell 4.1% YoY in Q1, the first drop since mid 2023, amid memory constraints; only Samsung and Apple grew shipments, at 3.6% and 3.3%
Limited memory supply and record high memory prices increase pressure on smartphone OEMs to reduce shipments and increase prices that dampen demand.