The AI boom has broken the memory market’s oldest rule. Prices that should be falling are soaring instead, and the AI memory crunch will not ease until 2028. The hangover, when it comes, could be brutal. Memory is meant to be boring. For decades DRAM and NAND flash have behaved like any commodity, sliding through […]
Samsung Electronics is moving to begin operations at the first chip plant in its Yongin cluster in 2029, one to two years earlier than planned, industry sources told Yonhap. The pull-forward lands inside a national build-out that already carries an $880bn commitment to chips, data centres and robots, and it follows a year in which every […]
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As data centres run into unhappy neighbours and water limits on land, Samsung wants to float them offshore. Samsung Heavy Industries plans to launch its first floating data centre by 2028, Seoul Economic Daily reported. It would be a purpose-built barge parked near the coast. The design is specific. Rather than convert an old ship, […]
Samsung Electronics guided to second-quarter operating profit of about 89.4 trillion won ($58.4bn) on Tuesday, roughly 19 times what it made in the same period a year earlier and, by most counts, the largest quarterly operating profit any technology company has ever reported. It is Samsung’s third consecutive record quarter, and it came in ahead of the roughly 84 […]
The workers who build Samsung’s phones, televisions, and washing machines are about to make their unhappiness visible. Their union says several thousand of them will gather near the company’s Suwon headquarters on 16 July to protest the bonuses their colleagues in the chip division have won, a grievance that has been building since the semiconductor pay […]
Analysts expect around 86 trillion won in second-quarter operating profit, a third straight record, as DRAM and NAND prices climb. Samsung Electronics is on course for one of the strangest earnings comparisons in its history. Analysts expect the company to report second-quarter operating profit of around 86 trillion won, roughly $56bn, when it publishes preliminary […]
The memory shortage has become a political problem in Washington. Now the chip industry has a message for the Trump administration: leave the market alone, or the squeeze gets worse. The warning came in a letter from SEMI, a semiconductor industry group, to senior US officials. Any attempt to fix the shortage by steering prices […]
