Samsung Electro-Mechanics’ AI component deals hit W3.6tr as buyers lock in future supply

Samsung Electro-Mechanics has accumulated about 3.6 trillion won ($2.6 billion) in disclosed long-term supply agreements for AI-related components this year, as customers move to secure parts for servers that will be built in 2027 and beyond. The latest deal came Tuesday, when the Samsung Electronics affiliate said an unidentified global company had agreed to buy about 290 billion won worth of multilayer ceramic capacitors and inductors throughout 2027. MLCCs and inductors help deliver clean, st

2026-10-02 14:43:45:00

Galaxy S27 prices could rise more than planned after S26 price increase

Samsung Electronics may raise prices for next year's Galaxy S27 series more than it had initially planned, according to a Korean technology leaker, as the company has just increased prices for its current Galaxy S26 lineup in Korea only seven months after launch amid sharply higher memory costs. Lanzuk, a Naver-based leaker, said Wednesday that Samsung had already set an initial price structure for the S27 lineup but was now preparing higher starting prices because of rising DRAM and NAND flash

2026-10-02 14:43:35:00

Samsung to launch first AI glasses in November, taking aim at Meta

Samsung Electronics will launch its first artificial intelligence glasses in November, entering a still-nascent wearable AI market where Meta has built an overwhelming early lead with camera-equipped, display-less smart glasses. Samsung first showed the Android XR-based device with Google at Google I/O in May, then revealed more of its design and features at Galaxy Unpacked in London in July. A Samsung Electronics official has since confirmed the November launch to The Korea Herald. Pricing has

2026-10-01 14:31:33:00

Memory shortage deepens, extending boom for Korean chipmakers

Micron Technology expects the global memory shortage to worsen through 2028, with more than 75 percent of its planned fiscal 2027 output already committed to customers, adding weight to expectations that the current memory boom could run longer for Samsung Electronics and SK hynix. The US memory chipmaker said Wednesday that fiscal fourth-quarter revenue reached a record $54.23 billion, nearly five times the $11.32 billion reported a year earlier and above Wall Street expectations. Chief Executi

2026-10-01 14:31:07:00

Why TSMC’s capacity crunch opens the door for Samsung’s foundry

Samsung Electronics has spent years trying to fix one of the biggest weaknesses in its semiconductor empire. It is one of the world's largest memory-chip makers, yet its foundry business, which manufactures chips designed by other companies, has struggled to make money. Industry estimates say the business has been operating at a loss since 2022. Its market position has continued to weaken even as its financial picture improves. Samsung's foundry revenue rose 1.8 percent from the previous quarter

2026-09-30 14:33:08:00

Samsung Electro-Mechanics W6.78tr buildout gets customer backing

Samsung Electro-Mechanics will spend $5 billion expanding chip package substrate capacity in South Korea and Vietnam, with global customers helping fund part of its new AI-server substrate capacity in Sejong and committing to future volumes. The Samsung Electronics affiliate said Monday it would invest 4.27 trillion won ($3.2 billion) in its Sejong plant through May 2028 to expand production of flip chip-ball grid array substrates, or FC-BGAs, which are used in AI accelerators and other high-per

2026-09-29 10:49:33:00

Samsung appliance subscriptions near W1tr as corporate push begins

Samsung Electronics is expanding its appliance subscriptions business to corporate customers, as the company says revenue from the segment is nearing 1 trillion won ($740 million), broadening a service that has so far focused mainly on consumers. The company said Monday it will offer subscriptions to public institutions and businesses including hotels, hospitals and financial companies. Corporate customers can spread out the upfront cost of buying appliances and receive up to six years of free a

2026-09-28 13:51:07:00

Why SK hynix is weighing US memory production

“I think we need to build a factory in the United States. If possible, I believe we should build it,” SK Group Chairman Chey Tae-won said in July, describing the "enormous pressure" from customers and governments to supply more memory chips. SK hynix was already preparing a US production base, but only for the later stages of making its most valuable artificial intelligence memory. Its more than $4 billion Indiana plant, which broke ground last month, will receive advanced DRAM wafers made in So

2026-09-27 14:14:29:00

LG, Microsoft step up AI partnership across data centers, physical AI

LG Chairman Koo Kwang-mo has taken the group’s relationship with Microsoft to a new level, agreeing with CEO Satya Nadella on a broader artificial intelligence partnership spanning data-center infrastructure, workplace AI and physical AI. The agreement came as two LG affiliates joined Nvidia’s newly launched AI factory supplier program on the same day. Koo met Nadella on Monday at Microsoft’s headquarters in Redmond, Washington, in what was their first meeting, according to LG. Senior executives

2026-09-22 14:09:24:00

CXMT advances DRAM with G5, eyes next move into NAND

China’s ChangXin Memory Technologies has begun mass production of its fifth-generation DRAM platform, strengthening its position in a market dominated by Samsung Electronics, SK hynix and Micron, while separately preparing a research line for a possible move into NAND flash. CXMT said Sunday that its G5 platform had entered mass production, along with two 24-gigabit LPDDR5X products for smartphones and other portable devices. DRAM is the working memory processors use to handle data in real time,

2026-09-22 12:47:16:00