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A court reportedly heard that former Samsung engineers stole process recipes for the company’s 18nm-class DRAM technology for sale to CXMT. One former Samsung engineer who moved to the Chinese memory maker is now reportedly in custody.
Samsung reportedly increased prices for new orders using its 4nm, 5nm, and 8nm foundry processes in July. Price increases reportedly reach 15% for customers in China as AI demand fills available 4nm capacity.
AI-generated microdramas accounted for 27.5 million of the 36.7 million microdramas launched nationwide in China during the first half of the year, or 75%. The rapid expansion has triggered criticism from viewers who argue that the content feels repetitive and low quality.
Samsung Foundry is reportedly raising prices for multiple process nodes as customer orders increase. In July, SF4 4nm wafer prices rose 10%–15% for US and Chinese customers, while Taiwan customers saw increases of about 5%–10%; SF5 5nm prices also increased 10%–15%.
SK hynix, Samsung Electronics, and other memory leaders are using share buybacks and shareholder returns to strengthen market confidence. The article analyzes what these moves indicate about the current stage of the memory industry's potential supercycle.
Samsung’s semiconductor manufacturing roadmap spans four campuses across South Korea and the United States, including Pyeongtaek, Hwaseong, Giheung, and Taylor. The analysis examines how fab execution and yield problems could affect major customer commitments, including a reported $16.5 billion Tesla deal.
AI-generated short-drama characters are expanding beyond episodic stories into dedicated couple accounts, fan content, brand endorsements, and cross-series collaborations. The leading AI couple Duan Yan and Rong Jiqiao helped drive nearly 5 billion views, while a related bracelet generated more than 1 million yuan in sales on Douyin.
Samsung showcased a 16-inch OLED panel for gaming laptops with a 300Hz refresh rate at IMID 2026 in Busan. The company also demonstrated high-refresh-rate QD-OLED technology.
A global semiconductor-stock selloff intensified, sending Samsung and SK Hynix shares down more than 7% in Seoul. The decline followed a 5% drop in the Philadelphia Semiconductor Index as investors pulled back from high-performing chip stocks.