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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%.
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.
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.
OpenAI said it will enhance safety processes for paying users who access its most advanced AI models. The move responds to customers using AI for increasingly complex tasks and handling more sensitive information.
SMIC reported its first $3 billion quarter, with revenue rising 36.1% year over year and net profit nearly tripling to $479.2 million. The Chinese foundry is also raising wafer prices as US sanctions strengthen demand from China’s captive AI market.
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.
This article presents a Silicon Valley VC perspective on evaluating AI startups through five dimensions. Its core message emphasizes keeping ideals internally while embedding discipline into operating processes.
A Samsung 4TB SATA III SSD purchased less than three years ago now reportedly costs roughly six times more. The surge reflects pressure from the global AI boom and ongoing DRAM shortages affecting the consumer storage market.
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.