# Samsung
Latest news and articles about Samsung
Total: 38 articles found
ZTE’s Patent Power Play: Why a $392 Million UK Ruling Marks a New Front in the Tech Cold War
The UK High Court ordered Samsung to pay $392 million to ZTE for 5G patent use, a figure ZTE claims severely undervalues its intellectual property. This ruling highlights the growing tension between global jurisdictions over how to price the standard-essential patents that power modern telecommunications.
Chips Over Chills: Samsung’s Strategic Retreat from the Chinese Appliance Market
Samsung is restructuring its Chinese operations to prioritize high-margin semiconductors and mobile devices while shifting its struggling home appliance business to a third-party agency model. The move reflects a broader trend of multinational brands losing ground to agile domestic competitors in China’s cutthroat consumer electronics market.
Tesla’s Silicon Sovereignty: Musk Signals Mass Production for Next-Gen AI5 Chips
Tesla has successfully taped out its new AI5 chip, signaling a major step toward mass production of its proprietary AI hardware. Supported by partners like TSMC and Samsung, the company is also developing AI6 and Dojo3 to maintain its lead in autonomous driving and robotics.
Samsung’s Dynastic Tax Bill Settled: Jay Y. Lee Bets $84 Billion on an AI Rebirth
The Lee family has completed the payment of a historic $9 billion inheritance tax, allowing Jay Y. Lee to solidify his control and launch a massive $84 billion investment plan. Samsung is now pivoting aggressively toward AI-centric semiconductors and hybrid manufacturing to challenge industry leaders like TSMC and NVIDIA.
Apple’s Foldable Gambit: iPhone Enters Trial Production as Cupertino Plays Catch-up
Apple has reportedly moved its first foldable iPhone into trial production, marking a significant step toward a commercial release. This move signals a shift in Apple's strategy to finally compete in a high-growth segment currently dominated by Samsung and Chinese rivals.
Apple’s Strategic Patience: Foldable iPhone Enters Trial Production for 2026 Debut
Apple has reportedly commenced trial production of its first foldable iPhone at Foxconn facilities, targeting a late 2026 release to coincide with the company's 50th anniversary. The device is expected to be a large-format foldable, marking Apple's high-stakes entry into a premium segment currently led by Samsung and Chinese rivals.
The Great Memory Divergence: Consumer DDR5 Prices Crack While AI Demand Keeps Silicon Scarcity Alive
The global consumer market for DDR5 memory has seen its first price decline in eight months, driven by retail overstock and new software efficiencies. Despite this retail correction, high industrial demand for AI-centric HBM ensures that the underlying cost of silicon remains elevated.
The Trillion-Dollar Silicon Sprint: AI and Memory Bottlenecks Pull the Semiconductor Future Forward
The semiconductor industry is on track to hit $1 trillion by late 2026, driven by a $450 billion surge in AI infrastructure and a critical 60% supply shortage in High Bandwidth Memory (HBM). High costs for 2nm manufacturing are shifting the industry's focus toward advanced packaging as the new primary driver of performance gains.
AMD Courts Samsung to Lock In HBM Supply as AI Chip Demand Soars
AMD CEO Lisa Su will meet Samsung chairman Lee Jae‑yong in Seoul to discuss collaborating on high‑bandwidth memory (HBM) supplies and will also explore AI compute infrastructure cooperation with Naver. The talks are a bid to secure scarce memory resources and to deepen regional partnerships as demand for AI accelerators intensifies worldwide.
KOSPI’s Collapse: Why a Korean Stock Rout Could Become a Global Market Time‑Bomb
A sudden, leverage‑fuelled collapse in South Korea’s KOSPI — driven by falls in AI‑hardware and memory stocks — has amplified risks well beyond Seoul because of Korea’s central role in global semiconductor supply chains and the prevalence of leveraged domestic investors. The rout was triggered by margin calls and an energy shock as Asian LNG prices spiked amid Middle East tensions, creating a pathway for spillovers to US tech stocks and broader markets.
When Memory Rules: How HBM Is Rewriting the Economics of AI Chips
The AI chip competition has pivoted from raw compute to memory capacity and bandwidth as HBM and advanced packaging now dominate costs and performance requirements. Persistent HBM shortages and soaring prices favour cloud buyers who prioritise memory-rich GPUs and push chipmakers toward software and system optimisations to reduce memory demand.
From AI Rally to Market Panic: South Korea's Stock Boom Snaps as Middle East Shock Triggers Triple Circuit-Breakers
South Korea's stock market, which surged on an AI-led rally earlier this year, experienced severe reversals in early March 2026 as renewed Middle East tensions and heavy foreign selling triggered multiple circuit-breakers. The won weakened to levels not seen since 2009, prompting emergency meetings at the Bank of Korea and raising concerns about the country's exposure to oil shocks and capital flight.