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Samsung Electronics

NuAxi groups public briefings that mention Samsung Electronics: product launches, capacity and pricing signals, and supply-chain changes. The page updates continuously.

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Latest briefings

Fri, Oct 30

23:18Impact score 30
Samsung memory virtually printing money
According to a Blocks & Files report published Friday 30 Oct 2026, Samsung almost reported its first-ever ₩200 trillion quarterly revenues in its third 2026 quarter, with revenues of ₩195.3 trillion ($145.5 billion), up 121.8 percent Y/Y, and an operating profit of ₩107.4 trillion ($80 billion), making Samsung Electronics the world's first tech company to exceed ₩100 trillion ($74.5 billion) in quarterly operating profit. The report attributes this to soaring AI demand for HBM, DRAM and NAND enabling high prices for its semiconductor technology. The DS (Device Solutions) semiconductor business accounted for 72 percent of Samsung Electronics' revenues in the quarter, at ₩147 trillion ($109.6 billion), up 15 percent Q/Q; within that, memory at ₩140.7 trillion ($104.8 billion) accounted for 95.7 percent, achieved by ramping up HBM4 sales and meeting demand for server SSDs. Samsung said strong demand momentum for servers led to higher market prices across all applications. Competitor SK hynix reported revenues of ₩104 trillion ($78.9 billion) in its third 2026 quarter, with a ₩39.8 trillion (c$30 billion) profit, less revenue and profit than the directly comparable Samsung DS division. Samsung says investments are planned for new fabs and other infrastructure to meet strong AI and HPC demand, and it intends to further increase HBM, server DRAM, and SSD sales, specifically increasing supply of high-speed server DDR5 product and QLC SSDs. Samsung expects AI infrastructure capital expenditure to reach a historic level in 2027, greater than this year, and states that 'AI-driven demand will far exceed the industry supply in comparison with 2026.' These are reported results and company outlook, not achieved future outcomes.
HBMHBM4DRAMSamsung, SK hynixBlocks & Files
23:00Impact score 0
TSMC’s Patent and the Harsh Realities of 3D DRAM Competition
TSMC's patent disclosures involving vertical DRAM raise the question of whether the foundry could eventually challenge established memory makers. The source notes that US20220359529A1, published in November 2022, describes a vertical-channel transistor integrated with a hybrid trench-and-stacked capacitor, while another application filed in May 2022 and published as US20230240066A1 places a capacitor directly above a vertical gate-all-around transistor. The article stresses these are technical explorations that should not be merged into a single architecture or treated as product announcements, and do not establish TSMC's production readiness, investment commitment, or intention to sell commodity DRAM; plausible uses (embedded memory, logic-memory integration, or future customer requirements) remain an inference rather than a disclosed commercial strategy. SK hynix has publicly identified both a 4F² vertical-gate platform and 3D DRAM as future directions, though these are related but distinct concepts. The article lists three obstacles for 3D DRAM: electrical control, capacitor integration, and manufacturing economics, concluding that competition will be decided by turning promising structures into dependable products at competitive cost. The source states no price movement or supply change.
DRAM3D DRAMHBMTSMC, SK hynix and 4 totalSemiWiki
19:44Impact score 0
5 years’ worth of salary in bonuses given to 700 eligible Micron workers as company continues to battle union — more than 4,300 production-line staff to receive three bonuses of more than $31,000, plus quarterly profit bonuses starting next year
Micron announced that about 700 eligible employees in Taiwan will receive five years' worth of salary in bonuses as three bonuses are paid in a single payout; according to Digitimes this covers roughly 17% of the more than 4,300 production-line employees at Micron Taiwan, while the remaining staff will also receive three bonuses in October. The lump-sum payout consists of an annual performance bonus estimated at 7.5 to 12.5 months of salary for the majority of workers, a mass-production bonus of 20% of annual salary, and a one-time $31,000 (NT$1,000,000) appreciation bonus prorated for employees with less than a full year of service. Micron workers across the globe also expect a new quarterly profit bonus paid 50% in cash and 50% in stock, starting January 2027, with the first one paid 100% in cash. The source states this is a direct effect of the AI-driven memory chip boom, which brought Micron, Samsung and SK hynix massive orders from AI hyperscalers and record profits; Samsung workers voted to accept a $340,000 average bonus in May 2026, while SK hynix workers are set to receive $477,000 in bonuses this year, potentially growing to almost $900,000 in 2027. Meanwhile, the Micron Taoyuan union remains in a pay dispute with management: some officials have launched a one-day strike demanding clearer profit-sharing arrangements and bonus terms, nearly 70% of Taoyuan members turned down management's latest offer, and the two sides are tentatively set to meet again on November 6; the Micron Taichung union has already agreed to a 10% employer's pension contribution and a tripling of the day-shift allowance. The article notes that reliance on performance and profit bonuses means these incentives could fall sharply if AI demand declines and the demand cycle normalizes.
Micron, Samsung and 3 totalTom's Hardware
12:56Impact score 60
👀 The memory boom is fueling more than record profits—it’s locking in supply for years to come! From #Samsung and #SKhynix to #Micron and #SanDis...
The source states that the memory boom is fueling more than record profits and is locking in supply for years to come, with memory giants including Samsung, SK hynix, Micron and SanDisk racing to secure LTAs (long-term agreements). SanDisk reported a blockbuster 1QFY27 quarter: revenue skyrocketed 378% YoY and EPS surged 6,913%. The NAND company had already secured 8 NBM customers by August, and says existing clients are now exploring longer-term deals (still at the exploring stage, not confirmed as concluded).
memoryNANDSamsung, SK hynix and 4 totalTrendForce Official (Market Data)
12:25Impact score 20
Samsung's Chip Profit Hits 106.5 Trillion Won, Device Business Posts Loss
On Oct. 29, Samsung Electronics announced third-quarter results: revenue of 195.3 trillion won, up 127% year-on-year, and operating profit of 107.4 trillion won, up 783% year-on-year, with an operating profit margin of 55%, making it the first global technology company to surpass 100 trillion won in quarterly operating profit; company-wide revenue and operating profit hit record highs for the fourth consecutive quarter, up 14% and about 20% from the previous quarter, respectively. The Device Solutions (DS) division, which oversees semiconductors and includes the memory, System LSI and foundry businesses, posted revenue of 147.1 trillion won (75.3% of the company total) and operating profit of 106.5 trillion won (99.2% of the total), with an operating profit margin of 72%; DS revenue rose 344% year-on-year and 15% quarter-on-quarter, while operating profit surged about 1,421% from a year earlier and about 19% from the previous quarter. Within DS, the memory business generated revenue of 140.7 trillion won, accounting for approximately 72% of Samsung Electronics' total revenue. The Device eXperience (DX) division, which handles smartphones and home appliances, posted revenue of 52.1 trillion won (up 8% both quarter-on-quarter and year-on-year) and an operating loss of 800 billion won, similar to the previous quarter, reversing from an operating profit of 3.5 trillion won a year earlier; the source attributes the loss to rising material costs. Samsung Display reported revenue of 8 trillion won (down 1% year-on-year, up 7% quarter-on-quarter) and operating profit of 1.1 trillion won (down about 8% year-on-year, up about 57% quarter-on-quarter). Harman posted revenue of 4.3 trillion won (up 9% year-on-year, down 5% quarter-on-quarter) and operating profit of 600 billion won (up about 50% both year-on-year and quarter-on-quarter).
memorySystem LSIfoundrySamsung ElectronicsThe Elec
12:25Impact score 60
Samsung Expects Exynos 2700 to Gain Market Share
Shin Seung-cheol, vice president of Samsung Electronics' System LSI Business under its Device Solutions (DS) division, said during the company's third-quarter earnings conference call on Oct. 29 that the Exynos 2700 has improved AI and gaming performance and that development and mass production are proceeding without disruption, with Samsung expecting to further expand market share by continuously strengthening SoC competitiveness. According to Counterpoint Research, Samsung Electronics held a 9% share of the global smartphone AP market by shipment volume in the second quarter of this year, up 2 percentage points from 7% in the previous quarter and up 3 percentage points from a year earlier; the Exynos 2600, used in the Galaxy S26 series, drove the increase in shipments. The Exynos 2700, which recently entered mass production, has increased production volume 10% compared with the previous generation and has been confirmed for use in the new Pro model of the Galaxy S27 series, scheduled for release next year, in addition to the standard and Plus models for South Korea and Europe. Samsung's System LSI Business has also secured a new custom SoC project by establishing a business partnership with a new customer. The source does not state the cause.
application processor (AP)system-on-chip (SoC)Samsung ElectronicsThe ElecCapacity Change
12:23Impact score 45
Ateco Seeks Kosdaq Listing Through Technology-Based IPO
Ateco, a back-end memory semiconductor equipment manufacturer, submitted an application for a preliminary Kosdaq listing review to the Korea Exchange on Oct. 28, pursuing a listing under the technology-based special listing program with Mirae Asset Securities and IBK Investment & Securities as lead underwriters; the program allows companies with recognized technological capabilities to go public even if they do not meet certain financial requirements including profitability, and the company plans to use listing proceeds to strengthen its product lineup. Ateco manufactures test handlers for automated memory semiconductor testing, with equipment used for HBM, LPCAMM and SOCAMM2; it began supplying SOCAMM2 test handlers in the first half of this year, its customers include Samsung Electronics and Micron, and SOCAMM2 modules tested using its equipment are used in Nvidia's Vera Rubin AI platform. The company faces financial difficulties: as of the end of last year it had negative equity, with total liabilities of approximately 43.1 billion won substantially exceeding total assets of about 27.5 billion won and total equity at negative 15.6 billion won; the shortfall stems from accumulated operating losses, with last year's revenue of approximately 12 billion won and an operating loss of about 10.9 billion won, revenue declining roughly 33% from approximately 18 billion won a year earlier while the operating loss widened about 24-fold from roughly 450 million won.
HBMLPCAMMSOCAMM2 test handlerAteco, Samsung Electronics and 4 totalThe Elec
08:30Impact score 60
RT NEWS: #Samsung’s comeback story may go beyond memory. Its foundry business may finally be turning a corner, with #2nm projects expected to more th...
According to a TrendForce repost, Samsung's foundry business may finally be turning a corner, but the claims are expectations/plans rather than achieved results: its 2nm projects are expected to more than double YoY in 2026; the second-gen 2nm Exynos 2700 is gearing up for mass production in 4Q; and a related report says Samsung's 8nm-and-below utilization is seen topping 100% in 2027. The source does not state the cause.
2nm8nm-and-belowSamsungTrendForce Official (Market Data)Capacity Change
08:12Impact score 60
Alibaba, Tencent, ByteDance reportedly seek 10-year DRAM deals
Alibaba, Tencent, and ByteDance are reportedly seeking long-term server DRAM supply agreements with Samsung Electronics and SK Hynix, with some requests extending through 2035, as Chinese cloud service providers (CSPs) join US technology giants in competing for future memory capacity. The report is of a planned, unconfirmed nature; the agreements are not confirmed as concluded, and the source states no cause beyond this competitive backdrop.
server DRAMAlibaba, Tencent and 5 totalDigiTimes Asia
08:09Impact score 55
Samsung, SK Hynix say memory crunch could drag on for years despite spending surge
Samsung Electronics and SK Hynix expect memory shortages to persist for years despite rising investment in chip factories. The source attributes this to surging AI demand and increasingly complex manufacturing processes limiting how quickly new capacity can come online. This is an outlook from the two companies about future supply conditions, not realized data on shortage duration.
memorySamsung Electronics, SK HynixDigiTimes AsiaInventory Shift
08:05Impact score 55
Samsung secures Faraday 2nm ASIC order, broadening AI and HPC footprint
Samsung Electronics has secured a 2nm foundry order from Taiwan-based ASIC design house Faraday Technology. This win expands the application scope of Samsung's 2nm process from mobile devices to cloud AI and high-performance computing (HPC), and is expected to help broaden its advanced-process customer base and strengthen the competitiveness of its foundry business. the source does not state the cause.
2nm processSamsung Electronics, Faraday TechnologyDigiTimes AsiaPartnership/M&A
03:43Impact score 90
[News] Audits, Rejected Orders and a Shot iPod: Apple’s Reported NAND Playbook Before the AI Memory Crunch
According to The Wall Street Journal, Apple, once one of the most powerful buyers in the NAND flash market, is losing some of its negotiating leverage as AI-driven demand gives memory suppliers greater pricing power. Meta, Microsoft, and Amazon have signed long-term supply agreements with Kioxia this year at higher prices, strengthening the chipmaker's negotiating position. Separately, South Korean outlet Economy Tribune reports that Apple has reportedly turned to a long-term NAND supply agreement, with market watchers identifying Kioxia as the likely partner; the terms remain undisclosed and this is a reported plan. The report adds that Apple may also pursue long-term agreements with Samsung Electronics, SK hynix, and Micron to secure future LPDDR5X and LPDDR6 supplies. According to TrendForce, memory's share of the 256GB iPhone Pro's bill of materials rose from around 10% a year earlier to 34% in 3Q26 and could exceed 40% in 1H27; TrendForce also estimates the iPhone 18 Pro's total BOM cost could rise 38% YoY, potentially forcing Apple to sacrifice margins to maintain shipments.
NAND flashLPDDR5XLPDDR6Apple, Kioxia and 5 totalTrendForcePrice Movement
00:20Impact score 30
Samsung Electronics Posts $80B Operating Profit on AI Memory Demand
Samsung Electronics reported third-quarter operating profit of $80 billion, which the source links to AI memory demand. The source also states that rising component prices caused an operating loss in mobile. No specific dates (year/month/day) or segment-level profit figures are provided beyond these facts, and no other cause is stated.
memorymobile componentsSamsung ElectronicsEE Times

Thu, Oct 29

23:30Impact score 60
[News] Samsung Sees 8nm-and-Below Utilization Topping 100% in 2027; 2nm Projects to More Than Double
According to Financial News, Samsung expects demand for its 8nm-and-below processes to exceed capacity, with utilization projected to surpass 100% in 2027; per Yonhap News, the number of 2nm projects secured in 2026 is expected to more than double YoY. According to Yonhap News, Samsung secured additional 2nm projects from major cloud service providers and AI/HPC customers in 3Q26, building on wins in the previous quarter. Per Seoul Economic Daily, Samsung plans to begin mass production of its second-generation 2nm mobile chip, the Exynos 2700, in 4Q26, while ramping up 4nm NPUs for a major customer. Per Central News Agency, Taiwanese ASIC firm Faraday said on October 27 that it had secured a U.S. cloud AI chip project using 2nm gate-all-around (GAA) technology, valued at tens of millions of dollars; Samsung will handle wafer fabrication, with Taiwanese foundry UMC and memory manufacturers also participating. Per Yonhap News, Samsung expects HPC to account for over 50% of its foundry revenue in 2027; as background, TSMC's HPC segment contributed 68% of total revenue in 3Q26. With advanced-node demand outpacing capacity expansion, Samsung is considering investments in new fabs in the U.S. and South Korea; per Green Economic Daily, Samsung plans to continue expanding 8nm, 4nm, and 2nm capacity, and the first Taylor foundry fab in the U.S. remains on schedule, with cleanroom operations underway and equipment installation and wafer runs in progress; per The Guru, the company is reportedly preparing to break ground on its second Taylor fab in November, with mass production targeted for 2030. Samsung expects double-digit foundry revenue growth and further earnings improvement in 4Q26. Per Digital Today citing Kiwoom Securities, the combined operating loss of Samsung's foundry and System LSI businesses is projected to shrink from KRW 6.742 trillion in 2025 to KRW 3.921 trillion in 2026, with quarterly losses estimated to have eased to KRW 777 billion in 3Q26.
8nm-and-below processes2nm4nmSamsung, Faraday Technology and 4 totalTrendForceCapacity Change
20:27Impact score 55
(PR) Samsung Electronics Announces Third Quarter 2026 Results
Samsung Electronics reported its financial results for the third quarter ended Sept. 30, 2026. The company posted KRW 195.3 trillion in consolidated revenue, another all-time quarterly high, a quarter-on-quarter increase of 14%. Operating profit reached KRW 107.4 trillion, making Samsung Electronics the world's first tech company to exceed KRW 100 trillion in quarterly operating profit. The Device Solutions (DS) Division posted a QoQ sales increase of 15%, with the Memory Business setting an all-time high for quarterly revenue and operating profit; per the source, semiconductor demand is set to remain robust. The Device eXperience (DX) Division posted a QoQ revenue increase of 8% and recorded an operating loss of KRW 0.8 trillion. This is an announced actual earnings result, a financial report rather than a price or capacity change event.
Memory BusinesssemiconductorSamsung ElectronicsTechPowerUp
16:30Impact score 96
Analysis: Samsung's record quarter came from higher prices, not more chips; expects buyers to get no relief before 2028
Samsung Electronics' third-quarter profit came almost entirely from charging more for memory chips, not from selling more of them. On its earnings call, the company also told investors the shortage behind those prices will last into 2028, even as chipmakers raise spending. The shortage is the explicitly stated cause of the higher prices and profit, and the persistence of the shortage into 2028 is a company expectation, not an achieved fact.
memory chipsSamsung ElectronicsDigiTimes AsiaPrice Movement
12:39Impact score 60
RT NEWS: #Samsung says its 2027 #HBM supply is already sold out and tight supply should last through 2028—Jaejune Kim, EVP of Memory, said on the Q3 ...
Jaejune Kim, EVP of Memory at Samsung, said on the Q3 call that the company's 2027 HBM supply is already sold out and that tight supply should last through 2028. The same Q3 call disclosed operating profit of KRW 107.4 trillion, topping KRW 100 trillion for the first time. The source does not state the cause.
HBMSamsungTrendForce Official (Market Data)Inventory Shift
11:47Impact score 60
Samsung, SK Hynix invest KRW110 trillion as memory supply boost slips to 2028
Samsung Electronics and SK Hynix are undertaking their largest-ever equipment investments in 2026, with the investment amount stated as KRW110 trillion in the title, but the memory supply increase is not expected to materialize until 2028. By then, new South Korean plants and expanded capacity at China's ChangXin Memory Technologies (CXMT) are expected to come online simultaneously, potentially triggering price competition in commodity DRAM. The source does not state the cause of the delay in the supply increase.
memorycommodity DRAMSamsung Electronics, SK Hynix and 3 totalDigiTimes AsiaCapacity Change
11:45Impact score 96
Samsung Operating Profit Surpasses ₩100T in a Quarter, Driven by Memory Price Hikes and HBM4 Samsung Electronics reported consolidated revenue of ₩1...
Samsung Electronics reported consolidated revenue of ₩195.3T and operating profit of ₩107.4T for 3Q26, becoming the first global technology company to post quarterly operating profit exceeding ₩100T. Its Device Solutions (DS) division contributed ₩106.5T in operating profit, which Samsung attributed primarily to broad-based memory price increases and a significant expansion in HBM4 sales. DS division revenue was ₩147.1T, up 344% YoY, with a 72% operating margin; memory revenue reached ₩140.7T, up 427% YoY. Samsung attributed the growth to its focus on AI-related products amid capacity constraints, with server demand the strongest and prices rising across end markets. In foundry, higher revenue from HBM base dies and advanced process technologies improved performance; utilization for processes below 8nm is expected to exceed 100%, and 2nm orders secured this year are projected to more than double from 2025. During the earnings call, Samsung stated all HBM supply for 2027 has been committed at target prices, with customers continuing to request additional volumes. HBM4E global sampling began in May, with volume production expected to start in 1H27 and a ramp-up in 2H27; in 4Q27 Samsung plans to further increase sales of HBM4, high-speed DDR5, and server SSDs. Samsung expects the 2027 supply shortage to be more severe than in 2026, with full-year CapEx budgeted at ₩84.4T, of which ₩76.8T is allocated to the DS division.
memoryHBM4HBM4ESamsung ElectronicsTrendForce Official (Market Data)Price Movement
11:22Impact score 10
Samsung targets physical AI as Lee Jae-yong leads robotics push
On October 27, 2026, Samsung Electronics Chairman Lee Jae-yong marked his fourth anniversary as chairman by visiting a robotics research center, where he reviewed humanoid robot technology and preparations for commercialization, instead of holding a commemorative event. As Samsung integrates its research organizations and plans manufacturing-floor applications, robotics is emerging as a key pillar of its physical AI strategy. The source does not state any direct impact on component supply or prices.
Samsung ElectronicsDigiTimes Asia