[New] Samsung Electronics is targeting mass production of silicon photonics by 2028 as part of a broader strategy to reshape AI infrastructure and compete more directly with TSMC.
DIGITIMES Inc.
[New] Samsung introduced its AI-powered vision for connected living, including a massive 130-inch micro RGB TV and smart appliances that anticipate user needs across entertainment and wellness ecosystems.
worldecomag.com
[New] With growing demand for memory chips, Samsung is expected to see even better figures in the months ahead.
[New] Samsung confirmed it plans to bring satellite support to more devices over time.
Sammy Fans
[New] Server CPU prices could go up by 11 to 15% due to supply problems, while Samsung Electronics and SK hynix were reportedly raising server memory prices by as much as 70% this quarter.
The Register
Samsung Aims for 1-nanometer Manufacturing by 2030, 2-nanometer Yield Exceeds 60% Samsung Electronics is reportedly pushing hard to develop the next generation of advanced nodes, aiming to manufacture 1-nanometer processes by 2030 using new chiplet technology.
Amiko Consulting
Samsung is set to spend around 40 billion dollars on semiconductor capex alone, while Micron and SK Hynix are both expected to boost spending by more than 40%.
Bits&Chips
Anticipation for next-generation foldables is building amid reports that Samsung plans price increases across its flagship line, potentially affecting the Galaxy Z Fold7, Z Flip7, and the upcoming S25 Edge, despite recent spikes in memory chip costs.
Headlines Briefing's Substack
Google expanded Gemini AI to anticipate user needs - booking travel from calendar data without prompts, managing device tasks autonomously - across its latest Samsung and Pixel hardware.
SaasNik
Better AI5 and AI6 chip designs produced by Samsung and TSMC will improve Tesla and XAI financial results.
NextBigFuture.com
Samsung Electronics plans to invest more than 110 T won on facilities and research and development in 2026 to secure leadership in the AI semiconductor era.
Seeking Alpha
The Samsung Texas delay (now 2027) is a genuine earnings risk - the US plant was central to Samsung's strategy for capturing advanced packaging contracts at risk of being captured by TSMC and Intel.
The Rio Times
Under a USD 16.5 billion agreement, Samsung will manufacture Tesla's next-generation AI5 and AI6 chips.
TrendForce
Once Samsung Electronics'12-layer HBM4 begins to be deployed in OpenAI's data centers in earnest later in 2026, profitability at Samsung Electronics' memory division is expected to expand substantially.
The Economy
Samsung Electronics will expand its annual investment to more than $66.4 billion for the first time in its history.
The Economy
Tesla's AI5 chip, targeted for mass production in mid-2027 via TSMC and Samsung, is claimed to offer ten times the compute of the current-generation AI4 chip.
Automotive World
Musk stated that existing suppliers including Samsung and TSMC cannot meet Tesla's projected demand for the AI5 chip, which is central to FSD, the Cybercab, and Optimus.
MEXC Blog
Last updated: 13 April 2026
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