Global Scans · Samsung · Weekly Summary

• [New] Samsung aims to start mass production of HBM4 in the first half of 2026. The Register
• [New] A significant technological leap is expected with the 2 nm process node, projected for mass production in late 2025 by TSMC and Samsung. FinancialContent
• [New] Tri-fold phone on the way: Samsung has confirmed that its long-rumored tri-fold smartphone will launch by the end of the year. Bez Kabli
• [New] Companies like Nokia and Samsung have active 6G research programs (Samsung famously said it expects 6G to be commercial by 2030). Bez Kabli
• [New] Samsung promises an industry-leading 6 years of Android OS updates and security patches - taking support through to 2032. Bez Kabli
• Google, Qualcomm and Samsung have teamed up on a mixed-reality headset - and one big thing could provide a next-gen experience. CNet
• Memory manufacturers like SK Hynix (KRX: 000660), Samsung Electronics Co. (KRX: 005930), and Micron Technology are heavily investing in HBM production, with HBM revenue alone projected to soar by up to 70% in 2025. FinancialContent
• Apple will overtake Samsung as the world's #1 smartphone maker in 2025 (thanks to aggressive pricing in China, a new ~ $300 iPhone SE, and AI-driven upgrades). Bez Kabli
• Samsung is optimizing its 2 nm process for BSPDN, targeting mass production by 2027, with projections of substantial improvements in chip size, performance, and power efficiency. FinancialContent
• Samsung has already commercialized its second-generation 3 nm GAA technology in 2025, while TSMC anticipates its 2 nm process, featuring GAAFETs, will enter mass production in 2025, with commercial chips expected in early 2026. FinancialContent
• Shipbuilder Samsung Heavy Industries and construction unit Samsung C & T will jointly work with OpenAI to develop floating offshore data centers to cut cooling costs and carbon emissions. Blocks and Files
• Samsung already uses GAA at 3 nm, but TSMC's jump will be closely watched as it powers the next gen of devices. Bez Kabli
• Samsung phones will soon capture 3D photos and videos for Galaxy XR viewing, a mirror of Apple's spatial play that could reach a wider Android base. Next Reality
• Samsung SDS will co design and operate Stargate class data centers and resell OpenAI services in Korea. Binary Verse AI
• The partnership - which will soon be expanded to other countries - allows Coinbase users in the US to purchase crypto directly in-app with Samsung Pay. FinExtra
• Samsung is betting that tri-fold devices will become essential tools for mobile professionals, content creators, and power users who need maximum screen real estate without carrying separate tablets. Gadget Hacks
• Samsung is finally bringing its own version to Galaxy devices with the One UI 8.5 in 2026. Sammy Fans
• TSMC and Samsung maintain control of sub-16nm automotive nodes, fully allocated through 2027. Edge AI and Vision Alliance

Last updated: 20 October 2025