Global Scans · Samsung · Weekly Summary

• [New] Under a USD 16.5 billion agreement, Samsung will manufacture Tesla's next-generation AI5 and AI6 chips. TrendForce
• [New] 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
• [New] Samsung Electronics will expand its annual investment to more than $66.4 billion for the first time in its history. The Economy
• [New] 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
• [New] 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
• [New] Regarding DRAM, with Samsung pausing DDR4 consumer chip price hikes in March, increases are expected to stall briefly before picking up again in 2 Q26. TrendForce
• [New] Unions at Samsung have threatened to disrupt chip production as members vote on a plan to strike in May amid growing frustration among employees over a pay gap with key rivals. Economic Times
• [New] Samsung plans to continue investing in advanced memory technology to meet the growing demand for AI. Sammy Fans
• [New] Meant to focus heavily on artificial intelligence (AI), the Samsung smart glasses will connect to your phone, presumably as part of the Galaxy ecosystem, which will be able to process the information that the camera captures. ZDNet
• [New] Memory manufacturers' negotiating power has grown to unprecedented levels, so demanders will have no choice but to accept the prices Samsung Electronics is offering. WCCFtech
• [New] Qualcomm, with Samsung and several other big companies, will work on improving three main areas - stronger connectivity, better sensing technology, and powerful computing. Sammy Fans
• [New] Samsung apparently expects the memory shortages to end by 2028, which means they are trying to lock in pricing and volume now. Sammy Fans
• Samsung plans consumer AR glasses in 2026, tethered to phones with an eye-level camera. Glass Almanac
• 800 mn The number of units Samsung plans to deliver for its AI-powered mobile devices in 2026. FTI Strategic Communications
• In the face of protracted conflict, the flexibility of giants such as TSMC, Samsung and GlobalFoundry is being put to its toughest test since the global pandemic, with the current crisis being far more structural and unpredictable. Brandsit
• Samsung insider IceUniverse reports with 100% accuracy that the Galaxy S26 Ultra will not include built-in magnets for wireless Qi2 charging. Sammy Fans
• Samsung plans to expand its Galaxy AI device base. NewsBytes
• Samsung confirmed AR glasses will ship in 2026; timing pressures rivals. Glass Almanac
• Samsung says over 120 games will support its glasses-free 3D displays by the end of 2026. The Verge
• Samsung will integrate Perplexity's APIs into the Samsung Browser, with agentic browser capabilities. Engadget

Last updated: 30 March 2026