Global Scans · Samsung · Weekly Summary

• Geopolitical and Manufacturing Shifts: Governments are actively investing in domestic semiconductor manufacturing, with new fabrication facilities by TSMC, Intel, and Samsung expected to begin operations and expand in the US between 2025 and 2028. FinancialContent
• In any case, Samsung's plate for late 2025 is full: a tri-fold debut, delivering Android 16 updates across its lineup, and gearing up for the Galaxy S26 in early 2026 (leaks even suggest Samsung might borrow Apple's popular Orange colour for the S26 Ultra). Bez Kabli
• Companies like SK Hynix (KRX: 000660), Samsung (KRX: 005930), and Micron are the primary manufacturers, with Micron notably having nearly sold out its HBM output through 2026. FinancialContent
• In fact, Samsung says One UI 8 will reach over 25 models in 2025, including several A-series, the last-gen S24 and Fold / Flip5, and even older devices like S23 and Flip / Fold4 in some markets. Bez Kabli
• Established foundry leaders like Taiwan Semiconductor Manufacturing Company and Samsung (KRX: 005930) could face increased competition. FinancialContent
• Samsung will launch the Galaxy S25A FE with a 6.7-inch FHD + AMOLED 120 Hz display, Exynos 2400 processor, 4900 mAh battery with 45 W wired and 15 W wireless charging, and a 50 MP triple camera setup. Unq Techy
• Samsung aims to start mass production of HBM4 in the first half of 2026. The Register
• A significant technological leap is expected with the 2 nm process node, projected for mass production in late 2025 by TSMC and Samsung. FinancialContent
• 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
• Companies like Nokia and Samsung have active 6G research programs (Samsung famously said it expects 6G to be commercial by 2030). Bez Kabli
• 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

Last updated: 27 October 2025