Global Scans · Samsung · Weekly Summary

• [New] 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
• [New] 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
• [New] 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
• [New] 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
• [New] Better AI5 and AI6 chip designs produced by Samsung and TSMC will improve Tesla and XAI financial results. NextBigFuture.com
• [New] 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
• [New] 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
• 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
• 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
• Samsung plans to continue investing in advanced memory technology to meet the growing demand for AI. Sammy Fans
• 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
• 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
• 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
• 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

Last updated: 06 April 2026