SSNLF

Samsung Electronics has started shipping next-gen HBM4e memory chip samples to clients, media report, 12-layer high-bandwidth memory 4e. The new chip offers more than a 20% speed increase over HBM4, was made using Samsung’s 1c DRAM manufacturing technology, and holds a logic base-die made with Samsung Foundry 4nm. $HXSCL $SSNLF $MU #Samsung #SKhynix #semiconductors #HBM

TSMC’s employee bonuses will exceed last year’s and will continue to rise ‘along with the company’s steady development’, the chip giant reportedly said Monday, amid growing discontent from rumors that bonuses would be cut 15%, causing some workers to threaten to strike like Samsung’s union, media report. $TSM $SSNLF #Samsung #semiconductors #semiconductor

Big claims, but no major technical breakthrough detailed here. Great marketing and a warning to TSMC, Samsung to make sure Huawei hasn't tricked them into manufacturing advanced chips again. $TSM $SSNLF

Nanya Technology expects 2026 capex to “surge past” the NT$52 billion guidance provided earlier as it continues to develop new products and production technologies, media report, including (products) 16Gb DDR5 validation, LPDDR5 pilot production, (production) 1c, 1d, 1e process advancement. $MU $SSNLF $HXSCL $LRCX $KLAC #semiconductors #semiconductor

TSMC’s R&D spending will top US$10 billion for the first time this year as it expands its 2nm process family and continues advancing Angstrom nodes, significantly outpacing chip foundry rivals Samsung and Intel, media report. $TSM $INTC $SSNLF #Samsung #semiconductors