Articles tagged with "Samsung"
Samsung hikes DDR5 prices 100%, reshaping device pricing in 2026
Samsung has reportedly doubled the contract price of DDR5 memory, raising it to nearly $20 per unit—an increase of over 100%. This sharp price hike is attributed to a severe supply crunch and signals that elevated DRAM prices may persist well into 2026. The surge is not limited to DDR5; DDR4 prices have also climbed significantly, removing DDR4 as a cost-saving alternative for manufacturers. Taiwanese media and industry analysts indicate that spot market prices are rising even faster than contract prices, driven by memory makers focusing on higher-margin products and strong data center demand. TrendForce forecasts further sharp price increases in early 2026, putting substantial cost pressure on global device manufacturers. The rising memory costs are expected to impact consumer electronics pricing and specifications. Smartphone makers may reintroduce lower memory tiers, with base models potentially returning to 4GB RAM to control costs, and some brands might bring back expandable storage options like microSD slots. Even premium brands like Apple could face increased memory costs as
materialsDDR5memory-pricesSamsungsemiconductor-industryDRAMconsumer-electronicsOpenAI ropes in Samsung, SK Hynix to source memory chips for Stargate
OpenAI has entered into agreements with South Korean memory chip giants Samsung Electronics and SK Hynix to supply DRAM wafers for its Stargate AI infrastructure project and to build AI data centers in South Korea. The deals, formalized through letters of intent following a high-profile meeting involving OpenAI CEO Sam Altman and South Korean leadership, will see Samsung and SK Hynix scale production to deliver up to 900,000 high-bandwidth memory DRAM chips monthly—more than doubling the current industry capacity for such chips. This move is part of OpenAI’s broader strategy to rapidly expand its compute capacity for AI development. These agreements come amid a flurry of recent investments and partnerships aimed at boosting OpenAI’s compute power. Notably, Nvidia committed to providing OpenAI access to over 10 gigawatts of AI training compute, while OpenAI also partnered with SoftBank, Oracle, and SK Telecom to increase its total compute capacity to 7 gigawatts and develop AI data centers
materialsmemory-chipsDRAMAI-infrastructuredata-centersSamsungSK-HynixTesla drops Dojo supercomputer as Musk turns to Nvidia, Samsung chips
Tesla has officially discontinued its in-house Dojo supercomputer project, which aimed to develop custom AI training chips to enhance autonomous driving and reduce reliance on external chipmakers. The decision follows several key departures from the Dojo team, including project head Peter Bannon. CEO Elon Musk explained that maintaining two distinct AI chip designs was inefficient, leading Tesla to refocus efforts on developing the AI5 and AI6 chips. These next-generation chips will be produced in partnership with Samsung’s new Texas factory, with production of AI5 chips expected to start by the end of 2026. The Dojo project was initially central to Tesla’s strategy to build proprietary AI infrastructure for self-driving cars, robots, and data centers, involving significant investment in top chip architects. However, the initiative faced persistent delays and setbacks, with prominent leaders like Jim Keller and Ganesh Venkataramanan having left previously. Many former Dojo team members have moved to a stealth startup, DensityAI, which is pursuing similar AI chip goals
robotAI-chipsTeslaNvidiaSamsungautonomous-drivingsupercomputerTesla signs $16.5B deal with Samsung to make AI chips
Tesla has entered a $16.5 billion agreement with Samsung to manufacture its next-generation AI6 chips, which are designed to power a wide range of Tesla technologies, from its Full Self-Driving (FSD) system to Optimus humanoid robots and AI training in data centers. Samsung’s new Texas fabrication plant will be dedicated to producing these AI6 chips, marking a significant expansion in Tesla’s chip manufacturing capabilities. Elon Musk also mentioned that Tesla is collaborating with TSMC for its AI5 chips, which have recently completed design and will initially be produced in TSMC’s Taiwan and Arizona facilities. Samsung already produces Tesla’s A14 chip, and this new deal represents a major boost for Samsung’s chip-making ambitions after previous struggles to secure large clients. Musk indicated that Tesla’s spending on Samsung chips could exceed the initial $16.5 billion deal, with actual production output expected to be several times higher. Additionally, Tesla will assist Samsung in optimizing manufacturing efficiency at the Texas fab,
robotAI-chipsTeslaSamsungautonomous-drivinghumanoid-robotssemiconductor-manufacturingTesla confirms $16.5 billion Samsung deal for next-gen chip supply
Samsung Electronics has secured a $16.5 billion semiconductor supply deal with Tesla to produce next-generation AI chips, confirmed by both Samsung’s regulatory filing and Elon Musk’s social media announcement. The contract, effective from July 26, 2024, through December 31, 2033, involves Samsung’s new Texas semiconductor fabrication plant dedicated to manufacturing Tesla’s AI6 chips. Musk highlighted the strategic importance of this partnership, noting that Samsung currently produces AI4 chips while TSMC handles AI5 chips, with Tesla collaborating closely with Samsung to optimize manufacturing efficiency. Although Samsung has kept full contract details confidential to protect trade secrets, the deal’s scale and duration underscore its significance. This agreement represents a major boost for Samsung’s foundry business, which has been striving to catch up with competitors like TSMC in the rapidly growing AI chip market. Samsung is advancing its semiconductor technology, including plans for mass production of 2-nanometer chips that offer improved speed and energy efficiency—technology expected to
energymaterialssemiconductorAI-chipsTeslaSamsungmanufacturingSamsung is exploring new wearable form factors such as earrings and necklaces
Samsung is expanding its wearable technology lineup beyond its traditional smartwatches to include innovative form factors such as glasses, earrings, rings, and necklaces. Won-joon Choi, COO of Samsung’s mobile experience division, emphasized the company’s vision of creating wearables that users don’t need to carry separately but can simply wear, enabling communication and functionality without relying on smartphones. Earlier developments this year included Samsung’s work on advanced microdisplays for augmented reality (AR) glasses, signaling a push into more immersive and diverse wearable devices. This strategic exploration aims to broaden the ways users interact with technology, moving toward seamless, always-on wearable experiences integrated into everyday accessories.
IoTwearable-technologySamsungsmart-devicesAR-glassescommunication-technologymicrodisplaySamsung plans to make eyes for growing humanoid robot market
Samsung Electro-Mechanics is positioning itself to become a key supplier in the growing humanoid robot market by leveraging its advanced camera module technology and AI vision capabilities. Building on its expertise in image processing, AI-driven image recognition, and object detection—technologies already showcased in Samsung Galaxy smartphones—Samsung aims to develop sophisticated "eyes" for humanoid robots. This move aligns with the company's recent robotics ventures, including the upcoming Ballie home assistant robot and the Samsung Bot Handy, an AI-powered robot capable of object recognition and manipulation. Given the saturation of the smartphone camera market, robotics presents a significant new growth opportunity for Samsung. Rather than manufacturing its own line of humanoid robots, Samsung may choose to collaborate with other robotics companies by supplying core AI vision technology, similar to its existing business model of providing components like displays and memory chips. Meanwhile, competitor LG Innotek is already advancing in this space through negotiations with prominent robotics firms such as Boston Dynamics and Figure AI, which plans to mass-produce
roboticshumanoid-robotsAI-visionSamsungcamera-technologyartificial-intelligencerobotics-marketGalaxy Ring - thiết bị theo dõi sức khoẻ siêu nhỏ
IoThealth-technologysmart-ringwearable-technologySamsunggesture-controlBluetooth