samsung

A representative from the Solana Foundation stated that the U.S. "GENIUS Act" provides regulatory impetus for businesses and financial institutions to enter the stablecoin space, and is also one of the important background factors for Samsung's launch of stablecoin payment services.Samsung has announced that it will support USDC cross-border transfers in Samsung Wallet, initially targeting eligible Galaxy users in the U.S., covering approximately 82 million devices. Users can transfer dollar stablecoins to compatible crypto wallets within seconds, without incurring transfer fees; they can also remit to eligible bank accounts in over 60 countries and regions. This service will utilize the Solana and Sui networks as the underlying infrastructure, with licensed stablecoin custodian Bastion providing transfer services, and Coinbase Prime acting as the secondary custodian responsible for ensuring the security of USDC assets.

According to a report by Seoul Economy on the 16th, Samsung Electronics is experiencing performance degradation due to overheating in Qualcomm's next-generation application processor intended for the high-end model Galaxy S27 Ultra, which is set to be released early next year. The MX division of Samsung's DX department is conducting final performance validation on the Qualcomm Snapdragon 8 Elite Extreme 6th generation that will be equipped in this model and has requested Qualcomm to resolve the overheating issue by mid-month.Several related individuals stated that the chip repeatedly exceeded temperature benchmarks during recent internal testing, leading to a decrease in processing speed under sustained high load. Samsung informed Qualcomm of the results last month, and as of the report, the overheating stability required by Samsung has not yet been achieved, with both parties still working to enhance performance and revalidate. This chip is Qualcomm's highest-end mobile application processor publicly announced last month, focusing on handling complex AI tasks on the device side and improving the performance of the CPU, GPU, and more.Mass production of the Galaxy S27 series is scheduled for the end of this year, and Samsung plans to confirm the results of the overheating improvements and finalize the application processor selection by mid-month. If the standards are met, Snapdragon will be used as originally planned; if not resolved, the Exynos 2700, designed by Samsung's System LSI and utilizing the second-generation 2-nanometer process SF2P from its foundry division, may be considered as an alternative. Since the global use of Qualcomm application processors began with the Galaxy S23 Ultra in 2023, if the Exynos 2700 is adopted in next year's Ultra, it will mark a return to the highest-end model after about five years since 2022. Industry insiders indicate that Qualcomm's application processor has not been completely ruled out.

According to a report by ZDNet Korea on October 15, Samsung Electronics has lowered its production plan for mid-range and low-end smartphones in the fourth quarter. The reasons include rising prices of memory chips and disruptions in the supply of glass fiber used in PCB raw materials CCL. Japan's Nitto Denko is shifting more production capacity towards T-glass for AI semiconductors, reducing the output of E-glass for smartphone PCBs, leading to supply shortages and price increases. E-glass is used in semi-cured sheets for smartphone motherboards HDI and RFPCB.The report states that after the rise in storage prices increased manufacturing costs, Samsung reduced orders for related components. Models like the Galaxy A have lower profitability, making it difficult to significantly increase production. This year, the prices of basic mid-range models have risen by more than 100,000 Korean Won compared to the previous generation. The outlook for component orders communicated to partners for the fourth quarter corresponds to an annual smartphone shipment volume of just over 230 million units, which is below the component industry's expectation of 240 million units and represents a decrease of 20% to 30% compared to before the Mid-Autumn Festival holiday. Plans for the mobile business next year have not been shared with partners as in previous years.The monthly production outlook for the fourth quarter in mid-September was 14.3 million units in October, 9.5 million units in November, and 7.6 million units in December, totaling 31.4 million units. This was adjusted at the beginning of this month to 9.9 million units in October, 7.6 million units in November, and 6.7 million units in December, totaling 24.2 million units, a reduction of 23%. While the production of mid-range and low-end models has been lowered, the shipment plans for flagship models like the Galaxy S27 at the beginning of next year remain at a high level, and the shipment volume for foldable phones is also planned to increase. The MX and Network divisions reported a loss of 735 billion Korean Won in the second quarter, with the securities industry projecting an annual loss of 400 billion Korean Won.

Analyst Jukan published a discussion on the storage industry's cycle, believing that computing power and storage will tighten or loosen in sync, and that there will not be a situation where computing power is continuously in short supply while storage alone turns to surplus. He also stated that the logic of shorting storage while going long on hard drives does not hold, as hard drives are tied to the storage cycle; if this cycle declines, hard drives will struggle to remain secure on their own.Jukan noted that the market lacks a clear judgment on trends after 2027. Historically, prices often peak one to two quarters before supply increases, followed by an expansion in shipments and a contraction in profit pools. He believes that this cycle is different from those of personal computers, smartphones, and general-purpose servers, as the products used are not standardized, and the triggering factors are also different. Some investors who still view storage through the lens of past experiences of profits during upswings and losses during downswings dominate pricing, leading to a low valuation of storage. He stated that a sharp collapse similar to previous ones is unlikely to reoccur, but a gradual decline is possible; even if Samsung and SK Hynix's profit margins are halved from current levels, the price-to-earnings ratio may still be in the teens, about half of the valuation of hard drive companies.He also believes that when storage prices decline, other demands will absorb supply at various price levels, with local AI-driven personal AI demand expected to emerge. If the storage prices pushed up by hyperscale cloud providers cannot be controlled, local AI will struggle to spread. Referring to the transition from mainframes to personal computers and from cloud to smartphones, he anticipates that this AI cycle will shift from cutting-edge laboratories to local open-source AI, with the latter absorbing storage demand. He simultaneously stated that storage prices will not remain high for over ten years; prices will eventually decline, but new consumer demands driven by local AI and open-source initiatives may provide bottom support.

According to Gate market data, Samsung Electronics fell 6% in pre-market trading on the Korean stock exchange, SK Hynix dropped 7%, and overnight U.S. stocks in the storage sector generally declined.

Financial Associated Press reported on October 12, citing market research firm Counterpoint Research, that the ongoing construction of artificial intelligence infrastructure continues to squeeze the supply of storage chips, putting pressure on costs and supply in consumer electronics. Preliminary data shows that global smartphone shipments in the third quarter of 2026 are expected to decline by 20% year-on-year, reaching the lowest level for the same period since 2012. The storage chip crisis has impacted the smartphone market for the second consecutive quarter, with rising chip costs increasing the overall bill of materials, leading manufacturers to raise retail prices. Since 2026, global smartphone retail prices have cumulatively increased by about 20%.Samsung remains the global leader, with its market share rising to 23% in the third quarter, although shipments declined by 3% year-on-year, marking the largest share increase among major manufacturers. Apple's share rose to 22%, marking its first time surpassing 20% in the third quarter, but shipments declined year-on-year. The absence of the base model iPhone 18 this year resulted in a lower channel distribution scale in the first month of new product launches compared to the previous year's iPhone 17 series. The iPhone 18 Pro series performed better than its predecessor in China and India.Xiaomi's shipments in the third quarter declined by over 30% year-on-year, with its market share dropping to 10%. Both OPPO and vivo saw their shipments decline by over 20% year-on-year, with shares falling to 9% and 8%, respectively. Counterpoint senior analyst Shilpi Jain stated that consumers are holding onto their existing devices for longer and are considering more refurbished devices. Counterpoint indicated that global smartphone shipments are unlikely to see a significant recovery before improvements in storage chip costs and supply.

Avalanche announced on October 13 that the Korean Securities Depository (KSD) is "building infrastructure connections based on Avalanche" for the Korean securities tokenization market. KSD's technical guidelines confirm that Avalanche is one of several ledger technologies supported by its platform plan; Avalanche's post states that the plan covers issuance, trading, clearing, settlement, and investor rights, ultimately achieving on-chain settlement.KSD's distributed ledger guidelines (reflecting development as of July 2026) place Avalanche alongside Hyperledger Besu and Hyperledger Fabric, committing to support multiple ledger technologies rather than positioning Avalanche as the sole option for Korean securities infrastructure. The project has transitioned from a testing ground to the construction phase of a production platform, with Samsung SDS winning the bid to build it, aiming to convert the technology testing platform into a system that supports real transactions and stable operations, with a target completion date of February 2027.The roadmap released by the Korean Financial Services Commission in September shows that the revised terms for recognizing tokenized securities will take effect on February 4, 2027, with the first phase launching in the same month, initially covering private money market funds and bonds aimed at institutional investors, non-listed stocks held through trust structures, and publicly issued fractional investment securities. The second phase will expand to all publicly issued securities. On-chain payments related to stablecoins belong to the final phase, and the commission remains flexible on the timing for the second and third phases, setting November 11 as the deadline for public consultation on the implementation regulations.

According to a report by ZDNet Korea on October 12, Samsung Electronics is expanding the application range of the next-generation NAND flash memory zNAND and plans to subdivide the products into three types: zNAND-O, zNAND-T, and zNAND-I, in addition to the publicly announced zNAND-O. The report states that Samsung Electronics has not officially announced the latter two products, but the industry has learned that related plans have entered the early development stage to address the increasing demand for customized storage in AI infrastructure.zNAND-O is aimed at edge AI. Unlike traditional wire bonding, this solution vertically stacks NAND in 4 or 8 layers through silicon vias, shortening the data transmission path and enhancing speed and energy efficiency. Samsung Electronics first publicly showcased the zNAND-O model at a memory-related event in the United States in August this year.zNAND-T focuses on throughput and is aimed at high-capacity, high-performance AI data centers, also expanding bandwidth through vertical stacking and silicon vias, and is referred to by the industry as high-bandwidth flash memory. zNAND-I focuses on increasing input/output operations per second, used for frequent processing of small-capacity temporary data such as key-value caches in AI inference. The report also mentions that SK Hynix is developing AI NAND product series such as AIN P, AIN D, and AIN B.

TrendForce reported on October 12, citing Chosun Biz, that as AI packaging accommodates more computing and storage chips, the intermediary layer connecting computing chips and HBM is expected to significantly increase in size, making next-generation HBM cooling more important. Samsung Electronics is preparing multiple technologies to address the cooling challenges of HBM4E, which is scheduled to begin mass production next year.Currently, the area of the AI intermediary layer is about 5.5 times the maximum exposure area of 858 square millimeters of an EUV lithography machine. Semiconductor equipment industry insiders expect that the intermediary layer carrying HBM could expand to 9 times, 12 times that area, and ultimately about 40 times. Reasons include limitations in process miniaturization and the popularity of chiplet-style 2.5D packaging, where multiple computing chiplets and HBM stacks are placed on the same intermediary layer, making it difficult for a single advanced process chip to meet AI computing power demands.Samsung is considering hybrid copper bonding and thermal path blocks. The former replaces the micro bumps between stacked DRAM chips with direct copper-to-copper connections, which can reduce inter-layer gaps, make the stack thinner, and improve heat dissipation, a technology Samsung showcased at NVIDIA GTC in March 2026. The thermal path block establishes a dedicated thermal path in the D2D PHY area responsible for high-speed transmission between HBM base chips and GPUs, which Samsung is validating with HBM4E and plans to implement in HBM5. According to ETNews, SK Hynix's iHBM places high thermal conductivity but electrically insulating cooling materials around the heat-concentrated D2D PHY, which is expected to reduce thermal resistance by about 30%.

Changxin Storage (CXMT), a Chinese memory chip company, announced that it has made key progress on a new storage architecture. Samsung Electronics and SK Hynix are also advancing similar architectures to increase storage density. The company's president, Cao Kanyu, stated at an industry event in Shanghai that Changxin Storage plans to launch new server memory products based on this architecture by the end of 2026, according to a company statement.The architecture is designed as 4F², meaning each memory cell occupies an area of 4F², where F is the minimum line width of the semiconductor. The company claims that this proprietary transistor design can improve storage density and efficiency by accommodating more memory cells on a single chip. Currently, mainstream commercial DRAM uses a 6F² cell structure.

According to South Korean media reports, Samsung Electronics has signed long-term agreements for storage supply for next year, covering approximately 75% to 80%, including high bandwidth memory. The reports indicate that Samsung Electronics has finalized most contracts with major tech companies such as NVIDIA, Google, and Microsoft.SK Hynix and Micron are also accelerating the locking of supply volumes and signing a series of large-scale long-term contracts with major customers. Samsung Electro-Mechanics is reportedly close to signing a long-term agreement worth 700 billion Korean won with Taiwanese power electronics company Delta Electronics for the supply of multilayer ceramic capacitors.

IT Home cited a report from Money Today on October 8, stating that Samsung Electronics' Mobile Experience (MX) division plans to cut smartphone production, with a maximum reduction of 30% in the fourth quarter of 2026. Several IT industry insiders have indicated that Samsung's MX division has notified multiple partners to reduce product supply by 20% to 30%. IT Home noted that the original text did not specify whether this 30% is compared to the previous quarter, year-on-year, or against earlier expected production.In terms of production, Samsung Electronics originally planned to rely on new products like the Galaxy Z Fold8 to produce up to 270 million smartphones for the year. After the significant reduction in the fourth quarter, the final annual production is expected to drop to just over 200 million units, exceeding market expectations. IDC data shows that smartphone shipments in the first and second quarters of this year were 62.4 million and 62.7 million units, respectively, with previous forecasts predicting shipments of 59 million and 52 million units for the third and fourth quarters, indicating a decline of about 12% in the fourth quarter compared to the third quarter.Money Today reported that the rise in memory prices is the core driving factor behind the production cuts. TrendForce data shows that the price of 12GB low-power DRAM (LPDDR5X) for smartphones was $145 to $146 in the second quarter of this year, an increase of 175% compared to the same period last year. The report also stated that demand for artificial intelligence has driven up memory prices, with smartphone DRAM prices expected to rise by about 20% in the third quarter, reaching as high as $180. IT industry insiders stated that Samsung's current smartphone sales are no longer profitable, and the production cuts are a strategy to maintain overall profitability.

According to The Block, on October 7, Samsung announced that Samsung Wallet and Samsung Pay will support USDC transfers on Solana for cross-border remittances, covering 82 million Galaxy devices in the U.S. starting from the last week of October. This feature is built into Samsung Wallet and includes fiat withdrawal and recharge channels, rather than being a standalone crypto application.Users can send USDC to compatible external wallets, with the infrastructure of Solana and Sui running in the background, and the underlying framework collaborating with the U.S. licensed stablecoin custodian Bastion. Samsung does not charge transfer fees, but the receiving wallet or exchange may charge fees. The wallet also supports transfers to qualified bank accounts in over 60 countries, with funds arriving in the recipient's local currency.Coinbase will host USDC in Samsung Wallet through Coinbase Prime. Samsung plans to expand this service to more markets, provided it complies with local regulatory requirements.

Samsung Electronics America announced that Samsung Wallet will launch a stablecoin wallet feature for eligible Galaxy users in the United States in the last week of October, initially supporting the US dollar stablecoin USDC, with blockchain infrastructure partner Sui. This feature will cover 82 million Galaxy devices in the U.S., launching first in the U.S. and later expanding to other markets.Sui's gas-free stablecoin transfers allow USDC to be transferred on Sui with zero network fees, enabling users to complete transactions without needing to purchase or hold SUI first. Initially, USDC is the only supported asset, and SUI tokens are not supported. Woncheol Chai, head of the digital wallet team for Samsung Electronics' mobile experience business, stated that introducing USDC transfers into Samsung Wallet allows eligible Galaxy users to use it without installing other applications or managing private keys themselves.Native USDC will go live on Sui in 2024, followed by integration with Circle's cross-chain transfer protocol. Since August 2025, Sui has processed over $1 trillion in stablecoin transfer volume and continues to enhance payment infrastructure and stablecoin integration in markets such as Africa, Europe, Asia, Latin America, and North America.

AMD Chairwoman and CEO Lisa Su arrived at Samsung Electronics' Seocho office building in Seoul at around 4:44 PM on October 7, meeting with Vice Chairman Choi Yong-hyun, head of the Device Solutions Division, approximately seven months after her last visit to South Korea. Jack Huynh, head of AMD's Computing and Graphics Group, and Vice President Joseph Macri accompanied her. Lisa Su stated that both sides would discuss a broader partnership and mentioned that Samsung has many partners; when asked if she would meet with Lee Jae-yong, she said it was inconvenient to disclose.Before visiting Samsung, Lisa Su attended AMD Player Day in Seoul, referring to Samsung and SK Hynix as core supply chain partners and stating that they are planning a long-term supply chain due to rising demand for artificial intelligence. She mentioned that the next-generation MI455 and Helios systems have begun shipping and both use HBM4, supported by two companies, and that the HBM collaboration will not stop at one generation. Reports indicate that the Instinct MI455X features 432GB of HBM4, an increase of 50% compared to the previous generation MI355X's 288GB of HBM3E. She noted that memory supply is very tight and that they are optimizing usage with customers and asking partners to expand production. TrendForce predicted on the 29th of last month that the limited advanced process capacity shared between HBM and regular DRAM may continue to lead to tight supply into next year.Reports state that both parties signed a memorandum of understanding in March this year centered on the supply of HBM4 and next-generation DDR5, designating Samsung as the main supplier of HBM4 for the MI455X and discussing Samsung's contract manufacturing of AMD's next-generation products. Choi Yong-hyun stated at that time that Samsung can provide memory, foundry, and packaging simultaneously.

Samsung Electronics announced preliminary results for the third quarter, with operating profit soaring 783% year-on-year and increasing 20.01% quarter-on-quarter, slightly exceeding analysts' expectations. The surge in demand for artificial intelligence chips has driven profit growth in the memory business.Samsung expects Q3 operating profit to be 107.4 trillion won (approximately 80.17 billion USD), with revenue of 195 trillion won, a year-on-year increase of 127%.

Samsung Electronics announced its preliminary performance for the third quarter, with an operating profit of 107.4 trillion won, compared to market expectations of 106.1 trillion won; the revenue for the third quarter was 195 trillion won, while market expectations were 199 trillion won.

According to the Korea Economic Daily, Samsung Electronics' next-generation high-bandwidth memory "12-layer HBM4E" product has passed quality verification by Nvidia and major hyperscale data center operators.

According to a report by the Financial Associated Press citing local media on September 29, Samsung Electronics Executive Vice President Kim Taewoo stated that HBM is expected to account for nearly 30% of the total wafer capacity of DRAM manufacturers next year, up from the current ratio of about 20%. He mentioned that HBM competes with traditional DRAM for the same batch of wafer capacity, and increasing HBM output may squeeze the supply of traditional DRAM.TrendForce previously predicted that by the end of 2027, the HBM wafer input from the three major global HBM suppliers will account for about 30% of the total DRAM wafer input, but in terms of storage capacity, it will only contribute about 13% of the total DRAM supply. Additionally, according to media reports on September 20, Samsung began mass production and shipment of HBM4 in February this year and provided 12-layer HBM4E samples to customers including NVIDIA in May; the industry expects Samsung's monthly wafer input for HBM to increase from about 180,000 wafers this year to about 250,000 wafers next year.On the same day, TrendForce stated that the demand for AI servers continues, and HBM and general DRAM will still share limited advanced process capacity. The storage supply will remain tight in 2027, and the price expectations for HBM in 2027 have been raised, with an expected year-on-year increase of 121% in the mixed average selling price. Due to limited supply and rising system costs, 8-layer HBM is expected to become a priority evaluation option for several manufacturers in 2027, with its price per Gb expected to be about 10% to 20% higher than that of 12-layer products.

According to a report by South Korea's "JoongAng Ilbo," a statement obtained from a former head of equipment investment at Changxin Memory Technologies (CXMT), who has a background at Samsung Electronics, reveals that the former CEO of CXMT, Wang Ningguo, summoned the Korean team, including the individual in question, from October to December 2016. He demanded they bring back Samsung Electronics' Process Recipe Plan (PRP) and equipment information, threatening to report them to the South Korean government if they failed to do so, and warned them to verify their connections and not to lie. The individual stated that they felt scared at the time. The report mentioned that CXMT's management referred to Samsung Electronics as "Huangshan."After working at Samsung Electronics for 28 years, the individual joined CXMT and was prosecuted for allegedly leaking and using Samsung's 1.6 trillion won investment in the world’s first 18-nanometer DRAM process without authorization. In April of this year, they were sentenced to seven years in prison in the first trial and are currently in the second trial. The PRP includes the sequence of about 600 steps in DRAM manufacturing, equipment, condition values, and the companies and models of the equipment. Park, a former process design engineer at Samsung, hand-copied the relevant content into a 12-page notebook in September 2016 and brought it out, and is currently under an Interpol Red Notice.During the court hearing, the individual stated that there was a claim made during communications with the Chinese side that investment would not be provided to CXMT if they could not produce the 18-nanometer process. They later learned that the other party had wanted the technology from the very beginning, and CXMT initially had no plans to develop it independently. The pressure mentioned occurred before a meeting to prepare for the investment application. CXMT was established in 2016 with an investment of 14.4 billion yuan from Hefei Industrial Investment, a subsidiary of the Hefei municipal government, and had not been profitable for about 10 years, achieving its first annual profit last year with a net profit of 7.1 billion yuan.