SemiPulse — Semiconductor Intelligence

Former Samsung semiconductor head warns that memory prices and demand could fall sharply after 2028

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digitimes.com 2026-05-20

The global semiconductor industry has been focused on a memory supercycle, with some forecasts suggesting the upturn could last until 2030. However, Kye-hyun Kyung, former head of Samsung Electronics' Device Solutions (DS) division and currently a standing advisor to Samsung, has cautioned against overly optimistic sentiment in the memory market.

Samsung’s Looming Labor Strife Could Reverse Semiconductor Surge - TheStreet Pro

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pro.thestreet.com 2026-05-20 TheStreet Pro

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Micron Targets Samsung HBM Talent Amid Samsung Labor Rift - Businesskorea

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www.businesskorea.co.kr 2026-05-19 Businesskorea

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Fake Samsung SSD spotting comes to CrystalDiskInfo as AI crunch drives sophisticated counterfeit market

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tomshardware.com 2026-05-19 Zhiye Liu

CrystalDiskInfo's new feature will tell you whether your Samsung SSD is the real deal or not.

Samsung SSD Counterfeit storage CrystalDiskInfo Solid State Drive AI chip Storage market Hardware security Data verification

Samsung strike risk: Worst has been avoided, but competitiveness in memory chip market takes a hit - MSN

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www.msn.com 2026-05-19 MSN

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Samsung strike risk: Worst has been avoided, but competitiveness in memory chip market takes a hit - CNBC

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www.cnbc.com 2026-05-19 CNBC

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Samsung Electronics, SK hynix windfall triggers online debate on luck vs. hard work - Korea JoongAng Daily

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koreajoongangdaily.joins.com 2026-05-19 Korea JoongAng Daily

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Nvidia Rubin platform to drive LPDDR demand past Apple and Samsung in 2027

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digitimes.com 2026-05-19

A US research firm reported that Nvidia's next-generation Vera Rubin platform will consume more low-power DRAM (LPDDR) in 2027 than the combined global usage of Apple and Samsung, the two largest smartphone brands. According to a Citrini Research estimate cited by Wccftech, Rubin is expected to require more than 6 billion gigabytes of LPDDR in 2027, outstripping Apple's 2.966 billion gigabytes and

Samsung narrows bonus gap as payout split threatens strike deal

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digitimes.com 2026-05-19

Samsung Electronics and its South Korean labor union resumed talks on May 19 in a last-ditch effort to avert an 18-day strike set to begin May 21, with the two sides reportedly closing in on some differences.

AEM targets semiconductor and AI markets, begins sampling anti-warpage film and PTFE materials

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digitimes.com 2026-05-19

Flexible copper clad laminate (FCCL) manufacturer Asia Electric Material (AEM) said that its long-term investment in new product development has begun to yield results, with the company's operational focus shifting toward product promotion and customer sample certification in 2026. Its two major new products will target the semiconductor and artificial intelligence (AI) application markets.

Samsung, SK Hynix face chipmaking chemical squeeze as China feedstock costs surge

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digitimes.com 2026-05-19

Prices for semiconductor-grade hydrogen fluoride supplied to Samsung Electronics and SK Hynix are expected to rise sharply between late June and July, as higher costs for a key China-sourced raw material ripple through South Korea's chip supply chain, according to industry sources cited by The Elec.

Samsung, SK Hynix face chipmaking chemical squeeze as China feedstock costs surge - digitimes

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www.digitimes.com 2026-05-19 digitimes

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Micron Stock Drops as Samsung Strike Spikes Fears Over Memory-Chip Shortage - Barron's

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www.barrons.com 2026-05-19 Barron's

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Micron Stock Is Falling Hard As Samsung’s Strike Fight Tests The AI Memory Boom - TechStock²

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ts2.tech 2026-05-19 TechStock²

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