14 posts
The Hot Take: RISC-V getting traction everywhere it appears. I wonder if intel starts breaking into RISC-C SoCs to more easily compete with ARM. Given Intel is a steering board member.
Samsung is taking a notable step in SSD controller development by introducing a proprietary design based on the RISC-V instruction set. The new controller debuts in the upcoming BM9K1 PCIe 5.
Read the full articleThe Hot Take: That's amazing! We need more manufacturers other than TSMC. I still hope they're looking to make a factory States side, so we don't have to rely on the one in S Korea.
Samsung Electronics has reportedly raised the yield of its 2nm wafer foundry process above 60%, a significant jump from around 20% in the second half of 2025. Industry analysts say this improvement not only cuts manufacturing costs but also boosts Samsung's chances of securing new orders.
Read the full articleThe Hot Take: Only going to shoot costs up on Ai accelerators and RAM or Samsung Chips.
Samsung Electronics' labor union has voted overwhelmingly to initiate dispute proceedings following a breakdown in wage negotiations, raising concerns over potential disruptions to the supply of HBM4 memory for Nvidia's next-generation AI accelerators.
Read the full articleThe Hot Take: So we can lock in that price gouging?
Samsung is reportedly pushing memory customers into surprise three- to five-year supply contracts. It thinks it can spot price swings “early on” and adjust investment before it gets caught with too much new capacity and nowhere to ship it. Samsung chief executive Jun Young-hyun said, “We are now working with our major customers to shift this transaction environment toward fixed-term supply contracts, three- to five-year contracts. We expect to be able to identify fluctuations [in the market] early on and, because we are aware of them in advance, we will be able to flexibly adjust our investment scale accordingly.” That is a sharp turn from a few months ago, when Samsung was reportedly so slammed it barely had room for quarterly contracts, never mind multi-year ones. Under the cunning plan, Samsung gets a longer view of demand for planning and expansions, while customers get a “slight discount” off today’s prices in exchange for less uncertainty. The arrangement would help Samsung keep DRAM pricing steadier by “locking in” peak shortage levels, even if demand cools and the cycle normally rolls downhill. For consumers, it risks prolonging the pain, since earlier estimates of the DRAM cycle easing in 2027-2028 seem optimistic if supply is already tied up. Suppliers have been muttering that the boom might not last ‘Too Long’, and multi-year deals look like another way to avoid over-investment while keeping everyone else boxed out.
Read the full article