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Key Facts

Founded1938

Key PeopleJay Y. Lee

HeadquartersSeoul, South Korea

ProductsExynos, Bixby

Top News

South Korea exports surge 33.9% in January as AI chips fuel record growth amid tariff tensions

South Korea posted record January exports of $65.8 billion, marking a 33.9% year-on-year increase driven by booming demand for AI chips. Semiconductor exports more than doubled at 102.7%, reaching $20.5 billion as memory prices climbed on AI server demand. The milestone comes as Seoul navigates rising trade tensions with the U.S. over tariffs and ratification disputes.

Business2 sources

South Korea exports surge 33.9% in January as AI chips fuel record growth amid tariff tensions

Business2 sources

AI Boom Triggers Memory Shortage, Pushing PC and Smartphone Prices Up 23% by Fall 2026

The AI infrastructure race is creating a severe memory chip shortage as Samsung, SK Hynix, and Micron prioritize lucrative datacenter orders over consumer products. PC prices have already jumped 8% in the UK, while memory costs have soared 80-90%. Major tech companies including Apple and Qualcomm warn the crunch will persist until 2028, forcing smartphone and PC makers to cut production or raise prices.

Business6 sources

AI Boom Triggers Memory Shortage, Pushing PC and Smartphone Prices Up 23% by Fall 2026

Business6 sources

Samsung confirms AR glasses with multimodal AI capabilities are coming this year

Samsung officially confirmed its long-rumored AR glasses will launch in 2026 during its Q4 2025 earnings call. The company promises rich, immersive multimodal AI experiences through these next-generation wearables. Early leaks suggest the glasses will feature a 12MP camera, Qualcomm AR1 chipset, and a 155mAh battery.

Technology5 sources

Samsung confirms AR glasses with multimodal AI capabilities are coming this year

Technology5 sources

SK Hynix overtakes Samsung in annual profit as HBM dominance reshapes AI chip rivalry

SK Hynix achieved a historic milestone by surpassing Samsung Electronics in annual operating profit for the first time in 2025, posting 47.2 trillion won compared to Samsung's 43.6 trillion won. The shift reflects SK Hynix's commanding lead in high-bandwidth memory (HBM) chips critical for AI applications, though intensifying competition from Samsung and Micron in the HBM4 market could reshape the landscape.

Business2 sources

SK Hynix overtakes Samsung in annual profit as HBM dominance reshapes AI chip rivalry

Business2 sources

Samsung Electronics Q4 profit triples to record high as AI demand fuels memory chip shortage

Samsung Electronics reported a record-breaking fourth quarter with operating profit surging over 200% year-over-year to 20.1 trillion won ($14.03 billion). The South Korean tech giant's memory business hit all-time highs as artificial intelligence server demand created a global memory chip shortage, pushing prices higher. The company plans to begin mass shipments of next-generation HBM4 chips to customers including Nvidia next month.

Business7 sources

Samsung Electronics Q4 profit triples to record high as AI demand fuels memory chip shortage

Business7 sources

Smartphones to pack more RAM despite AI-fueled shortage lasting through 2027

The global memory shortage driven by AI demand shows no signs of slowing, with forecasts predicting continued DRAM constraints through 2027. Yet smartphones are expected to increase RAM by 16% as manufacturers prioritize on-device AI capabilities, potentially pushing device prices higher as memory costs surge and production struggles to keep pace.

Technology2 sources

Smartphones to pack more RAM despite AI-fueled shortage lasting through 2027

Technology2 sources

AI data centers drain global memory supply as chip shortage expected to last through 2027

Aggressive AI infrastructure spending is straining the global memory chip market, with industry leaders warning shortages will persist through at least 2027. Memory suppliers SK Hynix, Samsung, and Micron are redirecting production to high-bandwidth memory for AI servers, leaving consumer electronics markets undersupplied and driving sharp price increases across the industry.

Business2 sources

AI data centers drain global memory supply as chip shortage expected to last through 2027

Business2 sources

Memory prices surge 300% as AI demand creates supply shortage for consumers and PC makers

Memory prices have skyrocketed nearly 300% since early 2025, with Samsung, SK hynix, and Sandisk planning to double NAND chip prices in 2026. The surge stems from AI companies dominating supply for data center expansion, creating a supply shortage for consumers. Analysts predict memory will soon account for 30% of total manufacturing costs across electronic devices.

Business4 sources

Memory prices surge 300% as AI demand creates supply shortage for consumers and PC makers

Business4 sources

Samsung HBM4 nears Nvidia approval as rivalry with SK Hynix intensifies for Rubin AI platform

Samsung is close to securing Nvidia certification for its HBM4 AI memory chips, entering final qualification phases after supplying initial samples in September. The company prepares for mass production in February, aiming to debut alongside Nvidia's Rubin AI platform at GTC 2026. Meanwhile, SK Hynix reports significant progress in its own HBM4 tests, setting up an intense competition between South Korean rivals.

Technology8 sources

Samsung HBM4 nears Nvidia approval as rivalry with SK Hynix intensifies for Rubin AI platform

Technology8 sources

Galaxy S26 could gain Google's Scam Detection, ending years of Pixel exclusivity

Google's Scam Detection feature, previously exclusive to Pixel phones, appears headed to Samsung's Galaxy S26 series. Code found in the Google Phone app references Galaxy S26 model numbers alongside Pixel devices and the internal codename for Scam Detection. The move could mark a significant shift in how Samsung approaches phone security, though questions remain about implementation.

Technology6 sources

Galaxy S26 could gain Google's Scam Detection, ending years of Pixel exclusivity

Technology6 sources

Samsung accidentally reveals AI-powered Bixby overhaul, then deletes the entire announcement

Samsung unveiled a major Bixby reboot powered by Perplexity AI but mysteriously pulled the announcement hours later. The update promises natural language understanding and real-time web search capabilities, set to debut with One UI 8.5 and the Galaxy S26 series. The leaked details reveal Samsung's strategy to revive its struggling voice assistant.

Technology10 sources

Samsung accidentally reveals AI-powered Bixby overhaul, then deletes the entire announcement

Technology10 sources

Tesla restarts Dojo3 supercomputer project, pivots to space-based AI compute infrastructure

Tesla is reviving its abandoned Dojo3 AI chip project just five months after shutting it down. CEO Elon Musk says the restarted effort will focus on space-based AI compute rather than training self-driving models. The move comes as Tesla's AI5 chip design reaches completion and the company rebuilds its disbanded hardware team.

Technology11 sources

Tesla restarts Dojo3 supercomputer project, pivots to space-based AI compute infrastructure

Technology11 sources

Memory shortage to persist beyond 2026 as AI demand reshapes chip industry and drives prices up

Major memory manufacturers including Kioxia, Micron, and SK Hynix report sold-out capacity through 2026 as AI infrastructure consumes available supply. The memory chip shortage is driving prices up by as much as 30%, affecting everything from consumer SSDs to smartphones. Micron calls the shortage unprecedented, while industry executives warn that affordable storage options may be gone for good.

Business12 sources

Memory shortage to persist beyond 2026 as AI demand reshapes chip industry and drives prices up

Business12 sources

OpenAI taps Samsung Exynos for Sweetpea earbuds as it builds AI hardware ecosystem

OpenAI is developing AI-powered earbuds codenamed Sweetpea that will feature Samsung's 2nm Exynos application processor for on-device processing. The partnership marks OpenAI's push into consumer hardware, with projected first-year shipments of 40-50 million units. Meanwhile, OpenAI continues work on its Titan AI ASIC with Broadcom to reduce dependence on NVIDIA GPUs.

Technology2 sources

OpenAI taps Samsung Exynos for Sweetpea earbuds as it builds AI hardware ecosystem

Technology2 sources

Samsung confirms core Galaxy AI features stay free, but paid premium tools may arrive soon

Samsung has officially updated its policy on Galaxy AI, confirming that 13 basic AI features will remain free indefinitely. The company quietly changed its website language after the 2025 deadline passed, removing concerns about mandatory subscriptions. However, Samsung reserves the right to charge for future enhanced AI features and third-party AI tools, leaving the door open for premium offerings.

Technology5 sources

Samsung confirms core Galaxy AI features stay free, but paid premium tools may arrive soon

Technology5 sources

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