Samsung

Stratechery founder Ben Thompson explains why AI companies could run out of cash before demand fades, and how pricing and supply chains factor in.

Thousands of companies want to make the next revolutionary AI chip, so what’s stopping them? Try bottlenecks, partnerships, and a lack of memory.

SK hynix had a 57% share of HBM revenue in the third quarter of 2025, ahead of Samsung’s 22%.

The eyewear push also expands Android XR, which Google said covers headsets and glasses through work with Samsung and Qualcomm, with audio glasses due this fall.

Samsung could invest about 1 billion euros (US$1.14 billion), while EQT’s Scaleup Europe Fund is also in talks to participate.

SK hynix, a South Korean memory chipmaker, showed a 256GB second-generation CMM-DDR5 sample at HPE Discover in Las Vegas in June.

Its MiniCPM on-device models are expected to launch on several Samsung flagship phones.

Counterpoint said the decline was driven by shortages of DRAM and NAND flash, as chipmakers prioritized demand from AI data centers.

Samsung announced the details at an event hosted by President Lee Jae Myung.

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