Centre for International Governance Innovation

From AI Data Centres to Your Next Smartphone: The Memory Bottleneck Is Everyone’s Problem

The memory shortage risks becoming a broader supply-chain problem. Unlike the pandemic-era chip crunch, which was driven ...
Android

Samsung could ditch its own memory chips in some Galaxy S25 units

Samsung’s factories manufacture many key components for its own devices. Galaxy smartphones typically feature in-house processors, displays, modems, and RAM. However, over the past year, its ...
Reuters

Samsung sees acute chip shortage persisting, warns of mobiles headwind after profit triples

SEOUL, Jan 29 (Reuters) - Samsung Electronics (005930.KS), opens new tab forecast a worsening chip shortage this year driven by the AI boom, with strong memory demand benefitting its mainstay chip ...
CNBC

Samsung posts disappointing third-quarter profit guidance as it grapples with AI chips

South Korean tech giant Samsung Electronics on Tuesday reported that it expects worse-than-expected profit for the third quarter. In its guidance for the quarter, the world's top memory chip maker ...

Short-seller Andrew Left's new target is a memory stock he says investors are wrongly valuing like it's the next Nvidia

Andrew Left says SanDisk is vulnerable to competition from Samsung, which has the power to flood the market with cheaper ...
Seeking Alpha

Samsung: Memory Is Booming And Looks Set To Continue

Samsung Electronics is now fully participating in the AI-driven memory super cycle, with recent Nvidia approval and a Tesla chip deal fueling a 60% rally. Memory market tightness is acute, with ...
Digi Times

GMIF2025: Samsung Semiconductor: Unlocking the Boundless Potential of the AI Era with Full-Stack Memory Innovation

The Fourth GMIF2025 Innovation Summit (Global Memory Innovation Forum) recently wrapped up in Shenzhen. Themed "AI Applications, Innovation Empowered, "GMIF2025 represented as a gathering of leading ...