Samsung Electronics America, the leader in advanced memory technology, today unveiled upgrades to its PRO Plus memory cards, designed for professional and enthusiast photographers, videographers, and content creators. The Samsung PRO Plus microSD and full-size SD cards boast increased read and write speeds of up to 180 MB/s and 130 MB/s, a 12 percent and 8 percent increase, respectively, over their predecessors.

Optimized for professional use, the new PRO Plus microSD and SD cards allow users to seamlessly capture 4K ultra-high definition (UHD) and Full HD (FHD) videos and photos. The cards also support a video speed class rating of V30, enabling professionals to quickly move large video files while editing. Available in capacities up to 512 GB, Samsung memory cards provide ample storage for up to 207,159 4K UHD photos or 30 hours of 4K UHD video.[1] Professionals need memory cards that make it easy to save and retrieve data, while also safeguarding their valuable images and video files. With the additional Samsung Card Reader supporting USB 3.0 and providing backward compatibility with USB 2.0, consumers can use Samsung memory cards on any device with a USB port.

Samsung Electronics will be cutting back on memory chip production, following a worrying drop in its operational profits. Estimates for the first quarter point to a 96% year-on-year decline - the silicon mega-corporation's lowest profit result in 14 years (since the first quarter of 2009). Samsung's operating profits fell to 600 billion won ($456 million) in January to March 2023, from 14 trillion won the previous year. The company has confirmed that a slump in sales is the main cause behind the smaller margins - with a slow global economy and a drop in demand after the chip shortages of 2020 - 2022. Manufacturers of computer and server equipment have reduced expenditure on procurements of RAM and storage solutions.

In a statement released last week, the company confirmed that it was adjusting its manufacturing output in reaction to the drop in demand: "We are lowering the production of memory chips by a meaningful level, especially that of products with supply secured." Industry analysts in South Korean are foreseeing that Samsung's chip business will post heavy losses (into the billions of dollars) during the first three months of 2023. Samsung is expected to publish detailed financial results later this month. The analysts have spotted similar patterns at other South Korea-based memory chip markers - SK Hynix and Micron have recorded heavy financial losses across recent quarters.

Samsung Electronics Co., Ltd., a world leader in advanced semiconductor technology, and AMD today announced they have signed a multi-year agreement extension to bring multiple generations of high-performance, ultra-low-power AMD Radeon graphics solutions to an expanded portfolio of Samsung Exynos SoCs. Through the licensing extension, Samsung will bring console-level graphics quality and optimized power consumption to more mobile devices, offering an incredibly immersive and long-lasting gaming experience.

"Together with AMD, Samsung has been revolutionizing mobile graphics, including our recent collaboration that brought ray tracing capability to mobile processors for the first time in the industry," said Seogjun Lee, executive vice president of Application Processor (AP) Development at Samsung Electronics. "Drawing on our technological know-how in designing ultra-low-power solutions, we will continue to drive ongoing innovation in the mobile graphics space."

Samsung Electronics has announced that its sub-division, Samsung Display, is planning to invest $3.1 billion until 2026 in Asan, South Korea to manufacture advanced organic light-emitting diode (OLED) display panels. The country's ministry stated that Samsung's next generation of OLED display panels will be integrated into tablets and laptops. There are already rumors swirling that Apple has contracted with Samsung Display to produce parts for a refresh of the MacBook Pro range that is set to debut at some point before 2026.

Industry insiders are claiming that the substantial investment into the company's Asan, South Chungcheong factory will help fulfil orders placed by Apple for iPad and MacBook OLED displays - the North American company has not officially confirmed an adoption of that type of screen technology for these product ranges. Samsung is likely trying to secure a long term relationship with the Silicon Valley behemoth, and at the same time outmaneuver its competitors in South Korea as well as those in neighboring nations. It has been reported that domestic rival LG is currently unable to take on new orders, as its display factories are functioning at maximum production capacities.

The Chinese Government could retaliate to the U.S. ban on YMTC NAND flash memory products by banning American memory maker Micron Technology. This comes as the country initiated a "cybersecurity review" of Micron products to check if they conform to China's network security Laws. These are essentially the same grounds on which the US-FCC banned YMTC, forcing large customers like Apple to cancel orders of YMTC NAND flash products, derailing the company's growth. YMTC's 3D NAND flash products and their development roadmaps can be considered "contemporary," against those of Micron, Kioxia, SK hynix, and Samsung. If banned, China would force Chinese companies, such as Lenovo, HMD International, etc., to remove Micron from their qualified vendor lists.

Silicon manufacturers in South Korea and Taiwan have questioned the requirements outlined in the United States Chips and Science Act - South Korean President Yoon Suk Yeol spoke on Thursday March 30, and said that there was a growing concern within companies Samsung Electronics Corporation and SK Hynix Inc. with regard to criteria for new U.S. semiconductor subsidies. Excess profit sharing is one area of contention, as the U.S. government will expect dividends to be paid under special conditions. The companies are also reluctant to meet the requirements of submitting detailed information about fab capacity and yield estimates. Leaders are pointing to the potential sensitive nature of exposing too much confidential corporate strategy to bodies in the USA, and sources within Samsung and SK Hynix are worried that budgetary planning information will be revealed in minute detail.

The CHIPS Act grants a $52 billion pool of research and manufacturing funds, and subsidies would be sourced from it. SK Hynix's parent group is considering an application in order to gain access to funding via the CHIPS Act, the SK Group has formed plans to invest $15 billion of its own money into the U.S. chip manufacturing sector - a North American location for an advanced chip packaging plant is being decided upon. Samsung has invested a substantial $25 billion into its Texas operation, so is eligible to receive U.S. government subsidies as well.

TrendForce reports that several suppliers, such as Micron and SK hynix, have started scaling back DRAM production. The ASP of DRAM plunged 20% in 1Q23, and this price decline is predicted to slow down to 10~15% next quarter. It's uncertain whether or not demand will recover in 2H23. Therefore, the ASP of DRAM has continued to fall as inventory levels are high from the suppliers' side, and prices will only rebound if there is a significant decrease in production.

PC DRAM: Purchase quantity from buyers has fallen drastically over the past three quarters; buyers have around 9~13 weeks of PC DRAM stock remaining. Despite suppliers having already cut production in the PC DRAM segment, DDR4 8 GB module is still likely to fall by more than 10% in 2Q23. There is a possibility that PC OEMs may purchase more DRAM because prices have been down to a relatively low level, but it is still under observation whether or not this can mitigate the inventory overstock situation from the suppliers' side. TrendForce predicts the ASP of PC DRAM will fall between 10~15%.

Semiconductor manufacturers worldwide are forecast to increase 300 mm fab capacity to an all-time high of 9.6 million wafers per month (wpm) in 2026, SEMI announced today in its 300 mm Fab Outlook to 2026 report. After strong growth in 2021 and 2022, the 300 mm capacity expansion is expected to slow this year due to soft demand for memory and logic devices.

"While the pace of the global 300 mm fab capacity expansion is moderating, the industry remains squarely focused on growing capacity to meet robust secular demand for semiconductors," said Ajit Manocha, SEMI President and CEO. "The foundry, memory and power sectors will be major drivers of the new record capacity increase expected in 2026."

Samsung Electronics, a world leader in advanced semiconductor technology, today announced its first ultra-wideband (UWB) chipset, the Exynos Connect U100. With single-digit centimeter accuracy, the new UWB solution is optimized for use in mobile, automotive and Internet of Things (IoT) devices, offering precise distance and location information. Samsung also unveiled 'Exynos Connect', a new brand that consolidates its short-range wireless communication solutions, such as UWB, Bluetooth and Wi-Fi that are essential in facilitating an increasingly hyper-connected world.

"Our Exynos Connect U100 combines sophisticated ranging and positioning capabilities with strong security to enable hyper-connectivity between people and everyday objects, fueling a range of new applications in positioning and location tracking," said Joonsuk Kim, Executive Vice President of the Connectivity Development Team at Samsung Electronics. "Building on our technology leadership in communications technologies, we are committed to driving innovation in short-range communication solutions to transform the way we connect and relate to the world around us."

The homebrew and modification community has delved deeper into the recent bout of bricked Nintendo Wii U consoles, unlucky owners are seeing their systems throwing up error codes that indicate an internal memory failure. As covered on TPU almost two weeks ago, it was speculated that leaving a Wii U in a long-term state of unuse was a root cause of the problem. It is now theorized that a simple choice of memory chip is the real issue behind the corruptions, and not a case of leaving your unplugged Wii U stashed in a box somewhere.

An online database has been established on hackmd.io, and a member is collecting hard data from Wii U owners across various online communities and sources. Early indications show that consoles fitted with a Hynix eMMC are leading the pack in terms of number of system failures, Samsung-equipped models are placed in a distant second place, and the Toshiba variant is reported as having zero problems.

TrendForce's latest investigations reveal that the global NAND Flash market has been facing a demand headwind since 2H22. In response, the supply chain has been scrambling to clear out inventory, driving down NAND Flash contract prices by 20-25%. Enterprise SSD took the brunt of the fall with prices plummeting 23-28%. Despite manufacturers lowering prices in an attempt to drive up demand, clients are hesitant to purchase more components for fear of overstock. As a result, NAND Flash bit shipments rose by a mere 5.3% as ASP fell 22.8%. Global NAND Flash revenue was reported to be US$10.29 billion in 4Q22—down 25% QoQ.

TrendForce reports that Kioxia and Micron saw both a reduction in production and price in 4Q22. Kioxia's revenue plunged 30.5% due to weak demand from PC and smartphone clients and data centers readjusting their inventory. Micron generated a quarterly revenue of US$1.1 billion—a staggering 34.7% QoQ drop—that has led them to drastically decrease their capacity utilization rate for fabs. Luckily, Micron was able to ship their 232-layer client SSDs in 4Q22 as scheduled, and with the 176-layer QLC enterprise SSD hot on its heels, Micron's bit shipments are predicted to steadily improve in 2023 with their revenue climbing gradually quarter by quarter.

Google's internal team Project Zero, dedicated to the discovery and patching of zero-day vulnerabilities in mobile hardware, software, web browsers and open source libraries disclosed a series of vulnerabilities in Samsung's Exynos chipsets featured across a wide range of mobile devices. Four of these critical vulnerabilities allow for internet-to-baseband remote code execution, and testing conducted by Project Zero confirmed that an attacker can compromise a phone at the baseband level with only the victim's phone number. They believe that with sufficient skill an attacker could exploit these vulnerabilities completely silently and remotely. The fourteen other vulnerabilities are related but considered to not be as critical as they require a more extensive setup including a malicious mobile network operator or local access to the targeted device.

Due to the severity of the main four critical vulnerabilities Project Zero has delayed full disclosure on how the exploit works stating:

Due to a very rare combination of level of access these vulnerabilities provide and the speed with which we believe a reliable operational exploit could be crafted, we have decided to make a policy exception to delay disclosure for the four vulnerabilities that allow for Internet-to-baseband remote code execution.

Kernel information for a chipset code-named 'Quadra' has been leaked by Home IT. It appears that this SoC is under development at Samsung Electronics, and could be featured in the company's next generation flagship smartphone range. The recently released Galaxy S23 smartphone series is powered by Qualcomm's cutting-edge Snapdragon 8 Gen 2 processor, which ended up being a fine choice for the end user. This was not an ideal partnership for the semiconductor giant, considering its constant push to promote internally developed hardware.

Industry experts have praised Samsung for not integrating an Exynos processor into this generation of devices, including regional model variations, but that has not stopped the company's persistent development cycle of proprietary mobile CPUs. Rumors point to a collaboration with Google, and the Exynos 2300 SoC looks to form the basis of the latter's next generation Tensor G3 chipset. The leak reveals that the standard 2300 has been designed as a 1+4+4 core configuration, comprised of four performance cores, four efficiency cores, and one super core.

Samsung Electronics has announced ambitious long term plans to expand its operation in South Korea. The company is set to invest around $230 billion in new fabrication facilities, with five locations marked for development in Yongin, a city located within the Seoul Capital Area. The five new factories with mixed foundry and memory manufacturing purposes, will form part of the South Korean government's intentions to assemble a mega semiconductor hub in the region.

South Korea's Ministry of Trade, Industry and Energy (MOTIE) on Wednesday revealed its intent to invest $422 billion by 2026 to boost production of six core technologies: semiconductors, electric vehicle batteries, autonomous vehicles, robots and displays. The government provided a breakdown of the total budget, and $260 billion has been allocated for the country's chip space to develop system semiconductors into the year 2026.

In a Samsung Electronics business report released on March 12, it was revealed that the giant electronics manufacturer will begin mass production of new chips through a 4 nm 2.3-generation process. The newly established manufacturing process is set to start by the end of H1 2023, which means that mid-June would be the expected commencement date. Samsung Semiconductor has managed to produce a satisfactory yield of wafers with the new generation chipsets.

Samsung Electronics has experienced significant problems with the production of previous generation 4 nm chips, and industry insiders have been surprised by the sudden announcement of the third generation version, given rumors pointing to the Hwaseong factory struggling to reach yields at the 60% mark. Qualcomm famously dropped Samsung in favor of TSMC as a source of 4 nm chipsets in 2022, due to disappointing yield figures.

According to TrendForce's latest survey of the global foundry market, electronics brands began adjusting their inventories in 2Q22, but foundries were unable to rapidly adapt to this development because they reside in the more upper portion of the supply chain. Moreover, revising procurement quantities of long-term foundry contracts takes time as well. Hence, only some tier-2 and -3 foundries were able to immediately respond to the changes in their clients' demand. Also, among them, 8-inch wafer foundries made a more pronounced reduction in their capacity utilization rates. As for the remaining foundries, the downward corrections that they made to their capacity utilization rates did not become noticeable until 4Q22. Hence, in 4Q22, the quarterly total revenue of the global top 10 foundries registered a QoQ decline for the first time after 13 consecutive quarters of positive growth. The quarterly total revenue of the top 10 foundries came to US$33,530 million, reflecting a drop of 4.7% from 3Q22. Moving into 1Q23, TrendForce projects that the quarterly total revenue of the top 10 will show an even steeper drop on account of seasonality and the uncertain macroeconomic situation.

Apex Storage, a new company in the storage world, has announced that its X21 add-in-card (AIC) has room for 21 (you read that right) PCIe 4.0 M.2 NVMe SSDs. The card supports up to 168 TBs with 8 TB M.2 NVMe SSDs and 336 TBs of storage with future 16 TB M.2 SSDs drives and can withstand speeds of up to 30.5 GB/s. Packed inside a single-slot, full-length, full-height AIC, the X21 card is built for a snug fit inside workstations and applications such as machine learning and hyper-converged infrastructure that enterprises need to develop inside servers and workstations across the site.

The X21 AIC has 100 PCIe lanes on the board, which indicates the presence of a PCIe switch, likely placed under the heatsink. To power all the storage, the PCIe slot itself needs to be more, and the card also has two 6-pin PCIe power connectors that provide 225 Watts of power in total. Interestingly, the heatsink is passively cooled, but Apex Storage suggests that there should be an active airflow with a minimum of 400 LFM to ensure the regular operation of the card. In the example application, the company laid out X21 with Samsung's 990 Pro SSDs; however, the card also supports Intel Optane drives. Read and Write IOPS are higher than 10 million. Additionally, the average read and write access latencies are 79 ms and 52 ms. Apex Storage didn't reveal the pricing and availability of the card; however, expect it to come with a premium.

Samsung Electronics reportedly invested a record 53.11 trillion KRW (USD $40.2 billion) in expanding its semiconductor manufacturing capabilities, until March 2023, with investments throughout 2022 totaling $37 billion (47.87 trillion KRW). Business Korea reports that much of the investment was made toward increasing memory products manufacturing capacity, despite the ongoing slump in the PC and ICT industries from a possible economic recession. Samsung anticipates a continued growth in DRAM, possibly as the data-center and consumer-electronics industries transition to faster memory types. In particular, Samsung is undertaking a doubling in foundry capacity in its Pyeongtaek foundry.

Business Korea got the scoop on Samsung hiring an ex TSMC executive by the name of Lin Jun-Cheng, who was with TSMC for almost 19 years. His role at Samsung will be as VP of Samsung's advanced packaging business, something he should be more than familiar with, as during his time at TSMC, he was part of no less than 450 patents involving chip packaging. Lin has also worked for Micron and more recently for a company called Skytech, that specialises in advanced IC packaging equipment.

Samsung has relied on third parties when it comes to more advanced chip packaging and has been behind Intel and TSMC in this area. The Business Korea article mentions that Samsung has been spending a lot of resources over the past year to build its own advanced packaging business, including hiring industry experts. Samsung has hired ex Apple, Intel and Qualcomm staff to join or head various teams related to its foundry division, not only for packaging, but also experts in various lithography processes, such as EUV. Samsung is clearly taking its foundry business seriously, even though they have had their fair share of issues with various customers over the past few years.

Smartphone brands hoped that the promotional activities related to the year-end holiday season or initiated by e-commerce companies would lead to a significant reduction in channel inventory near the end of 2022. However, the recent downturn of the global economy continued to impact consumer confidence in 4Q22, so smartphone sales were lower than expected and thereby dragged down the speed of inventory consumption. Moreover, the labor shortage problem at Foxconn's electronics assembly base in the Chinese city of Zhengzhou affected Apple's efforts to raise iPhone production in 4Q22. According to TrendForce's latest research, quarterly global smartphone production totaled around 301 million for 4Q22, reflecting a QoQ growth of 4% and a YoY decline of 15.5%.

Earlier in 1H22, China's enforcement of its zero-COVID policy and the Russia-Ukraine military conflict caused the demand for consumer electronics to plunge. Later in 2H22, the global economy experienced a decline that was worse than expected as factors such as high inflation, food shortages, and rising energy prices came into play. As a result, consumer demand was further weakened. Besides these negative factors, the high level of channel inventory was also a major reason as to why smartphone brands suffered a drop in annual device production. Based on TrendForce's calculation, annual global smartphone production fell by 10.6% YoY to 1.192 billion units for 2022. This YoY decline was larger than one recorded for the year when the COVID-19 pandemic first emerged.

With Samsung Electronics announcing that the next-generation GDDR7 memory standard is in development, and Cadence, a vital IP provider for DRAM PHY, EDA software, and validation tools announcing its latest validation solution, the decks are clear for the new memory standard to debut with the next-generation of GPUs. GDDR7 would succeed GDDR6, which had debuted in 2018, and has been around for nearly 5 years now. GDDR6 launched with speeds of 14 Gbps, and its derivatives are now in production with speeds as high as 24 Gbps. It provided a generational doubling in speeds from the preceding GDDR5.

The new GDDR7 promises the same, with its starting speeds said to be as high as 36 Gbps, going beyond the 50 Gbps mark in its lifecycle. A MyDrivers report says that NVIDIA's next-generation GeForce RTX 50-series, probably slated for a late-2024 debut, as well as AMD's competing RDNA4 graphics architecture, could introduce GDDR7 at its starting speeds of 36 Gbps. A GPU with a 256-bit wide GDDR7 interface would enjoy 1.15 TB/s of bandwidth, and one with 384-bit would have a cool 1.7 TB/s to play with. We still don't know what is the codename of NVIDIA's next graphics architecture, it could be any of the ones NVIDIA hasn't used from the image below.

According to TrendForce's latest survey of the server market, many cloud service providers (CSPs) have begun large-scale investments in the kinds of equipment that support artificial intelligence (AI) technologies. This development is in response to the emergence of new applications such as self-driving cars, artificial intelligence of things (AIoT), and edge computing since 2018. TrendForce estimates that in 2022, AI servers that are equipped with general-purpose GPUs (GPGPUs) accounted for almost 1% of annual global server shipments. Moving into 2023, shipments of AI servers are projected to grow by 8% YoY thanks to ChatBot and similar applications generating demand across AI-related fields. Furthermore, shipments of AI servers are forecasted to increase at a CAGR of 10.8% from 2022 to 2026.

Looking back at 2H22, as server OEMs slowed down the momentum of their product shipments, Chinese server buyers also held a conservative outlook on future demand and focused on inventory reduction. Thus, the flow of orders for enterprise SSDs remained sluggish. However, NAND Flash suppliers had to step up shipments of enterprise SSDs during 2H22 because the demand for storage components equipped in notebook (laptop) computers and smartphones had undergone very large downward corrections. Compared with other categories of NAND Flash products, enterprise SSDs represented the only significant source of bit consumption. Ultimately, due to the imbalance between supply and demand, the QoQ decline in prices of enterprise SSDs widened to 25% for 4Q22. This price plunge, in turn, caused the quarterly total revenue from enterprise SSDs to drop by 27.4% QoQ to around US$3.79 billion. TrendForce projects that the NAND Flash industry will again post a QoQ decline in the revenue from this product category for 1Q23.

Welcome to the battle of the Korean OLED display makers, where LG Display is now claiming that Samsung's new-ish QD OLED displays are far more susceptible to screen burn, compared to its own WOLED displays. In a way, this is LG getting back at Samsung, as the latter has criticised LG for quite some time, over screen burn on its OLED displays, despite the fact that Samsung hasn't had any of its own OLED products until last year. LG Display is basing much of its claims on testing by Rtings, which isn't yet publicly available, but the company also has a technical explanation behind it all.

Both LG's and Samsung's OLED panels are based around RGB subpixels, just like most LCD panels, with the difference being that OLED panels don't have a backlight, as the pixels themselves are supposed to emit the light. However, RGB subpixels on larger screens tend to lack in brightness and this is why LG added white subpixels to its WOLED panels, which was also a source of criticism from Samsung. However, Samsung's QD OLED displays use a blue OLED layer behind a Quantum Dot layer, which is meant to produce a brighter image than LG's WOLED panels. LG now claims that because Samsung went down the path of using pure RGB subpixels, each subpixel is subjected to a lot more stress on static images than its own WOLED design, which in turn causes screen burn. LG Display did apparently not go into much more details than that at the online press conference the company had called last week, so we'll have to wait and see what Rtings reveals in its next update on its long term testing, which is supposed to take place sometime this month.

Update Mar 3rd 15:08 UTC: Rtings reached out to us and explained that they didn't provide any data to LG Display. Instead, LG Display based its assumptions on photos posted by Rtings on its website. Rtings provided the following statement:

We didn't send any information to LG Display. We published our two-month data and pictures in two waves on February 6th and 16th. It appears LG took these images from our reviews when they were released publicly.

Further to that point, LG Display also did not reach out to us prior to their press call where they referenced our test and images.

According to TrendForce's research, global DRAM revenue fell by 32.5% QoQ to US$12, 281 million for 4Q22. The QoQ decline for 4Q22 is larger than the QoQ decline of 28.8% for 3Q22 and comes close to the QoQ decline of 36% for the final quarter of 2008, when the global economy was in the midst of a major financial crisis. The main cause of the steep revenue drop in 4Q22 was the plummeting overall ASP. DRAM suppliers experienced a rapid accumulation of inventory in 3Q22 due to a freeze in buyers' demand. Subsequently, suppliers were much more energetic in price negotiations for 4Q22 contracts as they were struggling for market share. Among the major categories of DRAM products, server DRAM suffered the sharpest price drop in 4Q22. Contract prices of DDR4 and DDR5 server DRAM products registered QoQ drops of 23~28% and 30~35% respectively.