Semiconductors, AI & Electronics

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Kioxia (285A.T) bouncing back strong today! Up ~2-6% to ¥73k-¥76k range after yesterday's dip, hitting ¥74k+ intraday on AI memory demand tailwinds. NAND/SSD boom for data centers keeps fueling it. #Kioxia #Semiconductors #AI

Packaging is becoming a big differentiator in the AI supply chain. Samsung needs some solid customer wins here to complete the turnaround.

Samsung's chip recovery looks strong, but advanced packaging is the missing piece. Samsung's semiconductor business is bouncing back nicely thanks to HBM (shipments expected to triple this year) and foundry wins with names like Tesla, Nvidia, and xAI. However, in the key area of 2.5D advanced packaging, essential for combining high-end chips with HBM in AI accelerators, Samsung is still behind. Its own "Cube" tech has only seen small-volume shipments so far (mostly startups like Rebellions and short projects with IBM). No major hyperscaler AI accelerator wins yet. Meanwhile, TSMC is rapidly scaling CoWoS capacity, and Intel is pushing EMIB with Google's TPU. Samsung is shifting to Panel-Level Packaging (PLP) for better efficiency with larger chips and developing System-on-Panel (SoP) for even bigger integration. This could help Samsung catch up as AI chips keep growing in size.

Samsung’s foundry business has been struggling against TSMC. Landing more Nvidia work, especially on cutting-edge nodes, would be a major boost and help Samsung’s 2nm and future processes gain real momentum. For Nvidia, it means more supply chain options as demand stays insanely high. The whole AI ecosystem is tightening partnerships to scale faster. Samsung Foundry comeback story just got another positive signal.

Latest Apple News: New rules in Brazil, Tim Cook’s big purchase, and iPhone leaks https://www.apltion.com/2025/12/25/latest-apple-news-new-rules-in-brazil-tim-cooks-big-purchase-and-iphone-leaks/

Federal Judge blocks Texas law that required age checks for App Stores https://www.apltion.com/2025/12/24/federal-judge-blocks-texas-law-that-required-age-checks-for-app-stores/

New iPhone 18 Pro rumors and major changes coming to Apple users in Brazil https://www.apltion.com/2025/12/23/new-iphone-18-pro-rumors-and-major-changes-coming-to-apple-users-in-brazil/

New iPhone updates and legal troubles: AirPods pairing, better reminders, and a huge fine https://www.apltion.com/2025/12/23/new-iphone-updates-and-legal-troubles-airpods-pairing-better-reminders-and-a-huge-fine/

New iPhone 18 production and Folding screen details leaked https://www.rprna.com/new-iphone-18-production-and-folding-screen-details-leaked/

Apple has made two updates for its users that focus on security and testing new web tools https://www.apltion.com/2025/12/20/apple-has-made-two-updates-for-its-users-that-focus-on-security-and-testing-new-web-tools/

Apple changes Maps features, sleep tracking, and App rules https://www.apltion.com/2025/12/19/apple-changes-maps-features-sleep-tracking-and-app-rules/

Apple users report annoying screen flickers and AirPods static https://www.apltion.com/2025/12/19/apple-users-report-annoying-screen-flickers-and-airpods-static/