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Samsung

Data center news, project activity, and monthly briefings for Samsung.

Recent news

  • Retail Smartphone Sales Tanked 20% In 2026 Diwali Season: AIMRA

    All India Mobile Retailers Association has reported a sharp fall in India’s offline smartphone sales during the 2026 Diwali period.

    • Mobile phone retailers saw sales volumes decline 18-20% over the four-day period between Dhanteras (November 6) and November 9, while overall sales value stayed broadly in line with last year due to higher average selling prices.
    • AIMRA said volumes fell nearly 40% in the seven days before Dhanteras, with demand concentrated in the ₹30,000-60,000 band; it also cited tighter financing approvals (60-70% of loan applications) and weaker supply of fresh 5G models in the sub-₹20,000 segment.
    • The report attributes rising prices to higher component costs linked to the AI-driven memory shortage; it says per-device memory cost has risen to $60-65 from about $20 in 2025, while Xiaomi has signalled increases of up to ₹4,000 and other makers may raise prices by up to 15%.
  • Nvidia Probes Huang Ties as AI Industry Weighs the Fallout

    Nvidia has announced an independent investigation into reports linking CEO Jensen Huang to a former Megaspeed International executive, while saying it has no reason to believe US national security or proprietary information was compromised.

    • The board announced on November 8 that a committee of independent directors with outside counsel will oversee the inquiry; Huang said he would cooperate and a company spokesperson said he would continue as CEO without interruption.
    • The article also discusses Huang’s long-running role in Nvidia’s strategy, possible succession risks, and the broader AI infrastructure and China export-control context, including Huang’s comments that China is a $50 billion AI market and that US restrictions began in 2022.
  • South Korea AI Chip Startup FuriosaAI Raised $620 Million in Series D Funding at $2.9 Billion Valuation & Plans for IPO, Founded in 2017 by Baek Jun-ho, Jeehoon Kang & Kim Han-joon

    FuriosaAI has announced that it raised $620 million in Series D funding at a $2.9 billion valuation and plans to pursue an IPO.

    • The company says the round was completed after earlier reporting in January 2026 that it was raising $500 million in Series D funding and planning an IPO.
    • Background details note FuriosaAI was founded in 2017 by Baek Jun-ho, Jeehoon Kang, and Kim Han-joon; prior investors include DSC Investment, Korea Development Bank, and Naver.
    • The article also references that in March 2025 FuriosaAI rejected a $800 million buyout offer from Meta.
  • Community Colleges Rush to Expand Semiconductor Training as Chips Labor Shortage Looms

    The Associated Press reports that community colleges are expanding short-term semiconductor training programs to address a looming U.S. labor shortage in chip manufacturing.

    • Rio Salado College in Tempe, Arizona opened a free 12-week semiconductor program this fall after consulting with TSMC and Intel; students receive virtual-reality instruction and about 20 hours of hands-on training in Arizona State University clean-room labs.
    • The article says federal agencies and chipmakers, including the National Science Foundation, TSMC, Samsung, and SK Hynix, are supporting these efforts; SEMI says the U.S. industry could face a shortage of up to 157,000 full-time workers by 2030, while TSMC’s $265 billion northern Phoenix project is cited as part of the broader hiring push.
  • Another Data Center IPO Fizzles as Investor Appetite Wanes

    Elice has completed its IPO and reported a weak first-day trading performance, while the article also cites broader investor caution across AI/data-center listings.

    • Elice raised 201 billion Korean won (US$150 million) in its debut and fell 32% on its first day of trading before closing slightly higher.
    • The company said IPO proceeds will fund data centers in South Korea and possible expansion to the US, Japan, and Singapore; the article also references other delayed or withdrawn listings including Firmus ($5 billion IPO), PLDT’s data center REIT IPO, and AirTrunk’s $1.5 billion Singapore REIT.
  • With 90% of its developable land utilised, New Noida to come up in over 20,000 hectares

    Noida Authority has announced a 20,000-hectare greenfield expansion called New Noida to support industrial growth and phased land acquisition.

    • The plan is being presented as a new infrastructure push for Noida, with land acquisition slated to begin in phases and existing areas also being considered for higher FAR to enable vertical redevelopment.
    • The authority said the next groundbreaking ceremony will include about 120 industrial proposals with an estimated investment of nearly Rs 35,000 crore across data infrastructure, electronics manufacturing, commercial real estate, logistics, and institutional development; it also said the region already hosts major firms including Samsung, Dixon, TCS, Infosys, HCL, Microsoft, Wipro, Adobe, Sify, and AdaniConneX.
  • EXCLUSIVE: Ecosia founder clarifies move away from Mistral – It’s about open models, not China

    Ecosia has said it is shifting from Mistral to more affordable, energy-efficient open AI models, with founder and CEO Christian Kroll clarifying that the move is about open models and European infrastructure rather than Chinese technology.

    • Ecosia expects to use Melious.ai in future; Kroll said the German platform offers high-quality, affordable AI inference powered by green electricity and that Ecosia can switch models for sensitive topics such as Taiwan.
    • The article also references Mistral AI’s recent financing: €3 billion Series D in September 2026, €722 million debt financing in March for a first large-scale data centre near Paris, and a €1.7 billion Series C in September 2025; Ecosia itself has largely grown without external financing and adopted steward-ownership in 2018.
  • AMD to ramp up CPU, GPU supply in 2027 as AI demand surges

    AMD has announced plans to substantially increase CPU and GPU supply in 2027, with CEO Lisa Su saying the company is already expanding supply and capacity in 2026.

    • Su said AMD is planning capacity three to five years ahead and was in Taiwan on October 5-6 to ramp supply for CPU and GPU production.
    • She reportedly met Foxconn and was scheduled to meet TSMC; she also visited South Korea and met Samsung Electronics’ Device Solutions (DS) to broaden partnerships.
    • The article also notes AMD’s 2027 ramp depends on partners including TSMC, SK Hynix, and Samsung, with constraints tied to HBM4, CoWoS packaging, and foundry capacity.
  • The rise of lithium-ion batteries – EQ

    The article is an analytical commentary on the rise of lithium-ion batteries and the policy and industrial conditions behind their global expansion.

    • It says the global lithium-ion battery market is worth more than USD 150 billion and explains how the technology spread from publicly funded research in the United States, Europe and Japan to commercial products in Japan, then large-scale production in Korea and China.
    • It highlights key milestones including Samsung overtaking Panasonic in 2011, China producing 85% of lithium-ion batteries globally, and battery prices falling 97% by 2025 versus 2000; it also notes battery use in EVs, power grids, data centres, drones and robotics.
    • The piece also discusses policy support such as China’s subsidies, land use guarantees, preferential land pricing and state-backed capital, plus raw-material strategies involving lithium, graphite and other minerals and investment ties with the Democratic Republic of Congo and Indonesia.
  • 🤖 La Machine #91: Mistral’s €3 Billion Mic Drop

    Mistral AI has announced a €3 billion funding round at a post-money valuation above €21 billion.

    • Samsung led the financing, which Mistral says is the largest private European tech equity round on record.
    • The funds are intended for frontier research, more compute, and Mistral’s own infrastructure; the article also says Mistral has nearly doubled its valuation in a year and is still positioning itself against OpenAI and Anthropic.
    • The piece is a newsletter-style news summary referencing a recent announcement rather than publishing Mistral’s original press release.
    • The article also mentions Mistral’s sovereignty pitch and says competitive models are coming “very soon.”
  • Mistral AI Raises €3 Billion at €21 Billion Valuation to Keep Europe in the AI Race

    Mistral AI has announced a €3 billion equity round at a post-money valuation of more than €21 billion. - The round is led by Samsung Electronics, with Scaleup Europe Fund (EQT) and PSG Equity as co-leads; new investors include Advent, BlackRock-managed funds, and the Grand Duchy of Luxembourg.

    • The company says the financing will expand frontier research, fund more infrastructure including its own data centers, and support larger and faster models; Microsoft reportedly did not participate despite a prior infrastructure agreement in Europe.
    • The article also says the round makes Mistral the largest equity round ever completed by a privately held European technology company and that its valuation has nearly doubled from about €12 billion in a year.
  • Nvidia unveils alternative high bandwidth technology to bolster AI cards

    Nvidia has announced NVHBM, a customized High Bandwidth Memory architecture for AI accelerators and custom XPUs.

    • The company says NVHBM is part of its NVLink Fusion platform and is aimed at hyperscalers and AI companies building custom accelerators; Amazon’s Annapurna Labs is named as the first announced partner.
    • Nvidia says the design moves the memory controller into the HBM stack’s base die, and claims up to 30% greater bandwidth, 15% lower power, and 25% more compute-die area versus conventional HBM4E.
    • The article frames this as a blog-post announcement published alongside Nvidia’s quarterly earnings call, not as a report of a separate commercial deal.
  • Nvidia, MediaTek Bring Custom Chips to AI Racks

    Nvidia has announced that it is opening its rack-scale AI infrastructure and NVLink Fusion technology to custom accelerators from hyperscalers and other AI developers, and it has expanded its partnership with MediaTek to support pre-validated custom XPU designs.

    • The platform lets customers design custom XPUs on a pre-validated NVLink Fusion foundation and integrate them into Nvidia-connected AI factory infrastructure built around the MGX ecosystem.
    • Nvidia also invested $3.5 billion in convertible bonds issued by MediaTek; the companies did not name any customers or announce specific data center deployments.
    • The broader context is Nvidia’s effort to make NVLink interoperable beyond its own processors, while rival approaches include Ethernet and UALink; the MediaTek partnership also extends to local AI computing and automotive systems.
  • Our renewable future: batteries to the rescue

    East Anglia Bylines has published an opinion-style article arguing that grid-scale battery storage is rapidly improving and helping enable renewable energy transition.

    • The article says battery storage costs have fallen sharply, with a grid-level battery energy storage system down by roughly two-thirds since 2022 and lithium carbonate at about one-third of its 2022 price.
    • It cites Marek Kubik on market changes, including Saudi Arabia reaching about 18 GWh of grid-scale storage with 24 GWh more in the pipeline, and the United Arab Emirates building a 19 GWh solar/battery project; it also discusses LFP and sodium-ion batteries and mentions possible applications for data centres.

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