Samsung

Recent news

• Jul 9, 2026

  South Korea AI Chip Startup Rebellions Raised $400 Million at $2.3 Billion Valuation & Plans South Korea IPO in 2027 1H, Founded in 2020 by Sunghyun Park, Oh Jin-wook, Kim Hyo-eun & Shin Sung-ho, Investors Include Samsung, SK Hynix, SK Telecom, KT Corp, Korea National Growth Fund, Saudi Aramco (Wa’ed Ventures)

  South Korea AI chip startup Rebellions has announced that it raised $400 million at a $2.3 billion valuation and plans a South Korea IPO in the first half of 2027.

  • Raised $400 million at a $2.3 billion valuation; the company says it plans to IPO in South Korea in 1H 2027.
  • Rebellions says it was founded in 2020 by Sunghyun Park, Oh Jin-wook, Kim Hyo-eun and Shin Sung-ho and counts Samsung, SK Hynix, SK Telecom, KT Corp, Korea National Growth Fund and Saudi Aramco (Wa’ed Ventures) among its investors.
  • The company describes itself as an AI accelerator startup providing cards, servers and rack-scale systems for datacenters, with software support for PyTorch 2.x and vLLM.
  • It says it has begun mass production of 5nm accelerators deployed across thousands of ATOM cards powering commercial AI services for telecom operators.
• Jul 8, 2026

  SK Hynix looking to raise $28bn with US IPO

  SK Hynix has announced plans to sell 17.8 million shares in a US IPO, with the company expected to raise around $28 billion.

  • In an SEC filing dated July 6, SK Hynix said it will offer American depositary receipts (ADRs), with 1 ADR = 0.1 common share; pricing is expected on Thursday, July 9, with trading to begin on Friday, July 10.
  • The company said it is one of the world’s largest memory semiconductor companies, ranking second in DRAM and second in NAND flash by revenue; it also reported Q1 2026 revenue of $34.51 billion.
  • The article also references a separate earlier announcement that SK Hynix, alongside Samsung, plans to invest $513 billion to build four memory fabs in South Korea and 81 trillion won ($52 billion) for HBM packaging fabs in the Chungcheong region, plus 5 GW of data center capacity and a possible additional 10 GW between 2029 and 2035.
• Jul 6, 2026

  Why India’s AI Boom Is Running On A Waiting List

  The article analyzes how AI chip shortages and supply-chain constraints are reshaping how India’s cloud providers and startups source and use compute, rather than announcing a new deal.

  • GPU delivery timelines have shifted from weeks to months, with large deployments historically taking 6-15 months in 2024 and dedicated cluster setups now taking about 4 months; lead times for next-generation enterprise AI GPUs are said to be 36-52 weeks.
  • Supply bottlenecks extend beyond chips to CoWoS packaging, HBM memory, and networking components; the article also cites 2027-2028 as the expected period when new memory factory capacity from SK Hynix, Samsung, and Micron may materially improve supply.
  • The story highlights how firms such as Murf.AI, Nurix, and CoRover are reserving capacity in advance, using mixed hardware fleets, and optimizing workloads to cope with scarcity, while IndiaAI-related sourcing is mentioned as part of the broader compute ecosystem.
• Jul 3, 2026

  Chip industry group warns US government against interventionist approach to memory chip shortage

  SEMI has written to senior officials in the Trump administration urging the US government not to try to influence memory chip prices or production capacity.

  • In a July 1 letter seen by Bloomberg News, SEMI said interventions that distort pricing or capacity decisions could prolong the demand downturn.
  • The letter was addressed to Treasury Secretary Scott Bessent, Defense Secretary Pete Hegseth, Commerce Secretary Howard Lutnick, and Secretary of State Marco Rubio; SEMI also said tax breaks should be extended to encourage US production capacity increases.
• Jun 30, 2026

  South Korean Tech Giants to Build a $518 Billion Chipmaking Hub to Serve Soaring AI Demand

  Samsung Electronics and SK Hynix announced a combined investment to build a new semiconductor hub in southwest South Korea.

  • Main announcement: Samsung Electronics and SK Hynix will invest 800 trillion won (~$518 billion) to build a new chipmaking hub in southwest South Korea, with each company building two fabrication plants; Samsung said its new fabs will be built in Gwangju and potential sites include grounds of a military air base slated for relocation. The companies and President Lee Jae Myung publicly announced the plan together.
  • Background and details: Government officials and company chairs said the project requires vast sites, sufficient power and water, and skilled workers; no completion timeline was specified. Officials highlighted the region’s renewable energy strengths and outlined a plan for a nationwide semiconductor ecosystem (southeast expanding components, Chungcheong for packaging, and data centers built across the country).
• Apr 14, 2026 · TechNode Global

  Singapore-based cloud service OrtCloud raises $1.7M pre-seed funding to advance AI-focused cloud infrastructure

  OrtCloud has raised $1.7 million in a pre-seed funding round led by Golden Gate Ventures.

  • Funding and purpose: The pre-seed round raised $1.7 million, led by Golden Gate Ventures with participation from Antler, to support development of OrtCloud’s deterministic virtual machine infrastructure for fixed workloads and AI-agent environments, and to scale product development, infrastructure, hiring, and go-to-market in the Asia-Pacific and U.S. markets.
  • Product and market context: OrtCloud provisions fixed-resource virtual machine tiers (hosted cloud and on-premises options) targeting enterprises with data residency or network isolation needs; the article cites a $50 billion to over $80 billion Southeast Asia infrastructure opportunity and an agent-based workloads category worth over $20 billion.
• Mar 26, 2026

  Panasonic says datacenter batteries are selling out and AI is to blame

  Panasonic Energy disclosed this week that hyperscalers have pre-committed more than 80% of its planned datacenter battery output through fiscal year 2029.

  • Main announcement: Panasonic Energy said hyperscalers have agreed to more than 80% of its planned sales through FY2029, and the company plans to convert automotive lithium‑ion cell lines from FY2027, build a new module plant near its existing Mexico facility, and co-develop supercapacitor-based rack backup units with Panasonic Industry Co., Ltd. to address AI-driven peak loads.
  • Background and other details: Panasonic claims an 80% share of the distributed power supply market for data centers (citing a Synergy Research survey as of December 2025); the company promotes rack-level battery backup with peak shaving to absorb AI workload voltage/peak instability, and analysts (Greyhound Research, Uptime Institute, IEA, Gartner) warn of structural power tightness across the AI data center stack.
• Mar 19, 2026

  Tariffs Add Cost, but Component Shortages Dictate Data Center Timelines

  The article reports on fluctuating US tariffs and persistent component shortages affecting data center construction.

  • Key developments on tariffs (main announcement): The US Supreme Court in February 2026 invalidated portions of certain tariff measures, prompting the Trump administration to issue revised tariff measures while legal challenges continue; affected companies are suing to recover duties paid and litigation remains ongoing, creating uncertainty over import costs and duty recoveries.
  • Supply-chain and project-level details:DRAM and HBM are reported sold out through 2028, SSD and HDD availability is constrained (Western Digital capacity tight into 2027), and Micron has announced a planned $100 billion fabrication plant in New York; hyperscalers are absorbing most available accelerators and memory, and owners are shifting procurement (increase in OFCI — owner-furnished, contractor-installed) to manage extreme lead times.
• Mar 17, 2026

  Report: Dallas–Fort Worth Leads U.S. in Industrial Development

  CommercialSearch has released a report finding that Dallas–Fort Worth has reclaimed the nation’s top spot in industrial development with 28.8 million square feet under construction.

  • Main announcement: The report states Dallas–Fort Worth (DFW) now has 28.8 million SF under construction, a 27% year-over-year increase after adding 6.2 million SF in the last year; the region previously peaked at 33.6 million SF in 2024 and dipped to 22.6 million in 2025. Key projects slated for completion in Q2–Q3 2026 include: Intermodal Logistics Center (1,957,294 SF) — Q2 2026, Alliance Westport Buildings 15, 24 (1,947,436 SF) — Q3 2026, Lewisville 121 (1,848,479 SF) — Q2 2026, Passport Park West (1,750,834 SF) — Q2 2026, and Amazon Project Maverick (1,700,000 SF) — Q3 2026.
  • Background and details: The report notes a regional vacancy rate of 11.4%; logistics facilities are the largest segment, while manufacturing and data centers are a growing share (data centers = ~20 projects, about 11% of the pipeline). It also highlights Texas’ push to overtake northern Virginia in data center power capacity within the next few years.
• Mar 17, 2026

  Chip wafer shortage will run through 2030 as AI demand overwhelms supply: SK Hynix chief

  SK Group Chairman Chey Tae-won warned the global semiconductor wafer shortage could continue until 2030.

  • Main announcement: Chey said the industry faces a wafer deficit of more than 20% and expects at least four to five years of capacity building; he attributed the squeeze to AI-driven HBM demand and said SK Hynix (holding 57% of global HBM and 32% of overall DRAM) is preparing a plan to stabilise DRAM prices (details not disclosed).
  • Background/details: Industry analysts (Greyhound Research, Gartner, IDC) describe the issue as a structural reallocation of memory toward AI workloads; IDC projects 2026 DRAM and NAND supply growth of 16% and 17%, Samsung’s P5 facility is expected online by 2028, and new fab capacity will be largely optimised for AI workloads, limiting near-term relief for conventional enterprise demand.
• Mar 11, 2026

  🤖 La Machine #67: Planting A $1B AI Seed Round In Paris

  Advanced Machine Intelligence Labs (AMI) has announced a $1.03 billion seed round and launched as a $3.5 billion pre-money Paris-based AI unicorn.

  • Main announcement: AMI raised $1.03 billion in a seed round (approximately €890 million) and is valued at $3.5 billion pre-money; the round was co-led by Cathay Innovation, Greycroft, Hiro Capital, HV Capital, and Bezos Expeditions, with participation from backers including Nvidia, Samsung, Temasek, Bpifrance, and others. The fundraising target originally set at €500 million was doubled due to demand.
  • Context and other details: This newsletter is a compilation of multiple announcements: Nscale closed a $2 billion Series C (valuation $14.6 billion) led by Aker to build AI-tailored data centres; Jimmy Energy secured €80 million split €40m equity (Crédit Mutuel Impact) + €40m public support (France 2030) targeting construction of its first micro-reactor by the end of the decade and operations in the early 2030s; HABS gains access to 80 H200 GPUs from Microsoft as part of a partnership, and kyron.bio entered a research partnership with Servier (financial terms undisclosed).
• Mar 10, 2026

  HPE’s server and storage prices can change after you place an order

  HPE has amended its quoting terms to reserve the right to reprice existing orders for commodity cost increases between quoting and shipment.

  • Core change: HPE has amended quoting terms to allow repricing of existing server and storage orders for commodity cost increases between quoting and shipment; the company says elevated memory and storage prices are expected to persist well into 2027 and implemented DRAM-related price increases in November 2025 while shortening quote commitment cycles and steering customers toward lower-memory configurations.
  • Background and context: Suppliers Samsung, SK Hynix, and Micron have redirected capacity toward high-bandwidth memory (HBM) for AI accelerators, TrendForce projected DRAM prices up 50%–55% in Q1 2026 vs Q4 2025, HPE completed a $14 billion acquisition of Juniper Networks in July 2025, and HPE reported Q1 fiscal 2026 revenue of $9.3 billion (up 18% YoY).
• Mar 10, 2026 · TechNode Global

  Taiwan’s Cooler Master plans $3B investment in Vietnam, with 40,000 workers

  Cooler Master has announced plans to expand its investment and operations in Bac Ninh province, Vietnam.

  • Main announcement: Cooler Master announced an increase of its investment from $200 million to a planned $3 billion, and aims to expand its workforce to 40,000 by 2029; the company also seeks to lease 100 hectares in Gia Binh Industrial Park and attract vendors and partners for the new project.
  • Background and details: The company’s first Bac Ninh project (approved January 2023) had its capital increased to $200 million in December 2024, covers 10 hectares in Gia Binh Industrial Park, manufactures cooling devices for AI servers, data centers, and machine learning servers, entered production July 2025 with 1,300 workers (target 5,000 workers this year); Bac Ninh authorities (Pham Hoang Son) have expressed support and were asked to assist with land lease incentives, tax policies, residential areas for workers, and administrative procedures.
• Feb 25, 2026

  Samsung Said 'AI' a Lot at Unpacked. Except When It Talked About the Environment

  Samsung dropped its new Galaxy S26 smartphone series at Unpacked and heavily promoted Galaxy AI features while giving limited attention to AI’s environmental impacts.

  • Main announcement/action: Samsung unveiled the Galaxy S26 series at Unpacked (Feb. 25, 2026) and emphasized Galaxy AI features (call screening, photo editing) while noting environmental initiatives such as a pledge to include recycled material in all devices by 2030 and global water restoration efforts.
  • Background and context: The piece is an opinion/commentary highlighting industry-level facts: AI’s large energy and water demands, the push to build data centers across the US, and that companies like Google reported nearly a 50% rise in GHG emissions in 2024; it also cites OpenAI CEO Sam Altman’s comment that concerns about AI’s water usage are “fake”.