Global Scans · Samsung · Weekly Summary

• [New] Google, Qualcomm and Samsung have teamed up on a mixed-reality headset - and one big thing could provide a next-gen experience. CNet
• [New] Memory manufacturers like SK Hynix (KRX: 000660), Samsung Electronics Co. (KRX: 005930), and Micron Technology are heavily investing in HBM production, with HBM revenue alone projected to soar by up to 70% in 2025. FinancialContent
• [New] Apple will overtake Samsung as the world's #1 smartphone maker in 2025 (thanks to aggressive pricing in China, a new ~ $300 iPhone SE, and AI-driven upgrades). Bez Kabli
• [New] Samsung is optimizing its 2 nm process for BSPDN, targeting mass production by 2027, with projections of substantial improvements in chip size, performance, and power efficiency. FinancialContent
• [New] Samsung has already commercialized its second-generation 3 nm GAA technology in 2025, while TSMC anticipates its 2 nm process, featuring GAAFETs, will enter mass production in 2025, with commercial chips expected in early 2026. FinancialContent
• [New] Shipbuilder Samsung Heavy Industries and construction unit Samsung C & T will jointly work with OpenAI to develop floating offshore data centers to cut cooling costs and carbon emissions. Blocks and Files
• [New] Samsung already uses GAA at 3 nm, but TSMC's jump will be closely watched as it powers the next gen of devices. Bez Kabli
• Samsung phones will soon capture 3D photos and videos for Galaxy XR viewing, a mirror of Apple's spatial play that could reach a wider Android base. Next Reality
• Samsung SDS will co design and operate Stargate class data centers and resell OpenAI services in Korea. Binary Verse AI
• The partnership - which will soon be expanded to other countries - allows Coinbase users in the US to purchase crypto directly in-app with Samsung Pay. FinExtra
• Samsung is betting that tri-fold devices will become essential tools for mobile professionals, content creators, and power users who need maximum screen real estate without carrying separate tablets. Gadget Hacks
• Samsung is finally bringing its own version to Galaxy devices with the One UI 8.5 in 2026. Sammy Fans
• TSMC and Samsung maintain control of sub-16nm automotive nodes, fully allocated through 2027. Edge AI and Vision Alliance
• Samsung Electronics is struggling to commercialize its ninth-generation high-capacity NAND, delaying full-scale V9 QLC NAND rollout to at least the first half of 2026. TrendForce
• Samsung is looking into an October launch window for its tri-fold device, which could potentially make it the first major global company to bring a tri-fold smartphone, as Apple is expected to introduce its first foldable iPhone in late 2026. WCCFtech
• Samsung SDI's pilot line is already delivering prototypes, and its roadmap includes ultra-fast charging and 20-year battery lifespans by 2029. Linknovate Stories
• At InterBattery 2024, Samsung SDI announced plans to begin mass production of solid-state batteries in 2027. Linknovate Stories
• By leveraging domestic strengths in hardware-like memory chips from Samsung and SK Hynix-South Korea could achieve cost efficiencies and faster iteration cycles compared to overseas rivals. WebProNews
• Samsung, HTC and Apple are expected to release smart glasses in 2026. Los Angeles Times

Last updated: 13 October 2025