SemiconSam

Apple Begins Talks with Samsung on Supplying Glass Substrates for Semiconductors

Will NVIDIA NVLink Fusion Truly Reshape the Industry Paradigm?

Samsung Securities HBM Analysis (2025,5,15)

Speculations on the Background for the US Treasury Sell-off / Possibility of Samsung Foundry Securing an Order from Nvidia / Update on Samsung Memory

Thought – Why Shouldn’t Samsung Have Launched the Galaxy?

Samsung Finally Finds TSMC – A Shift in the Balance of Power

Hyundai Motor Securities – Field Trip Report on Japanese and Taiwanese Companies (HBM Market Outlook, Latest on SMIC, and Progress of HBM Localization in China)

“A Revolution That Will Completely Upend the AI Scene” – Exclusive Interview with Satya Nadella, MS CEO – Korea JoongAng Ilbo

AI at Your Fingertips: Jarvis Has Arrived – Kyobo Securities

Regarding the Future Outlook of CXL – Eugene Investment & Securities