Samsung DS faces challenges, with hope to recover in 2Q25

Samsung Electronics’ Device Solutions (DS) division has reported weaker-than-expected earnings for the fourth quarter of 2024, grappling with a series of challenges that have raised concerns within the semiconductor industry. Experts point to five major obstacles currently facing Samsung’s semiconductor business: falling prices for general-purpose DRAM, delays in HBM deliveries, slowing demand for enterprise solid-state drives (eSSDs), widening losses in its foundry business, and escalating tensions between the US-China conflicts that may be difficult to resolve in the short term.

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South Korean industry skeptical of DeepSeek’s AI cost claims

DeepSeek, a Chinese artificial intelligence (AI) startup, has stirred industry discussion with the announcement of its new “high-efficiency AI” model. The company claims this new model delivers performance comparable to ChatGPT at a dramatically lower cost—generating significant interest across the industry. According to DeepSeek, the breakthrough stems from substantially reduced training costs, a development that could reshape the AI landscape. However, industry experts remain cautious, emphasizing that further validation is needed before drawing any conclusions.

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DIGITIMES exclusive: Samsung Taiwan confirms participation in Computex; first time in 13 years

With the advent of the artificial intelligence (AI) era, Taiwan’s industrial ecosystem has become increasingly significant. Samsung Electronics (Samsung), which previously prioritized exhibitions in the US and Europe, is reportedly set to participate in Computex for the first time in 13 years, showcasing advanced products such as high bandwidth memory (HBM).

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US tariff chaos undermines North American auto sector, risks investment shift

US President Donald Trump and Canadian Prime Minister Justin Trudeau have agreed to temporarily delay the implementation of a 25% tariff on automobiles, originally set for January 4, by one month. Despite this extension, uncertainty continues to erode confidence in the North American automotive sector, heightening concerns over long-term stability.

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