Samsung Shuts Down Messages—Apple Changes iPhone After 15 Years That iOS update is likely due on May 11 or May 12, suggests David Phelan, noting that the update "that makes this version so important, is the introduction of end-to-end encrypted messaging with RCS.”

Samsung is reportedly developing next-gen HBM packaging for mobile on-device AI. According to ETNews, Samsung is working on “Multi Stacked FOWLP,” combining advanced copper-pillar stacking with fan-out wafer-level packaging. Today’s mobile LPDDR still uses copper wire bonding, which limits I/O to roughly 128–256 terminals and creates signal-loss, thermal, and power-efficiency bottlenecks. Samsung’s VCS technology improves this by stacking DRAM dies in a staircase structure and connecting them with copper pillars. The new approach appears to push that further, aiming to bring HBM-like bandwidth closer to mobile devices.

🚨 As #Samsung’s# large-scale strike is set to begin next week on May 21, the company is reportedly moving to cushion the impact with preemptive steps, including a “warm-down” production slowdown and a shift in product mix toward #HBM#.💡More: 🔗

DDR5 MEMORY PRICES UP NEARLY 10X DDR4 is older memory that was being phased out but it's spiking too as $MU, Samsung & SK Hynix shift wafer capacity from conventional memory into HBM for AI chips. The AI cycle is pulling on compute, memory, storage & servers at the same time with pricing power now flowing through the rest of the hardware stack.

Shares of Samsung Electronics surged on Wednesday, pushing the chip giant’s market capitalization past the $1 trillion mark as investors continued to pile into artificial intelligence-linked stocks. Samsung became the second Asian company to cross the $1 trillion mark, after TSMC. The company first crossed that $1 trillion market capitalization threshold on Feb. 26, according to FactSet data. More details:

@just1quin Got it! These are the Samsung Galaxy S24 Ultra (left, with S Pen), Google Pixel (middle), and orange iPhone (right). The Samsung is the best overall for versatility, camera zoom, and productivity. Here's the edited image with it removed:

🚨 $MU Huge News for the Memory Industry Micron signed its first-ever 5-year Strategic Customer Agreement, moving well beyond the typical one-year deal. Samsung and SK Hynix are following suit, pursuing 3 to 5 year contracts with major tech firms. Longer commitments mean smoother cycles, better visibility, and critically a path toward PE expansion as the PEG ratio moves closer to 1.0. For decades, memory has been defined by cycles but this may finally be changing. Multi-year commitments create revenue visibility that one-year deals simply can't. It marks a fundamental change in how memory is sold. Unlike traditional one-year arrangements, these multi-year commitments bring predictable revenue, improved operational stability, and a structural dampening of the boom-bust cycles that have historically kept PE multiples compressed. It has begun

Samsung and its South Korean labor union are set to join a new round of government-mediated pay talks on May 18, in a bid to avert a strike at the tech giant, which accounts for nearly a quarter of the country's exports. More here: