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Cover your six. Leveraging years of expertise in security technologies, the S3SSE2A by #SamsungLSI# is a proactive #SecuritySolutionIC# equipped with hardware post quantum cryptography (#PQC#) to combat future threats. Click through the carousel to learn more.
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Summary of UMC 2303 TT note on market worries vs. our view re-rating • UMC share price weak on worries over “no price hike in 2H26”
• We see 2H26 hikes are for selective customers (e.g. MTK 8”). → The broad-based hikes to be in 1Q27 (10-30%). ⬆️ Raise TP to NT$215 : Meaningful re-rating path into 2H26–2028 ☕️ 2H26–2027: Profitability optimization on Higher UTR + price hikes + improving mix
• 12” UTR → ~93% by end-2026 (Novatek/Samsung LSI 22/28nm + Apple Mac)
• 8” UTR → ~90% by end-2026, full loading by 2H27
• Pricing momentum extends into 1H27 (10–30% across nodes) 2028 ⬆️new growth phase from 2028
• Asset-light FinFET 12nm model , with Apple DDIC likely be the key driver 
• Optical full-solution model (SiPh/TFLN + interposer/advanced packaging) - TFLN EPS contribution of NT&0.7/NT$1.6 in 27/28. 💰 EPS lifted and target multiple to 25x 2027E EPS. Solid FCF + dividend yields intact. #UMC# #Optical# #TFLN#
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#SamsungSemiconductor# was among the first to integrate the #PMIC# directly on the substrate of #DDR5# DIMM for improved performance and system-level efficiency. Read more about how Samsung delivers energy-efficient PMIC solutions.
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Should $MU $SKHY @SamsungDSGlobal SLOW their 2028+ expansion plans given all the FUD and uncertainty? Why shoot yourselves in the foot? Why repeat the 2019 mistake? @MicronTech @MicronCEO @SKhynix
Save now and play later with the #T9# #SamsungSSD ––# perfect on-the-go gaming storage, available in 1TB, 2TB or 4TB. Get more done with blazing fast file transfers achieving sequential read/write speeds of up to 2,000 MB/s through its USB 3.2 Gen 2x2 interface.
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AI frameworks prioritize FLOPs and TOPS. But @SamsungSemiUS President Paul Cho says the bottleneck has shifted. Memory bandwidth now determines AI inference performance and cost. He believes memory-centric compute could define AI’s next decade. Watch:
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Heat is a known issue in HBM, which makes this slide interesting from @SamsungSemiUS as a potential way to handle the increased thermal challenges. I'm also intrigued on the notion that each cHBM base die will not be created equal and performance will likely vary.
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Speed past Gen4 limitations and enhance your gaming experiences with the performance of the PCIe® 5.0 #SamsungSSD# #9100PRO#. Get the latest generation of performance with lightning-fast sequential read/write speeds up to 14,800/13,400 MB/s, nearly twice as fast as the 990 PRO.
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