Latest news with #@Jukanlosreve
Forbes
03-05-2025
- Forbes
Samsung Galaxy S26: Bad News For Millions Of Users, Report Claims
Every phone in the Galaxy S25 range has the same super-fast processor inside: the Qualcomm Snapdragon 8 Elite chip. But things may not be so simple in next year's flagship phones. Samsung also makes its own silicon, the Exynos series, and it looks like it may be bringing it back for European users, at least. That's according to a new report from SamMobile. 'Just because Samsung used the Snapdragon 8 Elite across the entire Galaxy S25 lineup doesn't mean it won't be bringing Exynos back to the lineup. There have already been multiple reports suggesting that the Exynos 2600 will be utilized for the Galaxy S26 series. What remains unknown at this point in time is how this Exynos/ Snapdragon split would be managed,' the report says. As it says, there have already been indications that Qualcomm's chips wouldn't be in every S26, but what it describes as new information suggests that European customers will be the recipients of Exynos chips. 'Based on the rumors in the X leaks echo chamber, the Exynos 2600 will be used for the Galaxy S26 but due to yield constraints on the 2nm process, it may only be shipped in Europe. This means that the Snapdragon chipset would be used everywhere else,' it goes on. So, why is this bad news? The rumors referred to come from an industry note published on X by @Jukanlosreve, a Korea-based commentator, who comments that Exynos 2600 is the chip that's expected to be used. 'An industry source emphasized that even in the AP for the S26, Qualcomm's Snapdragon shows a 'clear' performance advantage over Exynos,' they say. In past years when there has been a split of different processors, it's routinely been the users with Exynos chips who have complained. What's not clear yet is whether the split will be across all models or whether the top-flight phone, the Galaxy S26 Ultra will be Snapdragon-only worldwide, something that would reflect what happened when the S24 was released. In that year, the S24 Ultra had Snapdragon worldwide.
Yahoo
16-02-2025
- Business
- Yahoo
TSMC in dilemma as US pushes ‘Made in USA' strategy with Intel
The U.S. government is looking to shift from TSMC as a major supplier of the nation's technological components to relying on parts made by American companies. The company, Taiwan Semiconductor Manufacturing Co Ltd is one of the premier component suppliers in the world. It particularly partners with many U.S. brands, using its ever-advancing manufacturing processes to build the semiconductors that power many of the electronics that we use today. However, the Trump Administration is adamant about pushing forward a 'Made In USA' ethos when it comes to developing products moving forward. Tech informant, @Jukanlosreve detailed; referencing the Taiwanese publication DigiTimes, that the U.S. government has given TSMC three alternatives to retain business within the country. Ultimately, the plan would meld TSMC from an international corporation to one with the U.S. as its domestic home base, in addition to assisting the U.S.-founded Intel Foundry in gaining traction in the industry. The first option proposes that TSMC establish a packaging facility stateside. This would be a major step toward the U.S.' aim of not having to rely on international resources. However, TSMC has already been slow to consider this option due to 'labor shortages and low-profit margins,' Jukanlosreve noted. The second option proposes a joint venture between TSMC and Intel Foundry, in which TSMC and other companies would invest in Intel financially, and there could be a potential technology transfer of TSMC's company and intellectual property. The Taiwanese manufacturer is strongly against this option as it could take TSMC out of the semiconductor market, potentially to put Intel Foundry in its place. Wccftech noted that TSMC and Intel use different manufacturing technologies, suggesting a refreshed Intel would need to develop a new manufacturing process. The third option proposes that Intel Foundry move forward as the main supplier for all U.S. partners. Once again, this option puts TSMC at risk of losing, not only its customers but its mainstay in the industry. This news among various reports sent Intel stock up in recent days, with shares trading at 29.2% on Thursday and seeing a four-day positive streak, according to Dow Jones Market Data. The spike came after Vice President J.D. Vance spoke at an artificial intelligence summit in Paris earlier this week, about bringing semiconductor manufacturing to the U.S. being an important goal of the new administration. He noted that Intel stood to benefit from any plans the government has given it is the country's largest chip manufacturer, according to Market Watch. Also noting the speculation of the government proposing a joint venture between TSMC and Intel's foundry business, some analysts believe the Trump administration will continue to promote the U.S. Chips Act so it can get its plans of funding and building U.S.-based chip plants in action. They add that Intel Foundry has positives and negatives. Once part of Intel's hardware business, it was eventually separated into its own entity. While it has yet to sign on any major customers, it is one of the only U.S. semiconductor manufacturers that produces chips domestically, according to TechInsights vice chair, G. Dan Hutcheson. The industry has heard speculations of the government's plans; however, it is also privy to both Intel and TSMC's upcoming manufacturing processes; with Intel's being the 18a and TSMC the 2nm, or two-nanometer process. Analysts including TechInsight's, Scotten Jones have compared the two processes and determined that Intel's 18a performed better. While all the reports remain speculative, the spotlight will certainly now be on both Intel and TSMC.
