samsung

Samsung has disclosed the first technical details of its Android XR-powered smart glasses, which will ship with a Qualcomm AR1 chipset and integrate Google's Gemini AI assistant. The device enters a market where Meta's Ray-Ban partnership holds an estimated 82 percent share.

Samsung Electronics is negotiating three-to-five-year memory supply agreements with Google and Microsoft that could include more than 10 billion dollars in prepayments, as hyperscalers move to secure chip capacity amid a structural AI-driven shortage.

Samsung, SK Hynix, and Micron have all confirmed high-volume HBM4 production for NVIDIA's Vera Rubin platform at GTC 2026, with 12-layer stacks delivering 2.8 TB/s bandwidth and 16-layer samples already shipping to customers.

Samsung unveiled the Galaxy S26 series at Unpacked 2026, with the Ultra debuting the mobile industry's first built-in Privacy Display and agentic AI features, as base prices rise $100 due to RAM shortages.

Samsung begins commercial HBM4 shipments with 3 TB/s bandwidth per stack, gaining a timing edge over SK Hynix as memory becomes the critical bottleneck in AI infrastructure.