Samsung AI News

Samsung locks up AI chip supply for five years as memory shortage looms

Samsung has pre-allocated 60-70% of its future memory capacity into five-year supply agreements with major data-center companies, part of roughly $950 billion in deals across Korean chipmakers. The move aims to ensure stability amid surging AI demand expected to cause memory shortages through 2027-2028; Samsung's foundry AI-revenue share should exceed 30% this year.

2026-08-01

Samsung and Broadcom sign $200B five-year AI semiconductor pact

Samsung and Broadcom signed an MOU to build an integrated AI semiconductor supply chain worth $200 billion through 2030, with Samsung supplying HBM4/HBM4E memory, sub-2nm foundry processes and advanced 2.3D/2.5D packaging. Samsung reported Q2 2026 operating profit surging roughly 19x year-over-year on AI-chip demand and higher memory pricing.

2026-07-30

Samsung targets Galaxy AI on 800 million devices by year-end with multi-provider strategy

Samsung projects Galaxy AI on 800 million devices by end of 2026, up from 200 million in late 2024, spanning flagship and mid-range Galaxy devices. Its strategy emphasizes agentic AI and a multi-provider approach combining in-house Gauss and Bixby with Google's Gemini and Perplexity. Samsung also debuted an AI health assistant integrating phone, watch, and ring data.

2026-07-25

Samsung debuts AI-powered health assistant with Vitals and Cardio Load

Samsung launched an AI-powered health assistant acting as a virtual wellness companion, integrating data from Galaxy phones, watches and smart rings. New features include Vitals (overnight health-metric analysis), Daily Cardio Load, and a Heart Health Score. The platform launches in beta in August and does not provide medical diagnoses.

2026-07-24

Samsung launches AI-powered Health Assistant in US beta

Samsung Health added a built-in AI-powered personal health assistant, now in beta for eligible US users, aiming to unify fragmented health data across apps and devices into actionable insights. Samsung also previewed One UI 9.0 features ahead of its second Unpacked of 2026.

2026-07-22

Samsung wins Tesla AI5 chip for 2nm production, teases AI Health Companion watch

Samsung disclosed a concrete timeline for producing Tesla's AI5 chip on its 2nm process, a major foundry win. It also teased a next Galaxy Watch built around an AI-powered Health Companion, while SK Telecom — which holds an Anthropic stake — will run a South Korean AI-RAN pilot.

2026-07-15

Samsung develops 'GAIA' 4nm AI accelerator chip for on-device AI PCs

Samsung is developing GAIA, a 4nm AI accelerator chip with an integrated NPU for on-device AI tasks in PCs, with prototypes reportedly supplied to HP and Lenovo for validation. The memory-centric chip aims to boost local AI computation and inference, particularly for emerging markets.

2026-07-15

Samsung Q2 profit jumps ~18-fold on AI memory; Unpacked debuts on-device AI

Samsung estimated Q2 2026 operating profit rose roughly 18-fold year-over-year to 86 trillion won ($56.35 billion) on surging AI-memory demand. At Unpacked on July 10 it introduced on-device AI with custom silicon and a revamped software stack running advanced generative models locally on Galaxy devices without cloud round-trips.

2026-07-13

AI memory boom lifts Samsung profit roughly 18-fold in Q2

Samsung Electronics forecast a roughly 18-19x year-over-year jump in Q2 operating profit — about 89tn won ($58bn) for April-June — driven by surging demand for AI memory, chiefly high-bandwidth memory (HBM) and DRAM. It marks a third consecutive quarter of record operating profit as a prolonged memory shortage pushes chip prices higher.

2026-07-08

Samsung set to post 18-fold profit jump on surging AI memory demand

Samsung is expected to flag an operating profit of about 86 trillion won ($56.35B) for Q2 — an 18-fold jump from a year earlier and a third consecutive record — as AI inference infrastructure demand strains memory supply and lifts chip prices. Analysts expect the memory market to stay undersupplied into next year, with AI-infrastructure delays cited as the biggest risk.

2026-07-06

Samsung and SK Hynix pledge ~$2.07 trillion in AI chip investments

Samsung Electronics and SK Hynix are making one of the biggest bets yet on the AI boom, together pledging 3,200 trillion won (~$2.07 trillion) in investment, including a new 800 trillion won chip cluster. The South Korean government hopes to double memory chip capacity within five years, though analysts warn the buildout risks oversupply if AI spending cools.

2026-07-03

Samsung anchors South Korea's $839B chip, AI, and robotics investment plan

Samsung Electronics announced a decade-long 1,000 trillion won ($839B) investment plan supporting South Korea's growth, including a potential 300 trillion won semiconductor push in the southwest. Samsung also deployed ChatGPT Enterprise and Codex across all Korean employees and its global Device eXperience division.

2026-07-01

Samsung One UI 9 brings agentic Gemini Intelligence to Galaxy phones

Samsung's One UI 9 update rolls out to millions of Galaxy phones, with the headline 'Gemini Intelligence' agentic AI arriving on the Z Fold 8 in July. The feature handles multi-step tasks like booking tickets, building Amazon carts, and drafting email replies, while the S26 Ultra ships One UI 8.5 with system-wide Galaxy AI.

2026-06-22

Samsung commits to all-AI factories by 2030

Samsung committed to transforming its global manufacturing operations into 'AI-Driven Factories' by 2030, setting a definitive timeline for industrial AI transformation. The initiative expands Samsung's agentic AI strategy beyond consumer devices into intelligent infrastructure, using AI agents, digital-twin simulations, and real-time data analysis to optimize production and quality control.

2026-06-20

Samsung's June Galaxy AI update adds notification and document summaries plus 45 security fixes

Samsung's June 2026 update brings new Galaxy AI features including notification prioritization, group-chat summarization, and automatic PDF/document summaries. The update also delivers 45 security fixes (33 from Google, 12 from Samsung) plus performance and battery improvements across Galaxy S25 and compatible devices.

2026-06-17

Samsung Deploys ChatGPT, Gemini Enterprise, and Claude Group-Wide, Ending Three-Year Ban

Samsung Electronics' DX Division officially allowed employees to use external generative AI — ChatGPT, Gemini Enterprise, and Claude — from June 12, reversing a 2023 ban, while keeping its in-house Gauss model for integrated internal systems. About 50 affiliate presidents will receive hands-on training.

2026-06-15

Samsung adopts ChatGPT, Gemini, and Claude companywide, reversing 2023 ban

Samsung reversed its 2023 ban on external AI tools and will roll out ChatGPT, Gemini Enterprise, and Claude across all affiliates this month to accelerate AI transformation. Its in-house Samsung Gauss model will continue serving sensitive internal systems, and Sam Altman is set to visit Samsung HQ to discuss 'next phase' partnerships.

2026-06-14

Samsung reverses 2023 ban, adopts ChatGPT, Gemini, and Claude companywide

Samsung Electronics reversed its 2023 ban on external generative AI tools, announcing company-wide adoption of Google's Gemini, OpenAI's ChatGPT, and Anthropic's Claude after a 2,500-employee proof-of-concept. Samsung will continue developing its in-house Samsung Gauss model in parallel for tasks integrated with internal systems.

2026-06-13

Samsung reverses 2023 ban, rolls out ChatGPT, Gemini and Claude companywide

Samsung Electronics is integrating external generative AI services — ChatGPT, Gemini, and Claude — across its Device eXperience division and other affiliates this month, reversing a 2023 ban prompted by data-leakage concerns. The rollout follows a two-month validation with 2,500 employees, and Samsung will continue developing its in-house Samsung Gauss model under a security control layer.

2026-06-11

Samsung embraces ChatGPT, Gemini and Claude groupwide, reversing 2023 ban

Samsung announced a company-wide initiative to integrate external generative AI tools — Google's Gemini, OpenAI's ChatGPT and Anthropic's Claude — across all affiliates this month, reversing its 2023 ban on public AI tools imposed over security concerns. Samsung plans to establish new security frameworks via separate contracts with each AI provider while continuing to develop its in-house Samsung Gauss model.

2026-06-10

Samsung supplements Gauss AI with ChatGPT, Claude, and Gemini for internal use

Samsung Electronics' DX Division will officially integrate Gemini, ChatGPT, and Claude for internal use alongside its proprietary Gauss model, following a 2,500-employee PoC. Access requires security training; Samsung maintains a two-track system to advance Gauss in parallel.

2026-05-28

Samsung supplements in-house Gauss AI with ChatGPT, Claude and Gemini for employees

Samsung Electronics' DX division will officially permit employees to use external generative AI services — Google's Gemini, OpenAI's ChatGPT and Anthropic's Claude — starting in June, after a 2,500-employee proof of concept. Samsung will continue developing its in-house Samsung Gauss model in parallel, signaling a hybrid 'best tool for the job' approach.

2026-05-27

Galaxy S26 'Finder AI' lets users pick Gauss, Gemini, or Perplexity — as strike threat looms

Samsung's upcoming S26 series will introduce a 'Finder AI' that lets users select their preferred AI agent from Samsung Gauss, Google Gemini, and Perplexity, with more vendors in discussion. Meanwhile, an imminent labor strike one union estimates at ~$20B in losses threatens AI component supply just as Samsung's Q1 2026 AI-component revenue surged ~50x YoY.

2026-05-14

Samsung Bespoke fridge gets Gemini AI update; potential fab strike threatens HBM supply

Samsung pushed a major Bespoke refrigerator update that integrates Google Gemini, expanding food recognition from ~110 to 2,000+ items. Separately, a potential strike at Giheung, Hwaseong, and Pyeongtaek fabs threatens HBM/AI memory supply — Samsung is one of only three global HBM makers.

2026-05-13

Samsung ships global One UI 8.5 and Gemini-powered Bespoke fridge AI

Samsung began the global rollout of One UI 8.5 with expanded Galaxy AI for summarization, image editing, translation, and photo/video search. Its Bespoke fridge update integrates Google's Gemini for food recognition — expanding the recognizable-foods list from ~110 to over 2,000 — while Bixby remains the only directly addressable assistant.

2026-05-11

Samsung embeds AI in refrigerators and ovens, deepens Google Gemini and Android XR alliance

Samsung is embedding AI across appliances — refrigerators that identify food and ovens that suggest recipes — while extending its alliance with Google around Gemini and Android XR. Samsung Research also published the multimodal Gauss2 model in three variants and a Galaxy S25 security upgrade making stolen-phone data harder to access.

2026-05-05

Samsung Q1 profit surges 8x on AI memory demand; warns of tighter HBM supply

Samsung Electronics posted record Q1 profit growth, up more than eightfold YoY, driven by AI-linked HBM demand and rising memory prices. The company warned memory supply will tighten further and said it expects to win more advanced logic chip customers, sustaining the AI-infrastructure tailwind narrative.

2026-05-02

One UI 8.5 Beta 3 brings Galaxy AI features to Tab S11

Samsung pushed One UI 8.5 Beta 3 to Galaxy Tab S11 / S11 Ultra with new AI features and DeX improvements. Photo Assist gains continuous image generation without forced saves; Bixby's natural-language understanding is upgraded. SamMobile reports Samsung is also developing Android-based Galaxy Books laptops running One UI.

2026-05-01

Galaxy S26 Ultra tops Consumer Reports; Gauss AI moves on-device

Samsung's Galaxy S26 Ultra took the top global Consumer Reports spot for the third consecutive year, combining the ProVisual Engine with Galaxy AI (translation, writing, summarization) and new agentic features. Samsung's Noida R&D center is moving more of the Gauss AI model on-device for privacy and latency, with One UI 8.5 rolling out to S25 users from April 30 with strengthened Theft Protection and Auto Blocker.

2026-04-27

Samsung pushes Gauss on-device for Galaxy S26; Galaxy AI extended to S25

Samsung's Noida R&D team is moving Gauss AI processing on-device for the upcoming Galaxy S26, citing security and latency wins over cloud-dependent prior generations. Galaxy AI upgrades are also extending to S25 owners, with leaks teasing the Galaxy Book 6 Edge and Z Fold 8 Wide.

2026-04-26

Samsung Research publishes LookaheadKV for fast KV cache eviction

Samsung Research published LookaheadKV, a technique for fast and accurate KV cache eviction that glimpses into the future without full generation, improving inference efficiency.

2026-04-24

Samsung Advances On-Device Gauss AI Integration for Galaxy S26

Samsung's Noida R&D team is advancing integration of its Gauss AI model directly onto the Galaxy S26, reducing dependency on cloud processing. This shift promises enhanced security and faster performance compared to earlier models. The Noida center develops India-specific features that are subsequently incorporated into Samsung's global product lineup.

2026-04-23

Samsung Advances On-Device Gauss AI Integration for Galaxy S26

Samsung's Noida R&D team is advancing on-device integration of Gauss AI for the upcoming Galaxy S26, focusing on enhanced security and faster performance compared to the Galaxy S24. The initiative aims to reduce cloud processing dependence while incorporating India-origin features like Direct Voicemail and backup calling into Samsung's global product lineup.

2026-04-22