TSMC banned AI chip supply to its Chinese clients following US orders. Now, a report suggests that Samsung is also subject to US restrictions, limiting the Foundry Division from supplying 7nm and below AI chips to Chinese firms.

The US-based Intel is also said to be complying with US regulations. Currently, only TSMC, Samsung, and Intel can provide foundry services for chips at 7nm or below. That said, China’s efforts to develop advanced AI chips will be fully blocked.

As all three major foundry players are now restricted, Alibaba’s AI chip design subsidiary, Pingtouge, could hit hard. China’s SMIC claims to have 7nm production capability, but it lacks the economic scale and efficiency to compete.

It’s worth noting that Chinese firms face setbacks in developing AI chips. The vendors will increasingly need to rely on NVIDIA and AMD for downgraded products, which meet US regulations.

The fresh US restrictions initially came to light from a notice TSMC issued last week. The chip manufacturer announced that it would suspend supply of 7nm and below technologies to all Chinese AI clients starting November 11.

Later on, the US Department of Commerce officially notified TSMC about the 7nm restrictions. Last week, TSMC highlighted that “as a law-abiding company, it is committed to complying with all applicable laws and regulations,” including export control laws.

Samsung Foundry Division also notified its Chinese clients. The company’s semiconductor decision is already in crisis. The latest US restrictions vanish the remaining growth aspect that the Foundry has been securing from its Chinese clients.

Via – TrendForce

Samsung Display is gearing up to boost production in 2025, with plans to increase small and mid-sized OLED panels by 10%. The company aims to expand into new revenue areas by focusing on high-value products like tablets and foldable displays.

In 2025, the company expects to produce 475.6 million small and mid-sized OLED panels, up from 432.2 million this year, according to information.

Samsung Display is the leader in the global market for small-to-medium OLED panels, holding over 50% of the share, so its production goals will bring significant changes to market conditions. The production boost will be particularly focused on IT rigid OLED displays and foldable panels.

The company plans to produce 12.5 million units of IT rigid OLED in 2025, a 56% rise from this year’s 8 million units. It also plans to make 12.5 million foldable displays, a significant 150% increase from 5 million units this year, mainly for the Samsung Galaxy Z Fold series.

The decision to increase OLED production comes as the global smartphone market slows down, which has been Samsung Display’s main source of revenue. While the company sold more panels than expected this year, growth in high-end smartphones has been slow. To adapt, Samsung is focusing on expanding its business in tablets and foldables.

Samsung Display is also targeting the tablet market as more tablet makers switch from LCD to OLED panels. While its tablet OLED production didn’t meet expectations this year, demand is expected to rise in 2025. Samsung plans to produce 11.25 million tablet OLED panels next year.

However, Samsung Display faces more competition in the OLED supply chain, particularly from Apple. Notably, Apple has started using OLED panels from other companies like LG Display and BOE. As a result, Samsung Display expects its OLED supply volume for Apple to stay steady next year, with little growth expected in its iPhone and iPad orders.

Over 100 Samsung patents shared with small businesses to drive innovative growth

One UI 7 Beta apparantely coming next week after an endless delay. Meanwhile, Samsung is rumored to be reserving bold new Galaxy AI features for the One UI 7.1.

Tipster ChunBhai revealed that the “most upcoming Galaxy AI features” will be available in the Samsung One UI 7.1, rather than the One UI 7.0.

The input suggests that One UI 7.1 will introduce AI Summary and AI Emoji features. These new additions will be powered by Generative AI capabilities.

In addition, it has been disclosed that the One UI 7.0 Beta is ready to roll out next week. The first wave of distribution could cover Germany, South Korea, and the USA.

Galaxy AI’s AI Summary will allow you to summarize text on the fly. The feature could be deeply integrated with the operating system to function seamlessly.

AI Emoji could be inspired by Apple Intelligence’s Genmoji feature. The recent iOS 18.2 developer Beta 3 brings the Genmoji feature to iPhone 15 Pro and iPhone 16 series models.

One UI 7.1 exists?

Previously, the same source claimed that the Galaxy S25 series runs One UI 7.0 internally. The revelation sparked debate on whether the One UI 7.1 will exist or not.

Well, it seems the prototype has been upgraded to the One UI 7.1 firmware. As Samsung’s One UI 7 Beta nears to release, work on the next incremental build may have been started internally.

Public One UI 7 will be announced alongside the Galaxy S25 series next year. After that, eligible Galaxy phones and tablets would start receiving new features and changes through OTA.

Galaxy S25 series could come pre-installed with the One UI 7.1 version. Then, the company would announce the expansion of the new firmware to older devices within a month or two.