全球内存技术 - 关税主题，100% 关税，三星代工厂、HBM 进展，DDR4 短缺-Global Memory Tech_ Weekly theme_ 100% tariffs, Samsung‘s foundry_HBM progress, DDR4 shortage

Samsung Electronics is too likely a part of Apple's US$600bn investment plan for AMP (American Manufacturing Program). Korean media also reported Samsung's new foundry business opportunities for next-generation iPhones. However, we do not assume yet any foundry orders for iPhone AP (application processor), which is still exclusively made by TSMC. Samsung first needs to prove large scale (wafer capacity) and good yield for 2nm/1.4nm node foundry to get new Apple foundry orders. Our channel checks also indica ...