Samsung

Sources: Huawei recently told some clients that a large share of its upcoming flagship, Ascend 960DT, will run largely on HBM made by Samsung and SK Hynix (www.theinformation.com)
3 days ago Samsung

Samsung expects capex to rise ~60% to ~$63B this year, with HBM capacity sold out through 2027 and 10 long-term supply deals secured with key customers (www.bloomberg.com)
8 days ago Samsung

Samsung shares fall as much as 6.6% as a lack of a new shareholder return plan, higher capex, and its chip unit's profit miss weigh on investor sentiment (www.bloomberg.com)
8 days ago Samsung

Samsung reports Q3 revenue up 127% YoY to a record ~$146.3B and a record operating profit up 783% to ~$80.5B, both roughly in line with estimates (www.cnbc.com)
8 days ago Samsung

Samsung unveils the $229 Galaxy Buds On, its first open-fit, C-shaped cuff earbuds to compete with Sony and Bose, designed with AI's help, shipping November 6 (www.bloomberg.com)
9 days ago Samsung AI Sony

Instagram launches an Apple TV app for watching Reels, longer videos, and live shows; the app previously launched on Fire TV, Google TV, and Samsung smart TVs (www.macrumors.com)
12 days ago Google Samsung Apple Instagram

Sources: Samsung and SK Hynix are upgrading their China fabs to produce NAND flash chips with 200+ layers, aiming to fend off fast-growing Chinese rival YMTC (www.reuters.com)
16 days ago China Samsung

Sources: Nvidia asked Samsung, SK Hynix, and Micron to make base dies for its custom NVHBM memory on TSMC's 3nm process; Samsung agreed, its first use of TSMC (www.reuters.com)
18 days ago Samsung Nvidia

Global smartphone shipments fell 22% YoY to 255.3M in Q3, a record quarterly drop, as Samsung and Apple gained while Xiaomi, Oppo, and Vivo saw deeper declines (www.idc.com)
22 days ago Samsung Apple Xiaomi OPPO Vivo

Asian chipmakers extend Wall Street losses as US Fed rate hike fears and AI funding worries mount; SK Hynix fell 10%+ on the KRX, while Samsung fell ~10% (www.cnbc.com)
22 days ago Samsung AI Wall Street

A global chip stock sell-off deepens after Broadcom's CEO likened AI investing to a casino, with Samsung down as much as 8.8%, SK Hynix 9.2%, and Micron 4% (www.ft.com)
24 days ago Samsung AI

Samsung Galaxy S26 hacked three more times at Pwn2Own Ireland (www.bleepingcomputer.com)
29 days ago Samsung Ireland

Samsung reports preliminary Q3 operating profit up 782% YoY to ~$80.1B, vs. ~$81.2B est., and revenue up 127% to ~$145.7B, lower than expected (www.bloomberg.com)
29 days ago Samsung

Samsung quietly raises US prices for most of its Galaxy S26 lineup by $100 and the 1TB Galaxy S26 Ultra by $200; the Galaxy Z Fold 8 and Z Flip 8 are unchanged (www.phonearena.com)
2026-10-1 Samsung

Samsung Galaxy Tab S12 Ultra review: the new $1,400 tablet is an iPad Pro rival with a great OLED display, battery life, and performance, but it is pricey (www.engadget.com)
2026-9-30 Samsung Battery iPad

South Korea's Kospi was the world's worst-performing stock market in Q3, down 18.8% due to Samsung and SK Hynix sell-offs in early Q3, but remains up 60% YTD (www.ft.com)
2026-9-30 Korea Samsung

Samsung commits $1B to AI infrastructure company Helix, adding to the $10B already secured when a KKR-led consortium including Nvidia established Helix in June (www.wsj.com)
2026-9-29 Samsung AI Nvidia

Sources: Chinese DRAM leader CXMT is preparing to expand into NAND flash memory, competing with Samsung, SK Hynix, and domestic rival YMTC amid memory shortages (www.reuters.com)
2026-9-20 China Samsung

OpenAI says it is working with Samsung on its next-gen chips, and Samsung is one of the “largest-scale deployments of ChatGPT globally” (www.reuters.com)
2026-9-9 Samsung

Mistral raised a €3B Series D led by Samsung at a ~€21B valuation, up from €11.7B in September 2025, as it expands from developing AI models into data centers (www.nytimes.com)
2026-9-8 Samsung AI

Samsung and TSMC commit to using ASML's High NA EUV machines by 2028 and 2030, joining Intel, with all four agreeing to shift from 6-inch to 12-inch photomasks (www.bloomberg.com)
2026-9-8 Intel Samsung

Mistral raised a €3B Series D led by Samsung at a €21B valuation, up from €11.7B a year ago, as it expands into data centers beyond developing AI models (www.nytimes.com)
2026-9-8 Samsung AI

A look at South Korea's sovereign AI efforts, including its planned $919B AI infrastructure investment and Nvidia's expanded ties with Samsung and SK Hynix (newsletter.semianalysis.com)
2026-9-2 Korea Samsung AI Nvidia

Samsung unveils the Galaxy S26 FE, offering a MediaTek, not Qualcomm, chipset, 12GB of RAM, a dialed-back camera system from the S26, for $700+, a $50 jump (www.bloomberg.com)
2026-8-27 Samsung

In Q2, Apple's base iPhone 17 was the global best-selling smartphone, with a 6% share, followed by the iPhone 17 Pro Max; Apple and Samsung had all 10 top spots (www.counterpointresearch.com)
2026-8-27 iPhone Samsung Apple

Semiconductor cram schools are flourishing in Seoul as applications to Samsung and SK Hynix surge, fuelled by record earnings and eye-catching worker bonuses (www.ft.com)
2026-8-23 Samsung

Samsung unveils a $65.1B-$79.5B shareholder return package for 2026, combining dividends and share buybacks, calling it “the largest ever by a Korean company” (www.cnbc.com)
2026-8-21 Korea Samsung

Samsung announces a virtual Galaxy event for August 27 at 8am ET, where the Galaxy S26 FE is expected (www.phonearena.com)
2026-8-20 Samsung

Sources: Samsung raises prices for advanced 4nm and 5nm chipmaking services by up to 15% for new orders in July, driven by AI demand and TSMC's tight capacity (www.reuters.com)
2026-8-19 Samsung AI

Counterpoint: China's YMTC accounted for 14% of NAND flash shipments in Q2, behind Samsung's 25% and SK Hynix's 22%, but ahead of Micron and Kioxia (www.scmp.com)
2026-8-13 China Samsung

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