Nikkei: South Korea and Taiwan Each Passed Japan in Total Exports for the First Time in H1 2026, Driven by AI Chip Demand

asia.nikkei.com · 2026-08-07 · Puntuación: 16

Samsung and SK Hynix Test China's AMEC Etchers to Hedge Against Widening US Chip Curbs

reuters.com · 2026-08-04 · Puntuación: 23

Samsung Unveils zHBM Stacked on GPUs and V10 BV-NAND at FMS 2026 to Chase AI Memory Lead

bloomberg.com · 2026-08-04 · Puntuación: 23

Bloomberg: China's CXMT to Manufacture Small Quantities of LPDDR6 Smartphone Memory by End of 2026

bloomberg.com · 2026-08-04 · Puntuación: 21

Samsung Bans Smart TV Apps Carrying Residential-Proxy Code Tied to AI-Training Data Scraping

techcrunch.com · 2026-08-03 · Puntuación: 25

Samsung Q2 Operating Profit Jumps ~1,800% to ~$61B on AI Memory Boom, Revenue Up 130% to ~$118B

cnbc.com · 2026-07-30 · Puntuación: 22

Samsung Signs $200B+ Broadcom Chip Pact Through 2030 for HBM4 Memory and Sub-2nm AI Foundry Work

bloomberg.com · 2026-07-24 · Puntuación: 23

FT: South Korean Conglomerates Flush With AI Cash Double US Q1 FDI to $10.2B in Biggest Investment Push in Years

ft.com · 2026-07-24 · Puntuación: 21

US Lawmakers Press Trump Team to Close Chip Loophole Letting Huawei Buy TSMC and Samsung Silicon

bloomberg.com · 2026-07-23 · Puntuación: 21

Samsung Debuts Gemini-Powered Galaxy Glasses at Unpacked With Warby Parker and Gentle Monster Frames, 9-Hour Battery

gizmodo.com · 2026-07-22 · Puntuación: 25

Samsung in Talks to Invest ~€1B in Mistral at €20B Valuation, FT Reports

ft.com · 2026-07-22 · Puntuación: 23

Samsung Rolls Out Samsung Health Assistant Beta in US, an AI Coach Trained on Sleep, Activity and Vitals

thenextweb.com · 2026-07-21 · Puntuación: 17

FT: Memory-Chip Shares Fall as Investors Weigh Whether AI Demand Can Break the Industry's Boom-Bust Cycle Amid Fresh Capacity Adds

ft.com · 2026-07-20 · Puntuación: 21

Samsung Health Threatens to Delete Users' Cloud-Synced Data Unless They Consent to AI Model Training — New Toggle Covers Activity, Medications, Menstrual Cycles and Medical Records With 'Human Review'

androidauthority.com · 2026-07-13 · Puntuación: 21

Bloomberg: EM Fund Managers Rotate Out of $4.4 Trillion AI Trio TSMC, Samsung and SK Hynix — JPMorgan AM and GMO Now Buying Gaming, Energy and a Vietnamese Milk Company for Diversification

bloomberg.com · 2026-07-12 · Puntuación: 20

Samsung Confirms July 22 London Unpacked for Galaxy Z Fold 8, Fold 8 Ultra, New Fold 8 Wide, Watch 9 Series — and Teases Google-Built Galaxy Glasses with Gemini

9to5google.com · 2026-07-07 · Puntuación: 23

Reuters/Counterpoint: China 618 Smartphone Sales Fell 13% YoY as AI-Driven Memory Costs Squeezed Discount Depth — Honor -33%, Xiaomi -24%, Apple -9%, Huawei Only Major Brand to Grow

reuters.com · 2026-07-07 · Puntuación: 21

Samsung Estimates 19-Fold Q2 Operating Profit Jump to 89.4 Trillion Won ($58.44B) as AI Memory Demand Broadens Beyond HBM Into DRAM and NAND

reuters.com · 2026-07-07 · Puntuación: 23

Bloomberg Profile: Millennial Samsung Union Chief Choi Seung-ho's $26B AI Bonus Victory Curdles Into Backlash Over Uneven Payouts

bloomberg.com · 2026-07-05 · Puntuación: 18

SEMI, Micron, Samsung, and SK Hynix Warn Treasury Secretary Bessent That US Intervention Would Worsen AI-Driven Memory Chip Shortage

bloomberg.com · 2026-07-02 · Puntuación: 21

ALERTA The Information: Anthropic in Early Talks With Samsung to Manufacture Custom AI Server Chip

theinformation.com · 2026-07-02 · Puntuación: 28

Oxmiq Closes $35M Series A Co-Led by Fundomo and Samsung Catalyst Fund — Raja Koduri's Licensable GPU + Tensor Engine IP Startup Now at $60M Raised

reuters.com · 2026-07-01 · Puntuación: 20

South Korea's June Exports Hit Record $102.25B — Chip Shipments Reach All-Time Monthly High of $44.82B on AI Memory Demand

asia.nikkei.com · 2026-07-01 · Puntuación: 24

South Korea's President Lee Unveils $576B 'Triple Axis' National Strategy — Semiconductors, Physical AI, and Data Centres — With Samsung and SK Hynix Chairs at Briefing

scmp.com · 2026-06-29 · Puntuación: 27

Samsung Plans Record $646B AI and Semiconductor Spending Package Over 10 Years — Largest-Ever South Korean Corporate Investment, Presidential Briefing Expected Next Week

bloomberg.com · 2026-06-26 · Puntuación: 23

South Korea KOSPI Plunges 10%, SK Hynix and Samsung Each Fall 12% — Circuit Breakers Triggered Twice as AI Chip Correction Deepens Into Global Selloff

cnbc.com · 2026-06-23 · Puntuación: 23

SK Hynix Dethrones Samsung as South Korea's Most Valuable Company for First Time in 25 Years — AI HBM Demand Drives $1.35T Market Cap

asia.nikkei.com · 2026-06-22 · Puntuación: 26

OpenAI Supplies ChatGPT Enterprise and Codex to Samsung Electronics Globally in One of Its Largest Enterprise Rollouts

openai.com · 2026-06-21 · Puntuación: 23

Anthropic Opens Seoul Office — Third Asia-Pacific Location — With Samsung SDS, NAVER, LG CNS, Nexon, and Hanwha as Launch Partners

anthropic.com · 2026-06-17 · Puntuación: 20

Bank of Korea Warns AI Semiconductor Bonuses at Samsung and SK Hynix Risk Spreading Wage Inflation Beyond the Tech Sector

bloomberg.com · 2026-06-17 · Puntuación: 15

Samsung Sees Rising Advanced Chip Orders From BYD, Google, AMD as AI Demand Strains TSMC Capacity

nikkei.com · 2026-06-17 · Puntuación: 25

Standard Bots Raises $200M Series C at $1B Valuation to Scale AI-Native Industrial Robots in the US

prnewswire.com · 2026-06-09 · Puntuación: 24

Asia Tech Stocks Extend Selloff: SoftBank Plunges 7.5%, Seoul's Kospi Drops 8% as Investors Sour on AI-Linked Names

cnbc.com · 2026-06-08 · Puntuación: 23

Morgan Stanley: AI 'Chipflation' Spreads Beyond Data Centers to Smartphones and PCs — Memory Prices Up 6× YoY, Implied 34–114% Device Cost Increases

bnnbloomberg.ca · 2026-06-03 · Puntuación: 23

Subtle Medical Raises $33M Series C, Names Ohad Arazi CEO to Scale AI Medical Imaging Platform Across 1,300+ Scanners Globally

prnewswire.com · 2026-06-02 · Puntuación: 15

Samsung Unveils First-Ever HBM5 Mockup at Computex, Production Targeted Around 2028

trendforce.com · 2026-06-02 · Puntuación: 22

DRAM Prices Expected to Rise Another 58–63% in Q2 2026 After Near-Doubling in Q1 — AI Memory Shortage Drives $97B Industry Revenue Surge, Relief Not Expected Until 2027–2028

theregister.com · 2026-06-02 · Puntuación: 20

GoPro Issues Going-Concern Warning as AI Memory Crunch Drives 80–115% Input Cost Surge — 'Most Visible Corporate Casualty' of HBM Reallocation

thenextweb.com · 2026-06-01 · Puntuación: 22

Samsung Overtakes Micron to Claim First-Ever No. 1 Spot in Global Automotive Memory Market

kedglobal.com · 2026-05-31 · Puntuación: 17

Samsung Ships Industry-First HBM4E Samples — 16 Gbps, 3.6 TB/s Bandwidth, Shares Surge 6.5%

cnbc.com · 2026-05-29 · Puntuación: 26

Samsung Union Workers Approve Wage Deal 74% — $340K Average Bonus Tied to 10.5% of Chip Division Profit, Strike Threat Ended

bloomberg.com · 2026-05-27 · Puntuación: 20

Samsung Bonus Dispute Spreads to Chip Packaging Divisions, Triggering Intentional HBM Delivery Slowdowns

tomshardware.com · 2026-05-22 · Puntuación: 23

South Korea Pledges to Pursue All Options to Avert Samsung Strike in Last-Chance Talks Before May 21 Walkout

reuters.com · 2026-05-17 · Puntuación: 23

ALERTA Samsung Starts Winding Down Chip Production Six Days Before Planned 18-Day Strike — Enters 'Emergency Management Mode,' Daily Losses Could Hit $2B

tomshardware.com · 2026-05-15 · Puntuación: 28

ALERTA Samsung Labor Talks Collapse; 18-Day Chip Strike Scheduled to Begin May 21, Threatening HBM Supply at Peak AI Demand

tomshardware.com · 2026-05-13 · Puntuación: 28

ALERTA South Korea Presidential Policy Chief's 'AI Citizen Dividend' Proposal Sends KOSPI Plunging 5.1% as Samsung and SK Hynix AI Profits Enter Political Spotlight

bloomberg.com · 2026-05-12 · Puntuación: 29

Korea's Biggest Manufacturers Back Config's $27M Seed to Build the Data Layer for Robot AI — Positioned as 'TSMC of Robot Data'

techcrunch.com · 2026-05-11 · Puntuación: 21

Samsung Crosses $1 Trillion Market Cap on AI Chip Demand, Becoming Second Asian Company After TSMC to Hit the Milestone

techcrunch.com · 2026-05-06 · Puntuación: 24

Apple in Early Talks With Intel and Samsung to Build US-Made Chips as AI Data Center Demand Strains TSMC Capacity

macrumors.com · 2026-05-05 · Puntuación: 25

Bloomberg: AI boom drowns out Middle East war fears, driving record divergence between Asian markets

Bloomberg · 2026-04-27 · Puntuación: 19

ALERTA 40,000 Samsung workers rally demanding AI chip profit share, threaten 18-day strike next month

Washington Post · 2026-04-23 · Puntuación: 30

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