Samsung Electrics

2025.09.06

02:15

Qualcomm CEO admits Intel's chip production technology is not up to standard

Qualcomm CEO Cristiano Amon stated that Intel's current production technology has not yet reached the supplier standards of mobile phone processor manufacturers. Amon said on the show that if Intel can improve its manufacturing process to produce more energy-efficient chips, Qualcomm would consider collaborating with it. "Intel is not an option for us right now," Amon admitted, "but we hope to include it in our options in the future." The CEO said that Qualcomm will continue to cooperate with its existing foundries TSMC and Samsung Electronics. As a chip design company, Qualcomm, like most companies in the industry, adopts an outsourced production model. Intel, once the world's largest chip manufacturer, is trying to reverse its decline by attracting external customers such as Qualcomm while maintaining its own chip manufacturing business.

2025.09.05

10:06

Nomura Securities: Raised Samsung Electronics' target price from 180,000 won to 230,000 won.

2025.09.02

14:26

Samsung Electronics shares rose 2.4% to 69,200 won.

2025.09.01

12:58

Samsung Electronics shares fell 3%.

2025.08.31

20:30

The US revoked Samsung, SK Hynix, and Intel's VEU exemption in China, and the window for localization of memory has opened again

On August 30th, reporters discovered through Federal Register filings dated August 29, 2025, that the Trump administration has decided to revoke the Validated End-User (VEU) authorizations for Samsung Electronics and SK Hynix's operations in China. This policy change, effective 120 days after the announcement, aims to further restrict China's access to advanced chip manufacturing technology and could exacerbate tensions in the global semiconductor supply chain. Wang Shuyi, chief analyst at Discovery Technology, told reporters that Samsung and Hynix have significant production capacity in China. If the US completely cuts off the supply chain, it would be difficult to find non-US alternatives in the short term, and there would be insufficient time to relocate existing production capacity, potentially leading to tight memory supply.

2025.08.07

13:07

Citigroup: Samsung could start producing chips for Apple within two years

Citigroup analysts led by Peter Lee wrote in a report that Samsung Electronics is expected to become Apple's contract chip manufacturer within two years. Apple has stated that it will collaborate with Samsung as part of its four-year investment plan to expand its US supply chain. Analysts expect Samsung's chip foundry in Austin, Texas, to produce three-layer complementary metal oxide semiconductor image sensors for the next generation iPhone starting in 2027. They believe that this collaboration "provides strong medium- to long-term earnings prospects" for Samsung's foundry business. Citigroup maintained its buy rating on Samsung and its target price of 100,000 won.

08:07

Samsung Electronics shares rose 3%.

07:21

Apple said it will work with Samsung to launch innovative chip manufacturing technology to supply iPhone and other products

Apple announced on August 6th that it is collaborating with Samsung Electronics to launch an "innovative chip manufacturing technology unprecedented in the world" at its Austin, Texas, plant. The plant will be the first to introduce this technology to the United States, providing chips with optimized power consumption and performance for Apple products, including iPhone devices worldwide.

2025.08.06

09:59

Samsung Electronics: Won an order worth US$26 million.

2025.07.31

15:54

Citigroup: Raised Samsung Electronics' target price from 90,000 won to 100,000 won.

15:53

Citigroup raises Samsung Electronics' target price to 100,000 won from 90,000 won

Citigroup raised its target price for Samsung Electronics from 90,000 won to 100,000 won.

10:14

Samsung Electronics: Supply of HBM3E chips is growing faster than demand.

10:11

Samsung Electronics: DRAM price increases will expand in the second half of the year.

10:10

Samsung Electronics: Demand growth for artificial intelligence chips will accelerate in the second half of the year.

10:00

Samsung Electronics: HBM3E chip sales will account for more than 90% in the second half of the year, and HBM4 chip samples have been provided to customers.

Email Subscription

Newsletters and emails are now available! Delivered on time, every weekday, to keep you up to date with North American business news.

Weekly Highlights

                                    Qualcomm (QCOM.O) CEO: Qualcomm needs more energy-efficient chips.
                            2025-09-06

                                    Jefferies: Raised Alibaba (BABA.N) price target from $150.00 to $165.00.
                            2025-09-01

                                    The statement showed that Alibaba and Bosch announced the deepening of their strategic partnership.
                            2025-09-02

                                    The value of projects signed at the 2025 Smart Expo exceeds 200 billion yuan
                            2025-09-05

                                    Challenger Gray, a US employment consulting firm, reports that pharmaceutical companies announced plans to lay off 19,112 employees in August, bringing the total to 22,433. This represents a 142% increase compared to the 9,254 layoffs reported in the same period last year. The industry is facing increasing competition from patent expirations and is refocusing on higher-margin products. Many companies are also implementing artificial intelligence, which is leading to restructuring and job losses.
                            2025-09-04