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Investor activism
Activist shareholders target Samsung to unlock value
...“If they are successful, that will send a strong signal both to Korean companies and to foreign investors that it is possible for them to co-operate.” Additional reporting by Andy Lin in Hong Kong...
February 2, 2024
Semiconductors
South Korean chipmakers halt old equipment sales over fears of US backlash
...Samsung and SK operate their own memory chip plants in China, which account for about half of their production capacity....
March 12, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
Batteries
Korea Zinc expands nickel production to meet US battery demand
...South Korea is home to top-tier battery producers such as LG Energy Solution, Samsung SDI and SK On, but they rely heavily on Chinese companies for sourcing and refining critical materials for batteries....
October 1, 2023
Semiconductors
Samsung boosts Joe Biden’s chipmaking ambitions with Texas plant upgrade
...Last month, Nvidia chief executive Jensen Huang wrote “JENSEN APPROVED” on a Samsung HBM3E chip on display at a developer conference in California, prompting speculation that Samsung was on course to secure...
April 15, 2024
Apple Inc
Apple loses smartphone crown to Samsung as Chinese rivals gain ground
...Samsung, which launched its latest flagship Galaxy S24 phone in January, had a 23 per cent share after shipments fell just under 1 per cent year on year to 60.1mn....
April 15, 2024
Samsung Electronics Co Ltd
Samsung signals end to chip downturn with forecast 10-fold jump in profit
...Samsung’s new HBM chips for its graphics processing units....
April 5, 2024
FT Live
Innovation in Wealth Management Summit
Augmented intelligence for client-centric services
Thursday, 2 May9 Montague Close, London, UK
Technology sector
Samsung and LG join forces against Chinese rivals in battle for display dominance
...Samsung and LG declined to comment on their co-operation....
February 21, 2024
LexSamsung Electronics Co Ltd
AI chip boom is a bust for Samsung’s earnings Premium content
...Justifying that premium for Samsung will prove increasingly difficult....
January 9, 2024
Apple Inc
Apple tops Samsung as world’s largest smartphone maker by volume
...The rankings of the smartphone market have changed beyond recognition since Samsung took the top spot in 2011, when Nokia, LG and BlackBerry led the market....
January 16, 2024
Lee Jae-yong
Samsung chair acquitted of stock manipulation and fraud charges
...Samsung declined to comment....
February 5, 2024
Samsung Electronics Co Ltd
Samsung earnings signal chip sector turnaround in 2024
...Still, this was Samsung’s smallest year-on-year profit fall in five quarters....
January 9, 2024
Samsung Electronics Co Ltd
Samsung turns to artificial intelligence to revive stagnant smartphone market
...Counterpoint Research expects Samsung to control nearly half of the AI-powered phone market in the next couple of years....
January 17, 2024
#techAsia
AI at Davos and Samsung’s new ring Premium content
...The editorial team can be reached at techasia@nex.nikkei.co.jp....
January 25, 2024
News in-depthSemiconductors
US missing pieces of AI chip puzzle despite TSMC’s $65bn bet
...“Samsung manufactures all the memory in Korea, so shipping memory to the US to do HBM packaging might not be ideal....
April 11, 2024
Mobile devices
Smartphone makers bet on foldables to revive lacklustre market
...Samsung dominates the global market, with a 73 per cent share of foldables in the quarter, according to Canalys....
December 29, 2023
FT Live
Future of AI
Igniting a new era of innovation and investment
Wednesday, 6 NovemberLondon. UK
The Big Read
How solid-state batteries could transform transport
...South Korea’s three leading battery producers — LG Energy Solution, Samsung SDI and SK On — have all declared their intention to develop such cells by the late 2020s....
October 27, 2023
News in-depthSemiconductors
Semiconductor giants race to make next generation of cutting-edge chips
...“We are well-equipped to set up for SF2 mass production by 2025,” Samsung said....
December 11, 2023
LexSemiconductors
Taiwan quake is a reminder of seismic risk to global chip supply Premium content
...Taiwan Semiconductor Manufacturing Co, the world’s largest maker of advanced chips, stopped some chipmaking machinery and evacuated staff from facilities after the quake....
April 3, 2024
LexSamsung Electronics Co Ltd
Samsung: small AI market cannot lead chip cycle revival Premium content
...But that does not mean a dramatic near-term rebound for Samsung earnings....
October 11, 2023
Lee Jae-yong
Prosecutors seek 5 years for Samsung chief for alleged stock manipulation
...minority shareholder of Samsung C&T....
November 17, 2023
Disrupted Times
World’s biggest chipmaker taps $11.6bn in US subsidies
...Its bullishness was echoed last week by Samsung, which forecast a 10-fold jump in profits....
April 8, 2024
Inside BusinessChristian Davies
South Korean display industry still paying a heavy price for Chinese deal
...This was achieved principally through officially sanctioned “technical co-operation” with US and Japanese companies long since replaced as market leaders by their former partners....
December 6, 2023
#techAsia
Huawei goes ‘007’ and TSMC gets a grant Premium content
...But workers at one of the region’s most valuable companies, Samsung Electronics, could soon break the mould....
April 11, 2024
International tax
Vietnam raises multinational corporate tax rate in blow to Samsung and Intel
...Samsung assembles half of its smartphones in the country....
November 29, 2023
Samsung Electronics Co Ltd
Samsung foresees end of punishing memory chip slump in 2024
...Samsung reported a Won3.3tn operating profit for its mobile business....
October 31, 2023

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