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Investor activism
Activist shareholders target Samsung to unlock value
...The company, whose operations span construction and retail and through which the conglomerate’s ruling Lee family controls tech giant Samsung Electronics, trades at more than 65 per cent below its net asset...
February 2, 2024
Semiconductors
South Korean chipmakers halt old equipment sales over fears of US backlash
...Samsung Electronics and SK Hynix both declined to comment. But a person familiar with the companies confirmed the stockpiling was related to US export controls on China and sanctions on Russia....
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
Semiconductors
Samsung boosts Biden’s chipmaking ambitions with Texas plant upgrade
...Samsung Electronics will produce the latest generation of semiconductors in the US two years ahead of its rival Taiwan Semiconductor Manufacturing Company, in a further boost to President Joe Biden’s efforts...
April 15, 2024
Apple Inc
Apple loses smartphone crown to Samsung as Chinese rivals gain ground
...Xiaomi sales surged 34 per cent to attain a 14 per cent market share, as the Beijing-based electronics group experienced a wave of publicity surrounding the debut of its electric car....
April 15, 2024
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
Samsung Electronics Co Ltd
Samsung signals end to chip downturn with forecast 10-fold jump in profit
...Samsung Electronics expects to post a 10-fold jump in first-quarter operating profit as memory chip prices stage a strong recovery after the industry’s worst downturn in decades last year....
April 5, 2024
FT Live
Future of AI
Igniting a new era of innovation and investment
Wednesday, 6 NovemberLondon. UK
LexSamsung Electronics Co Ltd
AI chip boom is a bust for Samsung’s earnings Premium content
...Consumers are buying fewer electronic devices, including smartphones, PC and TVs as economic growth slows and high inflation bites....
January 9, 2024
Apple Inc
Apple tops Samsung as world’s largest smartphone maker by volume
iPhone maker ends 12 years of dominance from South Korean tech company
January 16, 2024
Lee Jae-yong
Samsung chair acquitted of stock manipulation and fraud charges
...Despite growing pressure to come up with a clear strategy for growth beyond the company’s traditional strengths in chips and smartphones, Samsung Electronics, which is sitting on a cash pile of more than...
February 5, 2024
The Art Market
Sotheby’s set to make record for Surrealist Leonora Carrington
...Their first partnership is with Transmoderna, a collective rooted in electronic music, which has already crossed into the art world with work shown at institutions including the Pompidou-Metz and the Max...
April 18, 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
News in-depthSemiconductors
Semiconductor giants race to make next generation of cutting-edge chips
...Taiwan Semiconductor Manufacturing Company remains the analysts’ favourite to maintain its global supremacy in the sector, but Samsung Electronics and Intel have identified the industry’s next leap forward...
December 11, 2023
Samsung Electronics Co Ltd
Samsung turns to AI to revive stagnant smartphone market
...Samsung Electronics has unveiled smartphones capable of running generative artificial intelligence features “on-device”, as handset makers hope the cutting-edge technology will revive a market that suffered...
January 17, 2024
Mobile devices
Smartphone makers bet on foldables to revive lacklustre market
Samsung, Motorola and Huawei continue to invest in high-priced flip devices despite weak sales
December 29, 2023
Cobalt
Cobalt market stung by record oversupply
...The surge in output is expected to strengthen China’s dominance over the production and price of a metal used in electronics, electric cars and aviation....
March 1, 2024
FT Live
Innovation in Wealth Management Summit
Augmented intelligence for client-centric services
Thursday, 2 May9 Montague Close, London, UK
Samsung Electronics Co Ltd
Samsung earnings signal chip sector turnaround in 2024
...Operating profit at Samsung Electronics fell by more than a third in the fourth quarter despite a rebound in chip prices, but analysts expect a semiconductor industry recovery to gather pace this year on...
January 9, 2024
Inside BusinessJune Yoon
New generation of chips will drive the AI wave
High bandwidth memory is in rapidly rising demand to facilitate lightning-fast data transfers
December 19, 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
#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
...TSMC’s Korean rival Samsung Electronics, which makes both logic and memory chips, is set to offer an alternative by building an advanced package facility as part of more than $20bn in new investments in...
April 11, 2024
Samsung Electronics Co Ltd
Samsung foresees end of punishing memory chip slump in 2024
...Samsung Electronics expects the memory chip market to rebound next year, drawing a year-long supply glut to an end, after introducing production cuts to get through an industry downturn....
October 31, 2023
LexSemiconductors
Resonac: fertilising growth for the chip industry Premium content
...Last year, semiconductor and electronic materials made up three-quarters of the group’s pre-tax operating profits. Its US expansion timing is good....
November 23, 2023
LexSamsung Electronics Co Ltd
Samsung: small AI market cannot lead chip cycle revival Premium content
...Samsung Electronics shares rose following the release of third-quarter preliminary results that showed a 78 per cent decline in operating income....
October 11, 2023
Due Diligence
Soho House: short sellers are knocking Premium content
...“We believe Soho House & Co is a zero,” the short seller wrote in a report released this week where it disclosed a bet against the business....
February 9, 2024
Due Diligence
Is private equity’s $3tn problem starting to ease? Premium content
...Private equity groups globally are now sitting on a record 28,000 unsold companies worth more than $3tn, according to Bain & Co’s annual PE report....
March 12, 2024

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