Samsung

Global smartphone shipments fell 4.1% YoY in Q1, the first drop since mid 2023, amid memory constraints; only Samsung and Apple grew shipments, at 3.6% and 3.3%

Limited memory supply and record high memory prices increase pressure on smartphone OEMs to reduce shipments and increase prices that dampen demand.

Samsung says it is considering a shift toward multiyear memory chip contracts, a much longer timeframe that may help stabilize supply and ease shortage concerns

IDC: Motorola holds ~50% of the foldable market in the US and 55% in Latin America, ahead of Samsung and Google, but ~13% in Europe, for a global ~14% share

Samsung says it sent the first commercial HBM4 shipments to customers; Samsung seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron

Samsung Electronics Co. claimed an early lead in the race to supply memory chips for Nvidia Corp. AI accelerators …

Sources: ByteDance plans to produce 100K+ units of its in-house AI inference chip in 2026, is in talks with Samsung to manufacture it, before ramping up to 350K

China's ByteDance is developing an artificial intelligence chip and is in talks with Samsung Electronics (005930.KS) to manufacture it …

Apple's iPhone 16 was the world's best-selling smartphone in 2025, followed by the 16 Pro Max and 16 Pro; Apple took 7 of the top 10 spots and Samsung took 3

Apple's iPhone 16 was the world's best-selling smartphone in 2025, followed by the 16 Pro Max and 16 Pro; Apple took 7 of the top 10 spots and Samsung took 3

- Apple and Samsung continued to capture the Top 10 spots. … - In terms of comparisons with predecessor models …

Samsung and SK Hynix executives say they expect global memory supply shortages will persist until 2027 due to AI demand, after the companies reported earnings

Kim Jaewon /Nikkei Asia:

TSMC's conservative capex approach is resulting in supply-demand imbalances and foregone revenue, and hyperscalers must build up Samsung or Intel as its rivals

TSMC's conservative capex approach is resulting in supply-demand imbalances and foregone revenue, and hyperscalers must build up Samsung or Intel as its rivals

You probably think, given this title, you know what this Article is about.  The most advanced semiconductors are made by TSMC …