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Company

Samsung

Filtered to Competitive Moves ×
1917 articles decelerating

A 25% share of Q2 NAND shipments underscores Samsung’s latest coverage shift toward AI-memory leadership alongside major foldable and Galaxy launches.

Who they are

Samsung appears in coverage as a consumer-device maker and semiconductor supplier: it launches Galaxy phones and foldables, works with Google on Android and connected-device initiatives, and competes in memory against SK Hynix, Micron and Chinese manufacturers. Its footprint also reaches Apple’s supply chain, including reported plans to make iPhone 18 image sensors in Austin.

The recent arc

Coverage reached its recent high in 2026 Q2, moving between flagship hardware and the infrastructure behind the AI boom. February brought the Galaxy S26 Ultra, with its Privacy Display and agentic AI, while July centered on the $2,100-plus Galaxy Z Fold 8 Ultra and Samsung’s smart-glasses teaser with Google, Warby Parker and Gentle Monster. The Fold 8 also became an immediate comparison point in Engadget’s August Pixel 11 Pro Fold hands-on. վերջին

Samsung appears in 1,884 articles spanning 2014-2026, with coverage concentrated on Galaxy smartphone competition with iPhone and semiconductor manufacturing capacity as geopolitical asset. Recent headlines emphasize Samsung's foundry struggles losing ground to TSMC, memory chip cyclicality, and foldable device market creation attempts. The entity intersects heavily with Apple (smartphone benchmarking), Intel (chip manufacturing comparison), and increasingly with U.S.-China trade policy as American firms seek non-Taiwan chip capacity. Coverage peaked 2016-2019 during Note 7 battery crisis and Galaxy S competitive momentum, then declined 2020-present as smartphone narratives commoditized and semiconductor geopolitics abstracted beyond consumer brand relevance.

Samsung has appeared in 1,917 articles since 2014-12. Coverage peaked in 2026Q2 with 71 articles. Frequently mentioned alongside Apple, Google, Android, Galaxy.

Articles
1,917
mentions
Velocity
-33.8%
growth rate
Acceleration
-0.606
velocity change
Sources
179
publications
Google Pixel’s Factory Is Part of the AI Model
Google’s reported 2027 plan to manufacture Pixel phones, watches, and earbuds outside China collides with a product strategy built around Tensor G6 and Gemini. ...
Apple’s 2-Day Confirmations, 2014 Rumors Still Open
Apple’s July personnel-and-lawsuit cluster was confirmed within two days. Eight rumors first scored in December 2014 remain pending more than 4,260 days later.
Apple–OpenAI: Filing Confirmed, Theft Claim Denied
Apple’s July 2026 lawsuit alleged OpenAI recruited more than 400 former employees, while OpenAI denied the trade-secret claim. Eight claims first logged in Dece...
SanDisk’s $1.165B Flash Pact Runs Through 2034
SanDisk reported fiscal Q3 revenue up 251% to $5.95B after agreeing to pay Kioxia $1.165B for joint-venture access through 2034. Among four cited supply records...
Samsung’s TV Proxy Ban Leaves Coverage Unclear
On Aug. 3, 2026, Samsung said it was restricting registrations and removing smart-TV apps with proxy-capable SDKs after LG’s similar ban. The report established...

Coverage Timeline

2026-08-19
Reuters 10 related

Sources: Samsung raised prices for advanced 4nm and 5nm chipmaking services by up to 15% for new orders in July, driven by AI demand and TSMC's tight capacity

Samsung Electronics (005930.KS) has raised prices for some advanced contract chipmaking services by up to 15% for new orders …

2026-08-13
South China Morning Post 11 related

Counterpoint: China-based YMTC accounted for 14% of global NAND flash shipments in Q2, behind Samsung's 25% and SK Hynix's 22%, but ahead of Micron and Kioxia

Chinese vendor has 14% share, according to researchBloomberg:YMTC Passes Kioxia in Flash Memory Shipments, Report SaysBùi Giang /Notebookcheck:Chinese storage breaks into top three for the first time,...

2026-08-04
Bloomberg 5 related

Sources: CXMT is set to manufacture small quantities of LPDDR6 smartphone memory around 2026's end, as it seeks to compete with Micron, SK Hynix, and Samsung

2026-07-28
Bloomberg 53 related

South Korea's KOSPI drops 11%+, led by chip stocks, amid concerns over China's chipmaking progress and the AI spending boom; Samsung falls 11%+ and SK Hynix 12%

A selloff in semiconductor stocks deepened Tuesday, as signs of China's progress in advanced chipmaking weighed on global rivals …

2026-07-14
Counterpoint Research 31 related

Global smartphone shipments fell 11% YoY in Q2 to the lowest Q2 levels since 2013 amid the DRAM and NAND shortage; Samsung returns to #1 with a 24% market share

Shilpi Jain /Counterpoint Research:

2026-07-13
Counterpoint Research 23 related

Global smartphone shipments fell 11% YoY in Q2 to the lowest Q2 levels since 2013 amid the DRAM and NAND shortage; Samsung returns to #1 with a 24% market share

- Global smartphone shipments fell 11% YoY in Q2 2026 reaching the lowest second-quarter levels since 2013 as the DRAM and NAND shortage intensified.

The Information

Samsung says it now aims to begin operations at its first chipmaking plant in South Korea's Yongin by 2029, bringing the timeline forward from 2030 or 2031

2026-06-28
New York Times

A look at South Korea's four vocational “meister” schools that train students to work in semiconductor manufacturing, leading to jobs at Samsung and SK Hynix

Chungbuk Semiconductor High School in Eumseong County, South Korea, is the oldest vocational high school …

2026-06-27
New York Times 2 related

A look at South Korea's four vocational “meister” schools that train students to work in semiconductor manufacturing, leading to jobs at Samsung and SK Hynix

Chungbuk Semiconductor High School in Eumseong County, South Korea, is the oldest vocational high school …

2026-06-17
Nikkei Asia 5 related

Sources: Samsung is seeing a rise in advanced chip production requests from BYD, Google, AMD, Tesla, and other companies as AI demand strains TSMC's capacity

TAIPEI/HONG KONG/SEOUL — BYD, Google, AMD, Tesla and others are looking increasingly to Samsung Electronics for contract chipmaking services …

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Quarterly Coverage

Top Sources

Narrative

Samsung has appeared in 2,103 tech news articles since December 2014, making it one of the most-covered entities in the archive. The biggest stories include President Trump says that the tariffs he has threatened against Apple would also be aimed... and Samsung unveils the $1,299+ Galaxy S26 Ultra with a Privacy Display feature that limits.... Frequently covered alongside Apple, Google, Samsung Electronics, Android, and Galaxy.

Key Moments

2024Q2enterprise +18pts; consumer -16pts; funding -15pts
2024Q3enterprise -16pts; consumer +7pts; funding -5pts
2024Q4enterprise +11pts

Relationships

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