AMD & Samsung Electronics
44 shared events · Importance 8 · Last updated Aug 19, 2026
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Tech
AMD: AMD partnered with Lexar to integrate AIDIMM and iSA technologies, and its Ryzen AI Halo platform became AVL-certified. This collaboration expands AMD's ecosystem in AI computing, potentially boosting its presence in edge AI applications.
Samsung Electronics: Samsung introduced its BV-NAND prototype with over 400 layers and 58% higher density, reinforcing its leadership in AI memory. The company also outlined future zHBM and zNAND-O architectures, which could solidify its competitive edge in the high-demand AI memory market.
Jul 27, 2026 · 23 articles
Business
AMD: Fell up to 9% in a single session.
Samsung Electronics: Fell up to 6% in a single session; reported record profit but failed to satisfy investors.
Apr 20, 2026 · 344 articles
Business
AMD: AMD stumbled after earnings that beat estimates but fell short of lofty expectations.
Samsung Electronics: Samsung Electronics fell over 6% on August 6, contributing to the KOSPI's decline.
Aug 06, 2026 · 37 articles
Tech
AMD: AMD validated compatibility with its EPYC platforms, contributing to the interoperability of CXL technology and potentially benefiting its data center business.
Samsung Electronics: Samsung Electronics has integrated the CXL 3.2 MXC into its next-generation CXL products, validating the technology and potentially strengthening its memory solutions portfolio.
Jul 31, 2026 · 7 articles
International
AMD: AMD dropped, adding to the negative sentiment in the semiconductor and AI-related sectors.
Samsung Electronics: Samsung Electronics, a top-cap in the South Korean market, kicked off lower, tracking US tech losses and contributing to the overall market decline in Seoul.
Jun 10, 2026 · 8 articles
Business
AMD: Rallied on AI optimism and expanded partnership with Microsoft. Benefited from the chip sector rebound.
Samsung Electronics: Reported record profit but fell short of high expectations. Stock experienced extreme volatility in the KOSPI.
Jul 14, 2026 · 280 articles
Business
AMD: AMD is a customer of Samsung's HBM chips and is indirectly affected by the chip supply outlook.
Samsung Electronics: Samsung reported a massive profit surge in its semiconductor division and forecast chip shortages until 2028, but its mobile division posted its first quarterly loss due to high chip prices. The company signed long-term supply deals with major data center operators and expects HBM4 revenue to triple.
Jul 30, 2026 · 8 articles
Domestic
AMD: AMD is a customer of Samsung Electronics, contributing to the demand for advanced memory chips used in AI servers and processors.
Samsung Electronics: Samsung Electronics is a key player in South Korea's AI and chip investment drive, pledging significant funds for new fabrication plants and advanced packaging facilities, particularly in the southwest region. The company's stock price has soared due to the AI boom.
Apr 20, 2026 · 86 articles
Business
AMD: AMD's stock slid as part of the broader decline in semiconductor companies, contributing to the overall market slump.
Samsung Electronics: Samsung Electronics shed 6.4%, impacting the KOSPI index negatively.
Jun 04, 2026 · 38 articles
Business
AMD: Advanced Micro Devices (AMD) saw its shares rise significantly, contributing to the tech-led rally on Wall Street, benefiting from easing bond yields.
Samsung Electronics: Samsung Electronics shares soared after its union suspended industrial action following a tentative pay agreement, averting a major strike. This positive development contributed to the rally in South Korean markets and global chip supply confidence.
May 20, 2026 · 72 articles
Tech
AMD: AMD is a competitor to Nvidia in the AI chip and PC market, and Nvidia's new N1X processor and Vera Rubin platform are set to rival AMD's offerings, potentially impacting AMD's market share.
Samsung Electronics: Samsung Electronics is a key supplier of high-bandwidth memory (HBM) for Nvidia's Vera Rubin platform, securing a significant share of orders and recovering its position in the HBM market.
May 31, 2026 · 28 articles
Tech
AMD: AMD is another hardware partner in Anthropic's diversified stack, potentially affected by the shift to custom chips.
Samsung Electronics: Samsung is reportedly in talks to manufacture Anthropic's custom chips, which could be a significant business opportunity.
Aug 05, 2026 · 20 articles
Business
AMD: AMD was 3.4% higher, indicating strong performance in the semiconductor industry.
Samsung Electronics: Samsung Electronics shares were up 3.6% and the company announced plans for over $500 billion in investments in chipmaking and AI, indicating positive market sentiment and future growth.
Jun 29, 2026 · 8 articles
International
AMD: AMD shares fell over 4% amid the broader tech rout, pressured by AI stock corrections.
Samsung Electronics: Samsung Electronics fell 10.5% in Seoul, caught in the broader semiconductor rout driven by AI valuation fears.
Apr 20, 2026 · 304 articles
Tech
AMD: Similar to Nvidia, AMD could see reduced demand from Meta as the company shifts to in-house chips, though the impact is less immediate.
Samsung Electronics: Samsung has secured a long-term supply agreement with Meta for memory chips, boosting its revenue stability in the memory market.
Apr 20, 2026 · 32 articles
Business
AMD: AMD, a TSMC customer, benefits from increased U.S. capacity and strong AI demand, supporting its product roadmap.
Samsung Electronics: Samsung is a competitor to TSMC, and TSMC's aggressive expansion and market leadership may pressure Samsung's market position, though it benefits from memory chip market recovery.
Jul 16, 2026 · 85 articles
Business
AMD: AMD competes with Nvidia in AI chips; its demand for memory also contributes to supply tightness.
Samsung Electronics: Samsung, a major memory supplier, benefits from higher prices but faces potential demand weakness in consumer devices.
Jun 17, 2026 · 199 articles
Tech
AMD: AMD faces increased competition in the PC chip market due to Nvidia's entry with the RTX Spark, potentially impacting its market share and stock performance.
Samsung Electronics: Samsung Electronics>>> is mentioned as an Asian manufacturer that dominates the custom semiconductor market, where Intel>>> previously struggled.
May 26, 2026 · 159 articles
International
AMD: AMD' stock surged after reporting stronger-than-expected profits and revenue, driven by growth in artificial intelligence technology.
Samsung Electronics: Samsung Electronics posted strong gains, helped by its union approving a deal with management and benefiting from the overall tech rally and AI demand.
May 25, 2026 · 35 articles
Business
AMD: AMD is a TSMC customer for AI chips; TSMC's strong performance reflects healthy demand for AMD's products.
Samsung Electronics: Samsung is a rival in chip manufacturing; TSMC's dominance and market cap nearly double Samsung's highlight competitive pressure.
Jul 13, 2026 · 22 articles
International
AMD: AMD fell 4.4% amid the tech selloff.
Samsung Electronics: Samsung's stock fell as the KOSPI tumbled, reflecting tech sector weakness.
Feb 08, 2026 · 308 articles
Business
AMD: AMD produces GPUs that use HBM chips, making it an indirect beneficiary of SK Hynix's capacity expansion.
Samsung Electronics: Samsung, SK Hynix's domestic rival, saw shares fall 10% on July 13 amid broader chip sector declines. It competes in HBM and conventional memory markets.
Apr 20, 2026 · 247 articles
Business
AMD: AMD is a customer of Micron Technology, though Micron's HBM offerings for Nvidia are distinct from those sold to AMD.
Samsung Electronics: Samsung Electronics>>> surpassed $1 trillion in market value earlier in May, benefiting from the AI-driven rally and strong demand for memory chips. The company also averted a strike by unionized workers.
May 27, 2026 · 15 articles
Business
AMD: AMD is mentioned as a customer for whom Micron Technology designs specialized HBM chips.
Samsung Electronics: Samsung Electronics, another major memory chip producer, saw its stock rise due to the increased demand for memory chips in the AI market, joining the trillion-dollar valuation club.
May 19, 2026 · 104 articles
Business
AMD: AMD' stock performed robustly during a semiconductor rally, indicating positive sentiment in parts of the chip industry.
Samsung Electronics: Samsung Electronics's stock fell, contributing to the broader South Korean chip sell-off that affected the semiconductor sector and Qualcomm.
May 21, 2026 · 8 articles
Business
AMD: Mentioned as a key customer for Form factor's market share gains.
Samsung Electronics: Commented that memory chips will remain supply constrained in 2028, supporting demand outlook.
Jul 06, 2026 · 6 articles
Business
AMD: AMD is referenced as a TSMC customer for GPUs, but plays a minor role in the analysis.
Samsung Electronics: Samsung is noted as a rival facing yield challenges, reinforcing TSMC's competitive advantage.
Jul 19, 2026 · 6 articles
Business
AMD: AMD>>> is mentioned as a competitor to Nvidia>>> in the consumer PC domain with next-generation AI tech.
Samsung Electronics: Samsung Electronics>>> recently reached a compensation agreement with its union, averting a strike and setting a precedent for profit-sharing in the semiconductor industry, which Jensen Huang>>> referenced.
Jun 02, 2026 · 16 articles
International
AMD: AMD's stock sank as part of a tech sell-off on Wall Street, influenced by broader market anxieties stemming from the Middle East tensions and AI valuation worries.
Samsung Electronics: Samsung Electronics>>> is mentioned as a regional tech heavyweight, indicating the strong performance of the tech sector.
Apr 20, 2026 · 607 articles
Business
AMD: AMD is a rival seeking to challenge Nvidia's dominance in high-end AI chips, though Nvidia remains the industry's top choice.
Samsung Electronics: Samsung Electronics is among the companies that Nvidia is supplying with chips through new agreements, showcasing Nvidia's broad market penetration.
Oct 29, 2025 · 14 articles
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