Alphabet Inc. & Samsung Electronics
121 shared events · Importance 9 · Last updated Aug 24, 2026
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Business
Alphabet Inc.: Alphabet Inc.'s Google is seeking to diversify its chip manufacturing supply chain for its next-generation AI processor, 'Icefish', reducing reliance on TSMC and potentially boosting its cloud unit's growth with in-house AI chips.
Samsung Electronics: Samsung Electronics is in talks with Alphabet Inc.'s Google to manufacture a component of the 'Icefish' AI processor, which would be a significant win for its contract chip-manufacturing business and its 2-nanometer production technology.
Jun 11, 2026 · 6 articles
Business
Alphabet Inc.: Ranked as India's most attractive employer brand, reinforcing its reputation and ability to attract top talent.
Samsung Electronics: Ranked fourth, reflecting a solid employer brand in India.
Aug 05, 2026 · 6 articles
Business
Alphabet Inc.: Alphabet's Google, a large data center operator, will be affected by higher AI server prices, increasing its infrastructure costs.
Samsung Electronics: Samsung, a dominant DRAM producer, benefits from higher memory prices and increased leverage over customers like Nvidia, positively impacting its earnings.
Aug 22, 2026 · 27 articles
Business
Alphabet Inc.: Alphabet Inc.>>>'s Google division placed a substantial order with Intel>>> for tensor processing units, indicating continued investment in AI infrastructure.
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
Business
Alphabet Inc.: Alphabet Inc. is directly affected as it must raise Pixel prices, potentially reducing sales volume. The company is also investing in software optimization to lower RAM requirements.
Samsung Electronics: Samsung Electronics set a precedent by raising Galaxy S26 prices earlier this year, contributing to the industry trend.
Jul 25, 2026 · 8 articles
Business
Alphabet Inc.: Customer of Samsung memory chips; benefits from AI infrastructure expansion.
Samsung Electronics: Core beneficiary of AI memory demand; record Q2 profit of 89.4 trillion won, but shares fell on profit-taking.
Apr 20, 2026 · 47 articles
Business
Alphabet Inc.: Alphabet Inc. shipments fell 7% year over year in 1Q26, as the Pixel 10 series did not replicate the momentum of its predecessor, despite aggressive carrier promotions.
Samsung Electronics: Samsung Electronics ranked second in the US smartphone market, with shipments declining 5% due to the delayed Galaxy S26 launch, though the S26 series showed strong early traction.
May 27, 2026 · 6 articles
Business
Alphabet Inc.: Alphabet Inc. announced plans to raise up to $80 billion for AI infrastructure expansion, indicating significant investment in the sector.
Samsung Electronics: Samsung Electronics is a major chipmaker that has seen its value double, contributing significantly to the KOSPI stock index's rise due to AI demand.
Jun 05, 2026 · 13 articles
Business
Alphabet Inc.: Reportedly delayed Gemini 3.5 Pro release; earnings due next week.
Samsung Electronics: Fell up to 6% in a single session; reported record profit but failed to satisfy investors.
Apr 20, 2026 · 344 articles
Business
Alphabet Inc.: Alphabet fell 4% on Wednesday, contributing to the tech decline.
Samsung Electronics: Samsung Electronics fell over 6% on August 6, contributing to the KOSPI's decline.
Aug 06, 2026 · 37 articles
Business
Alphabet Inc.: Alphabet Inc. is the central actor, planning to relocate Pixel production out of China by 2027 to diversify supply chains and maintain shipment growth despite higher memory costs.
Samsung Electronics: Samsung is referenced as the first major smartphone brand to shift production away from China, serving as a benchmark for Alphabet Inc.'s move.
Aug 18, 2026 · 7 articles
Tech
Alphabet Inc.: Alphabet Inc. supplies TPUs to Anthropic and is a partner in its multi-chip strategy, though custom chips could reduce future reliance.
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
Alphabet Inc.: Reported negative cash flow, contributing to AI spending concerns. Stock gained modestly during the rally.
Samsung Electronics: Reported record profit but fell short of high expectations. Stock experienced extreme volatility in the KOSPI.
Jul 14, 2026 · 280 articles
Domestic
Alphabet Inc.: Alphabet Inc. is a customer of Samsung Electronics, driving 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
Alphabet Inc.: Key AI hyperscaler; earnings and AI spending plans will influence AI trade and market sentiment.
Samsung Electronics: Foreign semiconductor company; muted reaction to strong results indicates high expectations.
Apr 20, 2026 · 27 articles
Business
Alphabet Inc.: Alphabet Inc. already offers its own custom silicon (TPUs) through its cloud platforms and is reportedly considering Samsung Electronics to manufacture part of a future tensor processing unit. Anthropic also uses Alphabet Inc.'s TPUs as part of its compute strategy.
Samsung Electronics: Samsung Electronics is in talks with Anthropic to potentially manufacture custom AI chips, which would strengthen its position in the advanced processor market and challenge TSMC's dominance. This collaboration could secure a significant AI customer and boost its foundry business.
Jul 02, 2026 · 23 articles
Tech
Alphabet Inc.: Alphabet Inc.'s Pixel 7a was used by Lexar to test HLCache UFS technology, demonstrating improved DRAM efficiency. This showcases potential benefits for Alphabet Inc.'s mobile devices, though no direct partnership was announced.
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
Tech
Alphabet Inc.: Alphabet Inc. has signaled a direction towards XR glasses, emphasizing them at I/O 2026, aligning with the industry's shift towards lighter form factors.
Samsung Electronics: Samsung Electronics is expected to make a more competitive push in the standalone XR headset segment, catalyzed by Apple's potential introduction of a more accessible Vision Pro.
Jun 16, 2026 · 6 articles
Tech
Alphabet Inc.: Alphabet is the parent company of Alphabet Inc.; the Frozen v2 chip development is part of its AI infrastructure investment, with plans to spend $180-190 billion. The stock rose 3% on the news.
Samsung Electronics: Samsung Electronics is reportedly in talks with Anthropic for a chipmaking partnership, positioning itself as a potential partner for custom AI chips.
Jul 20, 2026 · 8 articles
Business
Alphabet Inc.: Alphabet's increased capex to $205 billion supports AI infrastructure spending, driving demand for memory chips and benefiting Western Digital — Sandisk.
Samsung Electronics: Samsung is a major memory maker and competitor, benefiting from the same supply shortage but also facing cyclical risks.
Apr 20, 2026 · 95 articles
Business
Alphabet Inc.: Alphabet reported its first cash-flow-negative quarter, adding to investor worries about AI infrastructure costs.
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
Business
Alphabet Inc.: Alphabet Inc. is in talks with Samsung to manufacture chips using SF4, potentially securing capacity.
Samsung Electronics: Samsung raised foundry prices up to 15% on AI demand, improving its loss-making foundry business outlook and potentially reaching profitability next year.
Aug 19, 2026 · 9 articles
Business
Alphabet Inc.: Alphabet Inc. has signed agreements with Anthropic for five gigawatts of next-generation TPU capacity, indicating its role in providing computing infrastructure for Anthropic's AI development.
Samsung Electronics: Samsung Electronics joined Anthropic's funding round as a strategic partner, underscoring the importance of its semiconductor products for AI development and benefiting from increased demand.
May 28, 2026 · 88 articles
International
Alphabet Inc.: Tech giant whose stock fell despite strong earnings due to higher AI capex plans.
Samsung Electronics: South Korean tech giant that rose on AI-related demand.
Jul 22, 2026 · 334 articles
Tech
Alphabet Inc.: Alphabet Inc.>>> (Google) was among the initial 50 partners in Project Glasswing, using Anthropic>>>'s Mythos AI to uncover security weaknesses.
Samsung Electronics: Samsung Electronics>>> has gained access to Anthropic>>>'s Mythos AI model as part of Project Glasswing to enhance its cybersecurity defenses.
May 19, 2026 · 83 articles
Business
Alphabet Inc.: Alphabet is among the big tech companies investing heavily in AI data centers, contributing to memory demand.
Samsung Electronics: Samsung, a major memory supplier, benefits from higher prices but faces potential demand weakness in consumer devices.
Jun 17, 2026 · 199 articles
Business
Alphabet Inc.: Hyperscaler customer; its AI infrastructure spending plans influence demand for SK Hynix's memory chips.
Samsung Electronics: Rival chipmaker expected to report strong earnings; has greater pricing power than SK Hynix, but also faces market concerns about AI demand.
Jul 28, 2026 · 59 articles
Business
Alphabet Inc.: Alphabet is perceived as an AI winner and is among the Mag 7 stocks in the green, but still faces skepticism over AI spending.
Samsung Electronics: Samsung's quarterly profit surged 19-fold, prompting investors to cash out of a near-150% rally, reflecting AI-fueled growth in memory chips.
Jul 07, 2026 · 13 articles
International
Alphabet Inc.: Alphabet Inc. is seeking to raise $80 billion in equity to fund the expansion of its AI infrastructure, indicating significant investment in AI.
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
Alphabet Inc.: Alphabet Inc.'s Gemini AI model is being used to power some of Apple Inc.'s new Apple Intelligence features, indicating a significant partnership in the AI space.
Samsung Electronics: Samsung Electronics is a competitor in the AI space with its Galaxy AI, which Apple Inc. is looking to catch up with through its Siri overhaul.
May 19, 2026 · 254 articles
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