Applied Materials & Samsung Electronics
14 shared events · Importance 3 · Last updated Aug 21, 2026
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Business
Applied Materials: Applied Materials faces potential long-term competition from Chinese suppliers. It reported $8.53 billion in China revenue in fiscal 2025, 30% of total sales.
Samsung Electronics: Samsung is evaluating AMEC equipment for its China NAND plant as a hedge against U.S. export controls, but denies testing. Its China operations face regulatory uncertainty.
Aug 05, 2026 · 11 articles
Business
Applied Materials: Fell up to 6.9% 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
Domestic
Applied Materials: Applied Materials rallied 4.9% due to the positive sentiment around AI investments, particularly the chipmaking hub announcement in South Korea.
Samsung Electronics: Samsung Electronics announced a joint investment of approximately $518 billion in a new chipmaking hub in South Korea, aiming to capitalize on surging AI demand, though its stock slipped 4.8% in South Korea.
Jun 29, 2026 · 6 articles
Business
Applied Materials: Applied Materials' stock was up more than 5% amid a rebound in the chipmaking sector.
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
Applied Materials: Applied Materials, a partner in the EPIC program, is part of the broader semiconductor research ecosystem that benefits from increased R&D investment.
Samsung Electronics: Samsung, a competitor in memory chips, is indirectly affected as the investment intensifies competition in the AI memory market.
Aug 20, 2026 · 20 articles
Tech
Applied Materials: Applied Materials saw its stock decline as investors weighed potential long-term competition from Chinese lithography tools.
Samsung Electronics: Samsung, a major chipmaker, is not directly affected by China's DUV breakthrough in the near term, but it could face increased competition if China's semiconductor capabilities improve over time.
Jul 27, 2026 · 22 articles
International
Applied Materials: Applied Materials is mentioned as a company with upcoming earnings results, but its direct involvement in the event is minimal.
Samsung Electronics: Samsung Electronics shares surged, benefiting from investor enthusiasm for AI-related stocks following Nvidia's announcement.
Apr 26, 2026 · 590 articles
Domestic
Applied Materials: Applied Materials' stock rose, indicating a positive trend within the semiconductor and AI-related industries.
Samsung Electronics: Samsung Electronics saw an increase in its stock price, contributing to the positive performance of South Korean technology stocks.
Apr 20, 2026 · 28 articles
Business
Applied Materials: Applied Materials is an initial partner in Apple's AMP.
Samsung Electronics: Samsung Electronics is an initial partner in Apple's AMP.
Apr 20, 2026 · 110 articles
Domestic
Applied Materials: Applied Materials, with executives on VanEck Semiconductor ETF's board, is indirectly affected by the H-1B visa changes, which could impact the semiconductor industry's talent pool.
Oct 03, 2025 · 6 articles
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