Broadcom & Samsung Electronics
37 shared events · Importance 6 · Last updated Aug 23, 2026
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International
Broadcom: Broadcom expands its AI chip partnership with Samsung, securing advanced manufacturing capacity for its custom AI accelerators.
Samsung Electronics: Samsung signed a $200 billion MOU with Broadcom for memory, foundry, and packaging, boosting its foundry business and AI chip competitiveness.
Jul 24, 2026 · 129 articles
Business
Broadcom: Fell 5.1% in one session; two-day loss of 19% after Q2 report; AI revenue doubled but guidance disappointed.
Samsung Electronics: Fell up to 6% in a single session; reported record profit but failed to satisfy investors.
Apr 20, 2026 · 344 articles
International
Broadcom: Broadcom's disappointing earnings forecast and subsequent stock decline fueled doubts about AI stock valuations, contributing significantly to the tech sell-off.
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
Broadcom: Broadcom>>>'s shares rebounded after a previous disappointing forecast, as investors engaged in bargain hunting following a sector-wide selloff.
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
Broadcom: Broadcom, a leading AI chipmaker, reported impressive revenue growth, particularly in its AI segment, and is a key player in custom silicon for hyperscalers.
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
Broadcom: Broadcom dropped 7.9% as chip stocks faced a significant sell-off, impacting its market valuation.
Samsung Electronics: Samsung Electronics shed 6.4%, impacting the KOSPI index negatively.
Jun 04, 2026 · 38 articles
International
Broadcom: Broadcom was up 4.7%, also contributing to the positive performance of technology stocks driven by AI demand.
Samsung Electronics: Samsung Electronics, South Korea's biggest company, was up more than 9%, benefiting from strong global demand for semiconductors.
Jun 01, 2026 · 9 articles
Business
Broadcom: Broadcom announced an AI chip production deal with Samsung in July, benefiting from Samsung's capacity expansion.
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
Tech
Broadcom: Broadcom is partnering with Meta to design the Iris chip, benefiting from increased collaboration and potential revenue from custom chip design services.
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
Broadcom: Broadcom's shares plunged despite strong profits because its Q3 chip revenue growth forecast failed to meet high market expectations, signaling potential overpricing in the AI 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
Tech
Broadcom: Broadcom partnered with OpenAI on its Jalapeño chip, and may see increased demand for custom AI chip development.
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
Broadcom: Gained on AI-driven demand for networking chips. Benefited from the broader tech rally.
Samsung Electronics: Reported record profit but fell short of high expectations. Stock experienced extreme volatility in the KOSPI.
Jul 14, 2026 · 280 articles
Business
Broadcom: Broadcom partnered with OpenAI to develop its first custom AI chip, the 'Intelligence Processor.' Anthropic also signed a long-term deal with Broadcom for TPU compute.
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
Business
Broadcom: Broadcom has partnered with Anthropic for access to five gigawatts of next-generation TPU capacity, supporting Anthropic's compute infrastructure expansion.
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
Business
Broadcom: Broadcom, a TSMC customer, gains from expanded capacity and AI-driven demand for custom accelerators.
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
Broadcom: Broadcom was battered in the selloff, reflecting sensitivity to higher long-term yields.
Samsung Electronics: Samsung fell nearly 8% as part of the tech rout, with higher yields affecting its valuation.
Aug 18, 2026 · 23 articles
Domestic
Broadcom: Broadcom's shares dropped steeply despite exceeding earnings estimates, weighing on the tech sector due to its failure to raise its full-year forecast.
Samsung Electronics: Samsung Electronics' stock stumbled and tumbled, contributing to the overall decline in the technology sector.
May 28, 2026 · 6 articles
unfocused
Broadcom: Broadcom rose significantly due to the AI chip boom, but also experienced slumps on other days, reflecting volatility in the AI sector.
Samsung Electronics: Samsung Electronics>>>, South Korea's biggest company, soared, contributing to the KOSPI>>>'s record high due to global demand for semiconductors.
May 19, 2026 · 199 articles
Business
Broadcom: Broadcom's earnings guidance miss reset expectations for AI chip spending, contributing to a global chip sell-off that affected Qualcomm.
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
Tech
Broadcom: Broadcom was an early partner in Claude (language model), using Claude (AI model) to identify security flaws.
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
Broadcom: Broadcom is mentioned as a popular chipmaker that led infrastructure opportunities, but Western Digital — Sandisk has now 'stolen the show' in the memory sector.
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
Broadcom: Broadcom will provide new custom chips to Apple in an expanded partnership through 2031, benefiting from AI-related chip demand.
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
Broadcom: Broadcom rose 4.8% after Apple announced a multiyear commitment worth over $30 billion.
Samsung Electronics: Samsung Electronics's stock fell amid a tech sell-off, despite strong profit forecasts.
Mar 09, 2018 · 1197 articles
Business
Broadcom: Broadcom gains a multi-year, $30 billion+ revenue stream from its largest customer, Apple, and expands its U.S. manufacturing footprint. Shares rose over 4% on the announcement.
Samsung Electronics: Samsung Electronics is an initial partner in Apple's AMP.
Apr 20, 2026 · 110 articles
International
Broadcom: Broadcom>>> shares plunged after missing revenue expectations, despite its top executive leaving a sales forecast unchanged.
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
Broadcom: Semiconductor company; shares declined in pre-market amid chip selloff.
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
Domestic
Broadcom: Broadcom's stock climbed, reflecting the broader positive sentiment in the AI-related business sector.
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
Broadcom: Apple Inc. is reportedly moving away from using Broadcom's Wi-Fi chips in favor of in-house solutions for the iPhone 17 lineup, which could negatively affect Broadcom's revenue from Apple Inc.
Samsung Electronics: Samsung Electronics is mentioned as a competitor in the slim phone market with its Galaxy S25 Edge, providing context for Apple Inc.'s IPhone Air strategy.
Aug 26, 2025 · 7 articles
Business
Broadcom: Broadcom is mentioned as a leader in ASIC technology alongside Marvell Technology, providing context for Marvell Technology's business model.
Samsung Electronics: Samsung Electronics was mentioned by Jensen Huang as one of the memory chip companies that have reached a trillion-dollar market cap due to demand in AI data centers, serving as a comparative example for Marvell Technology's potential.
May 20, 2026 · 74 articles
Business
Broadcom: Broadcom is mentioned as a competitor that could potentially take market share from Nvidia, reflecting the competitive landscape in the chip industry.
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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