Intel & Samsung Electronics
51 shared events · Importance 8 · Last updated Aug 23, 2026
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Business
Intel: Delayed $28 billion United States — Ohio investment set for shortages once production ramps up.
Samsung Electronics: Logic chip facility in United States — Texas faces potential delays from labor shortage.
Jul 07, 2026 · 7 articles
Tech
Intel: Intel validated compatibility with its Xeon platforms, reinforcing its ecosystem and supporting the adoption of CXL memory expansion in next-generation servers.
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
Business
Intel: Fell up to 10.4% in some sessions; less AI exposure.
Samsung Electronics: Fell up to 6% in a single session; reported record profit but failed to satisfy investors.
Apr 20, 2026 · 344 articles
Business
Intel: Alphabet Inc.'s Google was also reported to be in talks with Intel to manufacture more than three million TPUs in 2028, indicating a broader strategy to diversify chip production.
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
Intel: Intel is a key partner in the 'Boot Up India' campaign, providing the processors for the AI-enabled laptops, which is expected to boost demand for its products.
Samsung Electronics: Samsung Electronics is one of the global brands whose AI-ready laptops are featured in the 'Boot Up India' campaign, potentially increasing its sales in India.
May 29, 2026 · 6 articles
Business
Intel: Intel slid significantly as part of the widespread decline in chip stocks, reflecting the negative sentiment in the semiconductor sector.
Samsung Electronics: Samsung Electronics shed 6.4%, impacting the KOSPI index negatively.
Jun 04, 2026 · 38 articles
Business
Intel: Intel's shares gained, 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
Intel: Intel 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 Intel's offerings, potentially impacting Intel'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
Business
Intel: Semiconductor firm with high expectations; results will signal chip sector health.
Samsung Electronics: Foreign semiconductor company; muted reaction to strong results indicates high expectations.
Apr 20, 2026 · 27 articles
Business
Intel: Intel has seen its share price more than double due to red-hot demand for its chips 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
Business
Intel: Intel uses ASML's high-end EUV systems for advanced products, benefiting from AI-driven demand.
Samsung Electronics: Samsung is a major customer of ASML, driving demand for advanced memory and logic chips.
Jul 15, 2026 · 29 articles
Business
Intel: Intel is mentioned as a rival foundry that may benefit from customers shifting from TSMC.
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
Intel: Intel was up 2.7%, contributing to the positive performance of technology stocks.
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
Business
Intel: Intel, a competitor with U.S. government backing, faces increased competition from TSMC's expanded U.S. presence, potentially affecting its market share in advanced chips.
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
Intel: Intel was among chipmakers hit by the selloff, pressured by higher yields and inflation concerns.
Samsung Electronics: Samsung fell nearly 8% as part of the tech rout, with higher yields affecting its valuation.
Aug 18, 2026 · 23 articles
Business
Intel: Intel competes with Samsung's foundry business and is mentioned as a competitor.
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
Tech
Intel: Intel faces significant competition from Nvidia's new AI-focused PC chip, challenging its long-standing dominance in the PC processor market, despite Intel's public welcoming of the competition.
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
Business
Intel: Intel is mentioned as a company that needs critical technology, underscoring the broad demand for memory and storage solutions in the tech industry.
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
International
Intel: Intel's stock slumped significantly after a period of strong growth, reflecting fading enthusiasm for AI stocks and contributing to the tech sector's downturn.
Samsung Electronics: Shares in Samsung Electronics slipped, tracking losses in tech shares overnight on Wall Street amid global market uncertainty.
May 05, 2026 · 374 articles
Business
Intel: Intel is mentioned as another multinational company with existing assembly, packaging, and testing plants in Vietnam, indicating the country's established role in the semiconductor back-end industry.
Samsung Electronics: Samsung Electronics is investing $1.5 billion in a new semiconductor testing plant in Vietnam, deepening its presence in the country and expanding its chip supply chain capabilities. This move is expected to enhance its position in the global memory chip market.
May 27, 2026 · 9 articles
International
Intel: Chipmaker whose bumper results offered fleeting support to Nasdaq futures.
Samsung Electronics: South Korean tech giant that rose on AI-related demand.
Jul 22, 2026 · 334 articles
Business
Intel: Intel provides CPUs for the servers used in the expansion, gaining incremental revenue. The impact is minor for Intel.
Samsung Electronics: Samsung Electronics supplies enterprise SSDs for the infrastructure, benefiting from increased demand. The impact is minor for Samsung Electronics.
Aug 21, 2026 · 6 articles
Business
Intel: Intel has acknowledged a role in the project, potentially providing technology or manufacturing expertise, which could enhance its involvement in advanced chip production.
Samsung Electronics: Samsung has a separate $16.5 billion deal with Tesla for its AI6 chip, indicating ongoing collaboration but also potential competition with Terafab's in-house production.
Aug 06, 2026 · 21 articles
Business
Intel: Intel is mentioned in the context of the 'Indispensable Monopoly' report, suggesting its need for critical technology in the AI space.
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
Intel: MacOS Golden Gate marks Apple's complete transition away from Intel processors, indicating a diminishing role for Intel in Apple's hardware ecosystem.
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
Tech
Intel: Intel, a partner in ASML's EUV development, is not directly impacted by China's DUV breakthrough. The event underscores the global semiconductor landscape but has no immediate effect on Intel.
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
Tech
Intel: Intel, focused on advanced packaging, is part of the broader semiconductor ecosystem that may see increased collaboration and innovation.
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
Business
Intel: Intel is mentioned as a rival that has struggled with chip yields, contrasting with TSMC's success.
Samsung Electronics: Samsung is noted as a rival facing yield challenges, reinforcing TSMC's competitive advantage.
Jul 19, 2026 · 6 articles
International
Intel: Intel's healthy revenue forecasts contributed to AI-fueled tech gains in Asian markets, partially offsetting the negative sentiment from the US-Iran conflict.
Samsung Electronics: Samsung Electronics shares surged, benefiting from investor enthusiasm for AI-related stocks following Nvidia's announcement.
Apr 26, 2026 · 590 articles
Business
Intel: Semiconductor company; shares dropped over 3% ahead of SK Hynix debut.
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
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