Microsoft & Samsung Electronics
76 shared events · Importance 5 · Last updated Aug 23, 2026
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Business
Microsoft: Microsoft is ending the direct integration of its OneDrive cloud storage service with the Samsung Electronics Gallery app, requiring users to switch to the standalone OneDrive app for photo backups. This change might lead to some user inconvenience but aims to consolidate users within its own application ecosystem.
Samsung Electronics: Samsung Electronics's Gallery app will lose direct OneDrive integration, potentially causing frustration for users who relied on this feature. Samsung Electronics users will now need to use the OneDrive app directly for cloud photo management, which could impact user experience on Samsung Electronics Galaxy devices.
May 25, 2026 · 6 articles
Business
Microsoft: Reported strong quarterly earnings, with Azure growth and AI monetization reassuring investors. Stock surged to its best day in 18 years, adding $450 billion in market value.
Samsung Electronics: Reported record profit but fell short of high expectations. Stock experienced extreme volatility in the KOSPI.
Jul 14, 2026 · 280 articles
Business
Microsoft: Microsoft agreed to spend billions on Mistral's computing infrastructure and will distribute Mistral's technology through Azure. This partnership provides Mistral with stable revenue and expands Microsoft's AI offerings.
Samsung Electronics: Samsung Electronics is in talks to invest up to €1 billion in Mistral, aiming to strengthen its AI and memory chip business. The investment could provide Samsung Electronics with a foothold in AI software and secure demand for its memory products.
Jul 22, 2026 · 14 articles
Business
Microsoft: Microsoft, a major data center operator, faces higher server costs due to Nvidia's price increase, potentially impacting its cloud infrastructure margins.
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 · 43 articles
Business
Microsoft: Microsoft is a 'hyperscaler' focusing on building AI data centers, benefiting from the AI boom and contributing to the tech stock rally.
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
Microsoft: Microsoft is collaborating with Nvidia on new AI superchips for PCs, which will 'reinvent the PC' for the AI era, indicating a significant partnership that could boost both companies' positions in the AI PC market.
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
Microsoft: Microsoft is a key partner in the 'Boot Up India' campaign, contributing to the software ecosystem for AI-enabled laptops, which could increase adoption of its platforms.
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
Microsoft: Microsoft lost 1.1% on Wednesday.
Samsung Electronics: Samsung Electronics fell over 6% on August 6, contributing to the KOSPI's decline.
Aug 06, 2026 · 37 articles
International
Microsoft: Microsoft rose over 5.4%, benefiting from the general enthusiasm for artificial intelligence and strong corporate earnings.
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
Microsoft: Major AI infrastructure spender, boosting memory demand.
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
Microsoft: Less directly impacted; part of hyperscaler spending.
Samsung Electronics: Fell up to 6% in a single session; reported record profit but failed to satisfy investors.
Apr 20, 2026 · 344 articles
Business
Microsoft: Microsoft's stock was down, indicating some pressure on major technology companies within the software 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
Business
Microsoft: Microsoft raised Xbox price by $100 due to memory costs; its Azure AI investments also drive 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
Microsoft: Microsoft is down 20% in 2026, with June its worst month since 2000, due to concerns over aggressive AI spending and vulnerability as a software maker. It plans to eliminate 3,200 Xbox jobs and divest four studios.
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
Business
Microsoft: Microsoft shares were down, contributing to the drag on tech-heavy indices.
Samsung Electronics: Samsung Electronics' shares gained in South Korea, contributing to the Kospi's record surge.
Jun 24, 2026 · 57 articles
Tech
Microsoft: Microsoft>>> 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
Microsoft: 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
Tech
Microsoft: Microsoft collaborated with Nvidia to 'reinvent the PC' for the AI era, with its Windows for Arm operating system supporting the new RTX Spark chip, indicating a strategic alignment to advance AI PCs.
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
Regulatory
Microsoft: Microsoft has raised prices on popular goods due to the memory chip shortage, highlighting the impact on consumers.
Samsung Electronics: Samsung Electronics, a member of SEMI, is one of the top three memory chipmakers that would be affected by government policies regarding the memory chip shortage.
Jul 02, 2026 · 6 articles
Business
Microsoft: Microsoft is a partner with OpenAI for installing custom chips in large-scale data centers. Anthropic is also studying processors developed by Microsoft as it evaluates approaches to expanding its computing infrastructure.
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
Microsoft: Microsoft is a featured speaker at the EmTech AI 2026 conference, with Ali Farhadi from its AI intelligence team discussing super-intelligent ecosystems.
Samsung Electronics: Samsung Electronics is a partner and collaborator for the EmTech AI 2026 conference.
Apr 09, 2026 · 6 articles
Business
Microsoft: Microsoft is investing heavily in AI infrastructure, participating in the broader trend of major tech companies pouring capital into 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
Business
Microsoft: Microsoft's Surface PC prices have increased, which is linked to the alleged DRAM supply constraints.
Samsung Electronics: Samsung Electronics is a primary defendant in the class-action lawsuit, accused of conspiring to fix DRAM prices and restrict supply, which could lead to significant financial penalties and reputational damage.
Jun 29, 2026 · 31 articles
unfocused
Microsoft: Microsoft climbed 5.4%, adding to the tech sector's rally and reflecting positive sentiment in software services.
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
International
Microsoft: Microsoft's AI investments are paying off, supporting market sentiment.
Samsung Electronics: Samsung also climbed, contributing to Seoul's strong day.
Aug 11, 2026 · 27 articles
Business
Microsoft: Microsoft is a key rival in the AI race, with Apple Inc. seeking to close the gap in AI capabilities, particularly concerning 'agentic' AI.
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
Business
Microsoft: Microsoft is a major hyperscaler investing in AI infrastructure, driving demand for SK Hynix's memory chips.
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
Microsoft: Microsoft's AI infrastructure investments are also driving memory demand, indirectly impacting Apple's supply situation.
Samsung Electronics: Samsung is one of the major memory suppliers that could lose market share if Apple diversifies to CXMT, but it continues to benefit from high memory prices.
Jul 30, 2026 · 38 articles
Business
Microsoft: Microsoft has signed long-term cloud contracts with IREN, indicating its investment in data center capacity for AI workloads.
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
Tech
Microsoft: Microsoft is listed among major tech companies spending heavily on AI infrastructure, but not directly involved in Son's announcement.
Samsung Electronics: Samsung Electronics is mentioned as a memory manufacturer benefiting from AI demand, with supply still outpacing demand.
Jul 14, 2026 · 21 articles
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