Samsung Electronics & TSMC
71 shared events · Importance 8 · Last updated Aug 16, 2026
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Samsung Electronics is a direct competitor to TSMC in the global semiconductor foundry market, actively vying for customers and technological leadership in advanced chip manufacturing. Samsung aims to narrow the gap with TSMC in this highly competitive sector.
Business
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.
TSMC: TSMC is planned to make the main computing part of Alphabet Inc.'s Google's 'Icefish' processor, but Alphabet Inc. is looking to reduce reliance on TSMC due to surging AI demand and potential supply bottlenecks.
Jun 11, 2026 · 6 articles
Business
Samsung Electronics: Fell up to 6% in a single session; reported record profit but failed to satisfy investors.
TSMC: Fell up to 7.3% in Taipei; reported stronger profit but stock fell; announced $100B extra U.S. fab spending.
Apr 20, 2026 · 344 articles
Business
Samsung Electronics: Logic chip facility in United States — Texas faces potential delays from labor shortage.
TSMC: Plans $265 billion investment in United States — Arizona facilities at risk due to labor shortage.
Jul 07, 2026 · 7 articles
Business
Samsung Electronics: Samsung Electronics has been a primary driver of South Korea's stock market surge, joining the $1 trillion valuation club due to high demand for its AI memory chips.
TSMC: TSMC, as the world's largest contract chipmaker, has been a key factor in Taiwan's stock market rise, benefiting from the demand for AI-related chips.
Jun 02, 2026 · 20 articles
Business
Samsung Electronics: Samsung Electronics, a high-bandwidth memory leader, has contributed significantly to the rise of South Korea's Kospi index, solidifying its role in the AI supply chain.
TSMC: TSMC's gains have been a primary driver of Taiwan's benchmark surge, positioning it as a key AI supplier.
Jun 28, 2026 · 6 articles
International
Samsung Electronics: Samsung Electronics fell 10.5% in Seoul, caught in the broader semiconductor rout driven by AI valuation fears.
TSMC: TSMC reported strong June revenue growth but its U.S. shares fell 2.3%, as the AI optimism was tempered by geopolitical risks.
Apr 20, 2026 · 304 articles
Business
Samsung Electronics: Samsung Electronics>>> recently reached a compensation agreement with its union, averting a strike and setting a precedent for profit-sharing in the semiconductor industry, which Jensen Huang>>> referenced.
TSMC: TSMC>>> is a hardware production giant in Taiwan>>> and a partner of Nvidia>>>. Its CEO has sought to reassure workers about incentive-based payouts amid profit-sharing concerns.
Jun 02, 2026 · 16 articles
Business
Samsung Electronics: Samsung Electronics>>> surpassed $1 trillion in market value earlier in May, benefiting from the AI-driven rally and strong demand for memory chips. The company also averted a strike by unionized workers.
TSMC: TSMC>>> is mentioned as one of the three Asian companies to have joined the $1 trillion club, benefiting from AI-related spending and contributing to Taiwan's increased stock market value.
May 27, 2026 · 15 articles
Business
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.
TSMC: TSMC is the central entity, committing $265B to United States — Arizona expansion and reporting record earnings. The investment strengthens its U.S. presence but faces operational and geopolitical challenges.
Jul 16, 2026 · 85 articles
Business
Samsung Electronics: Samsung Electronics>>> has benefited from the data-center buildout, but investors are now seeking new opportunities in less stretched parts of the AI supply chain.
TSMC: TSMC>>> has already seen windfall profits from AI demand, but investors are now looking beyond it to other parts of the supply chain due to its high valuation.
May 31, 2026 · 6 articles
Business
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.
TSMC: TSMC's stock gained, contributing to the rise in Taiwan's Taiex, reflecting the positive impact of the AI boom on major chipmakers.
May 20, 2026 · 72 articles
Domestic
Samsung Electronics: Samsung pledged major investments in the semiconductor megaproject and attended the review meeting. The government's commitment to infrastructure and site preparation supports its expansion plans.
TSMC: TSMC is referenced as a benchmark for construction speed; its Kumamoto plant is cited as a model. The event does not directly affect TSMC but highlights competitive pressure.
Aug 10, 2026 · 7 articles
Business
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.
TSMC: TSMC is a dominant player in the foundry market. A manufacturing agreement between Anthropic and Samsung Electronics could challenge its market position as demand for alternative manufacturing capacity increases.
Jul 02, 2026 · 23 articles
Business
Samsung Electronics: Samsung is a major customer of ASML, driving demand for advanced memory and logic chips.
TSMC: TSMC is a key customer of ASML, benefiting from increased chip demand for AI.
Jul 15, 2026 · 29 articles
Business
Samsung Electronics: Samsung is a rival in chip manufacturing; TSMC's dominance and market cap nearly double Samsung's highlight competitive pressure.
TSMC: TSMC reported record Q2 revenue and is expected to post record profit, driven by AI chip demand. Its stock has risen 57% YTD, and it may raise full-year guidance and capex.
Jul 13, 2026 · 22 articles
Tech
Samsung Electronics: Samsung has secured a long-term supply agreement with Meta for memory chips, boosting its revenue stability in the memory market.
TSMC: TSMC will manufacture Meta's Iris chip, securing a major customer and reinforcing its position as a leading semiconductor foundry.
Apr 20, 2026 · 32 articles
International
Samsung Electronics: Samsung signed a $200 billion MOU with Broadcom for memory, foundry, and packaging, boosting its foundry business and AI chip competitiveness.
TSMC: TSMC faces increased competition from Samsung's foundry expansion, though its market leadership remains intact.
Jul 24, 2026 · 129 articles
Business
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.
TSMC: TSMC, a supplier to Nvidia, represents 40% of the Taipei stock market due to high demand for AI chips.
Jun 05, 2026 · 13 articles
Domestic
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.
TSMC: TSMC, a major chipmaker, contributes to Taiwan's position as a beneficiary of the global AI boom.
Jun 29, 2026 · 6 articles
Business
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.
TSMC: TSMC competes with Samsung's foundry business, which is expected to turn around soon.
Jul 30, 2026 · 8 articles
Business
Samsung Electronics: Samsung, a major memory supplier, benefits from higher prices but faces potential demand weakness in consumer devices.
TSMC: TSMC produces chips for Apple and Nvidia; it has not ruled out price increases, which could further raise costs.
Jun 17, 2026 · 199 articles
Tech
Samsung Electronics: Samsung Electronics is a major mobile processor manufacturer and foundry that traditionally relies on Moore s law for chip development, and may be impacted by the shift towards new scaling principles like the Tau (τ) Scaling Law.
TSMC: TSMC is the industry leader in advanced chip manufacturing, and Huawei's new technology aims to shorten the gap with TSMC's capabilities, potentially challenging its market dominance.
May 25, 2026 · 42 articles
Tech
Samsung Electronics: Samsung is reportedly supplying a new three-layer stacked image sensor for the iPhone 18 Pro, strengthening its position as a key Apple supplier.
TSMC: TSMC is manufacturing the A20 Pro chip using its advanced 2nm process, highlighting its leadership in semiconductor fabrication and potential revenue boost.
May 30, 2026 · 7 articles
Business
Samsung Electronics: Samsung is a customer of Sony's image sensors, and the venture may ensure a stable supply of advanced sensors for its products.
TSMC: TSMC contributes manufacturing and process technology, expanding its presence in Japan and strengthening its relationship with Sony. The venture diversifies TSMC's customer base and supports its global expansion.
Aug 10, 2026 · 36 articles
International
Samsung Electronics: Samsung Electronics was up 3.6%, contributing to the overall tech sector gains in South Korea.
TSMC: TSMC, a computer chip giant, contributed to the gains in Taiwan's tech sector.
Jun 08, 2026 · 9 articles
Business
Samsung Electronics: Samsung is a major memory maker and competitor, benefiting from the same supply shortage but also facing cyclical risks.
TSMC: TSMC's increased capex and chip production signal sustained AI demand, indirectly benefiting Western Digital — Sandisk by driving demand for memory chips.
Apr 20, 2026 · 95 articles
Business
Samsung Electronics: Faces investor pressure to increase shareholder returns; shares down 37% from June highs; considering policy changes.
TSMC: Mentioned as a peer with better shareholder returns.
Aug 06, 2026 · 8 articles
Tech
Samsung Electronics: Samsung Electronics>>> is mentioned as an Asian manufacturer that dominates the custom semiconductor market, where Intel>>> previously struggled.
TSMC: TSMC will manufacture Nvidia's RTX Spark Superchip using its 3N process technology, securing a significant manufacturing contract and reinforcing its position as a leading chip manufacturer.
May 26, 2026 · 159 articles
Business
Samsung Electronics: Samsung Electronics recently clinched a deal with its union to avert a strike in South Korea, providing a comparative context for TSMC's employee compensation practices.
TSMC: TSMC is confident in its growth due to robust demand for computing power and advanced semiconductors, driven by the AI boom. The company is increasing capital spending and employee profit sharing, and its share price has significantly climbed.
Jun 03, 2026 · 23 articles
Business
Samsung Electronics: Foreign semiconductor company; muted reaction to strong results indicates high expectations.
TSMC: TSMC's strong earnings received tepid market reaction, reflecting high expectations for the sector.
Apr 20, 2026 · 27 articles
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