La cadena de opciones muestra datos clave de las opciones de acciones de Samsung Electronics Co a varios precios de ejercicio y fechas de vencimiento. Los operadores utilizan esta información para analizar posibles operaciones y evaluar el sentimiento del mercado para Samsung Electronics Co..

Samsung Electronics Co (OTC:SSNLF) Bolsa, Cadena de Opciones

Samsung Electronics is a diversified electronics conglomerate that manufactures and sells a wide range of products, including smartphones, semiconductor chips, printers, home appliances, medical equipment, and telecom network equipment. More than half of its profit is generated from semiconductor business, and a further 20-25% is generated from its mobile handset business, although these percentages vary with the fortunes of each of these businesses. It is the largest smartphone and television manufacturer in the world, which helps provide a base demand for its component businesses, such as memory chips and displays, and is also the largest manufacturer of these globally.

Ho,Chi,Minh,City,,Vietnam,-,June,4,,2023:,White

Asia

Equities

Large Cap

News

Emerging Markets

Tech

SSNLF

Samsung compra FläktGroup por 1.700 millones de dólares para fortalecer su presencia en climatización y centros de datos con IA y robótica.

Samsung adquiere FläktGroup por 1700M$ para impulsar el negocio de climatización y centros de datos

New,York,,Ny,-,May,15,,2019:,Jeff,Bezos,Arrives

AAPL

AMZN

Sony Group Corporation American Depositary Shares

SONY

Jeff Bezos elogia la misión de Sony de transformar la reputación de Japón, destacando su influencia en Amazon.

Jeff Bezos destaca la visión de calidad de Sony y su impacto empresarial

Samsung Exynos

Government

Regulations

Media

AVGO

BIDU

NVDA

El giro estratégico de Samsung hacia el mercado chino redefine su papel global en semiconductores avanzados.

Samsung recurre a China para reactivar su negocio de chips tras perder terreno en EE.UU.

SAMSUNG ELECT LTD by Samsung Electronics Co., Ltd.

Samsung Electronics Co Ltd

Former Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) CEO Steve Ballmer publicly acknowledged the tech giant&#8217;s critical strategic error in mobile computing. 
What Happened: The admission highlights how overconfidence in Windows prevented Microsoft from capitalizing on the smartphone revolution that propelled Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) to market dominance.
During his 34-year Microsoft tenure discussion, Ballmer explained during a recent Acquired podcast appearance that Microsoft&#8217;s fundamental miscalculation with its mobile strategy.
&#8220;We were too confident,&#8221; Ballmer stated, describing how the company attempted to force Windows into unsuitable markets rather than developing platform-specific solutions.
&#8220;I don&#8217;t think we stuck with Windows too long. I think what we did is we tried to put Windows in places that it didn&#8217;t naturally go,&#8221; Ballmer said. He cited Windows Mobile and automotive applications as prime examples where Microsoft&#8217;s insistence on Windows APIs and user interfaces created unnatural product experiences.
The former CEO revealed that Microsoft&#8217;s approach stemmed from both &#8220;paranoia and confidence&#8221; in Windows as their &#8220;birthright&#8221; and &#8220;permission to enter&#8221; new market areas. This strategy extended to media center applications and TV integration, where simplified Windows layers failed to compete with purpose-built alternatives.
See Also: <a href="https://www.benzinga.com/markets/tech/25/06/45786145/trumps-50-steel-tariff-could-drive-up-the-costs-for-automakers-almost-2000-of-cost-for-each-car">Trump&#8217;s 50% Steel Tariff Could Drive Up The Costs For Automakers: &#8216;Almost $2,000 Of Cost For Each Car&#8217;</a>
Why It Matters: Ballmer&#8217;s mobile strategy failure represents one of technology&#8217;s <a href="https://www.benzinga.com/25/05/45458915/had-microsoft-built-phones-earlier-things-might-look-different-today-steve-ballmers-missed-call-now-worth-289000-to-apple-investors">most expensive missed opportunities</a>. In a 2014 interview, he admitted Microsoft should have pivoted to hardware manufacturing earlier, acknowledging that Apple and Samsung &#8220;both did it by making phones&#8221; to surpass Microsoft&#8217;s profitability leadership.
Microsoft maintains a $3.36 trillion market capitalization as one of the world&#8217;s most valuable companies. Ballmer&#8217;s Windows-centric approach contrasts sharply with CEO Satya Nadella&#8216;s transformation strategy, which embraced cloud services and strategic acquisitions like LinkedIn. Microsoft&#8217;s 2019 investment in OpenAI under Nadella finally enabled the company to challenge Google&#8216;s <a href="https://www.benzinga.com/trading-ideas/long-ideas/23/11/35912780/steve-ballmer-vs-satya-nadella-one-microsoft-ceo-would-have-turned-your-1000-investment">dominance after decades of struggle</a>.
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
<div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="The Steve Ballmer Interview" width="500" height="281" src="https://www.youtube.com/embed/CYC49_aeop0?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div>
</figure>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/equities/25/06/45786038/amazon-expands-cloud-ai-footprint-with-10-billion-data-center-investment-in-north-carolina">Amazon Expands Cloud, AI Footprint With $10 Billion Data Center Investment In North Carolina</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo Courtesy: katuSka on Shutterstock.com

Markets

MSFT

Steve Ballmer Admits Microsoft Missed Mobile By Clinging To Windows: 'We Were Too Confident'

Counterpoint Research has cut growth expectations for <a href="https://www.benzinga.com/topic/smartphones" target="_blank" rel="noreferrer noopener">global smartphone shipments</a> in 2025 to 1.9% on Wednesday, down from 4.2% previously, citing Trump administration tariff-related uncertainties.
The firm also revised shipment growth from China down to near flat and expects Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>)&nbsp;shipments to slow as the companies pass the <a target="_blank" href="https://www.counterpointresearch.com/report/market-monitor-smartphone-brand-shipment-analysis-by-model-q1-2025" rel="noreferrer noopener">cost burden on</a> consumers.
President Trump announced a series of tariffs on its trading partners on April 2 to encourage manufacturing in the U.S.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/global/25/04/44796659/apple-tops-global-smartphone-sales-with-19-share-boosted-by-iphone-16e-emerging-market-growth" rel="noreferrer noopener">Apple Tops Global Smartphone Sales With 19% Share, Boosted By iPhone 16e, Emerging Market Growth</a>
On May 12, Beijing and Washington&nbsp;<a target="_blank" href="https://www.benzinga.com/government/regulations/25/05/45676270/chinese-stocks-soar-as-us-court-blocks-trump-tariffs" rel="noreferrer noopener">agreed to lower&nbsp;tariffs</a> on each other's products, temporarily offering relief to the stock market. The deal reduced U.S. levies of 145% on most Chinese imports to 30%, while China's 125% duties on U.S. goods will drop to 10% for 90 days.
Last week, International Data Corporation&nbsp;(IDC)&nbsp;in its research report cut the 2025 <a href="https://www.benzinga.com/news/25/05/45708416/apple-iphone-shipment-could-decline-in-2025-as-tariff-competition-play-spoil-sport-idc" target="_blank" rel="noreferrer noopener">global smartphone shipment</a> growth outlook to 0.6% from 2.3%.
IDC expects China smartphone shipments to grow by 3% in 2025, driven by government subsidies.
In contrast,&nbsp;Apple&nbsp;is forecast to decline 1.9% in 2025 due to ongoing competition from&nbsp;Huawei, the overall economic slowdown, and the lack of subsidies for most of its models.
IDC expects the U.S. smartphone shipment to grow 1.9% in 2025, down from 3.3% in 2017, due to increased uncertainty and tariff-related price increases.
Meanwhile, Deepwater Research&#8217;s&nbsp;Gene Munster estimated that Apple has <a href="https://www.benzinga.com/markets/tech/25/06/45764870/apple-has-at-least-two-years-before-losing-customers-despite-its-several-ai-missteps-says-gene-munster-heres-why" target="_blank" rel="noreferrer noopener">about two years</a> to perfect its AI strategy, but it will require increased investments.
The AI features of smartphones are the<a target="_blank" href="https://www.benzinga.com/analyst-ratings/price-target/25/04/44613270/apple-set-for-strong-iphone-upgrade-cycle-driven-by-ai-analyst-says" rel="noreferrer noopener"> key deciding factor</a> determining their prospects.
<h2 class="wp-block-heading">Apple Stock Prediction For 2025</h2>
Equity research can be a valuable source of information for learning about a company's fundamentals. Analysts create financial models based on the fundamentals and expected future earnings of a company to arrive at a price target and recommendation for the stock.
Shares of Apple have an average 1-year price target of $238.79, representing an expected upside of 17.47%.
Because of differences in assumptions, analysts can arrive at very different price targets and recommendations. 3 analysts have bearish recommendations on Apple, while 21 analysts have bullish ratings. The street high price target from Wedbush is $325.0, while the street low from Jefferies is $167.88.
APPL Price Action: Apple stock is down 0.50% to $202.26 premarket at last check Wednesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/45756083/which-internet-software-stocks-is-jp-morgan-bullish-on" target="_blank" rel="noreferrer noopener">Which Internet Software Stocks Is JP Morgan Bullish On?</a></li>
</ul>
Image by Wongsakorn 2468 via Shutterstock

Trading Ideas

Tariffs, AI And Trade War: Apple's Smartphone Growth To Take A Hit, Experts Say

On Tuesday, Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) CEO CC Wei said that while <a href="https://www.benzinga.com/markets/25/04/44881525/tsmc-confident-amid-trump-tariff-turmoil-ceo-cc-wei-says-no-change-in-customer-behavior-despite-nvidia-h20-chip-curbs">U.S. tariffs are creating</a> some headwinds, robust demand for AI chips continues to exceed the company's supply capabilities.
What Happened: Speaking at TSMC's annual shareholder meeting in Hsinchu, Taiwan, Wei acknowledged that the tariffs imposed under President Donald Trump's trade policies are having an indirect impact, reported Reuters.
"Tariffs do have some impact on TSMC, but not directly. That's because tariffs are imposed on importers, not exporters," he said, adding that TSMC is an exporter.
"However, tariffs can lead to slightly higher prices and when prices go up, demand may go down."
See Also:&nbsp;<a href="https://benzinga.com/markets/equities/25/04/44862552/ford-recalls-nearly-150000-vehicles-over-brake-and-powertrain-issues-nhtsa" target="_blank" rel="noreferrer noopener">Ford Recalls Nearly 150,000 Vehicles Over Brake And Powertrain Issues: NHTSA</a>
Despite this, Wei highlighted that demand for AI-related chips remains exceptionally strong. "If demand drops, TSMC&#8217;s business could be affected. But I can assure you that AI demand has always been very strong and it&#8217;s consistently outpacing supply," he stated.
Wei also denied reports that TSMC plans to build chip factories in the UAE and reaffirmed compliance with U.S. and Taiwanese regulations regarding export controls, particularly after halting shipments to China's Sophgo.
Why It's Important: Last month, Taiwan's Minister of Economic Affairs, JW Kuo, stated that the U.S. tariffs are <a href="https://www.benzinga.com/government/regulations/25/05/45508534/taiwan-minister-shrugs-off-us-tariffs-says-taiwan-semiconductor-will-thrive-while-samsung-takes-the-hit">not a concern for Taiwanese manufacturers</a>. He underscored America&#8217;s reliance on Taiwan to strengthen its microchip manufacturing capabilities.
Kuo also predicted that Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) is likely to be the most affected by the tariffs, citing the company's limited capacity in advanced semiconductor production.
In April, Trump warned that tariffs of up to <a href="https://www.benzinga.com/markets/equities/25/04/44704930/trump-says-he-warned-tsmc-of-100-tariff-if-it-doesnt-manufacture-in-us-these-chip-companies-are-loaded">100% could be imposed</a> on TSMC if the chipmaker failed to establish manufacturing facilities in the U.S.
Price Action: TSMC shares rose 0.79% on Monday and gained an additional 0.24% in after-hours trading, closing at $195.30. Despite the recent gains, the stock is still down 3.34% year-to-date, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
Benzinga&#8217;s Edge Stock Rankings indicate that TSMC exhibits a positive price trend over the short, medium and long term. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">You can find more in-depth metrics here</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03013318/Screenshot-2025-06-03-at-10.57.18%E2%80%AFAM.png" alt="" class="wp-image-936001" /></a></figure>
Photo Courtesy: Shutterstock/Jack Hong
Read Next:
<ul class="wp-block-list">
<li><a href="https://benzinga.com/25/04/44855242/charlie-munger-once-highlighted-how-warren-buffetts-lifelong-learning-made-berkshire-hathaways-success-possible-and-the-crucial-lesson-you-can-take-from-it" target="_blank" rel="noreferrer noopener">Charlie Munger Once Said Warren Buffett Is A ‘Learning Machine&#8217; And That&#8217;s What Lies Beneath Berkshire Hathaway&#8217;s Success From One Decade To Another</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

TSMC CEO Admits Trump Tariffs Have 'Some Impact' On Chipmaker But Demand 'Consistently Outpacing' Supply Thanks To AI

Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is reportedly preparing a rebrand of its software platforms by introducing a year-based naming system.
What Happened: At its Worldwide Developers Conference on June 9, Apple could unveil the new strategy, <a href="https://www.bloomberg.com/news/articles/2025-05-28/apple-to-rebrand-device-operating-systems-ios-26-macos-26-watchos-26?srnd=undefined">reported</a> Bloomberg on Wednesday, citing people with knowledge of the matter.
As per the report, the tech giant will replace the current version numbers like iOS 18 and macOS 15 with year-based names, such as iOS 26, macOS 26, and iPadOS 26.
The idea behind this is to simplify the naming process, which currently has some inconsistencies because of its varied launch dates.
Apple did not immediately respond to <a href="https://pro.benzinga.com/dashboard">Benzinga's</a> request for comments.
See Also: <a href="https://www.benzinga.com/25/05/45638355/headline-apples-former-design-chief-jony-ive-called-phones-and-laptops-legacy-platforms-google-ceo-sundar-pichai-said-pulling-out-a-black-glass-rectangle-wont-make-sense-forever-though-new-age-devices-havent-really-taken-off-yet">Apple&#8217;s Former Design Chief Jony Ive Called Phones And Laptops &#8216;Legacy Platforms:&#8217; Sundar Pichai Says Pulling Out A &#8216;Black Glass Display Rectangle&#8217; Won&#8217;t Make Sense Forever</a>
Why It's Important: In 2020, Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) also made a similar move by launching the Galaxy S20 after releasing the Galaxy S10 in 2019.
Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) also did this back in 1995 by naming its operating systems after their release years like Windows 95, Windows 98 and Windows 2000.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Although in this case, Apple is taking a slightly different approach by using the upcoming year instead of the ongoing one. For example, the next iOS update is expected to launch in September 2025, but will name named iOS 26, the report added.
Price Action: Apple&#8217;s stock edged up by 0.10% during Wednesday's regular trading session and saw a more notable gain of 3.49% in after-hours trading, according to <a href="http://pro.benzinga.com/">Benzinga Pro</a>.
According to Benzinga Edge Stock Rankings, Apple received a growth score of 32.99%. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it compares to other leading stocks</a> like Samsung and Microsoft.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28232122/Screenshot-2025-05-29-at-8.49.24%E2%80%AFAM.png" alt="" class="wp-image-930800" /></a></figure>
Photo Courtesy: charnsitr on Shutterstock.com
Check out more of Benzinga's Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45599346/why-googles-demis-hassabis-disagrees-with-co-founder-sergey-brin-on-when-agi-will-arrive-and-sets-a-much-higher-bar" target="_blank" rel="noreferrer noopener">Why Google's Demis Hassabis Disagrees With Co-Founder Sergey Brin On When AGI Will Arrive: ‘I Have Quite A High Bar'</a></li>
</ul>

Apple Is Reportedly Making iOS Take A Leap From 18 To 26 — Here's Why

Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) and peer chipmakers are still evaluating ASML Holding&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) advanced high numerical aperture (NA) machines for their <a target="_blank" href="https://www.benzinga.com/topic/chip-stocks" rel="noreferrer noopener">advanced technology nodes</a>.
ASML&#8217;s almost doubled-priced $400 million machines have yet to outweigh the speed and benefits of the most expensive piece of equipment in a chip fabrication plant, Reuters reported on Tuesday.
Kevin Zhang of Taiwan Semiconductor had disapproved of the ASML machines for its&nbsp;A16 node, citing its price.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44851295/asml-cfo-incorporates-tariff-impact-in-outlook-reveals-strong-demand-for-advanced-euv-and-high-na-systems" rel="noreferrer noopener">ASML CFO Incorporates Tariff Impact In Outlook, Reveals Strong Demand For Advanced EUV And High NA Systems</a>
Meanwhile, it weighed employing its Low-NA EUV machines for its&nbsp;A16 node by harvesting the scaling benefit.
Intel&nbsp;Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) looks to leverage the High-NA EUV machine in its future manufacturing process, 14A, to revive&nbsp;its contract chip business and better compete with Taiwan Semiconductor. However, Intel said its customers could still employ older and more proven technologies.
ASML attributed a <a target="_blank" href="https://www.benzinga.com/news/global/25/05/45570606/asml-bets-big-on-high-powered-chip-tools-as-taiwan-semiconductor-intel-micron-line-up" rel="noreferrer noopener">decade-long investment</a> in developing a high numerical aperture behind its most advanced and expensive&nbsp;chipmaking machine.
The chip equipment maker manufactured its high NA machines in Connecticut, California, Germany, and the Netherlands.
It then assembled them in a lab in Veldhoven, Netherlands, for testing and approval before disassembling them again for shipment.
ASML has ramped up production to serve&nbsp;Taiwan Semiconductor,&nbsp;Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>), and Intel.&nbsp;
It also targets Micron Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>),&nbsp;SK Hynix, and&nbsp;Rapidus.
Price Actions: ASML stock traded lower by 0.71% to $751.44 at the last check Wednesday. TSM is down 0.18%.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/04/44852860/nvidia-lam-research-and-marvell-to-face-least-impact-from-tariffs-while-intel-and-arm-could-suffer-more-bofa-analyst" target="_blank" rel="noreferrer noopener">These Semiconductor Stocks To Face Least Tariffs Impact Compared To Intel</a></li>
</ul>
Photo by Skorzewiak via Shutterstock

ASML

INTC

Taiwan Semiconductor And Intel Weigh Benefits Of ASML's Pricey Chipmaking Equipment

JP Morgan analyst Samik Chatterjee maintained an <a target="_blank" href="https://www.benzinga.com/quote/QCOM/analyst-ratings" rel="noreferrer noopener">Overweight rating on</a> Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) on Monday.
Chatterjee noted that Qualcomm is evaluating the potential acquisition of Alphawave. The current deadline for providing an update on its intent to make an acquisition offer is May 27.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/05/45515826/taiwan-semiconductor-qualcomm-mediatek-team-up-to-power-next-gen-mobile-and-ai-chips" rel="noreferrer noopener">Taiwan Semiconductor, Qualcomm, MediaTek Team Up To Power Next-Gen Mobile And AI Chips</a>
While the potential acquisition will have a negligible impact on financials, the analyst noted that the possible acquisition of Alphawave has higher strategic importance for Qualcomm, which has recently more explicitly outlined its intent to pursue the data center market as another pillar of growth and diversification.
Industry reports highlight the data center CPU TAM to be positioned to expand at a 10% CAGR, the AI inference market to expand more than a 20% CAGR, and a potential acquisition of Alphawave and its capabilities regarding data center connectivity IP would complement its earlier acquisition of Nuvia and its capabilities in relation to designing data center CPUs as well as AI inference chips based on custom ARM cores, Chatterjee said.
The broader capabilities beyond Compute, extending into Connectivity, will also allow Qualcomm to leverage a similar playbook that it has adopted about its successful entry and scaling in end-markets like Autos and IoT where the breadth of the capabilities has been a key differentiation relative to more focused semiconductor companies, allowing Qualcomm to gain share despite being a relatively new and in some cases a late entrant looking to leverage an emerging insertion point in a mature industry, as per the analyst.
Chatterjee noted that recently, Qualcomm announced the engagement with HUMAIN in Saudi Arabia to support custom CPUs compatible with Nvidia&#8217;s GPUs and AI infrastructure through AI inferencing chips.
The analyst said Alphawave is vertically integrated, with capabilities spanning from Design IP to chips. Some of the company&#8217;s named customers are Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>), Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), and Rebellions, as well as an unnamed North American hyperscaler.
Chatterjee said the breadth of capabilities that Alphawave can add to Qualcomm&#8217;s portfolio will position the company to benefit from tailwinds related to strong growth in Custom silicon and ASIC adoption within AI infrastructure and growth in content related to connectivity products within AI data centers.
At its Capital markets day, Alphawave outlined expectations for the High-Performance IP TAM to expand at a 21% CAGR from 2024 through 2027, Custom Silicon to expand at 23%, Connectivity Products at 31%, and Chiplets at 65% over the same period. Led by the above growth drivers, Custom Silicon is expected to be 70%+ of the total TAM by 2027, which is estimated in aggregate to be close to $39 billion by 2027, he said.
The analyst added that Alphawave&#8217;s immediate contribution to Qualcomm&#8217;s financial performance is unlikely material, but the company expects synergies from its entry into the broader data center TAM.
Given Alphawave&#8217;s relatively small size and Qualcomm&#8217;s strong balance sheet, Chatterjee expects the acquisition to be modestly accretive even when assuming a significant premium to Alphawave&#8217;s valuation in the public markets before Qualcomm disclosed interest.
Price Action: QCOM stock is up 2.48% at $148.96 at last check Tuesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/tech/25/05/45235394/nvidia-broadcom-lead-fund-manager-buys-even-as-semiconductor-sector-cools-analysts" target="_blank" rel="noreferrer noopener">Nvidia, Broadcom Lead Fund Manager Buys Even As Semiconductor Sector Cools: Analysts</a></li>
</ul>
Photo: Shutterstock

Price Target

Reiteration

Analyst Ratings

QCOM

Qualcomm Eyes Alphawave To Power AI And Data Center Growth, Analyst Sees Strategic Fit

Samsung Electronics Co.'s (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) venture arm is reportedly investing in Exo Imaging Inc., a California-based health-care technology company.
What Happened: Samsung Ventures Investment Corp. is in talks to participate in a private funding round expected to raise around $100 million. The round is led by Sands Capital, Bold Capital and Qubit Health Capital, <a href="https://www.bloomberg.com/news/articles/2025-05-27/samsung-is-said-in-talks-to-invest-in-us-medical-device-firm-exo?srnd=homepage-asia">reported</a> Bloomberg, citing people familiar with the matter.
See Also:&nbsp;<a href="https://www.benzinga.com/news/25/05/45610237/trump-targets-usa-hating-judges-immigrants-and-biden-in-capital-letters-on-memorial-day-fear-not-we-have-made-great-progress" target="_blank" rel="noreferrer noopener">Trump Targets ‘USA Hating Judges,' Immigrants And Biden In Capital Letters On Memorial Day: ‘Fear Not, We Have Made Great Progress…'</a>
As per the report, Exo is also exploring a strategic partnership with Samsung Medison Co., the South Korean giant's medical device unit known for its ultrasound and diagnostic systems.
Why It Matters: In April, <a href="https://www.benzinga.com/25/04/45122093/samsung-faces-challenges-in-foundry-segment-as-trump-tariffs-loom-and-taiwan-semiconductor-leads">Samsung reported a 10% year-over-year increase</a> in first-quarter revenue, reaching 79.1 trillion Korean won ($55.5 billion).
The record-high quarterly revenue was fueled by robust sales of its flagship Galaxy S25 smartphones, the company stated then.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/25/05/45603673/trumps-targeting-of-apple-isnt-random-analyst-says-its-a-calculated-move-for-maximum-political-gain" target="_blank" rel="noreferrer noopener">Trump&#8217;s Targeting Of Apple Isn&#8217;t Random — Analyst Says It&#8217;s A Calculated Move For Maximum Political Gain</a></li>
</ul>
Photo courtesy: Sybillla / Shutterstock.com

Health Care

Samsung Ventures Joins Exo Imaging's $100 Million Funding Round: Report

Nearly two decades ago, Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) founder Morris Chang explained why Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) wouldn&#8217;t stand a chance in the foundry business—and history is proving him right.
What Happened: During a 2007 conversation at the Computer History Museum, Chang addressed whether Intel or Samsung could compete with TSMC by using excess production capacity to enter the foundry market.
His response was blunt: "It's a completely different corporate culture."
He elaborated, recalling a conversation with a CEO who evaluated fab managers based on yield and cycle time metrics. "I said, we evaluate our plant managers by the satisfaction of our customers," he told Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang, who was moderating the conversation.
See Also: <a href="https://www.benzinga.com/tech/25/03/44298588/lip-bu-tan-got-high-praise-from-tsmc-founder-morris-chang-for-saving-cadence-from-pretty-big-trouble-will-the-magic-work-at-the-new-intel">Lip-Bu Tan Got High Praise From TSMC Founder Morris Chang For Saving Cadence From &#8216;Pretty Big Trouble&#8217; — Will The Magic Work At The &#8216;New&#8217; Intel</a>
That difference, he said, meant rivals couldn't succeed even if they tried. "I decided right there that this guy is not going to be an effective competitor with me."
"I give you the same comment when you bring up Samsung and Intel. I have a great deal of respect for them in what they are doing, but I do not think that they will effectively compete with me in the foundry business even if they have excess capacity," Chang stated.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
After Chang's statement, Huang said that from a customer's perspective, the distinction between a semiconductor company of &#8220;force&#8221; and one of &#8220;agility and force&#8221; is critical.
"Agility is something that's tough to teach large corporations," he said, praising TSMC's culture of service and flexibility.
Chang added that TSMC's ability to manage nearly 50 customers within the same fab was a competitive advantage no other chipmaker had mastered. "We just learned it over 20 years—that's one of our trade secrets."
Why It&#8217;s Important: Today, TSMC is the dominant global foundry player with clients like Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Nvidia and Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>).
Despite renewed pushes by Intel and Samsung into the contract manufacturing space, <a href="https://www.benzinga.com/news/24/08/40576490/taiwan-semiconductor-leads-foundry-market-samsung-and-intel-ramp-up-advanced-process-efforts-report">TSMC's lead remains formidable</a>, validating Chang's early insights.
According to a March 2025 Counterpoint research, TSMC dominates the global foundry market, steadily increasing its share from 58% in the second quarter of 2023 to 67% in the fourth quarter of 2024.
Samsung Foundry—TSMC's closest competitor—is losing market share, dropping from 12% to 11% during the same period.
<figure class="wp-block-image size-large is-resized"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/21203333/Screenshot-2025-05-22-at-6.03.24%E2%80%AFAM-1024x586.png" alt="" class="wp-image-923635" style="width:919px;height:auto" /><figcaption class="wp-element-caption">Source: Counterpoint</figcaption></figure>
Meanwhile, Intel&#8217;s foundry business has faced major hurdles, including $13 billion in annual losses last year, job cuts, a suspended dividend and a <a href="https://www.benzinga.com/news/legal/25/03/44157128/intel-beats-investor-lawsuit-after-32-billion-stock-plunge-judge-rules-foundry-losses-werent-misleading">shareholder lawsuit</a> over alleged concealment of internal issues.
The abrupt departure of CEO Pat Gelsinger also <a href="https://www.benzinga.com/news/25/02/43708460/bill-gates-has-a-soft-spot-for-intel-but-says-the-chip-giant-has-lost-its-way-questions-whether-the">added to the turmoil</a>.
Despite these setbacks, Intel remains determined to become the world's No. 2 foundry by 2030, aiming to surpass Samsung while competing with TSMC.
Last month, at the Intel Direct Connect event, new CEO Lip-Bu Tan reaffirmed the company&#8217;s commitment to <a href="https://www.benzinga.com/content/44656300/intels-big-bet-on-18a-will-lip-bu-tans-vision-pay-off">its foundry ambitions</a>.
Price Action: Intel shares have risen 2.32% year to date, while TSMC shares have declined by 4.87%. However, over the past five years, Intel stock has dropped 66.77%, whereas TSMC has surged 285.06%, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
Benzinga's Edge Rankings give Intel (INTC) a 19.77% growth rating. Want to see how it compares to TSMC and Samsung? <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here for the full breakdown</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/21203434/Screenshot-2025-05-22-at-6.04.07%E2%80%AFAM.png" alt="" class="wp-image-923637" /></a></figure>
Photo Courtesy: jamesonwu1972 On Shutterstock.com
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/tech/25/05/45335671/morris-chang-once-talked-about-how-intel-turned-down-his-vision-for-tsmc-fast-forward-to-today-and-the-taiwanese-chipmaker-has-outgrown-intel-in-market-value-by-hundreds-of-billions">Morris Chang Once Talked About How Intel Turned Down His Vision For TSMC — Fast Forward To Today And The Taiwanese Chipmaker Has Outgrown Intel In Market Value By Hundreds Of Billions</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.

Morris Chang Saw Writing On The Wall 20 Years Ago For The Likes Of Intel And Samsung And Why They Would Never Be Able To Beat TSMC In Foundry Business

On Tuesday, at Alphabet Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google I/O 2025, Sergey Brin admitted his past <a href="https://www.benzinga.com/news/23/03/31376205/what-went-wrong-with-google-glass-enterprise-inside-look-at-the-discontinued-ar-project">missteps with Google Glass</a>.
What Happened: During a surprise interview, Brin said that he "made a lot of mistakes with Google Glass," adding that he didn't know much about the consumer electronics supply chains or the difficulties involved in building smart glasses at a reasonable price point, <a href="https://techcrunch.com/2025/05/20/googles-sergey-brin-i-made-a-lot-of-mistakes-with-google-glass/">reported</a> TechCrunch.
Brin then said he is glad that the Sundar Pichai-led company is pursuing the product innovation again with "great partners who are helping us build this."
The Google co-founder also revealed that he's come out of retirement to actively work on Gemini efforts and has been helping the team with multiple projects, including the Veo 3 <a href="https://www.benzinga.com/24/12/42307366/googles-veo-video-generator-arrives-on-cloud-how-quora-and-mondelez-are-using-ai-for-creative-content">video model</a>.
See Also:&nbsp;<a href="https://www.benzinga.com/tech/25/05/45486639/sundar-pichai-reveals-google-parent-once-super-intensely-debated-about-buying-netflix-in-a-world-of-butterfly-effects" target="_blank" rel="noreferrer noopener">Sundar Pichai Reveals Google-Parent Once Super Intensely Debated About Buying Netflix: ‘In A World Of Butterfly Effects…'</a>
"Anybody who's a computer scientist should not be retired right now," he stated, adding, "They should be working on AI."
Why It's Important: Google is now working with partners like Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) and Xreal Inc. and has decided to invest up to $150 million in eyewear brand Warby Parker Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WRBY#NYSE">WRBY</a>).
Earlier on Tuesday, <a href="https://www.benzinga.com/markets/25/05/45509746/google-i-o-2025-a-big-deal-says-gene-munster-sundar-pichais-alphabet-has-no-choice-but-to-disrupt-itself-before-someone-else-does">at the I/O event</a>, Google and Xreal also unveiled Project Aura — the first eyewear to run Android XR. The Pichai-led company also said that it is partnering with Samsung on a separate smart glasses project and plans to release reference hardware later this year, <a href="https://www.bloomberg.com/news/articles/2025-05-20/xreal-and-google-debut-project-aura-ar-glasses-to-rival-meta-s-orion-glasses?srnd=undefined&amp;sref=9hGJlFio">reported</a> Bloomberg.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Xreal CEO Chi Xu said in an interview that Samsung's device is Google&#8217;s answer to Apple Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) Vision Pro. Similarly, Xreal's Android XR glasses aim to compete with Meta Platforms, Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) <a href="https://www.benzinga.com/news/24/09/41084112/mark-zuckerberg-says-orion-is-probably-going-to-be-the-next-major-platform-after-phones-metas-new-ar">augmented reality glasses</a>.&nbsp;
Project Aura glasses are expected to launch between late 2025 and early 2026 and will be priced significantly lower than competitors like Meta and Samsung, likely under $600, the report noted, citing Xu.
Price Action: Alphabet Inc.'s Class A shares fell by 1.54% on Tuesday, with Class C shares down 1.52%. Apple shares slipped 0.92%, while Meta declined 0.52% during the same session, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
Per Benzinga Edge Stock Rankings, Alphabet has a growth score of 66.81%. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it compares to other companies</a> like Apple and Meta.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/20234830/Screenshot-2025-05-21-at-9.18.24%E2%80%AFAM.png" alt="" class="wp-image-922112" /></a></figure>
Photo Courtesy: Hattanas On Shutterstock.com
Check out more of Benzinga's Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/tech/25/04/45090992/mark-zuckerberg-warns-of-serious-disadvantage-as-chinas-data-center-blitz-could-let-deepseek-leapfrog-us-ai-labs" target="_blank" rel="noreferrer noopener">Mark Zuckerberg Warns Of ‘Serious Disadvantage&#8217; As China&#8217;s Data-Center Blitz Could Let DeepSeek Leapfrog US AI Labs</a></li>
</ul>

GOOG

GOOGL

WRBY

Sergey Brin Comes Out Of Retirement To Work On Gemini, Admits He Made A 'Lot Of Mistakes' With Google Glass As Alphabet Ramps Up To Compete With Meta And Apple

Taiwan Minister of Economic Affairs J.W. Kuo said the U.S. tariffs did not <a href="https://www.benzinga.com/topic/taiwan" target="_blank" rel="noreferrer noopener">bother Taiwanese manufacturers</a>, highlighting its leverages, notably its semiconductor ecosystem.
Kuo emphasized the U.S. dependence on Taiwan to boost its microchip manufacturing capacities, the Taipei Times <a href="https://www.taipeitimes.com/News/biz/archives/2025/05/19/2003837104" target="_blank" rel="noreferrer noopener">reported</a> on Monday, citing the minister&#8217;s interview.
Kuo expects Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) to maintain its moat over the next decade citing any tariff upsurge would primarily affect US customers instead of the foundry.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45411148/taiwan-semiconductor-commits-15-billion-to-chip-expansion-approves-dividend-amid-rising-global-demand" rel="noreferrer noopener">Taiwan Semiconductor Commits $15 Billion To Chip Expansion, Approves Dividend</a>
Kup expects Samsung Electronics Co (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) to bear the maximum brunt of the tariff policies due to its lack of advanced semiconductor production capacity.
Taiwan has submitted a position paper under Section 232 of the U.S. Trade Expansion Act to define the &#8220;complementary relationship&#8221; between Taiwan and the U.S. in terms of trade and technology and adopted policies to prevent illegal transshipments, Kuo told the Taipei Times.
Trump administration on April 2 announced that it would slap &#8220;reciprocal&#8221; tariffs on global trading partners of 32%, 25%, and 24% tariffs on goods from Taiwan, South Korea, and Japan to encourage companies to manufacture their products in the US. However, President Trump recently paused the policy for 90 days.
Reportedly, Taiwan Semiconductor <a target="_blank" href="https://www.benzinga.com/markets/asia/25/05/45466444/to-serve-exploding-ai-chip-demand-taiwan-semiconductor-plans-9-advanced-factories" rel="noreferrer noopener">will construct nine</a> new&nbsp;advanced wafer manufacturing&nbsp;and packaging factories by 2025.
It plans to build nine new factories, including eight wafer fabrication plants and one advanced chip packaging factory.
The contract chipmaker expects to see 60% year-over-year growth in chip shipments with the 3-nanometer process.
Price Action: TSM stock closed at $193.50 on Monday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/media/25/05/45456613/intel-cfo-says-new-chip-output-for-clients-will-be-minimal-eyes-foundry-breakeven-by-2027" target="_blank" rel="noreferrer noopener">Intel CFO Says New Chip Output For Clients Will Be Minimal, Eyes Foundry Breakeven By 2027</a></li>
</ul>
Photo Courtesy Jack Hong via Shutterstock

Taiwan Minister Shrugs Off US Tariffs, Says Taiwan Semiconductor Will Thrive While Samsung Takes The Hit

The Trump administration has intensified its critique of Europe's digital regulations, asserting that they pose a risk to free speech <a href="https://www.benzinga.com/25/05/45466937/us-targets-european-digital-rules-in-free-speech-campaign-defending-american-big-tech" target="_blank" rel="noreferrer noopener">and American commercial interests</a>.
The Trump administration forged a preliminary deal with the United Arab Emirates involving importing 500,000 of&nbsp;Nvidia Inc.'s&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) <a href="https://www.benzinga.com/government/regulations/25/05/45441791/nvidia-scores-big-as-trump-brokers-major-ai-export-pact-with-uae-and-us-tech-giants" target="_blank" rel="noreferrer noopener">advanced AI chips&nbsp;annually</a>.
Senate Minority Leader&nbsp;Chuck Schumer&nbsp;(D-N.Y.) warned that President&nbsp;Donald Trump&#8217;s&nbsp;support for exporting sensitive U.S. artificial intelligence chip&nbsp;technology to <a target="_blank" href="https://www.benzinga.com/25/05/45459318/chuck-schumer-blasts-trump-for-backing-ai-chip-sales-to-saudi-arabia-uae-warns-deal-risks-us-tech-secrets-falling-into-chinas-hands" rel="noreferrer noopener">Persian Gulf allies&nbsp;could benefit China</a>.
Automobiles &amp; EV
Future Fund LLC&#8216;s&nbsp;Gary Black&nbsp;believes&nbsp;Tesla Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) as well as&nbsp;Uber Technologies Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) will benefit from increased EV adoption as well as <a href="https://www.benzinga.com/markets/equities/25/05/45341220/top-bull-gary-black-shares-why-he-is-holding-on-to-uber-and-tsla-our-investment-thesis-on" target="_blank" rel="noreferrer noopener">growth in Autonomous Driving</a>.
Uber announced it has partnered with peer-to-peer car-sharing company&nbsp;Turo&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TURO#NYSE">TURO</a>) to upgrade the&nbsp;Uber Rent <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45450623/whats-going-on-with-uber-stock-on-thursday" target="_blank" rel="noreferrer noopener">experience for users in the U.S</a>.
Future Fund LLC&#8217;s managing director,&nbsp;Gary Black,&nbsp;has shared his thoughts on&nbsp;Pony AI&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PONY#NASDAQ">PONY</a>)&nbsp;stock as the Chinese AV company gears up for the quarterly results slated <a href="https://www.benzinga.com/tech/25/05/45345942/gary-black-weighs-in-on-pony-ais-growth-ahead-of-earnings-report-a-recently-announced-partnership-with-uber" target="_blank" rel="noreferrer noopener">to be released next Tuesday</a>.
Tesla has touted the company&#8217;s FSD (Full Self-Driving) technology ahead of next month&#8217;s <a target="_blank" href="https://www.benzinga.com/tech/25/05/45342188/elon-musks-tesla-teases-fsd-capabilities-ahead-of-june-robotaxi-event" rel="noreferrer noopener">Robotaxi launch in Austin, Texas</a>.
Tesla battery supplier&nbsp;Contemporary Amperex Technologies Co. Ltd., plans to raise over $4 billion through a stock listing <a target="_blank" href="https://www.benzinga.com/25/05/45343633/tesla-battery-supplier-catl-to-raise-4-billion-through-hong-kong-listing-report" rel="noreferrer noopener">on Hong Kong&#8217;s stock exchange</a>.
Technology &amp; Telecommunications
Cisco (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) reported quarterly earnings of 96 cents per share, which beat the analyst consensus estimate of 92 cents and revenue of $14.15 billion, which beat the <a href="https://www.benzinga.com/news/earnings/25/05/45422303/cisco-shares-climb-after-q3-eps-revenue-beat-estimates-details" target="_blank" rel="noreferrer noopener">Street estimate of $14.08 billion</a>.
Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>)&nbsp;launched the&nbsp;Galaxy S25 Edge, a 5.8 mm-thin, 163-gram smartphone, just four months after unveiling <a href="https://www.benzinga.com/25/05/45366293/samsung-unveils-ultra-thin-galaxy-s25-edge-in-surprise-launch-amid-slowing-demand-and-tariff-uncertainty-apple-reportedly-plans-to-catch-up-in-september" target="_blank" rel="noreferrer noopener">the rest of the S25 series</a>.
Nvidia is reportedly expanding its research footprint in China with a new Shanghai-based R&amp;D center, signaling a strategic push to retain AI dominance in the region <a href="https://www.benzinga.com/media/25/05/45460918/jensen-huang-led-nvidia-plans-new-shanghai-research-hub-to-stay-competitive-in-china-as-us-export-curbs-threaten-ai-chip-sales-report" target="_blank" rel="noreferrer noopener">amid tightening U.S. export restrictions</a>.
Broadcom Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) announced significant advancements&nbsp;in its co-packaged optics (CPO) technology on Thursday, with the launch of its third-generation 200G per lane <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45448759/broadcom-unveils-next-gen-optical-chip-tech-to-power-ai-data-centers" target="_blank" rel="noreferrer noopener">(200G/lane) CPO product line</a>.
Sony&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>) launched on Thursday an upgrade&nbsp;for its wireless noise-cancelling <a href="https://www.benzinga.com/media/25/05/45469713/sonys-new-wh-1000xm6-headphones-use-ai-to-adapt-sound-in-real-time-heres-whats-new" target="_blank" rel="noreferrer noopener">headphones,&nbsp;called the WH-1000XM6</a>.
Smartphones
Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is reportedly developing a new artificial intelligence-powered <a href="https://www.benzinga.com/25/05/45367075/apple-reportedly-leans-on-ai-to-solve-iphone-battery-woes-in-ios-19-update-ahead-of-thinner-iphone-17-launch-this-fall" target="_blank" rel="noreferrer noopener">battery optimization tool for</a><a href="https://www.benzinga.com/25/05/45367075/apple-reportedly-leans-on-ai-to-solve-iphone-battery-woes-in-ios-19-update-ahead-of-thinner-iphone-17-launch-this-fall" target="_blank" rel="noreferrer noopener">&nbsp;iOS 19</a>.
Apple has reassured the Indian government of its commitment to continue&nbsp;using India as a major&nbsp;manufacturing base. This assurance comes despite Trump's recent remarks, with government sources emphasizing that there is "no change" <a target="_blank" href="https://www.benzinga.com/markets/25/05/45462006/no-change-in-apples-production-plans-says-india-despite-trumps-little-problem-with-ceo-tim-cook-report" rel="noreferrer noopener">in Apple's investment plans in India</a>.
Also Read:<a target="_blank" href="https://www.benzinga.com/25/05/45339953/apple-exec-says-iphone-users-are-ditching-google-search-now-chamath-palihaptiya-urges-the-tech-giant-to-stop-waiting-for-data-and-start-fighting-models-like-chatgpt" rel="noreferrer noopener"> </a><a target="_blank" href="https://www.benzinga.com/25/05/45339953/apple-exec-says-iphone-users-are-ditching-google-search-now-chamath-palihaptiya-urges-the-tech-giant-to-stop-waiting-for-data-and-start-fighting-models-like-chatgpt" rel="noreferrer noopener">Apple Executive Says iPhone Users Are Ditching Google — Now Chamath Palihaptiya Urges The Search Giant To Stop Waiting For Data And Start Fighting Models Like ChatGPT</a>
Image: Shutterstock/Hepha1st0s

CSCO

PONY

TSLA

TURO

UBER

Consumer Tech News (May 12-May16): Trump's Europe Critique Intensifies, UAE Gets Nvidia AI Chips, Apple To Stay In India & More

The week was abuzz with tech news, from Apple&#8217;s potential shift in production strategy to a shocking response from Elon Musk&#8217;s AI. Here&#8217;s a quick rundown of the top stories that kept the tech world on its toes.
Apple&#8217;s iPhone Production Pivot &#8211; Wedbush analyst, Dan Ives, predicts that Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) could potentially increase its iPhone assembly production in India to 60%-65% by fall, depending on tariff negotiations. However, he also pointed out that the tech giant might revert to a China-driven iPhone strategy based on the tariff situation and deal negotiations. He added that U.S. iPhone production is "not feasible." <a href="https://www.benzinga.com/25/05/45464834/apple-iphone-production-in-us-not-feasible-says-tech-bull-after-donald-trump-tells-tim-cook-to-stay-out-of-india">Read the full article here.</a>
Elon Musk&#8217;s AI Stirs Controversy&nbsp;&#8211; Elon Musk&#8217;s AI, Grok, left users stunned with racially charged commentary about South Africa in response to unrelated questions. This unexpected behavior has sparked concerns about the AI&#8217;s reliability and bias.&nbsp;<a href="https://www.benzinga.com/tech/25/05/45428241/elon-musks-grok-ai-got-asked-how-many-times-has-hbo-changed-its-name-leaves-user-stunned-with-racially-charged-response">Read the full article here.</a>
See Also:&nbsp;<a href="https://benzinga.com/media/25/05/45481159/donald-trump-offers-to-visit-xi-jinping-in-beijing-calls-us-china-ties-important-after-striking-temporary-t" target="_blank" rel="noreferrer noopener">Trump Says He&#8217;s Willing To Visit China To Meet Xi Jinping, Calls US-China Relationship &#8216;Important&#8217; After Striking Temporary Trade Truce</a>
Gary Black on Pony AI&#8217;s Growth&nbsp;&#8211; Gary Black, managing director of Future Fund LLC, shared his thoughts on&nbsp;Pony AI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PONY#NASDAQ">PONY</a>)&nbsp;as the Chinese AV company prepares for its quarterly results. Black believes that despite the stock being overbought, it is a good way to play future advances in global autonomy.&nbsp;<a href="https://www.benzinga.com/tech/25/05/45345942/gary-black-weighs-in-on-pony-ais-growth-ahead-of-earnings-report-a-recently-announced-partnership-with-uber">Read the full article here.</a>
Samsung&#8217;s Surprise Launch &#8211; Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) launched the Galaxy S25 Edge, a razor-thin, 163-gram smartphone, just four months after unveiling the rest of the S25 series. The ultra-slim device features a 6.7-inch display, a dual-camera system, and the company&#8217;s latest AI-powered features. <a href="https://www.benzinga.com/25/05/45366293/samsung-unveils-ultra-thin-galaxy-s25-edge-in-surprise-launch-amid-slowing-demand-and-tariff-uncertainty-apple-reportedly-plans-to-catch-up-in-september">Read the full article here.</a>
Tesla Teases FSD Capabilities&nbsp;&#8211;&nbsp;Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)&nbsp;showcased the company&#8217;s Full Self-Driving (FSD) technology ahead of next month&#8217;s Robotaxi launch in Austin, Texas. A video posted online showed a Tesla vehicle navigating its way through traffic using Supervised FSD.&nbsp;<a href="https://www.benzinga.com/tech/25/05/45342188/elon-musks-tesla-teases-fsd-capabilities-ahead-of-june-robotaxi-event">Read the full article here.</a>
Read Next:&nbsp;<a href="https://benzinga.com/news/25/05/45457691/its-incredible-the-trump-administration-is-acting-like-this-isnt-a-big-deal-says-fox-host-as-la-port-volume-" target="_blank" rel="noreferrer noopener">&#8216;It&#8217;s Incredible The Trump Administration Is Acting Like This Isn&#8217;t A Big Deal,&#8217; Says Fox Host As LA Port Volume Drops 35% And Layoffs Loom</a>
 This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/navdeep-yadav" target="_blank" rel="noopener">Navdeep Yadav.</a> 
Image Via Shutterstock/Akhenaton Images

General

Apple iPhone Production In US 'Not Feasible,' Samsung's Surprise Launch And More: This Week In Appleverse

Former Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) CEO Steve Ballmer once admitted that his biggest regret as chief executive was not jumping into smartphones early—an oversight that allowed Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) to dominate a market Microsoft was late to enter.
What Happened: In a 2014 interview with Charlie Rose, Ballmer acknowledged that Microsoft should have pivoted to hardware.
"I probably would have started doing hardware earlier so that we could have been more effective in the phone business," he said, adding, "We were the number one most profitable company in our business for a long time. Two guys have passed us and they both did it by making phones: Apple and Samsung."
See Also: <a href="https://benzinga.com/tech/25/04/44656079/bill-gates-satya-nadella-and-steve-ballmer-get-roasted-by-microsofts-ai-copilot-lets-spice-it-up">Bill Gates, Satya Nadella, And Steve Ballmer Get Roasted By Microsoft&#8217;s AI Copilot: &#8216;Let&#8217;s Spice It Up&#8217;</a>
Despite Microsoft's long-standing software-first approach, Ballmer admitted the shift to mobile should have been a "religious transformation" for the company.
"Bill Gates told Paul Allen when Paul first wanted to do hardware back in the 70s ‘we are software guys, ' so for us it was kind of a religious transformation," Ballmer stated.&nbsp;
Microsoft did eventually enter the hardware game with the Surface tablet and the acquisition of Nokia's phone business, but by then, Apple and Samsung had already built commanding leads.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
<div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="Steve Ballmer on His Biggest Regret (Oct. 21, 2014) &#x7C; Charlie Rose" width="500" height="281" src="https://www.youtube.com/embed/v9d3wp2sGPI?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div>
</figure>
Why It's Important: In 2012, Forbes <a href="https://www.forbes.com/sites/adamhartung/2012/05/12/oops-5-ceos-that-should-have-already-been-fired-cisco-ge-walmart-sears-microsoft/">named</a> Ballmer one of the &#8220;Five CEOs Who Should Have Already Been Fired,&#8221; reflecting growing criticism of his leadership during a transformative era for the tech industry.
Ballmer had taken the reins from Bill Gates in 2000, stepping into the role as Microsoft grappled with the challenges of a rapidly evolving digital landscape.
During Ballmer's tenure, Microsoft lagged behind emerging rivals like Google and Apple, both of which capitalized on major technological shifts in the 2000s.
One of the most consequential missed opportunities came in 2007, when Apple unveiled its first iPhone. Ballmer famously mocked the device, saying, "$500? Fully subsidized? With a plan? I said that is the most expensive phone in the world."
He also dismissed its lack of a physical keyboard, calling it "not a very good email machine."
That skepticism proved costly. The iPhone went on to define the modern smartphone era, while Microsoft's mobile strategy faltered.
For investors, the contrast is stark. A $1,000 investment in Microsoft stock on Jan. 13, 2000—the day Ballmer became CEO—would have been worth only about $915 by the time <a href="https://www.benzinga.com/news/14/07/4739442/3-things-steve-ballmer-did-right">he stepped down</a>. Today, however, that same investment would be valued at approximately $13,685.
Meanwhile, had an investor chosen Apple stock on the same day, their $1,000 would now be worth over $289,000, underscoring just how much Ballmer's misstep in mobile ultimately benefited Microsoft's fiercest competitor.
Microsoft currently holds the title of the world&#8217;s most valuable company with a market capitalization of $3.36 trillion, while Apple ranks third at $3.17 trillion.
Benzinga Edge Stock Rankings assigns Microsoft a robust growth score of 65.56%. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it stacks up against other top companies</a> like Apple, Samsung and Google.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/quote/MSFT"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/15201943/Screenshot-2025-05-16-at-5.49.39%E2%80%AFAM.png" alt="" class="wp-image-917308" /></a></figure>
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Photo Courtesy: imagemaker on Shutterstock.com
Read Next:&nbsp;
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/23/11/35912780/steve-ballmer-vs-satya-nadella-one-microsoft-ceo-would-have-turned-your-1000-investment-">Steve Ballmer Vs. Satya Nadella: One Microsoft CEO Would Have Turned Your $1000 Investment Into A Fortune</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Steve Ballmer's Missed Call: $1000 Investment Then Worth $289,000 To Apple Investors Today — Why Ex-Microsoft CEO Once Admitted 'Religious Transformation' Came Too Late

On Wednesday, Samsung Electronics Co (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>)&nbsp;disclosed a 1.5 billion euros ($1.7 billion) deal to purchase all shares of FläktGroup, a major worldwide supplier of HVAC systems, from the European investment company Triton.
Based in Herne, Germany, FläktGroup offers over a century of HVAC tech and design expertise, providing tailored, reliable, and efficient systems for diverse facilities, such as data centers (stable cooling), museums/libraries (sensitive artifacts), airports (high traffic), and hospitals (critical environmental control).
FläktGroup has strong data center customer satisfaction and revenue growth (past 3 years) due to product performance, reliability, <a target="_blank" href="https://news.samsung.com/global/samsung-electronics-acquires-leading-global-hvac-solutions-provider-flaktgroup" rel="noreferrer noopener">and </a>service, offering leading liquid/air cooling that helps reduce energy consumption and carbon footprint.
The transaction is expected to close in 2025. Samsung expects the acquisition to capitalize on sustained data center demand driven by the growth of generative AI, robotics, autonomous driving, XR, and other advanced technologies.
Furthermore, the integration of Samsung's b.IoT building control solution and FläktGroup's FläktEdge HVAC control system is projected to create a comprehensive suite for HVAC and building energy management, which the company anticipates will lead to an expansion of its service and maintenance business.
Notably, Market research suggests the applied HVAC market will grow from $61 billion in 2024 to $99 billion by 2030 (8% annual growth), with data center cooling growing even faster at 18% annually.
Yesterday, Samsung launched the&nbsp;Galaxy S25 Edge, a 5.8 mm-thin, 163-gram smartphone, just four months after unveiling the <a target="_blank" href="https://www.benzinga.com/25/05/45366293/samsung-unveils-ultra-thin-galaxy-s25-edge-in-surprise-launch-amid-slowing-demand-and-tariff-uncertainty-apple-reportedly-plans-to-catch-up-in-september" rel="noreferrer noopener">rest of the S25 series</a>.
In April, the company reported&nbsp;first-quarter revenue&nbsp;growth of 10% year-on-year to <a target="_blank" href="https://www.benzinga.com/25/04/45122093/samsung-faces-challenges-in-foundry-segment-as-trump-tariffs-loom-and-taiwan-semiconductor-leads" rel="noreferrer noopener">79.1 trillion Korean won ($55.5 billion)</a>.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45260942/amd-shifts-chip-orders-to-taiwan-semiconductor-dropping-samsung-in-big-manufacturing-move" target="_blank" rel="noreferrer noopener">Advanced Micro Devices Drops Samsung, Shifts Chip Orders To Taiwan Semiconductor</a></li>
</ul>
Photo by Sybillla via Shutterstock

Samsung's $1.7 Billion Cooling Spree - Buys FläktGroup To Target Data Center Boom

<a href="https://www.cnbc.com/2025/05/14/samsung-electronics-to-acquire-flaktgroup.html" title="https://www.cnbc.com/2025/05/14/samsung-electronics-to-acquire-flaktgroup.html">https://www.cnbc.com/2025/05/14/samsung-electronics-to-acquire-flaktgroup.html</a>

'Samsung Electronics To Acquire Heating And Cooling Solutions Provider Fläktgroup For €1.5 Billion' - CNBC

On Monday, Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) <a href="https://www.benzinga.com/tech/25/01/43155074/samsung-teases-galaxy-s25-edge-to-take-on-apples-rumored-iphone-17-air">launched the</a> Galaxy S25 Edge, a 5.8 mm-thin, 163-gram smartphone, just four months after unveiling the rest of the S25 series.
What Happened: The ultra-slim device features a 6.7-inch display, a dual-camera system, and the company's latest AI-powered features.&nbsp;
The Galaxy S25 Edge packs a powerful 200MP main camera, offering ultra-high resolution for detailed photos in any lighting condition. A secondary 12MP ultra-wide lens with autofocus enables crisp macro shots.
See Also:&nbsp;<a href="https://www.benzinga.com/25/04/44897214/nvidia-discusses-ai-powering-future-with-japan-amid-rising-energy-demands" target="_blank" rel="noreferrer noopener">Nvidia's Jensen Huang Meets Japanese PM To Discuss AI's Growing Energy Needs</a>
It also brings AI-powered editing tools to the table, including Audio Eraser, which removes unwanted background noise from videos and Drawing Assist, a feature designed to enhance or correct hand-drawn sketches.
Under the hood, the S25 Edge runs on Qualcomm Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) Snapdragon 8 Elite Mobile Platform.
Price and Availability: Preorders for the Samsung Galaxy S25 Edge are now open at Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Best Buy Co. Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBY#NYSE">BBY</a>), Samsung.com and major U.S. carriers. The phone will be available in stores on May 30, 2025.
Pricing starts at $1,099.99 for 256GB and $1,219.99 for 512GB, with color options including Titanium Silver, Titanium Jet Black and Titanium Icy Blue.
Interested buyers can preorder by May 30 on Samsung.com or the Shop Samsung app to get up to $800 in savings, including a $50 credit and a free upgrade from 256GB to 512GB (a $120 value). People can also trade in an eligible device for up to $630 off.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="1000" height="666" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/12232749/ss.jpg" alt="" class="wp-image-912754" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/12232749/ss.jpg 1000w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/12232749/ss-300x200.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/12232749/ss-768x511.jpg 768w" sizes="(max-width: 1000px) 100vw, 1000px" /><figcaption class="wp-element-caption">Source: Samsung</figcaption></figure>
Why It's Important: The launch comes outside of Samsung's typical product cycle and underscores a strategic pivot.
During the company's latest earnings call, Daniel Araujo, vice president of Samsung's mobile division, warned of softening demand in the second quarter due to "seasonality trends" and the potential impact of global tariffs, <a href="https://www.cnbc.com/2025/05/12/samsung-galaxy-s25-edge-launch-specs-price-availability.html">reported</a> CNBC.
The U.S. briefly imposed reciprocal tariffs on tech goods in April, but exemptions for smartphones and chips offered a temporary reprieve. A new agreement between the U.S. and China on Monday <a href="https://www.benzinga.com/government/regulations/25/05/45347089/wall-street-rips-higher-as-tariff-truce-halts-us-china-economic-escalation">paused most remaining tariffs</a>, creating a narrow window of opportunity for global manufacturers, the report added.
Analysts say the timing may also be aimed at beating Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), which is <a href="https://www.benzinga.com/tech/25/03/44348175/apples-iphone-17-air-to-usher-in-new-era-of-slimmer-portless-models">rumored to release its own thin</a> flagship, the iPhone 17 Air, in September.
"Samsung is first out the gate with a slim design," Ben Wood, chief analyst at CCS Insight, told the publication. "It is hard to believe this is not a pre-emptive strike following widespread speculation that Apple will have a thin iPhone in its next line-up."
Photo Courtesy: tinhkhuong On Shutterstock.com
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:&nbsp;
<ul class="wp-block-list">
<li><a href="https://benzinga.com/trading-ideas/movers/25/04/45029805/what-caused-sam-altman-founded-world-network-token-to-soar-57-in-a-week" target="_blank" rel="noreferrer noopener">What Caused Sam Altman-Founded World Network Token To Soar 57% in a Week? What Caused Sam Altman-Founded World Network Token To Soar 57% in a Week?</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Samsung Blindsides Apple With Razor-Thin Galaxy S25 Edge: Here's How Much It Will Cost

Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) has dumped its <a target="_blank" href="https://www.benzinga.com/topic/chip-stocks" rel="noreferrer noopener">4nm process orders</a> with Samsung Electronics Co (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>), citing low yield rates on its advanced process nodes and the impact of the US tariffs.
The Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) rival chip designer has tapped Taiwan Semiconductor Manufacturing Co&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) fab in Arizona, Technode <a target="_blank" href="https://technode.com/2025/05/07/amd-reportedly-drops-samsung-4nm-orders-moves-to-tsmcs-arizona-fab/" rel="noreferrer noopener">reported</a> on Wednesday, citing Wccftech.
AMD had previously pursued a dual-sourcing strategy and planned broad collaboration with Samsung on 4nm production.
Also Read: <a href="https://www.benzinga.com/25/04/45122093/samsung-faces-challenges-in-foundry-segment-as-trump-tariffs-loom-and-taiwan-semiconductor-leads" target="_blank" rel="noreferrer noopener">Samsung Galaxy Sales Soar But Foundry Segment Lags As Trump Tariffs Loom</a>
President Trump&#8217;s tariff policies prompted companies like Nvidia and Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) to use the Arizona facility for their chips.
In April, Taiwan Semiconductor <a target="_blank" href="https://www.benzinga.com/25/04/45113439/taiwan-semiconductor-breaks-ground-on-third-arizona-plant-without-us-subsidies-amid-trump-tariff-threats" rel="noreferrer noopener">broke ground on</a>&nbsp;its third semiconductor manufacturing fab in Arizona.
In March, the Taiwanese contract chipmaker announced&nbsp;plans&nbsp;to invest an additional $100 billion in US plants in addition to its &nbsp;$65 billion in planned&nbsp;investments in the country.
The investment followed Trump&#8217;s tariff policies and verbal attacks on Taiwan &#8220;for stealing&#8221; the U.S. semiconductor business.
On Tuesday, Advanced Micro Devices reported quarterly results. <a href="https://www.benzinga.com/news/earnings/25/05/45237261/amd-q1-earnings-revenue-eps-beat-driven-by-expanding-data-center-ai-momentum-chipmaker-expects-strong-growth-in-2025" target="_blank" rel="noreferrer noopener">First-quarter revenue</a> was $7.44 billion, up 36%, beating analyst estimates of $7.13 billion.
AMD reported first-quarter adjusted earnings of 96 cents per share, beating analyst estimates of 94 cents per share. The company&#8217;s gross margin was 54%.&nbsp;
What&#8217;s Next: Advanced Micro Devices expects second-quarter revenue of approximately $7.4 billion, plus or minus $300 million. Analysts are currently forecasting second-quarter revenue of $7.24 billion.
The firm expects a second-quarter adjusted gross margin of 43%, which includes an approximate $800 million impact in charges related to inventory due to new export controls.
In February, Benchmark&nbsp;analyst Cody Acree <a target="_blank" href="https://www.benzinga.com/analyst-ratings/price-target/25/02/43788975/amd-closing-competitive-gpu-gap-with-nvidia-gains-market-share-from-intel-in-client-and-server-markets-analyst" rel="noreferrer noopener">highlighted AMD gained</a> market share in AI and server markets, accelerating the MI350 launch to compete with Nvidia&#8217;s Blackwell and expanding client CPU momentum.
ASICs only make up about 20% of the total AI silicon opportunity.
Price Actions: Advanced Micro Devices&#8217; stock is up 0.59% at $99.05 at last check Wednesday. TSM is up 0.90%.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/media/25/04/45008023/intel-weighs-taiwan-semiconductor-partnership-to-boost-chip-game" target="_blank" rel="noreferrer noopener">Intel Weighs Taiwan Semiconductor Partnership To Boost Chip Game</a></li>
</ul>

Advanced Micro Devices Drops Samsung, Shifts Chip Orders To Taiwan Semiconductor

GDOT

Green Dot Announces A New Partnership With Samsung Electronics To Add New Features And Functionality To Samsung Wallet

<a href="https://www.globenewswire.com/Tracker?data=GAF6ZXp81OZOwqS1hpqpWOIaixgTA0HIn7h3Cye6FgbKz_FafmILW_uCI1y-9uUEwe6jQFFE3orroF87_s3pkw==">Taboola</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TBLA#NASDAQ">TBLA</a>) today announced it has reached a new partnership with Samsung to serve news recommendations on Samsung devices and news channels.
Under this new multi-year relationship, Taboola will power news recommendations on Samsung News, the popular news application found on millions of Samsung mobile devices worldwide, in markets across Europe and India.
Today's news extends on a long-term relationship between Taboola and Samsung and adds even more ways for Samsung device users to connect with content from premium publishers. Taboola continues to bring recommendations from its large publisher network directly into offerings from mobile carriers and device manufacturers, helping publishers to increase reader traffic.

TBLA

Taboola Expands Long-Term Partnership With Samsung In New Multi-Year Deal To Power News Recommendations On Samsung News In Europe And India, Boosting Premium Publisher Reach And User Engagement

Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) stock was trading lower on Thursday as analysts examined the tech company&#8217;s <a href="https://www.benzinga.com/news/earnings/25/04/45115978/qualcomm-beats-q2-expectations-on-earnings-revenue-ceo-highlights-focus-on-critical-factors-we-can-control" target="_blank" rel="noreferrer noopener">quarterly earnings results</a>.
<ul>
<li>Rosenblatt analyst Kevin Cassidy maintained Qualcomm with a Buy with a&nbsp;<a target="_blank" href="https://www.benzinga.com/quote/QCOM/analyst-ratings" rel="noreferrer noopener">$225&nbsp;price target</a>.</li>
<li>Benchmark analyst Cody Acree reiterated Qualcomm with a Buy and lowered the price target from&nbsp;$240&nbsp;to&nbsp;$200.</li>
</ul>
Also Read: <a href="https://www.benzinga.com/tech/25/04/44630304/qualcomm-expands-ai-ambitions-with-acquisition-of-vinais-generative-ai-division" target="_blank" rel="noreferrer noopener">Qualcomm Expands AI Ambitions With Acquisition of VinAI&#8217;s Generative AI Division</a>
Rosenblatt:  Qualcomm delivered second-quarter revenue and EPS of $10.84 billion (+15% Y/Y) and $2.85 (+17% Y/Y), slightly above the midpoint of guidance ($10.3 billion-$11.2 billion). It beat the consensus at $10.6 billion and $2.82, as well as Cassidy&#8217;s estimate of $10.55 billion and $2.80. Management attributed the beat to broad-based strength across all QCT (Qualcomm CDMA Technologies) segments, Handsets, IoT, and Automotive, and emphasized disciplined cost control.
QCT revenue rose 18% Y/Y to $9.5 billion, led by strength in Handsets, IoT, and Automotive. Handset revenue grew 12% Y/Y to $6.9 billion, supported by Snapdragon 8 Gen 3 and Elite adoption. IoT increased 27% Y/Y to $1.6 billion, led by industrial applications and AI-enabled edge computing. Automotive surged 59% Y/Y to $959 million on new design wins and launches across global OEMs.
QCT is expected to grow ~12% Y/Y at the midpoint of third-quarter guidance, with continued strength in premium-tier Android, industrial, IoT, and auto; Automotive and IoT are guided to grow ~20% and 15% Y/Y, respectively. QTL (Qualcomm Technology Licensing) revenue is expected at $1.15 billion-$1.35 billion with a 67%-71% EBT margin.
For the third quarter, Qualcomm guided revenue to $9.9 billion-$10.7 billion and EPS to $2.60-$2.80, reflecting stable handset seasonality, strong IoT and auto demand, and a modest Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) share step-down.
Cassidy lowered his revenue estimate for the June quarter to $10.25 billion from $10.5 billion. Adjusted EPS is estimated to be $2.70, down from $2.82.
Benchmark: Qualcomm delivered a nearly $200 million upside revenue performance for the March quarter on strong broad-based demand strength across all its major markets. The company benefited marginally from Apple pull-ins in its handset business during the quarter. 
However, they were adamant that it did not see any material pull-ins and that customer orders remain reasonable and consistent. 
Qualcomm&#8217;s handset revenue has benefited from stronger subsidy-driven premium-tier Android shipments in the Chinese market. While Qualcomm indicated no material direct impact on its cost structure from tariffs, it did note some minor changes in demand.  
Qualcomm expects its licensing business to be about flat year-over-year for the June quarter and down about 5% sequentially, reflecting normal seasonality in handset units. In QCT, the company expects revenues of $8.7 billion-$9.3 billion, with annual revenue growth of about 12%, led by strength in handsets, which will likely be up 10% Y/Y, IoT, projected to grow 15% annually, and its Automotive business, that is forecast to grow 20% versus last year.
Qualcomm&#8217;s June quarter handset business will likely benefit from Samsung Electronics&#8217; (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) planned July launch of its new Fold and Flip models, which the analyst expect to be Snapdragon-based designs.
Regarding Qualcomm&#8217;s China exposure and the potential for increased tariffs to impact its business, it continues to see China as a standout strength, with increased subsidies driving higher premium-tier Android volumes. Qualcomm has seen no signs of a slowdown in design traction within its Chinese base, including in smartphones, PCs, automotive, and XR applications. The company is also encouraged by its increased momentum in its industrial business.
Acree projected third-quarter revenue of $10.31 billion and EPS of $2.71.
Price Action: Qualcomm stock is down 8.24% at $136.24 at last check Thursday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/government/regulations/25/04/44895326/taiwan-semiconductor-confronts-challenges-of-us-chips-sanction-on-china" target="_blank" rel="noreferrer noopener">Taiwan Semiconductor Confronts Challenges Of US Chips Sanction On China</a></li>
</ul>
Image: Shutterstock

Comments

Samsung Electronics Co

Samsung Electronics Co (SSNLF) Opciones

No option chain data available. Please try again later

Noticias

SOCIO/CONTRIBUIDOR

BENZINGA GLOBAL