Tesla’s decision to shift some semiconductor orders to Samsung (KS:005930) starting in 2027 is unlikely to have a major ...

Samsung Electronics expresses optimism about the new tariff agreement with the U.S., expecting enhanced business stability ...

KeyBanc Capital Markets upgraded Microsoft (NASDAQ:MSFT) to Overweight on Thursday, reversing its April downgrade and citing ...

Just a few years ago, Samsung Electronics stood as a leading force in the global semiconductor race, dominating one chip ...

Sonja Hutson Good morning from the Financial Times. Today is Friday, August 1st, and this is your FT News Briefing. Apple had a stellar quarter and today is a turning point in the global trade war.

The European Chips Act has been a complete disaster. That holds a broader lesson for governments, says Matthew Lynn ...

Call it an “age of infrastructure,” in which companies spend vast sums on actual stuff. Primarily that’s the gigantic data ...

The best Stratechery content from the week of July 28, 2025, including how to think about Figma, the future of the U.S.

The global corporate landscape is shaped by a group of companies whose market valuations reflect their influence across ...

2025 年第二季，Samsung公布财报显示，其营业利润年减 55%，其中以晶片部门表现最为低迷，已连续四季呈现亏损，凸显全球记忆体市场与先进制程压力尚未完全缓解。不过，随着 AI 应用快速扩张，Samsung 也找到了潜在转机：近期正式与 ...

Nvidia just got a major vote of confidence from Morgan Stanley, and it has everything to do with Blackwell. Veteran analyst ...

Figma ( NYSE: FIG) shares erupted like a volcano during its initial public offering on Thursday. Just moments after appearing ...