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

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

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

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 ...

We’re now entering a phase in which the giants win because they own, and continue to build out, the physical assets that make ...

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

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

Three senior executives in Intel's manufacturing operations are set to retire, as new CEO Lip-Bu Tan implements sweeping ...

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

Samsung Electronics Co's chip unit has plunged a far bigger-than-expected 94% in the June quarter, reflecting the depth of a slump that's plaguing the world's largest memory chipmaker.