TSMC & Samsung Electronics
21 shared events · Importance 11 · Last updated May 14, 2026
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Business
TSMC: TSMC (TSMC) is Apple Inc.'s longtime and primary chip manufacturer. Apple Inc.'s exploration of other suppliers could potentially reduce TSMC's future orders, although TSMC remains a critical partner.
Samsung Electronics: Samsung Electronics has been visited by Apple Inc. executives regarding its advanced chip plant in Texas. A partnership with Apple Inc. would greatly benefit Samsung Electronics, a competitor in the smartphone market, by providing an endorsement and boosting its foundry business.
May 05, 2026 · 6 articles
Business
TSMC: TSMC is mentioned as the first Asian company to reach a $1 trillion market capitalization, setting a precedent that Samsung Electronics has now followed. Apple Inc. has also held discussions with Samsung Electronics to potentially use them as a secondary processor supplier, diversifying from TSMC.
Samsung Electronics: Samsung Electronics achieved a market capitalization of over $1 trillion for the first time, driven by strong demand for its AI chips and a surge in its stock price. This milestone makes it the second Asian company to reach this valuation.
May 06, 2026 · 38 articles
Regulatory
TSMC: TSMC benefits from the exemption of semiconductor manufacturing machines from tariffs, supporting its investments in the United States.
Samsung Electronics: Samsung Electronics benefits from the tariff exemptions, which reduce potential cost increases for accessing the United States market for its products.
Apr 12, 2025 · 6 articles
Business
TSMC: TSMC (TSMC) remains Asia's largest company by market value and is a critical part of the global AI supply chain, potentially benefiting from Samsung's labor issues.
Samsung Electronics: Samsung Electronics recently crossed the $1 trillion market value milestone and is a major chipmaker, playing a critical role in the global AI supply chain. It faces potential labor woes that could benefit rivals.
May 14, 2026 · 6 articles
International
TSMC: TSMC's shares shot up, leading the surge in Taiwan's Taiex.
Samsung Electronics: Samsung Electronics's market capitalization surpassed $1 trillion, driven by huge demand for its AI chips, making it a standout performer in the equity rally.
May 03, 2026 · 19 articles
Business
TSMC: TSMC is mentioned as the only other Asian company besides Samsung Electronics to have a market capitalization of over $1 trillion.
Samsung Electronics: Samsung Electronics is facing a potential 18-day strike by its labor union over a pay dispute, which could disrupt its production of AI and other chips, potentially leading to loss of market leadership and competitiveness.
May 12, 2026 · 8 articles
Business
TSMC: TSMC (TSMC) is mentioned as a specialized competitor to Samsung Electronics in the semiconductor industry.
Samsung Electronics: Samsung Electronics faces a looming 18-day strike by 45,000 workers over bonus payouts, which could significantly impact its operating profit and sales, and threaten its goal of being a 'one-stop' semiconductor company. The strike could also lead to a loss of trust from customers and a talent drain.
May 15, 2026 · 10 articles
Business
TSMC: TSMC is a major external chip supplier that SpaceX and Tesla, Inc. intend to reduce their reliance on by developing the Terafab facility.
Samsung Electronics: Samsung Electronics is an existing chip supplier that SpaceX and Tesla, Inc. aim to reduce reliance on through the Terafab project, although Elon Musk expressed gratitude for their past contributions.
Apr 23, 2026 · 20 articles
International
TSMC: TSMC was almost 7% up, contributing to the rally in Asian markets.
Samsung Electronics: Samsung Electronics reported forecast-beating earnings, contributing to a rally in the AI sector and broader Asian markets, with its stock up around 4%.
May 03, 2026 · 41 articles
Business
TSMC: TSMC is the leading producer of AI processors, which are crucial for Apple Inc.'s iPhone production. Limited supply from TSMC has hampered Apple's ability to capitalize on strong demand.
Samsung Electronics: Samsung Electronics is a rival betting on AI advances, potentially threatening the smartphone's central role, and competing with Apple Inc.
Apr 20, 2026 · 108 articles
International
TSMC: TSMC's blowout results reinforced the upbeat tone in Asia, contributing to strong tech earnings.
Samsung Electronics: Samsung Electronics's blowout results reinforced the upbeat tone in Asia, contributing to strong tech earnings.
May 07, 2026 · 6 articles
Domestic
TSMC: TSMC, with executives on VanEck Semiconductor ETF's board, is indirectly affected by the H-1B visa changes, which could impact the broader semiconductor industry's talent acquisition.
Oct 03, 2025 · 6 articles
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