Samsung Electronics Co 株価情報 (OTC: SSNLF)

最新ニュース Samsung Electronics Co (OTC:SSNLF) 株価情報

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.

Milan,,Italy,-,February,18,,2017:,Samsung,Sign,On,Headquarters

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投資家の不満が続いた数ヶ月後、サムスン（OTC:SSNLF）の経営陣が再び、追い詰められている。今回はAI （人工知能）と半導の回復に向けた大胆な動きを約束した。

サムスン電子、AIミスを謝罪 、株価急落で怒りをあらわにする株主に大胆な行動を約束

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サムスン電子（OTC:SSNLF）の会長であるイ・ジェヨン氏は、AI（人工知能）時代によってもたらされる課題に立ち向かうため、同社の幹部たちに「死をものともしない」覚悟で取り組むよう促した。

サムスン会長はAIの課題の中で幹部に「死をものともしない」姿勢を促し、会社は「生き残りにかけている」と述べる

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アップル（NASDAQ:AAPL）は、数年にわたり、折りたたみデバイスの開発に取り組んでいるとの噂が絶えない。新たな報告書によると、アップル初の折りたたみデバイスが2026年までに登場する可能性がある。

アップル株は、iPhoneの売り上げ減少で苦戦：2026年に初の折りたたみスマートフォンで逆転はあるのか？

SAMSUNG ELECT LTD by Samsung Electronics Co., Ltd.

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Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) announced co-CEO Han Jong-hee&#8216;s sudden death from cardiac arrest at 63. Responsible for consumer electronics and mobile devices, Han was a key leader during a critical period of technological competition, reported Reuters on Tuesday, leaving a significant impact on the company&#8217;s global strategy.
Read Next:
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<li><a href="https://www.benzinga.com/markets/equities/25/03/44452531/nvidia-chip-flows-under-scrutiny-as-malaysia-moves-to-tighten-regulations-amid-us-export-controls-on-china" target="_blank" rel="noreferrer noopener">Nvidia Chip Flows Under Scrutiny As Malaysia Moves To Tighten Regulations Amid US Export Controls On China</a></li>
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Samsung Electronics Co-CEO Responsible For Mobile Devices Dies Suddenly

The U.S. Commerce Department has reportedly banned&nbsp;Chinese artificial intelligence&nbsp;model&nbsp;<a target="_blank" href="https://www.benzinga.com/media/25/03/44368717/chinas-deepseek-sparks-national-security-alarm-do-not-download-view-access-any-applications" rel="noreferrer noopener">DeepSeek</a><a target="_blank" href="https://www.benzinga.com/media/25/03/44368717/chinas-deepseek-sparks-national-security-alarm-do-not-download-view-access-any-applications" rel="noreferrer noopener">&nbsp;on government devices</a>.
Technology
Google parent&nbsp;Alphabet Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) inked an agreement to&nbsp;acquire&nbsp;cloud security firm&nbsp;Wiz&nbsp;for<a target="_blank" href="https://www.benzinga.com/tech/25/03/44376743/google-parent-alphabet-to-acquire-wiz-in-32-billion-deal-its-biggest-bet-yet" rel="noreferrer noopener"> $32 billion in an all-cash deal</a>.
Young Liu, the CEO of&nbsp;Foxconn (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FXCOF#OTC">FXCOF</a>), also known as&nbsp;Hon Hai Technology, has publicly criticized President&nbsp;Donald Trump&#8217;s&nbsp;tariff policy, warning it&#8217;s creating chaos for <a target="_blank" href="https://www.benzinga.com/media/25/03/44349466/trump-trade-policy-a-big-headache-for-customers-says-apple-supplier-foxconns-ceo-very-very-hard-to-predict-how-things-will-develop" rel="noreferrer noopener">tech giants like </a><a target="_blank" href="https://www.benzinga.com/media/25/03/44349466/trump-trade-policy-a-big-headache-for-customers-says-apple-supplier-foxconns-ceo-very-very-hard-to-predict-how-things-will-develop" rel="noreferrer noopener">Apple </a><a target="_blank" href="https://www.benzinga.com/media/25/03/44349466/trump-trade-policy-a-big-headache-for-customers-says-apple-supplier-foxconns-ceo-very-very-hard-to-predict-how-things-will-develop" rel="noreferrer noopener">and </a><a target="_blank" href="https://www.benzinga.com/media/25/03/44349466/trump-trade-policy-a-big-headache-for-customers-says-apple-supplier-foxconns-ceo-very-very-hard-to-predict-how-things-will-develop" rel="noreferrer noopener">Amazon.com, Inc</a>.&nbsp;
As the AI race intensifies,&nbsp;Baidu, Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) has positioned itself as a serious contender by launching two new <a target="_blank" href="https://www.benzinga.com/25/03/44349635/baidu-says-its-new-ai-is-smarter-than-deepseeks-and-costs-half-as-much-excellent-multimodal-understanding-ability" rel="noreferrer noopener">models it says rival top competitors</a>.
Once a&nbsp;potential acquisition target&nbsp;for&nbsp;Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>),&nbsp;iRobot Corp&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IRBT#NASDAQ">IRBT</a>) — the maker of&nbsp;Roomba&nbsp;— is now playing catch-up to hold <a target="_blank" href="https://www.benzinga.com/25/03/44349807/amazon-pursued-roomba-parent-once-but-now-the-companys-robot-vacuums-face-heat-from-chinese-rivals" rel="noreferrer noopener">its ground against Chinese competitors</a>.
On The Late Show with&nbsp;Stephen Colbert,&nbsp;LinkedIn&nbsp;co-founder and tech entrepreneur&nbsp;Reid Hoffman&nbsp;voiced concern about&nbsp;Elon Musk&#8217;s&nbsp;growing influence over&nbsp;U.S. government operations, warning that treating public service like a startup <a target="_blank" href="https://www.benzinga.com/25/03/44369839/linkedin-co-founder-reid-hoffman-tells-stephen-colbert-why-elon-musk-running-the-doge-department-like-a-business-should-worry-us-all-government-and-companies-are-not-the-same" rel="noreferrer noopener">could come with serious consequences</a>.
Just days ahead of its expected unveiling,&nbsp;Alphabet Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)&nbsp;subsidiary&nbsp;Google's Pixel 9a&nbsp;has appeared in full in hands-on video reviews, revealing the budget phone&#8217;s refreshed <a target="_blank" href="https://www.benzinga.com/25/03/44372020/google-pixel-9a-fully-leaks-in-hands-on-videos-before-launchflat-design-48mp-camera-and-5100mah-battery-revealed" rel="noreferrer noopener">design and upgraded specs</a>.
SoundHound AI, Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOUN#NASDAQ">SOUN</a>) is presenting its conversational AI voice technology this week at the 2025 NVIDIA GPU Technology <a target="_blank" href="https://www.benzinga.com/news/events/25/03/44380519/soundhound-ai-at-2025-nvidia-gpu-technology-conference-in-car-voice-commerce-ecosystem-a-game-changer-for-automotivetech" rel="noreferrer noopener">Conference (GTC) in&nbsp;San Jose, California</a>.&nbsp;
A&nbsp;new memoir by a former&nbsp;Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) executive reveals how&nbsp;Facebook's massive campaign to promote Free Basics in India was <a target="_blank" href="https://www.benzinga.com/media/25/03/44351682/meta-whistleblower-reveals-how-a-low-ranking-indian-official-outsmarted-mark-zuckerberg-and-crushed-facebooks-free-basics-with-one-single-click" rel="noreferrer noopener">ultimately undone by a single click</a>.
A renowned industry analyst has said that&nbsp;Nvidia Corp.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) GTC 2025 conference&nbsp;could serve as a key turning point for its stock—but only if the company tackles investor concerns around its next-gen AI chips, server <a target="_blank" href="https://www.benzinga.com/tech/25/03/44352209/gtc-2025-could-reignite-nvidias-stock-rally-but-only-if-b300-ai-server-roadmap-and-scaling-concerns-are-addressed-says-top-analyst" rel="noreferrer noopener">production, and the future of scaling laws</a>.
Nvidia is betting big on embodied AI, with a generalist robot brain that mimics human cognition and <a target="_blank" href="https://www.benzinga.com/tech/25/03/44390580/nvidia-just-unveiled-a-humanoid-ai-brain-which-allows-robots-to-think-slow-jensen-huang-says-this-could-very-well-likely-be-the-largest-industry-of-all" rel="noreferrer noopener">could help fill a growing labor gap</a>.
Nvidia just landed another heavyweight deal—this time with&nbsp;General Motors Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>)—and it&#8217;s one that could shake <a target="_blank" href="https://www.benzinga.com/trading-ideas/long-ideas/25/03/44399929/how-the-nvidia-gm-partnership-could-challenge-tesla-boost-uber" rel="noreferrer noopener">up&nbsp;the autonomous driving race.</a>
At the GTC 2025 conference in San Jose,&nbsp;Nvidia announced that the company&#8217;s newly released open-source software,&nbsp;Dynamo, can make China&#8217;s&nbsp;DeepSeek R1&nbsp;AI model 30 times faster <a target="_blank" href="https://www.benzinga.com/media/25/03/44393971/nvidia-says-dynamo-can-make-deepseek-r1-30x-faster-with-blackwell-months-after-the-ai-model-sparked-selloff-leading-to-a-600-billion-drop-in-its-market-cap" rel="noreferrer noopener">when run on its latest&nbsp;</a><a target="_blank" href="https://www.benzinga.com/media/25/03/44393971/nvidia-says-dynamo-can-make-deepseek-r1-30x-faster-with-blackwell-months-after-the-ai-model-sparked-selloff-leading-to-a-600-billion-drop-in-its-market-cap" rel="noreferrer noopener">Blackwell GPU</a><a target="_blank" href="https://www.benzinga.com/media/25/03/44393971/nvidia-says-dynamo-can-make-deepseek-r1-30x-faster-with-blackwell-months-after-the-ai-model-sparked-selloff-leading-to-a-600-billion-drop-in-its-market-cap" rel="noreferrer noopener">&nbsp;chips</a>.
Nvidia Corporation&nbsp;CEO&nbsp;Jensen Huang&nbsp;dismissed reports that the company is involved in any&nbsp;negotiations to take over&nbsp;<a target="_blank" href="https://www.benzinga.com/tech/25/03/44409577/nvidia-ceo-jensen-huang-shuts-down-rumors-of-intel-foundry-takeover-nobodys-invited-us-to-a-consortium" rel="noreferrer noopener">Intel Corp's</a><a target="_blank" href="https://www.benzinga.com/tech/25/03/44409577/nvidia-ceo-jensen-huang-shuts-down-rumors-of-intel-foundry-takeover-nobodys-invited-us-to-a-consortium" rel="noreferrer noopener">&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) foundry operations</a>.
Short seller The Bear Cave has taken a swipe at Ibotta Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBTA#NYSE">IBTA</a>) in a new report highlighting slowing growth and collapsing <a href="https://www.benzinga.com/25/03/44420450/short-seller-says-ibotta-is-a-broken-business-bound-for-lower-share-prices" target="_blank" rel="noreferrer noopener">customer and employee relationships</a>.
Smartphones/Electronics
Apple Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is reportedly entering its annual Top 100 executive retreat this week. This comes amid&nbsp;mounting criticism over&nbsp;the company&#8217;s <a target="_blank" href="https://www.benzinga.com/media/25/03/44350512/apples-ai-crisis-reaches-boiling-point-ahead-of-top-100-executive-retreat-tim-cook-and-key-execs-called-out-over-siri-failure-by-top-analyst" rel="noreferrer noopener">stalled artificial intelligence efforts</a>.
Security researchers found that the&nbsp;Passwords&nbsp;app introduced with&nbsp;Apple&#8217;s iOS 18&nbsp;was using unencrypted HTTP connections, exposing users to potential phishing <a target="_blank" href="https://www.benzinga.com/25/03/44390868/apples-new-passwords-app-left-users-exposed-to-phishing-attacks-for-months-due-to-serious-http-flaw-researchers-reveal" rel="noreferrer noopener">attacks until a quiet fix was issued</a>.
Eric Migicovsky, the creator of the original&nbsp;Pebble&nbsp;smartwatch, has said&nbsp;Apple&#8217;s&nbsp;iOS&nbsp;restrictions&nbsp;stifle innovation&nbsp;and make building third-<a target="_blank" href="https://www.benzinga.com/media/25/03/44411733/pebble-founder-echoes-mark-zuckerbergs-concerns-slams-apple-for-making-it-nearly-impossible-to-build-smartwatches-that-work-with-iphone" rel="noreferrer noopener">party wearables a painful uphill battle</a>.
After months of investor frustration,&nbsp;Samsung Electronics Co.&#8217;s&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) leadership is once&nbsp;again on the defensive—this time pledging bold moves to recover <a target="_blank" href="https://www.benzinga.com/media/25/03/44390468/samsung-apologizes-yet-again-for-ai-missteps-promises-major-deals-as-shareholders-fume-over-plunging-stock-our-company-failed-to" rel="noreferrer noopener">lost ground in AI and chip dominance</a>.
Qualcomm&nbsp;Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) has launched three new Snapdragon G-series platforms designed to elevate handheld gaming <a target="_blank" href="https://www.benzinga.com/markets/25/03/44392577/qualcomm-makes-a-renewed-push-into-handheld-gaming-unveils-3-new-snapdragon-g-series-gaming-chipsets" rel="noreferrer noopener">experiences across various platforms</a>.
Artificial Intelligence (AI)
A new study suggests artificial intelligence has officially passed the meme Turing Test, with large language models now generating memes rated funnier <a target="_blank" href="https://www.benzinga.com/tech/25/03/44369538/ai-just-passed-the-meme-turing-test-study-finds-llms-now-create-funnier-memes-than-most-humans" rel="noreferrer noopener">than those created by the average human</a>.
A blockchain project backed by&nbsp;Sam Altman&nbsp;is working to fight off AI bots in video games, one of the latest news pieces since the company <a target="_blank" href="https://www.benzinga.com/general/gaming/25/03/44387858/sam-altman-wants-to-get-rid-of-ai-bots-in-video-games-heres-the-why-and-how" rel="noreferrer noopener">rebranded from&nbsp;</a><a target="_blank" href="https://www.benzinga.com/general/gaming/25/03/44387858/sam-altman-wants-to-get-rid-of-ai-bots-in-video-games-heres-the-why-and-how" rel="noreferrer noopener">Worldcoin&nbsp;</a><a target="_blank" href="https://www.benzinga.com/general/gaming/25/03/44387858/sam-altman-wants-to-get-rid-of-ai-bots-in-video-games-heres-the-why-and-how" rel="noreferrer noopener">to&nbsp;</a><a target="_blank" href="https://www.benzinga.com/general/gaming/25/03/44387858/sam-altman-wants-to-get-rid-of-ai-bots-in-video-games-heres-the-why-and-how" rel="noreferrer noopener">World Inc.</a>
Andrej Karpathy, the former&nbsp;Tesla&nbsp;autopilot head&nbsp;and an ex-OpenAI&nbsp;researcher has outlined practical steps to improve digital privacy and security, offering a clear roadmap for anyone looking to <a target="_blank" href="https://www.benzinga.com/tech/25/03/44391397/former-tesla-autopilot-head-shares-ultimate-digital-hygiene-tips-and-tricks-andrej-karpathys-no-brainer-guide-to-safe-and-private-computing" rel="noreferrer noopener">protect their online identity better</a>.

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Consumer Tech News (Mar 17-Mar 21): Google To Acquire Wiz, US Bans DeepSeek, Nvidia Does Big Revealation At GTC 2025 Event & More

The era of China's investment-led growth seems to have ended. The country's economic growth is expected to be driven by household consumption. Data released Monday showed China's retail sales growing 4.0% year-on-year in the first two months of 2025, accelerating from December's 3.7% growth.
Given China's subdued economic growth, consumers are increasingly shifting toward secondary consumption (preowned and refurbished), prioritizing affordability and sustainability.
Here's a look at companies capitalizing on this trend and their recent performance.
PDD Holdings Misses Q4 Revenue Estimates
PDD Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), parent of Chinese e-commerce platforms Pinduoduo and Temu, announced its <a href="https://www.benzinga.com/news/earnings/25/03/44414695/temu-parent-pdd-holdings-drops-after-q4-revenue-miss-details" target="_blank" rel="noopener">fourth quarter and fiscal year 2024 results on Thursday</a>.
Although the company generated strong growth across all key metrics, quarterly revenues fell short of elevated expectations. Total revenues grew by 24% year-on-year in the fourth quarter to RMB 110.61 billion ($15.15 billion), missing the consensus estimate of RMB 115.15 billion.
Operating profits rose 14% year-on-year to RMB 25.59 billion ($3.51 billion), while non-GAAP earnings stood at RMB 28 billion ($3.86 billion). Adjusted earnings per American depositary share (ADS) came in at RMB 20.15 ($2.76), beating expectations of RMB 19.84.
"Looking ahead, we will continue to prioritize investments in the platform ecosystem as the cornerstone of our long-term value creation strategy," Jun Liu, VP of Finance at PDD Holdings, said during the earnings call.
Analyst Rating Changes For PDD Holdings
<ul>
<li>Nomura analyst <a href="https://www.benzinga.com/analyst-stock-ratings/analyst/597f2735c1f5580001ef53be/jialong-shi">Jialong Shi</a> downgraded the rating from Buy to Neutral on Thursday, lowering the price target from $137 to $130.</li>
<li>US Tiger Securities analyst <a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5e4d2018ece4e600011f25ca/bo-pei">Bo Pei</a> downgraded the rating from Buy to Hold while keeping the price target unchanged at $130.</li>
</ul>
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
Xiaomi Posts Record Annual Revenues And Earnings
China's smartphone giant, Xiaomi Corporation (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACF#OTC">XIACF</a>), reported 49% year-over-year growth in fourth-quarter revenues on Tuesday. The figure reached a record high of RMB 109 billion ($15.1 billion), beating market expectations of RMB 103.94 billion.
Adjusted net profit jumped 70% year-on-year to RMB 8.32 billion, beating estimates of RMB 6.399 billion.
For the full year, Xiaomi posted record revenues of RMB 365.9 billion ($50.62 billion), up 35%. The company's adjusted net profits also hit an all-time high of RMB 27.2 billion ($3.76 billion), rising 41.3% year-on-year.&nbsp;
The company raised its 2025 target for EV deliveries from 300,000 to 350,000, posing stiff competition to Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), which has seen its share price tank almost 40% year to date.  Xiaomi also raised its handset shipment target to 180 million as it continues to gain market share in China at the cost of Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>).
"This has been a milestone year for Xiaomi. We have stepped onto the fast track of growth with our mobile phone, automobile, IoT, and other businesses advancing in parallel," company president Lu Weibing said on Xiaomi's earnings conference call.
ATRenew Turns Profitable
ATRenew Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RERE#NYSE">RERE</a>) recently announced its fourth-quarter revenues surged 25.2% year-on-year to RMB 4.85 billion ($664.4 million). The company reported operating income of RMB 53.1 million ($7.3 million), versus a loss in the same quarter in 2023.
For the full year, ATRenew's revenue climbed 25.9% to RMB 16.39 billion ($2.24 billion), with adjusted operating income soaring 62.8% to RMB 409.7 million ($56.1 million).
Other Stocks In Focus
<ul>
<li>Apple leads the global refurbished smartphones market, with around a 50% share.</li>
<li>Refurbished products contribute more than 60% of eBay Inc's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) gross merchandise value (GMV).</li>
<li>Other key players in this space include Samsung Electronics Co. Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>), Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), and Best Buy Co Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBY#NYSE">BBY</a>).</li>
</ul>
Price Action
<ul>
<li>Shares of PDD Holdings were trading lower by 2.89% at $127.13 at the time of publication on Friday.</li>
<li>Xiaomi&#8217;s stock had declined by 2.75% to $7.06 at the time of publication on Friday.</li>
<li>Shares of ATRenew were down 1.10% at $3.14 at the time of publication on Friday.</li>
</ul>
Read More: <a href="https://www.benzinga.com/economics/macro-economic-events/25/03/44367075/chinese-stocks-poised-for-best-quarter-vs-sp-500-since-2007-as-investors-bet-on-policy-turnaround">Chinese Stocks Poised For Best Quarter Vs. S&amp;P 500 Since 2007 As Investors Bet On Policy Turnaround</a>
Photo: Shutterstock

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Rise Of China's Secondary Consumption: Key Stocks To Watch

After months of investor frustration, Samsung Electronics Co.'s (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) leadership is once <a href="https://in.benzinga.com/markets/25/03/44372197/samsung-chairman-urges-execs-to-embrace-death-defying-mindset-amid-ai-challenges-says-company-is-facing-a-do-or-die-issue">again on the defensive</a>—this time pledging bold moves to recover lost ground in AI and chip dominance.
What Happened: On Wednesday, At the company's annual shareholder meeting in Suwon, South Korea, Samsung co-CEO Han Jong-hee issued another public apology, reported Reuters.
&#8220;First and foremost, I sincerely apologize for the recent stock performance not meeting your expectations. Over the past year, our company failed to adequately respond to the rapidly evolving AI semiconductor market,&#8221; Han stated.
See Also:&nbsp;<a href="https://www.benzinga.com/25/02/43646615/top-analyst-says-metas-ai-push-could-add-100-per-share-while-tesla-faces-ev-headwindswhy-hes-still-bullish-on-musks-robotics-vision" target="_blank" rel="noreferrer noopener">Meta's AI Push Could Add $100 Per Share While Tesla Faces EV Headwinds: Top Analyst</a>
He said the company will also adjust its supply chain strategy in response to global trade dynamics, including U.S. tariffs.
Han also promised that Samsung would pursue "meaningful" mergers and acquisitions to spark growth.
Why It's Important: Samsung has lost ground to rivals like SK Hynix and Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) in key semiconductor segments, especially high-bandwidth memory chips used by Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) for AI applications.
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This is Samsung's second public apology in five months.
&#8220;We have caused concerns about our fundamental technological competitiveness and the future of the company due to our performance falling short of the market's expectations," the company said in a statement released in October. &#8220;Many people are talking about Samsung's crisis. We, who are leading the business, are responsible for all of this.&#8221;
Samsung&#8217;s <a href="https://in.benzinga.com/news/earnings/25/01/43382010/samsung-q4-earnings-12-revenue-growth-closes-gap-with-apple-in-premium-phones-eyes-ai-powered-growth-in-2025">fourth-quarter revenue</a> rose 12%, reaching 75.8 trillion Korean won ($52.2 billion). However, due to market conditions, its operating profit dropped 30% quarter-over-quarter to 6.5 trillion Korean won ($4.48 billion).
Image credits: Arcansel on Shutterstock.
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>.
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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.

Samsung Apologizes Yet Again For AI Missteps, Promises Major Deals As Shareholders Fume Over Plunging Stock: 'Our Company Failed To...'

Lee Jae-yong, Chairman of Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>), has urged the company&#8217;s executives to adopt a &#8220;death-defying&#8221; mindset to tackle the challenges posed by the artificial intelligence (AI) era.
What Happened: Lee, in a video message, addressed to around 2,000 executives of Samsung&#8217;s affiliates underscored the need for a strategic shift in the company&#8217;s approach, drawing on the management philosophies of&nbsp;late founding Chairman Lee Byung-chul&nbsp;and former Chairman Lee Kun-hee, as reported by&nbsp;<a href="https://www.koreatimes.co.kr/www/tech/2025/03/129_394287.html">The Korea Times</a>. Lee, however,&nbsp;did not appear in the&nbsp;video himself.
&#8220;Samsung&nbsp;is facing a do-or-die survival&nbsp;issue. We need to reflect&nbsp;deeply from the top,&#8221;&nbsp;Lee reportedly stated in the video. He emphasized the urgency of the situation and the need to invest in the future, even at the cost of immediate profits.
As part of the seminar, executives received a crystal plaque the size of a business card, engraved with the words: &#8220;Samsung&nbsp;people who are strong in&nbsp;crisis, good at reversal and&nbsp;fierce in competition,&#8221; reinforcing the company&#8217;s&nbsp;call for resilience. 
SEE ALSO: <a href="https://www.benzinga.com/general/space/25/03/44370917/nasa-astronauts-sunita-williams-and-butch-willmore-head-back-to-earth-on-spacex-dragon-capsule">NASA Astronauts Sunita Williams And Butch Willmore Head Back To Earth On SpaceX Dragon Capsule</a>
Why It Matters: This call for a strategic shift comes at a crucial time for Samsung. Samsung has&nbsp;been dealing with challenges&nbsp;in the AI semiconductor sector,&nbsp;especially&nbsp;in high bandwidth memory (HBM),&nbsp;where it lags behind its competitor&nbsp;SK Hynix Inc. Simultaneously, the Trump administration&#8217;s aggressive tariffs created uncertainty for Samsung&#8217;s mobile and consumer businesses.
Meanwhile, Chinese news portal Ijiwei reported that Samsung has chosen to suspend future investments in Mexico due to uncertainties surrounding Trump&#8217;s proposed tariffs.
Samsung&#8217;s <a href="https://www.benzinga.com/news/earnings/25/01/43382010/samsung-q4-earnings-12-revenue-growth-closes-gap-with-apple-in-premium-phones-eyes-ai-powered-growth-in-2025" target="_blank" rel="noreferrer noopener">fourth-quarter revenue</a>&nbsp;climbed 12% to 75.8 trillion Korean won ($52.2 billion). However, due to market conditions, operating profit declined by 30% quarter-on-quarter to 6.5 trillion Korean won ($4.48 billion).
Earlier this year,&nbsp;<a href="https://www.benzinga.com/news/management/25/02/43440540/samsungs-jay-y-lee-acquitted-shifting-focus-to-business-challenges">Lee was acquitted</a>&nbsp;of fraud and stock-rigging charges, removing a significant legal obstacle as Samsung navigates business challenges. 
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</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Samsung Chairman Urges Execs To Embrace 'Death-Defying' Mindset Amid AI Challenges, Says Company Is 'Facing A Do-Or-Die' Issue

Technology giant Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) has been rumored to be working on foldable devices such as smartphones<a href="https://www.benzinga.com/news/24/02/36988960/foldable-apple-iphone-could-be-coming-what-investors-should-know"> for several years.</a>
A new report says the company's first foldable could be here as early as 2026.
What Happened: In the most recently reported<a href="https://www.benzinga.com/news/earnings/25/01/43355688/apple-q1-earnings-revenue-beat-eps-beat-iphone-sales-slip-installed-base-climbs-to-all-time-high-our-best-quarter-ever"> first quarter</a>, Apple saw its iPhone revenue fall from $69.7 billion to $69.1 billion on a year-over-year basis.
Hoping for new signs of growth, Apple has launched the more affordable iPhone 16e and could have more news on the way about a foldable phone to win over investors.
GF Securities analyst Jeff Pu said Apple's first foldable is coming in 2026 and it could help the company recover from its lower-than-expected iPhone sales, as <a href="https://9to5mac.com/2025/03/17/iphone-apple-first-foldable/">reported </a>by 9to5Mac.
Pu said Apple's smartphone market will "recover in 2026" with two new foldable devices. The analyst said at least one of the devices will enter mass production in the second half of 2026 with Apple already working with suppliers.
The analyst said the foldable device "remains on track" to reach "P1" next month, an early stage of prototyping for Apple.
The report from Pu falls in line with other analysts like Ming-Chi Kuo who said the company's first foldable iPhone coming in 2026 could <a href="https://www.benzinga.com/media/25/03/44165398/apples-foldable-ai-iphone-could-cost-over-2000-20-million-units-shipped-by-2027-analyst">cost $2,000 or more.</a>
Along with a foldable iPhone, Apple is also working on a foldable device with an 18-inch screen, which would likely be a new Mac or iPad.
Read Also: <a href="https://www.benzinga.com/tech/25/02/43959549/exclusive-apple-iphone-16e-a-smart-buy-or-overpriced-heres-what-34-think">EXCLUSIVE: Apple iPhone 16e – A Smart Buy Or Overpriced? Here&#8217;s What 34% Think</a>
Why It's Important: Apple's rollout of Apple Intelligence AI features on the iPhone 16 may have underwhelmed users and led to fewer upgrades from customers.
With users waiting for more features, the question around a foldable iPhone quickly becomes whether customers are ready to pay a premium for this technology.
A foldable smartphone has been in the works for Apple for years with CEO Tim Cook speaking to engineers about a foldable iPhone back in 2018, suggesting it as a key priority for the future.
Competitors including Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>), Alphabet Inc.&#8217;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 and Motorola have already released foldable phones.
While foldable smartphones make up a small percent of the overall smartphone market, Apple entering the space could serve as a true test for demand and key features available within the technology.
With chatbots becoming more predominantly used and smartphones functioning as more than just a phone, the ability to expand to a larger out-of-pocket device could become a feature consumers turn to and never look back on again.
AAPL Price Action: Apple stock was up 0.24% to $214 at market close Monday versus a 52-week trading range of $164.08 to $260.09. Apple stock is down 12.2% year-to-date in 2025 and up 23.2% over the last year.
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Photo: Shutterstock

Apple Stock Faces Pressure From Declining iPhone Revenue: Could Company's First Foldable Smartphone In 2026 Reverse Course?

The escalating trade tensions between the U.S. and its key trading partners are creating fresh <a target="_blank" href="https://www.benzinga.com/news/econ-s/25/03/44262286/tariff-uncertainty-poses-major-risk-to-us-automakers-how-much-could-ford-gm-earnings-fall" rel="noreferrer noopener">concerns for the automotive industry</a>.
Goldman Sachs analyst warns tariffs pose a significant downside earnings risk for U.S. automakers and industrial tech companies, with potential reductions in vehicle production and rising costs for imported parts.
The U.S.&nbsp;Environmental Protection Agency&nbsp;(EPA) announced on Wednesday that it is starting the process to reverse dozens of Biden administration rules,<a target="_blank" href="https://www.benzinga.com/25/03/44295619/epa-targets-bidens-climate-policies-starts-process-to-reverse-passenger-vehicle-truck-emission-rules" rel="noreferrer noopener"> including vehicle emissions standards</a>.
The Federal Trade Commission requested a delay in its trial against&nbsp;Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), citing resource constraints due to recent cuts by the <a target="_blank" href="https://www.benzinga.com/government/regulations/25/03/44310724/doge-cuts-to-ftc-sow-confusion-in-case-against-amazon" rel="noreferrer noopener">Department of Government Efficiency</a>.
U.S. President&nbsp;Donald Trump&nbsp;has indicated that&nbsp;Meta Platforms&nbsp;Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) could invest up to $60 billion in the <a target="_blank" href="https://www.benzinga.com/markets/25/03/44323127/trump-suggests-meta-may-invest-up-to-60-billion-in-the-us-by-the-end-of-2025" rel="noreferrer noopener">United States by the end of the year</a>.
Earnings
SentinelOne Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/S#NYSE">S</a>) reported fourth-quarter revenue of $225.5 million, beating the&nbsp;consensus estimate of $222.25 million and adjusted earnings of four cents per share, beating<a target="_blank" href="https://www.benzinga.com/news/earnings/25/03/44291341/sentinelone-q4-earnings-revenue-beat-eps-beat-shares-sink-on-soft-guidance" rel="noreferrer noopener"> estimates of one cent per share</a>.
UiPath, Inc. reported fourth-quarter&nbsp;earnings of&nbsp;nine&nbsp;cents per share, which beat the analyst consensus estimate of&nbsp;three&nbsp;cents and revenue of $424 million missed the <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/25/03/44311004/uipath-stock-down-faces-caution-despite-margin-gains-analyst-doubtful-about-companys-ai-transition-capability" rel="noreferrer noopener">consensus estimate of&nbsp;$425.36 million</a>.
Blink Charging (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BLNK#NASDAQ">BLNK</a>) reported fourth-quarter&nbsp;losses of&nbsp;15 cents&nbsp;per share, which beat the consensus for losses of 17 cents, and revenue of $30.18 million missed the <a target="_blank" href="https://www.benzinga.com/news/earnings/25/03/44318350/blink-charging-shares-up-slightly-after-q4-results-heres-why" rel="noreferrer noopener">analyst consensus estimate of&nbsp;$30.52 million</a>.
Rubrik (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RBRK#NYSE">RBRK</a>) reported fourth-quarter&nbsp;losses of&nbsp;61 cents per share, which beat the analyst consensus estimate for losses of 80 cents and revenue of $258.1 million beat the analyst <a target="_blank" href="https://www.benzinga.com/news/earnings/25/03/44317342/rubrik-stock-climbs-after-strong-q4-results-q1-guidance-above-estimates" rel="noreferrer noopener">consensus estimate of&nbsp;$233.1 million</a>.
Technology
Tech billionaire and venture capitalist&nbsp;Peter Thiel is considering writing a book about ancient prophecies, the Antichrist, and Armageddon—and he believes we're ignoring what may be the most dangerous threat of all: the rise of global<a target="_blank" href="https://www.benzinga.com/tech/25/03/44238979/palantir-cofounder-peter-thiel-might-write-a-book-about-ancient-prophecies-the-antichrist-and-armageddon-he-thinks-were-ignoring-the-real-threat" rel="noreferrer noopener"> authoritarianism disguised as peace</a>.
NVIDIA Corporation&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) teamed up with&nbsp;Microsoft Corporation&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) to introduce neural shading support in the&nbsp;<a target="_blank" href="https://www.benzinga.com/25/03/44305160/revolutionizing-gaming-nvidia-and-microsofts-neural-shading-brings-ai-to-graphics" rel="noreferrer noopener">Microsoft DirectX preview for April</a>.
Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) is eyeing the production of an affordable version of its popular&nbsp;Model Y in Shanghai. The company plans to commercialize in 2026 at its Shanghai <a target="_blank" href="https://www.benzinga.com/government/regulations/25/03/44330619/tesla-bets-on-low-cost-evs-in-china-after-february-sales-hit-two-year-low" rel="noreferrer noopener">Gigafactory for its China market.</a>
SpaceX's&nbsp;Crew-10 astronaut launch for&nbsp;NASA&nbsp;was postponed due to a hydraulics glitch. The&nbsp;Elon Musk-led rocket manufacturing company has <a target="_blank" href="https://www.benzinga.com/25/03/44296357/spacex-crew-10-astronaut-launch-to-bring-back-stuck-astronauts-delayed-due-to-hydraulics-issue-says-nasa" rel="noreferrer noopener">rescheduled the mission for Friday, March 14</a>.
Alphabet Inc.&#8217;s&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Google&nbsp;is doubling down with a possible $115 million acquisition of eye-tracking <a target="_blank" href="https://www.benzinga.com/25/03/44267530/while-apple-reportedly-mulls-over-ar-glasses-google-bets-big-on-eye-tracking-tech-with-115-million-adhawk-acquisition-report" rel="noreferrer noopener">startup&nbsp;</a><a target="_blank" href="https://www.benzinga.com/25/03/44267530/while-apple-reportedly-mulls-over-ar-glasses-google-bets-big-on-eye-tracking-tech-with-115-million-adhawk-acquisition-report" rel="noreferrer noopener">AdHawk Microsystems</a>.
Meta&nbsp;won an emergency legal ruling to block the promotion of a memoir written by a&nbsp;former high-ranking employee&nbsp;who claims the company ignored sexual harassment complaints and quietly <a target="_blank" href="https://www.benzinga.com/25/03/44294128/meta-silences-whistleblower-who-worked-with-mark-zuckerberg-and-sheryl-sandberg-book-alleges-harassment-and-shady-china-strategy" rel="noreferrer noopener">built censorship tools for China</a>.
Gaming
Nintendo Co., Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NTDOY#OTC">NTDOY</a>) went all out for&nbsp;MAR10 Day&nbsp;this year, unveiling a packed celebration full of game discounts,<a target="_blank" href="https://www.benzinga.com/25/03/44212558/nintendos-mar10-day-bash-includes-a-349-switch-bundle-trip-to-super-nintendo-world-and-alarm-clocks-that-talk-back-heres-what-you-need-to-know" rel="noreferrer noopener"> travel sweepstakes, and more</a>.
Smartphones
Apple Inc.&#8217;s&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) services chief&nbsp;Eddy Cue&nbsp;shared insights into&nbsp;Apple TV+&#8217;s&nbsp;selective content strategy while praising the global success of "Severance,&#8221; calling it one of the most culturally<a target="_blank" href="https://www.benzinga.com/general/entertainment/25/03/44212936/eddy-cue-praises-severance-for-breaking-through-the-noise-globally-says-apple-tv-isnt-going-to-throw-20-shows-on-the-wall-hoping-one-will-stick" rel="noreferrer noopener"> impactful shows of recent years</a>.
Apple is preparing for what&nbsp;Mark Gurman&nbsp;described as "one of the most dramatic software overhauls" in the iPhone maker's history, with iOS 19 set to transform the <a target="_blank" href="https://www.benzinga.com/markets/equities/25/03/44240980/iphones-after-ios-19-will-feature-a-very-different-look-heres-whats-apple-might-change" rel="noreferrer noopener">smartphone's interface later in 2025</a>.
On March 11,&nbsp;Nothing&nbsp;will begin shipping its new&nbsp;Phone&nbsp;(3a) series, offering premium features under $500—but with a few trade-offs that <a target="_blank" href="https://www.benzinga.com/25/03/44214865/nothing-launches-phone-3a-and-3a-pro-with-flagship-specs-under-500shipping-starts-march-11-but-no-wireless-charging-or-ip68-rating" rel="noreferrer noopener">budget buyers should consider</a>.
Samsung Electronics Co.&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) has reassured fans that the beloved&nbsp;S Pen&nbsp;isn&#8217;t going away, even though its absence from major product <a target="_blank" href="https://www.benzinga.com/media/25/03/44268878/samsung-says-s-pen-isnt-going-anywhere-but-if-thats-true-why-did-it-disappear-from-the-galaxy-s25-ultra-launch" rel="noreferrer noopener">announcements stirred some doubts</a>.
Artificial Intelligence
As China&#8217;s AI race accelerates, the viral autonomous agent&nbsp;Manus AI&nbsp;has partnered with&nbsp;Alibaba Group Holding Ltd&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) Qwen&nbsp;team to develop a localized <a target="_blank" href="https://www.benzinga.com/25/03/44267707/chinas-viral-ai-agent-manus-which-is-being-compared-with-deepseek-taps-alibabas-qwen-for-local-expansion-heres-what-you-need-to-know" rel="noreferrer noopener">version tailored for Chinese users</a>.
China&#8217;s&nbsp;Manus AI&nbsp;is being hyped as the next big leap in agentic AI—maybe even a &#8220;DeepSeek moment&#8221;—but early testers say the platform <a target="_blank" href="https://www.benzinga.com/media/25/03/44214424/move-over-deepseek-not-so-fast-chinas-manus-ai-goes-viral-but-early-users-say-it-crashes-loops-and-fumbles-the-basics" rel="noreferrer noopener">might be more sizzle than substance</a>.
OpenAI&nbsp;CEO&nbsp;Sam Altman&nbsp;spoke candidly at a private Morgan Stanley event, revealing what he believes investors are still <a target="_blank" href="https://www.benzinga.com/25/03/44297444/sam-altman-warns-ai-will-be-deflationary-but-says-openais-biggest-constraint-isnt-data-or-demand-its-gpus" rel="noreferrer noopener">underestimating about artificial intelligence</a>.

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RBRK

Consumer Tech News (Mar 10-Mar 14): Manus AI Creating Hype, Tesla Eyes Affordable Version Model Y In China & More

Former President Ronald Reagan once cautioned, "High tariffs inevitably lead to retaliation&#8230; and less and less competition," but Donald Trump is pushing forward with steep trade barriers anyway, and U.S. tech companies could be among the hardest hit.
What Happened: In his April 1987 radio address, President Reagan made a passionate case against protectionism, warning that tariffs would "hurt every American worker and consumer," drive prices higher, and ultimately lead to job losses.&nbsp;
While it may look like they're doing the patriotic thing, Reagan said, over the long run such trade barriers hurt every American worker and consumer.
See Also: <a href="https://in.benzinga.com/personal-finance/25/03/44211491/trumps-tariff-delay-gives-americas-favorite-truck-temporary-relief">Trump&#8217;s Tariff Delay Gives America&#8217;s Favorite Truck Temporary Relief</a>
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<iframe loading="lazy" title="President Reagan&#039;s Radio Address on Free and Fair Trade on April 25, 1987" width="500" height="375" src="https://www.youtube.com/embed/5t5QK03KXPc?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>
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Fast forward to 2025, Trump — now in his second term — is embracing the very strategy Reagan opposed. He has doubled tariffs on <a href="https://www.benzinga.com/markets/equities/25/03/44269301/trumps-25-tariffs-on-steel-and-aluminum-imports-take-effect-eu-retaliates-us-steel-nucor-century-aluminum-and-other-domestic-stocks-cheer">Canadian steel and aluminum</a> imports to 50%. In early February, he implemented a 10% tariff on nearly all Chinese imports, increasing it to 20% earlier this month.
Trump argues these measures are meant to protect American jobs and national security, but the consequences are already beginning to ripple across the tech sector and other businesses.
China has <a href="https://in.benzinga.com/news/25/03/44102063/china-strikes-back-at-trumps-tariffs-with-retaliatory-duties-us-company-sanctions-and-wto-showdown">retaliated with 10-15% tariffs</a> on U.S. exports, including agricultural products, coal, liquefied natural gas, pickup trucks, and select sports cars.
Additionally, Beijing has imposed export restrictions on American companies in the aviation, defense, and technology sectors while launching an anti-monopoly probe into 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.
Why It's Important: The stakes for U.S. technology are massive. Semiconductors — the backbone of everything from AI to electric vehicles — are overwhelmingly manufactured overseas.
The U.S. designs many of the world's most advanced chips but relies on Taiwan, China, and South Korea for over 80% of its supply.
Companies like Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) are <a href="https://www.benzinga.com/startups/24/12/42344194/these-products-will-likely-see-price-hikes-due-to-trumps-tariffs-on-canada-and-mexico-2">now facing rising costs </a>for Chinese-made components, while cloud giants such as Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Google may see data center expansions stall due to higher prices on imported servers and networking equipment.
Consumer electronics are also in the crosshairs. Laptops, smartphones, gaming consoles, and electric vehicles could all see price hikes as <a href="https://in.benzinga.com/markets/equities/25/02/43839627/apple-may-hike-iphone-prices-by-9-due-to-trumps-tariffs-says-bank-of-america#:~:text=Apple%20May%20Hike%20iPhone%20Prices,(NYSE%3ABAC)%20%2D%20Benzinga">tariffs raise production costs</a>. Apple may be forced to raise iPhone prices, while EV makers like Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and Ford Motor Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) <a href="https://in.benzinga.com/markets/25/03/44135215/trumps-tariffs-could-wipe-out-profits-for-gm-ford-and-stellantis-barclays-warns-tariffs-of-this-magnitude-are-unlikely-to-stick">could face tighter margins</a>.
Retailers are bracing, too. Target Corp's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) CEO Brian Cornell earlier this month <a href="https://in.benzinga.com/news/earnings/25/03/44110273/trump-tariffs-will-raise-prices-within-days-target-ceo-says">warned of rising prices</a> on imported goods "within days," as companies scramble to relocate manufacturing out of China to tariff-free zones like India and Vietnam.
The U.S. faces a pivotal moment: double down on foreign dependency or absorb the costs of rebuilding self-reliance, and there are some indications that companies are scrambling to.
Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), and Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) are pouring funds into new semiconductor manufacturing facilities across Arizona, Texas, and Ohio.
Last month, Apple announced plans to invest <a href="https://in.benzinga.com/news/25/03/44109824/apples-500b-u-s-investment-analyst-calls-it-completely-unrealistic-questions-where-the-money-will-come-from">more than $500 billion in the U.S</a>. over the next four years. This initiative includes the creation of 20,000 jobs and the development of an AI server plant in Texas.
Even so, as Reagan put it nearly four decades ago: "Let's not go for the quick political advantage… America's jobs and growth are at stake."
Photo Courtesy: Mark Reinstein via Shutterstock
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</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Government

Ronald Reagan Warned That Tariffs Destroy Prosperity — Trump Is Doubling Them Anyway, And Now US Tech Giants Like Apple And Nvidia Are Bracing For Impact

Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) has reassured fans that the beloved S Pen isn't going away, even though its absence from major product announcements stirred some doubts.
What Happened: At Mobile World Congress 2025, Annika Bizon, vice president of product and marketing at Samsung's Mobile Experience division in the U.K., <a href="https://www.techradar.com/phones/samsung-galaxy-phones/i-dont-see-a-space-where-the-s-pen-is-not-a-key-part-of-our-portfolio-samsung-executive-defends-the-s-pen-amid-cancellation-rumors">told</a> TechRadar that Galaxy users shouldn't worry about the future of the S Pen — despite its noticeable absence from January's <a href="https://www.benzinga.com/25/01/42836040/samsung-unpacked-2025-date-time-livestream-details-and-galaxy-s25-pre-order-offers-everything-you-need-to-know">Galaxy S25 Ultra</a> launch event.
"Multimodality is really important to us," Bizon said. "So [that's] how people use their phone — whether they're speaking, whether they're writing, whether they're in a meeting. People do use their S Pens in meetings to write notes. So, I don't see a space where the S Pen is not a key part of our portfolio."
See Also: <a href="https://in.benzinga.com/media/25/03/44140452/gm-stellantis-supplier-samsung-sdi-weighs-new-us-battery-plant-amid-trumps-ev-policy-shift">GM, Stellantis Supplier Samsung SDI Weighs New US Battery Plant Amid Trump&#8217;s EV Policy Shift</a>
While the stylus didn't feature prominently in Samsung's latest marketing campaign, Bizon's comments suggest it remains a crucial piece of the Galaxy Ultra identity.
That said, the Galaxy S25 Ultra's S Pen did lose its Bluetooth functionality — meaning features like Air Actions and remote shutter no longer work — further fueling speculation about its future.
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.
Why It's Important: The S Pen has long been a signature feature for Samsung's premium phones, especially among power users and creatives.
As competition heats up in the foldable and flagship markets, any perceived shift away from beloved features can create uncertainty among the brand&#8217;s most loyal customers.
Samsung saw a 12% year-over-year increase in its <a href="https://www.benzinga.com/news/earnings/25/01/43382010/samsung-q4-earnings-12-revenue-growth-closes-gap-with-apple-in-premium-phones-eyes-ai-powered-growth-in-2025">fourth-quarter revenue</a>, reaching 75.8 trillion Korean won ($52.2 billion).
The Mobile eXperience (MX) and Networks divisions generated 25.8 trillion Korean won in revenue, up from 25.0 trillion won in the same period last year. However, the segment&#8217;s operating profit declined to 2.1 trillion Korean won from 2.7 trillion won year-over-year.
Photo Courtesy: AronX 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>.
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<li><a href="https://www.benzinga.com/markets/asia/25/02/43773697/samsung-to-cancel-2-11-billion-in-treasury-shares-launches-fresh-2-08-billion-buyback">Samsung To Cancel $2.11 Billion In Treasury Shares, Launches Fresh $2.08 Billion Buyback</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 Says S-Pen Isn't Going Anywhere — But If That's True, Why Did It Disappear From The Galaxy S25 Ultra Launch

As Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) reportedly <a href="https://in.benzinga.com/tech/25/03/44211544/apple-breaks-tradition-with-a-flood-of-new-releases-explores-smart-glasses">rethinks its strategy</a> for AR wearables, 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 is doubling down with a possible $115 million acquisition of eye-tracking startup AdHawk Microsystems.
What Happened: Google is in final talks to acquire AdHawk, a Canadian startup specializing in advanced eye-tracking hardware and software, <a href="https://www.bloomberg.com/news/articles/2025-03-11/google-googl-is-poised-to-acquire-eye-tracking-startup-adhawk-for-glasses?utm_medium=email&amp;utm_source=author_alert&amp;utm_term=250311&amp;utm_campaign=author_19842959&amp;sref=9hGJlFio">reported</a> Bloomberg on Tuesday, citing people with knowledge of the matter.
The reported deal includes $15 million in performance-based payments and is expected to close this week.
See Also: <a href="https://www.benzinga.com/general/entertainment/25/03/44212936/eddy-cue-praises-severance-for-breaking-through-the-noise-globally-says-apple-tv-isnt-going-to-throw-20-shows-on-the-wall-hoping-one-will-stick">Eddy Cue Praises &#8216;Severance&#8217; For Breaking Through The Noise Globally, Says Apple TV+ Isn&#8217;t Going To Throw 20 Shows On The Wall Hoping One Will Stick</a>
Founded in 2017, AdHawk developed MindLink smart glasses and low-power components that can track eye movements.
AdHawk's staff is expected to join Google's Android XR team, the report noted. Google's team is already working on software for next-gen headsets, including a <a href="https://www.benzinga.com/25/01/43151196/samsung-google-team-up-to-develop-ar-glasses-entering-the-race-against-meta-and-apple">joint device</a> with Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>).&nbsp;
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.
Why It's Important: The acquisition underscores <a href="https://www.benzinga.com/news/23/03/31376205/what-went-wrong-with-google-glass-enterprise-inside-look-at-the-discontinued-ar-project">Google's renewed focus</a> on augmented reality. In 2023, the tech giant had halted the sales of its Google Enterprise smart glasses and discontinued software support.
Meanwhile, AdHawk has been available in the market for several years. In fact, in 2022, Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) explored the possibility of acquiring it.
Apple is also said to be exploring a new design for lightweight glasses by 2030 after the Vision Pro's <a href="https://www.benzinga.com/news/24/07/39747111/apples-vision-pro-struggles-to-find-its-killer-app-to-justify-3-500-price-tag-just-not-quite-hit-the">lukewarm reception</a>.&nbsp;
Price Action: As of this writing, Alphabet's Class A shares rose 0.11% in after-hours trading to $164.23, while Class C shares climbed 0.096% to $166.14. Apple's stock closed Tuesday's regular session at $220.84, down 2.92%, but edged up 0.10% in after-hours trading, according to the <a href="https://benzinga.grsm.io/lxquj26b2sag">data from Benzinga Pro</a>.
Check out more of Benzinga's Consumer Tech coverage by <a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Image via Shutterstock
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</ul>

Apple's AR Glasses Approach Aside, Google Makes Its Move On Eye-Tracking Tech With $115 Million AdHawk Acquisition: Report

Xiaomi Corp.'s (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACY#OTC">XIACY</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACF#OTC">XIACF</a>) upcoming 16 Pro flagship smartphone could feature a 3D-printed metal mid-frame — a move that could spark a broader industry shift, much like Apple Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) adoption of CNC machining for MacBook unibody casings did.
What Happened: On Thursday, renowned analyst Ming-Chi Kuo of TF Securities took to X, formerly Twitter, and said that Xiaomi is using Bright Laser Technologies's 3D printing technology to manufacture the metal mid-frame of the Xiaomi 16 Pro, expected to launch in late 2025.
"The advantage of producing smartphone mid-frames with 3D printing lies in its ability to leverage hollow designs, which reduce weight and enhance thermal performance without compromising structural strength," Kuo stated.
See Also: <a href="https://in.benzinga.com/25/03/44070785/top-analyst-shuts-down-nvidia-cowos-order-cut-rumors-confirms-tsmcs-2025-expansion-is-steady-at-70000-wafers-per-month">Ming-Chi Kuo Dismisses Nvidia Order Cut Speculation Amid Intact AI Demand, Confirms TSMC Expansion On Track</a>
Previously, production efficiency was a major obstacle to 3D printing adoption in smartphones. However, Kuo notes that as technology improves, manufacturers will increasingly embrace 3D printing, even before it matches the efficiency of traditional methods.
&#8220;This shift echoes past innovations: before Apple pioneered CNC technology for making MacBook unibody metal casing, few believed such a process could scale to consumer electronics,&#8221; the analyst stated.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">My latest industry survey shows that Xiaomi's upcoming flagship, the Xiaomi 16 Pro, set to launch in late 2025, is also adopting a metal mid-frame produced with Bright Laser Technologies (BLT)'s 3D printing technology. This points to an accelerating trend of using 3D printing for…
&mdash; 郭明錤 (Ming-Chi Kuo) (@mingchikuo) <a href="https://twitter.com/mingchikuo/status/1897706262240149915?ref_src=twsrc%5Etfw">March 6, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
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.
Why It's Important: According to a February 2025 Canalys report, the global smartphone market saw a 7% growth in 2024, reaching 1.22 billion units and reversing a two-year decline.
Apple retained its position as the top vendor for a second consecutive year. However, iPhone shipments for the year declined by 1% to 225.9 million units.
Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) secured the second spot, maintaining its focus on profitability, with its shipments also falling by 1% to 222.9 million units.
Xiaomi held onto third place and played a key role in driving overall market growth. With strong momentum in Mainland China and ongoing expansion into emerging markets, Xiaomi's shipments surged by 15% to 168.6 million units.
Photo by Alan Sau on Shutterstock
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>.
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</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.

XIACY

Will Your Next Smartphone Be 3-D Printed? Analyst Suggests This Pro Model Phone Could Spur That Change

Samsung Electronics Co (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>)&nbsp;owned battery and electronic materials manufacturer Samsung SDI Co&nbsp;explored building another manufacturing plant in the U.S. as it chased mid-to-long-term growth.
Samsung SDI&#8217;s move coincides with President Donald Trump&#8217;s plans to scrap&nbsp;<a target="_blank" href="https://www.benzinga.com/markets/equities/25/01/43122855/trumps-plan-to-revoke-7500-ev-tax-credit-is-a-huge-negative-for-tesla-says-gary-black-downplays-impact-on-rivals" rel="noreferrer noopener">$7,500 electric vehicle credit</a>. The Biden administration had launched the EV credit to drive the industry.
The General Motors Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) and Stellantis NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>) supplier is weighing building a plant independently in North America, CEO&nbsp;Joo Sun Choi&nbsp;<a target="_blank" href="https://www.bloomberg.com/news/articles/2025-03-05/samsung-mulls-us-battery-plant-despite-trump-s-anti-ev-rhetoric?srnd=phx-technology&amp;sref=TBDibEcD" rel="noreferrer noopener">told</a> Bloomberg Wednesday.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/02/43815191/taiwan-semiconductors-potential-intel-takeover-could-widen-gap-threatening-samsungs-chip-business-report" rel="noreferrer noopener">Taiwan Semiconductor&#8217;s Potential Intel Takeover Could Widen Gap, Threatening Samsung&#8217;s Chip Business: Report</a>
The company already plans to&nbsp;build&nbsp;plants in collaboration with General Motors and Stellantis in Indiana and has already completed another facility with Stellantis.
Choi <a target="_blank" href="https://www.koreaherald.com/article/10434263" rel="noreferrer noopener">told</a> the Korean Herald Wednesday that the company will commercialize its new 46-series cylindrical batteries for EVs for carmakers looking to power their high-performance EVs.
Choi told the Korean Herald that NextStar Energy&#8217;s first battery cell manufacturing plant in the U.S., a joint venture with Stellantis, has ramped up production faster than expected.
The U.S. Advanced Manufacturing Production Credit will likely be reflected in the first quarter of 2025.
South Korean battery makers, including LG Energy Solution and SK On, have pledged a minimum of $54 billion in aggregate investments&nbsp;for battery manufacturing facilities in the U.S., lured by tax credits and a potential rebound in the sector.
Choi told Reuters Wednesday that demand for EVs will remain sluggish until the first half of 2026. He expects the company&#8217;s earnings to bottom out in the first quarter of this year and begin a recovery starting in the second quarter. Samsung SDI reported an operating loss of 257 billion won ($176.54 million) in the fourth quarter of 2024.
LG Energy Solution CEO Kim Dong-Myung told Reuters that he expects the company&#8217;s earnings to begin improving in the second half of the year.
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Photo via Shutterstock

STLA

GM, Stellantis Supplier Samsung SDI Weighs New US Battery Plant Amid Trump's EV Policy Shift

Chinese smartphone manufacturers are joining forces with Google&#8216;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>) artificial intelligence (AI) to take on international tech behemoths such as 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>).
What Happened: Chinese smartphone brands such as Xiaomi, Honor, and Oppo debuted their latest AI-driven smartphones at MWC 2025 in Barcelona, showcasing advanced features powered by Google's Gemini AI technology, <a href="https://www.scmp.com/tech/tech-trends/article/3300983/mwc-2025-chinese-smartphone-makers-turn-google-ai-compete-globally">reported</a> the South China Morning Post on Wednesday. They promoted features like &#8220;AI erasers&#8221; for eliminating unwanted objects in photos and AI agents for tasks such as restaurant reservations.
Nicole Peng, Senior&nbsp;Vice President at Canalys, stated that&nbsp;Chinese manufacturers opted to partner with Google because of its extensive capabilities, which span across applications like YouTube, as well as hardware and infrastructure.
Peng observed that numerous Chinese vendors acknowledged the necessity for a partner to further their international objectives. This strategy mirrors Samsung&#8217;s partnership with Google, rather than striving for uniqueness. &#8220;There aren&#8217;t&nbsp;a lot of options at&nbsp;the moment,&#8221; Peng commented, naming Google as the primary beneficiary of this trend.
SEE ALSO: <a href="https://www.benzinga.com/news/25/03/44125859/feds-williams-weighs-tariff-impact-as-markets-brace-for-uncertainty-bloomberg">Fed&#8217;s Williams Weighs Tariff Impact As Markets Brace For Uncertainty: Bloomberg</a>
Why It Matters: This move comes in the wake of Chinese smartphone maker Honor&#8216;s announcement of a $10 billion investment over the next five years to boost its AI ambitions. Honor, a spin-off from Huawei Technologies in 2020, is deepening its <a href="https://www.benzinga.com/25/03/44068933/google-and-chinas-honor-deepen-ai-partnership-as-huawei-spin-off-takes-on-apple-and-samsung-with-10-billion-inves">partnership with Alphabet</a> Inc.&#8217;s Google&nbsp;to compete with Apple and&nbsp;Samsung in the global smartphone market.
Besides, Honor, Oppo also announced its adoption of a secure cloud computing solution from Google to safeguard user data in its AI products. Matt Waldbusser, Google Cloud's managing director of global solutions and consumer AI, emphasized how the integration of Gemini with Chinese smartphones enabled advanced features like AI agents. 
Meanwhile, Bryan Ma, the Vice President of client devices research at IDC acknowledged that the market for AI smartphones is evolving and Chinese smartphone makers are struggling to create a differentiating element for their products. He stated that the industry was eager to see whether device manufacturers would introduce more unique AI applications and expand their AI capabilities to integrate with more third-party developers this year.
READ MORE: <a href="https://www.benzinga.com/25/03/44132618/meta-tiktok-and-snapchat-push-back-against-youtubes-exemption-from-australias-social-media-ban-for-children-under-16">Meta, TikTok, And Snapchat Push Back Against YouTube&#8217;s Exemption From Australia&#8217;s Social Media Ban For Children</a>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Chinese Smartphone Makers Team Up With Google AI To Challenge Apple, Samsung

<ul>
<li>Develops a new AI model to enhance RAN performance and throughput, increase system capacity, and reduce power consumption</li>
<li>Collaboration enables Samsung to deploy AI-optimized RAN software globally</li>
<li>Demonstration is facilitated by the AI-RAN Alliance and will be showcased at Mobile World Congress 2025</li>
</ul>
<a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=http%3A%2F%2Fwww.keysight.com&amp;esheet=54218577&amp;newsitemid=20250304074308&amp;lan=en-US&amp;anchor=Keysight+Technologies%2C+Inc.&amp;index=1&amp;md5=17b86024dd5c4310f7fb19be939a536e">Keysight Technologies, Inc.</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KEYS#NYSE">KEYS</a>) has collaborated with Samsung and NVIDIA to train artificial intelligence (AI) models for Samsung's 5G-Advanced and 6G technologies. This enables Samsung to integrate a powerful AI model in their vRAN software solution, which will be demonstrated at Keysight's booth, during Mobile World Congress 2025 (#5F41 Hall 5). The project is being developed at the AI-RAN Alliance as a work item.
Operators face significant challenges with traditional RAN performance, including limited throughput, high latency, and inefficient resource utilization. In commercial 5G deployments, uplink performance is often a concern, especially at the cell edge where limited user equipment (UE) transmission power affects the base station's received signal-to-noise ratio (SNR). Conventional channel estimation algorithms struggle in low SNR regions due to excessive noise. AI modeling offers a new approach by enabling precise channel estimation, optimizing resource allocation, and reducing power consumption. This enhances system capacity, improves network efficiency, and delivers superior user experiences.
<a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.keysight.com%2Fus%2Fen%2Fproducts%2Fchannel-emulators.html&amp;esheet=54218577&amp;newsitemid=20250304074308&amp;lan=en-US&amp;anchor=Keysight%26%238217%3Bs+Channel+Emulation+Solutions&amp;index=2&amp;md5=25f20cf36c32f63f02060dd1140b6616">Keysight's Channel Emulation Solutions</a> provide channel generation capabilities for a wide variety of channel conditions, along with real-time signal processing and radio frequency (RF) capabilities. Samsung successfully generated advanced AI models for channel estimation in the uplink receiver, resulting in significant gains observed in the lab environment. For example, simulated experiments showed a 30% better cell edge throughput by using an AI model for channel estimation instead of the current static rules-based approach. The performance evaluation of this AI model was conducted using an end-to-end setup that included Samsung's radio point and a distributed unit (DU) based on the <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fdeveloper.nvidia.com%2Faerial&amp;esheet=54218577&amp;newsitemid=20250304074308&amp;lan=en-US&amp;anchor=NVIDIA&amp;index=3&amp;md5=f9347ce85af1376f412bbb75797014ee">NVIDIA</a><a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fdeveloper.nvidia.com%2Faerial&amp;esheet=54218577&amp;newsitemid=20250304074308&amp;lan=en-US&amp;anchor=AI+Aerial&amp;index=4&amp;md5=23962324fcf1f1b6ee423c5ba030b860"> AI Aerial</a> platform. It was implemented on the <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.nvidia.com%2Fen-us%2Fdata-center%2Fgrace-hopper-superchip%2F&amp;esheet=54218577&amp;newsitemid=20250304074308&amp;lan=en-US&amp;anchor=NVIDIA&amp;index=5&amp;md5=f24fbe6484551d4c597708e4e7d08b07">NVIDIA </a><a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.nvidia.com%2Fen-us%2Fdata-center%2Fgrace-hopper-superchip%2F&amp;esheet=54218577&amp;newsitemid=20250304074308&amp;lan=en-US&amp;anchor=GH200&amp;index=6&amp;md5=e79d6cdd2dd69c5637d1570d7e2a3947">GH200 </a><a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.nvidia.com%2Fen-us%2Fdata-center%2Fgrace-hopper-superchip%2F&amp;esheet=54218577&amp;newsitemid=20250304074308&amp;lan=en-US&amp;anchor=Grace&amp;index=7&amp;md5=7604160b4d3cce67c4796f845b18cf25">Grace</a> <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.nvidia.com%2Fen-us%2Fdata-center%2Fgrace-hopper-superchip%2F&amp;esheet=54218577&amp;newsitemid=20250304074308&amp;lan=en-US&amp;anchor=Hopper&amp;index=8&amp;md5=e7d6f7c18e7549fa676a4b864dce8dfe">Hopper </a>Superchip platform, and Keysight Channel Emulation and Core Emulation Solutions.
This accomplishment will drive innovation and pave the way for the widespread adoption of AI-enhanced RAN technologies.

KEYS

Keysight And Samsung Advance AI-For-RAN Based On The NVIDIA AI Aerial Platform

Honor has ramped up its AI ambitions with a $10 billion investment over the next five years, alongside a deeper partnership with 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, as it looks to compete with 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>) in the global smartphone market.
What Happened: On Sunday, the Chinese smartphone maker, which spun off from Huawei Technologies in 2020, announced the investment at the Mobile World Congress in Barcelona, according to <a href="https://www.cnbc.com/2025/03/02/chinas-honor-pledges-10-billion-ai-investment-closer-google-ties.html">a</a> report by CNBC.
The funding aims to transform Honor from a smartphone manufacturer into an "AI device ecosystem company."
"This is not limited to our own devices, but also AI devices from different partners, so the different kinds of AI devices can talk to each other, and consumers can have more choices and seamless experiences," an Honor spokesperson told the publication.
See Also:&nbsp;<a href="https://www.benzinga.com/media/25/02/43996522/mrbeast-lost-millions-on-amazons-beast-games-now-hes-looking-to-raise-hundreds-of-millions-to-take-his-brand-to-the-next-level" target="_blank" rel="noreferrer noopener">MrBeast Lost Millions On Amazon's ‘Beast Games'—Now He's Looking To Raise Hundreds Of Millions To Take His Brand To The Next Level</a>
Honor also unveiled a proof-of-concept AI agent that can complete tasks such as booking restaurant reservations based on user preferences. The company is collaborating with Google and Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) on the project, though it has not provided a release timeline.
In another move signaling closer ties with Google, Honor committed to seven years of Android updates and security patches for its Magic series flagship smartphones, aligning it with Google's Pixel and Samsung's Galaxy S series.
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.
Why It's Important: Honor has been working on expanding beyond China and targeting the premium smartphone market, competing with Apple and Samsung.
It has gained some traction with innovative devices, including foldable phones. However, it remains a minor player globally.
According to International Data Corp, <a href="https://www.benzinga.com/25/01/42986042/apple-sees-market-share-decline-in-2024-as-chinese-smartphone-brands-surge-globally-idc">global smartphone shipments</a> increased by 2.4% in the fourth-quarter of 2024, marking six straight quarters of growth. Chinese brands expanded their market share by offering both budget-friendly and premium devices in emerging markets.
IDC data also shows that Honor's market share outside China rose from 1.7% in 2023 to 2.3% in 2024.
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>.
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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.
Photo courtesy: Shutterstock

Google And China's Honor Deepen AI Partnership As Huawei Spin-Off Takes On Apple And Samsung With $10 Billion Investment

<ul>
<li>Hyundai Motor and Samsung collaborate to verify Private 5G (P-5G) RedCap technology, enabling fast, seamless communication with lower power consumption and cost</li>
<li>P-5G RedCap technology to be showcased at MWC25 Barcelona, highlighting advancements in the mobility manufacturing sector</li>
<li>Hyundai Ulsan Plant and Hyundai Motor Group Metaplant America (HMGMA) pioneers P-5G in mass production, with plans to expand to the new EV-dedicated plant in Ulsan</li>
</ul>

HYMLF

HYMTF

Hyundai Motor And Samsung Successfully Test Private 5G RedCap, Expanding Smart Factory Capabilities

On Tuesday, Micron Technology, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>) announced it shipped samples of its 1γ (1-gamma), sixth-generation (10nm-class) DRAM node-based DDR5 memory designed for next-generation CPUs to ecosystem partners <a target="_blank" href="https://www.benzinga.com/pressreleases/25/02/g43939978/micron-announces-shipment-of-1-1-gamma-dram-pioneering-memory-technology-advancements-for-future-c" rel="noreferrer noopener">and select customers</a>.
This 1γ DRAM milestone builds on Micron&#8217;s previous 1α (1-alpha) and 1β (1-beta) DRAM node leadership to deliver innovations that will power future computing platforms from the cloud to industrial and consumer applications to Edge AI devices like AI PCs, smartphones, and automobiles.
Micron&#8217;s 16Gb DDR5 DRAM will first leverage the 1γ DRAM node and, over time, integrate it across Micron&#8217;s memory portfolio.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/02/43860815/lam-research-unveils-ai-chipmaking-tools-secures-tsmc-and-micron-as-customers-projects-up-to-28-billion-revenue-by-2028-plans-85-free-cash-flow-return" rel="noreferrer noopener">Lam Research Unveils AI Chipmaking Tools, Projects Big Returns</a>
The 16Gb DDR5 product provides up to a 15% speed increase&nbsp;and over 20% power reduction compared to its predecessor.
Micron&#8217;s 1γ node, leveraging EUV lithography, design optimizations, and process innovations, produces more than 30% more bits-per-wafer output than the previous generation.
Micron Technology stock is up over 5% in the last 12 months.
In January, Micron <a target="_blank" href="https://www.benzinga.com/25/01/42872581/microns-7-billion-bet-on-ai-driven-memory-singapore-facility-set-to-boost-innovation-and-jobs" rel="noreferrer noopener">broke ground on</a> a new High-Bandwidth Memory (HBM) advanced packaging facility near its current facilities in Singapore. This facility will be highly automated through AI-based intelligent solutions. Micron&#8217;s future expansion plans in Singapore will also support NAND&#8217;s long-term manufacturing requirement. Micron&#8217;s move coincides with the U.S. sanctions on China, a key market for Micron.
Reportedly, SK Hynix will lead the HBM market in 2024, holding over 52% of the market share, followed by Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) with 42.4% and&nbsp;Micron&nbsp;with over 5%.
Price Action:&nbsp;MU stock traded lower by 2.16% to $93.35 at the last check on Tuesday.
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</ul>
Photo via Micron Tech

Micron Expands AI Chip Capabilities With Faster, More Efficient DRAM for Next-Gen Devices

Samsung Electronics&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>)&nbsp;and its labor union <a target="_blank" href="https://www.benzinga.com/topic/samsung" rel="noreferrer noopener">in South Korea</a> agreed on a 5.1% wage hike. The deal includes 30 shares in the company and other perks, including vouchers to purchase company products.
The union&#8217;s 36,000 members comprise about 30% of the company&#8217;s South Korean workforce, will vote on the preliminary deal from February 28 to March 5, Reuters reports.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/02/43815191/taiwan-semiconductors-potential-intel-takeover-could-widen-gap-threatening-samsungs-chip-business-report" rel="noreferrer noopener">Taiwan Semiconductor&#8217;s Potential Intel Takeover Could Widen Gap, Threatening Samsung&#8217;s Chip Business: Report</a>
OpenAI chief Sam Altman visited Korea to discuss AI chip and device collaborations with <a target="_blank" href="https://www.benzinga.com/government/regulations/25/02/43458397/sam-altman-in-korea-openai-seeks-ai-deals-with-samsung-sk-hynix-and-softbank-amid-global-ai-boom" rel="noreferrer noopener">Samsung and SK Hynix leaders</a>.
Reportedly, Altman and SoftBank may seek Samsung&#8217;s investment in the $500 billion &#8220;Stargate&#8221; AI venture, expanding AI partnerships in Korea and Japan.
Samsung reported <a target="_blank" href="https://www.benzinga.com/news/earnings/25/01/43382010/samsung-q4-earnings-12-revenue-growth-closes-gap-with-apple-in-premium-phones-eyes-ai-powered-growth-in-2025" rel="noreferrer noopener">fourth-quarter revenue</a> growth of 12% to 75.8 trillion Korean won ($52.2 billion). Due to soft market conditions, operating profit declined by 30% sequentially to 6.5 trillion Korean won.
For 2025, the company plans to enhance technological and product advantages in AI, meet future demand for high-value-added products, and drive sales growth in premium segments.
Samsung plans to enhance its technological and product advantages in AI and drive sales growth in premium segments by 2025.
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</ul>
Photo via Arcansel on Shutterstock

Emerging Markets

Samsung Workers Get Pay Raise And Stock Benefits

China&#8217;s Oppo showcased its <a target="_blank" href="https://www.benzinga.com/topic/smartphones" rel="noreferrer noopener">new flagship folding phone</a> with artificial intelligence-focused features Thursday, intensifying rivalry with premium smartphone companies like Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Samsung&nbsp;Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) and Huawei.
The iPhone captured an <a target="_blank" href="https://www.benzinga.com/markets/emerging-markets/25/01/42951487/apples-iphone-market-share-declines-in-china-huawei-and-xiaomi-gain-momentum-in-2024-counterpoint" rel="noreferrer noopener">18% global market share</a> in 2024, down from 19% in 2023, due to its smartphones&#8217; lack of AI features. Samsung&nbsp;led with a market share of 19% in 2024, down from 20% in 2023.
Oppo, akin to its rivals, remains committed to artificial intelligence-focused features on the device.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/25/02/43847808/lenovo-q3-earnings-20-revenue-jump-ai-pcs-and-smartphones-power-market-expansion" rel="noreferrer noopener">Lenovo Q3 Earnings: 20% Revenue Jump, AI PCs and Smartphones Power Market Expansion</a>
Oppo&#8217;s ultra-thin design, the Find N5 phone, with a 6.62-inch display and a half foldable, will retail for 2,499 Singapore dollars ($1,867.70), according to CNBC <a target="_blank" href="https://www.cnbc.com/2025/02/20/oppo-find-n5-folding-phone-specs-price-availability-.html" rel="noreferrer noopener">report</a>.
Find N5&#8217;s 5,600 milliampere-hour (mAh) battery, which is made of silicon-carbon material and is the size of a credit card. Oppo Find N5 has a triple-camera setup with a telephoto lens that can zoom in up to 30 times thanks to AI Telescope Zoom.
The phone also has a personal AI assistant that can interpret and summarize documents, generate summaries of phone calls, and translate video calls.
Oppo&#8217;s O+ Connect lets users connect their phones to a Mac computer. Oppo uses Alphabet Inc (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 as its AI partner in international markets.
Recently,&nbsp;Huawei launched the Mate XT, a &#8220;trifold&#8221; phone with three screens, for the international market. Samsung recently launched additional AI capabilities on its&nbsp;new flagship Galaxy S25 series.
Apple tapped Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) to <a target="_blank" href="https://www.benzinga.com/25/02/43631776/apple-teams-up-with-alibaba-for-ai-innovation-in-china-submits-ai-features-for-regulatory-approval" rel="noreferrer noopener">integrate AI features</a> into iPhones in China as it fights to regain lost market share from
China-backed players like Oppo, Vivo, Xiaomi, and Huawei, whose smartphones with AI features were available at a considerable discount compared to Apple.
Apple also has a partnership with Baidu Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>). Recently, <a target="_blank" href="https://www.benzinga.com/tech/25/02/43820197/apple-unveils-iphone-16e-with-a18-chip-ai-features-599-price-tag" rel="noreferrer noopener">Apple showcased its</a> $599 iPhone 16e with OLED display, A18 chip, and custom modem.
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</ul>
Photo via Oppo

Regulations

China's Oppo Heats Up Smartphone Landscape, Launches AI-Powered Foldable At Competitive Price

Taiwan Semiconductor Manufacturing Co&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) rumored acquisition of Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) could hinder&nbsp;Samsung Electronics Co&#8217;s (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) push to narrow the gap with the <a target="_blank" href="https://www.benzinga.com/topic/artificial-intelligence" rel="noreferrer noopener">Taiwanese contract chipmaker</a>.
The Trump administration has proposed an acquisition of Intel&#8217;s struggling foundry business, which reported a net loss of $19.2 billion in 2024.
On the other side, Samsung noted slow <a target="_blank" href="https://www.benzinga.com/news/management/25/02/43440540/samsungs-jay-y-lee-acquitted-shifting-focus-to-business-challenges" rel="noreferrer noopener">demand for conventional chips</a> in personal computers and mobile phones, which affected its memory business.
Also Read: <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">AMD Closing Competitive GPU Gap With Nvidia, Gains Market Share From Intel In Client And Server Markets: Analyst</a>
Rising R&amp;D costs and early investments in expanding advanced-chip processing capability also affected its earnings.
Samsung lagged behind&nbsp;SK Hynix in making the best memory chips for artificial intelligence, affecting its chip-making profit. Also, the Trump administration&#8217;s aggressive tariffs perpetrated uncertainty over Samsung&#8217;s mobile and consumer businesses.
Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) has been examining Intel&#8217;s chip design and marketing business, fueling rumors of a potential takeover.
Samsung&#8217;s foundry unit failed to become profitable over the years.
Last November, Samsung named Han Jin-man, executive vice president of its U.S. semiconductor business, to lead its foundry unit. His inaugural message stressed the importance of&nbsp;a &#8220;rapid ramp-up&#8221; of foundry production&nbsp;using the 2-nm process.
Kim Hyung-jun Kim of South Korea&#8217;s Next-Generation Intelligent Semiconductor Foundation Group and Seoul National University <a target="_blank" href="https://www.kedglobal.com/korean-chipmakers/newsView/ked202502180005" rel="noreferrer noopener">told</a> the Korea Economic Daily that if Taiwan Semiconductor could employ Intel&#8217;s .U.S factories, it could help boost the former&#8217;s market share to ~75% (up from 64.9% in the third quarter of 2024) at the cost of Samsung, which has a 9.3% market share.
Needham&#8217;s Charles Shi expects the takeover to lead to capital efficiency, a long-term negative for <a target="_blank" href="https://www.benzinga.com/analyst-ratings/price-target/25/02/43792756/taiwan-semiconductors-intel-foundry-acquisition-could-be-negative-for-asml-kla-synopsys-and-cadence-analyst" rel="noreferrer noopener">Semiconductor Capital Equipment (Semicap)&nbsp;companies</a>. Shi noted that the takeover would negatively impact ASML Holding (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) and KLA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>) due to the cancellation or scaling back of Intel&#8217;s aggressively pushing high-NA EUV program.
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Photo by wakamatsu.h via Shutterstock

ASML

AVGO

KLAC

Taiwan Semiconductor's Potential Intel Takeover Could Widen Gap, Threatening Samsung's Chip Business: Report

Samsung Electronics Co

投資家の不満が続いた数ヶ月後、サムスン電子（OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>）の経営陣が再び、追い詰められている。今回はAI （人工知能）と半導の回復に向けた大胆な動きを約束した。
出来事：ロイター通信によると、水曜日、韓国水原で行われた同社の株主総会で、ハン・ジョンヒCEOが公開謝罪の声明を出した。
ハン氏は「何よりもまず、最近の株価が皆さまのご期待に沿うものではなかったことを心よりお詫び申し上げます。この1年、当社は急速に進化するAI半導体市場に十分に対応することができませんでした」と謝罪した。
また、米国の関税を含むグローバルな貿易動向に対応するため、サプライチェーン戦略も見直し、サムスンが「意味のある」合併や買収を促進すると約束しました。
重要なポイント：サムスン電子は、SKハイニックスや台湾半導体（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>）のようなライバル企業、特にAI向け高帯域幅メモリチップの半導体大手のエヌビディア社（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>）に大きく遅れをとっている。
この声明は、サムスン電子にとって5か月ぶりの謝罪公開となる。
「私たちの業績が市場の期待に遅れを取ったことで、弊社の基盤技術競争力や将来に対する懸念が生じた」、「サムスンの危機について多くの人が語っている。この責任は、事業を主導する我々にある」と同社は10月に発表している。
サムスン電子の<a href="https://in.benzinga.com/news/earnings/25/01/43382010/samsung-q4-earnings-12-revenue-growth-closes-gap-with-apple-in-premium-phones-eyes-ai-powered-growth-in-2025">第4四半期の売上高</a>は12％増の75兆8,000億ウォン（約52.2億ドル）。 ただし、市況の影響により、四半期ベースで営業利益が30％減の6兆5,000億ウォン（約448億ドル）に落ち込んだ。
画像クレジット：ShutterstockのArcansel
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続きを読む:
<ul>
<li><a href="https://in.benzinga.com/media/25/02/43646042/elon-musks-97-4-billion-openai-takeover-bid-reportedly-not-received-by-chatgpt-parent-another-one-of-his-tactics-says-sam-altman" target="_blank" rel="noreferrer noopener"> イーロン・マスク、OpenAIの親会社に974億ドルの買収提案を出すも拒絶される </a></li>
</ul>
免責事項：このコンテンツは、<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a> により一部制作され、Benzinga編集者によってレビューされています。

サムスン電子（OTC:<a href="https://www.benzinga.com/quote/ssnlf">SSNLF</a>）の会長であるイ・ジェヨン氏は、AI（人工知能）時代によってもたらされる課題に立ち向かうため、同社の幹部たちに「死をものともしない」覚悟で取り組むよう促した。
出来事： イ・ジェヨン氏はビデオメッセージで、同社提携企業の約2000人の幹部たちに対し、戦略的シフトが不可欠であると述べた。これにより、<a href="https://www.koreatimes.co.kr/www/tech/2025/03/129_394287.html">コリア・タイムス</a>が報じたところによると、イ・ジェヨン氏は、創業者である旧会長のイ・ビョンチョル氏、元会長のイ・グヌ氏の経営哲学に言及した。ただし、このビデオにはイ・ジェヨン氏の姿は映っていない。
イ・ジェヨン氏はビデオ中で、「サムスンは生死をかけた危機に直面している。トップ層から深く反省する必要がある」と述べた。イ・ジェヨン氏は緊急性を強調し、また、即時の利益を犠牲にしても将来に投資する必要性についても語ったという。
セミナーの一環として、幹部は「危機に強く、逆境に強く、競争に強いサムスン」と刻まれた名刺サイズのクリスタル製の盾を受け取り、企業のレジリエンス強化の呼びかけを強化した。
関連記事: <a href="https://www.benzinga.com/general/space/25/03/44370917/nasa-astronauts-sunita-williams-and-butch-willmore-head-back-to-earth-on-spacex-dragon-capsule">NASA宇宙飛行士スニータ・ウィリアムズ氏およびブッチ・ウィルモア氏、スペースX社のドラゴンカプセルで地球に帰還</a>
重要なポイント： サムスンにとって、このような戦略的シフトが提起されたタイミングは非常に重要である。なぜなら、同社はAI半導体部門で課題に直面しており、特にHBM（ハイバンド幅メモリ）については、競合他社SKハイニックスに遅れを取っているからだ。 トランプ政権の積極的な関税政策により、サムスンの携帯電話および家電事業を巡る不確実性が生じた。
一方、中国のニュースポータルであるイジウェイ（Ijiwei）は、トランプ関税による不確実性を理由に、サムスンがメキシコでの将来の投資を停止することを選択したと報じている。
<a href="https://www.benzinga.com/news/earnings/25/01/43382010/samsung-q4-earnings-12-revenue-growth-closes-gap-with-apple-in-premium-phones-eyes-ai-powered-growth-in-2025">第4四半期の売上</a>は75.8兆ウォン（約52.2ドル）、前年同期比で12％増加。ただし、市況の影響を受け、同四半期の営業利益は前四半期比で30％減の6.5兆ウォン（約48.8ドル）。
先日、<a href="https://www.benzinga.com/news/management/25/02/43440540/samsungs-jay-y-lee-acquitted-shifting-focus-to-business-challenges">イ・ジェヨン氏は</a>、詐欺や株価操作の容疑での無罪が確定し、サムスンがビジネス上の課題に直面する中で大きな法的障害がなくなった。
さらに読む：
<ul>
<li><a href="https://www.benzinga.com/personal-finance/25/03/44343816/why-charlie-munger-never-sold-a-single-costco-share-the-billionaire-investor-called-himself-a-total-addict-of-the-store">なぜチャーリー・マンガー氏はコストコの株を一株も売らなかったのか―億万長者投資家が自らを「この店の完全中毒者」と呼んだ理由</a></li>
</ul>
ビデオ
免責事項：このコンテンツは、<a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a>により一部作成され、Benzingaの編集者によりレビューおよび公開されました。

アップル（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>）は、数年にわたり、折りたたみデバイスの開発に取り組んでいるとの噂が絶えない。
新たな報告書によると、アップル初の折りたたみデバイスが2026年までに登場する可能性がある。
出来事：最近公表された<a href="https://www.benzinga.com/news/earnings/25/01/43355688/apple-q1-earnings-revenue-beat-eps-beat-iphone-sales-slip-installed-base-climbs-to-all-time-high-our-best-quarter-ever">第1四半期決算</a>では、アップルのiPhone売上高は前年比で697億ドルから691億ドルに減少。
成長の兆しを期待して、低価格のiPhone 16eを発売したアップルには、投資家を惹きつける折りたたみスマートフォンに関する発表が予定されている可能性がある。
GF証券のアナリスト、ジェフ・プー(Jeff Pu)氏によると、アップルの初の折りたたみスマートフォンが2026年に登場することで、アップルは予想よりも低いiPhoneの売上から回復の可能性がある。これは、先月、<a href="https://9to5mac.com/2025/03/17/iphone-apple-first-foldable/">9to5Mac</a>が報じたものによる。
プー氏は、アップルのiPhone市場は新型の2つの折りたたみ式デバイスによって「2026年に回復する」、このうちの1つが2026年下半期に量産される見通しであり、アップルは既にサプライヤーと提携しているとコメントした。
アナリストは、折りたたみ式デバイスが来月のアップルの試作段階（P1）にあり、「順調」であると述べた。
プー氏の報告は、同社の初の折りたたみ式iPhoneが2026年に登場すると述べたアナリスト（ミンチー・クオ）の報告と一致しており、価格は2,000ドル以上になる可能性があると述べている。
折りたたみ式iPhoneに加え、Appleは18インチの画面の折りたたみデバイスの開発も進めており、おそらくは新型のMacまたはiPadになるだろう。
なぜ重要なのか： iPhone 16に搭載されたアップル インテリジェンスAI機能は、ユーザーの期待に応えられず、アップグレードの減少につながった可能性がある。
ユーザーがさらなる機能を待ち望んでいる中、顧客がこの技術に対してプレミアム価格を払う価値があるのかという点で折りたたみ式iPhoneの関心が高まるだろう。
折りたたみ式スマートフォンは、何年も前からアップルで開発が進められており、ティム・クックCEOは、エンジニアたちに将来的の重要な優先事項であると提案していた。
サムスン（OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>）、アルファベット（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>）、グーグル（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>）、モトローラーなどの競合他社は、すでに折りたたみ式スマートフォンを発売している。
折りたたみスマートフォンがスマートフォン市場全体に占める割合はわずかであるが、アップルがこの分野に参入することで、需要とテクノロジーの機能の真の正念場となる可能性がある。
チャットボットがより広く使用されるようになり、スマートフォンが単なる電話以上の機能を持つようになった今、大型の折りたたみ式デバイスが消費者にとって魅力的なものになっていく可能性がある。
アップルの株価動向：月曜日の終値は1株214ドルで0.24%上昇。52週間の取引幅は164.08ドルから260.09ドル。アップルの株は、2025年の年初来では12.2%下落、過去1年間では23.2%上昇。
写真：シャッターストック

韓国の半導体メーカーであるSK Hynixは、AIチップセットに不可欠なハイバンド幅メモリ（HBM）チップの2025年のほとんどの在庫が売り切れの状態であることを明らかにしました。これは、AI産業の拡大主導による、人工知能サービスへの需要の増加によるものです。
大手AIチップセット企業の一つであるSK Hynixは、NVIDIA Corp（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>）への重要なサプライヤーとして、AIチップセットに使用されているHBMチップに対する需要が急増しているとロイターが報じています。
同社によると、HBMチップは2024年の在庫が売り切れ、2025年の在庫もほぼ売り切れの状態だそうです。これは、企業による人工知能サービスの急速な拡大の結果です。
SK HynixのCEOであるKwak Noh-Jungは記者会見で、「データ量と（AI）モデルのサイズが増加するにつれて、HBM市場は引き続き成長すると予想されています」と述べ、「中長期的における年平均需要増加率は約60％になる見込みです。」と語りました。
関連銘染：Goldman Sachs（ゴールドマンサックス）が中国のテスラ自動運転技術に投資家への警鐘を鳴らす
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/04/38519395/goldman-sachs-tempers-investor-excitement-on-tesla-self-driving-not-yet-an-eyes-off?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">ロイター</a>によると、HBMチップに対する需要の増加は、AI産業の急増に直接関係しています。最近の好調な業績において、SK HynixのAIチップセクターにおける強力な成績は、韓国の半導体最大手である<a href="https://www.benzinga.com/markets/asia/24/04/38423130/nvidia-supplier-sk-hynix-sees-first-profit-in-5-quarters-credits-ai-chip-demand">さらなる成長をもたらしました</a>。同社は、AIチップに対する爆発的な需要増加が成功の背景にあり、5四半期ぶりに黒字を計上しました。
SK HynixのHBMチップへの投資は、半導体業界全体の<a href="https://www.benzinga.com/government/23/12/36408195/south-koreas-semiconductor-surge-samsung-and-sk-hynix-shatter-records-with-unprecedented-production">より大きなトレンドの一環</a>です。SK HynixやSamsung Electronics Co（OTC：<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>）などの企業を含む韓国の半導体工業は、生産と出荷の大幅な回復を印象付ける、実質的な成長を遂げています。
さらに、SK Hynixの米半導体業界への投資は、<a href="https://www.benzinga.com/government/24/03/37942967/nvidia-supplier-sk-hynix-to-launch-4b-semiconductor-facility-in-indiana-aims-to-revitalize-us-semico">アメリカの半導体業界を強化する上で重要な一歩</a>です。同社がインディアナ州に先端のチップパッケージング施設を設立するために約40億ドルを投資する計画は、バイデン政権がアメリカを半導体大国へと再び立ち戻らせるための目標と一致しています。
次の記事：ジムクレイマーがパランティアを推薦、パイオニア・ナチュラル・リソースも推薦
画像提供：Shutterstock
Benzinga Neuroによってエンジニアリングが行われ、Kaustubh Bagalkote氏が編集を担当
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ベンジンガエコシステムの一部をなすGPT-4に基づくBenzinga Neuroコンテンツ生成システムは、ネイティブデータ、APIなどを利用して、包括的かつタイムリーなストーリーを生み出します。<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">詳細はこちら。</a>
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Benzinga Neuroによる編集
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