Samsung Electronics Co Stock (OTC: SSNLF)

Dernières nouvelles pour Samsung Electronics Co (OTC:SSNLF) Stock

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.

Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) has underperformed the PHLX Semiconductor Index year-to-date, with returns of approximately 6% for QCOM <a href="https://www.benzinga.com/topic/chip-stocks">compared to the index&#8217;s</a> roughly 13%.
The divergence is starker over three months, where Qualcomm&#8217;s ~6% gains pale against the index&#8217;s 30% AI-driven rally, even with U.S.-China tech restrictions.
The gap is evident when looking at its peers in the GPU and custom chip space, Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) generated ~43% returns, Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) a robust 57%, Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) 35%, and Marvell Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) ~18%.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45624771/qualcomm-eyes-alphawave-to-power-ai-and-data-center-growth-analyst-sees-strategic-fit" rel="noreferrer noopener">Qualcomm Eyes Alphawave To Power AI And Data Center Growth, Analyst Sees Strategic Fit</a>
Given this performance disparity, it&#8217;s crucial to assess Qualcomm&#8217;s current difficulties and its strategies for improvement.
Qualcomm&#8217;s core business spans chipsets, software, and products for mobile, automotive, and IoT. A notable impact on Qualcomm&#8217;s revenue stemmed <a href="https://www.benzinga.com/25/02/43519066/qualcomm-rides-ai-wave-to-record-quarter-but-q2-guidance-dampens-investors-dragging-the-stock-down">from the slowdown in</a> Apple Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) shipments, as Apple previously relied on Qualcomm for <a href="https://www.benzinga.com/etfs/specialty-etfs/25/02/43888012/apples-in-house-modem-chip-sparks-qualcomm-concerns-3-etfs-with-key-exposure">modem chips</a> that connect iPhones to wireless networks. 
This gradual transition by Apple to its <a href="https://www.benzinga.com/markets/25/05/45490266/qualcomm-re-enters-data-center-cpu-market-taps-nvidia-tech-to-power-ai-ambitions">in-house chips</a> has, in turn, spurred Qualcomm to strategically re-enter the data center CPU market, a segment currently dominated by AMD and Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>). 
Looking ahead, Qualcomm has set an ambitious goal to generate $22 billion in non-handset revenue by 2029, with AI identified as a pivotal driver for this expansion.
Central to this strategy is a planned integration of Nvidia technology into future chips to optimize GPU communication for its AI data center offerings. 
Following a prior pause on an Arm-based CPU project with Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Qualcomm has revived its data center CPU initiatives and re-engaged in discussions. Additionally, a strategic partnership with Saudi AI firm Humain is underway to co-develop a custom data center CPU.
Beyond AI, Qualcomm sees substantial growth in the <a href="https://www.benzinga.com/markets/tech/25/07/46217099/autonomous-vehicles-best-stocks">autonomous vehicle market</a>. Bank of America analyst Martyn Briggs highlights this sector&#8217;s potential, likening its current trajectory to the &#8220;ChatGPT moment&#8221; in AI.
Despite its stock underperformance, Qualcomm demonstrated <a href="https://www.benzinga.com/25/05/45150491/qualcomm-stock-drops-after-analysts-lower-price-targets-despite-strong-demand-from-apple-and-samsung">solid operational results</a>, exceeding second-quarter expectations with $10.84 billion in revenue and $2.85 EPS. This was driven by robust performance across its Handsets, IoT, and Automotive segments. 
Notably, Qualcomm CDMA Technologies (QCT) revenue surged 18% year-over-year, boosted by Snapdragon adoption, AI-enabled IoT solutions, and a 59% growth in Automotive from new global OEM contracts.
Looking ahead, analysts project QCT to expand approximately 12% year-over-year in the third quarter, with IoT and Automotive forecasted to see 15% and 20% growth, respectively. 
Qualcomm&#8217;s China business remains resilient, underpinned by premium Android subsidies and consistent design wins.
For the June quarter, revenue guidance stands at $9.9 billion-$10.7 billion, with EPS projected at $2.60-$2.80. The launch of Samsung&#8217;s (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) Snapdragon-based foldables could provide an additional boost to handset sales.
Analyst sentiment reflects cautious optimism, with a <a href="https://www.benzinga.com/quote/QCOM/analyst-ratings">consensus price forecast</a> of $186.71 based on 32 analyst ratings. Price forecasts range from a high of $270 (Tigress Financial, June 21, 2024) to a low of $140 (Wells Fargo, May 1, 2025). The average forecast of $170.67 suggests a potential 5.16% upside for Qualcomm from current levels.
Qualcomm is actively transforming its business beyond smartphones to overcome its stock underperformance against the semiconductor index and rivals. By focusing on high-growth areas like AI data center CPUs (including partnerships with Nvidia and renewed Meta discussions) and autonomous vehicles, and aiming for $22 billion in non-handset revenue by 2029, Qualcomm seeks to diversify. Despite a lagging stock, strong second-quarter results and analyst price forecasts suggest potential upside as its strategic pivot unfolds.
Price Action: Qualcomm stock is trading higher by 0.38% to $162.95 premarket at last check Thursday.
Read Next:
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<li><a href="https://www.benzinga.com/markets/tech/25/06/45878443/qualcomm-taps-vietnam-for-next-gen-ai-push-joining-apple-and-nvidia-in-supply-chain-shakeup" target="_blank" rel="noreferrer noopener">Qualcomm Taps Vietnam For Next-Gen AI Push, Joining Apple And Nvidia In Supply Chain Shakeup</a></li>
</ul>
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SSNLF

Why Qualcomm's Stock Isn't Soaring Like Its Rivals

Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) <a target="_blank" href="https://www.benzinga.com/topic/tsmc" rel="noreferrer noopener">stock surged 14%</a> year-to-date, beating the market considerably despite Washington&#8217;s tariff policies and semiconductor sanctions cast a shadow over a sustained AI frenzy.
During the same period, the PHLX Semiconductor Index, of which Taiwan Semiconductor is also a constituent, generated 11% returns.
S&amp;P 500 and NASDAQ Composite Indexes generated approximately 5% returns during the period.
Also Read: <a target="_blank" href="https://www.benzinga.com//node/46172107" rel="noreferrer noopener">Taiwan Semiconductor&#8217;s Affiliate Fast-Tracks Singapore Plant Spurred By Geopolitics</a>
The key supplier of Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) has generated 32% returns in the last three months, compared to 29% for PHLX Semiconductor, 10% for the S&amp;P 500, and 16% for the Nasdaq Composite.
<h2 class="wp-block-heading">Risks</h2>
The Trump administration has also explored <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46105742/nvidia-supplier-taiwan-semiconductor-wants-to-raise-10-billion-for-this-risk-it-cannot-control" rel="noreferrer noopener">plans to end</a> waivers for chipmakers to prevent the export of American technology to China.
Apart from the geopolitical risk, TSMC is also susceptible to currency risk due to high U.S. dollar exposure. The company&#8217;s overseas unit, Taiwan Semiconductor Global, faces a currency risk – the Taiwanese dollar is strengthening against the now volatile and weakening U.S. dollar.
TSMC Global Ltd. is preparing to raise $10 billion by issuing new shares to manage currency volatility and maintain capital flexibility. This marks the third such equity move since 2024, and it is the largest to date. The timing coincides with the recent appreciation of the Taiwan dollar.
TSMC&#8217;s CEO C. C. Wei informed shareholders this month that the stronger currency has reduced the firm&#8217;s operating margin by several percentage points.
<h2 class="wp-block-heading">Earnings and Market Share</h2>
In April, Taiwan Semiconductor reported <a target="_blank" href="https://www.benzinga.com/25/04/44857887/taiwan-semiconductor-q1-surges-41-in-sales-boosted-by-ai-chip-demand-expanded-margins" rel="noreferrer noopener">first-quarter net sales</a> of $25.53 billion (839.25 billion New Taiwanese Dollars), up 41.6% year-over-year, topping the analyst consensus estimate of $23.92 billion. However, the net sales declined&nbsp;3.4% Q/Q. In U.S. dollar terms, revenue growth was 35.3% Y/Y and down by 5.1% Q/Q.
Taiwan Semiconductor&#8217;s AI technology moat helped it expand its quarterly gross margins by 572 bps to 58.8%.
In March, Taiwan Semiconductor chief&nbsp;C.C. Wei&nbsp;announced&nbsp;an additional&nbsp;$100 billion&nbsp;investment&nbsp;in U.S. chipmaking (on top of the $65 billion announced in April 2024).
The chipmaker explored commercializing its&nbsp;advanced 2-nanometer process&nbsp;using gate-all-around (GAA) technology in the second half of 2025.
According to analyst Ming-Chi Kuo, Apple is <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45953943/taiwan-semiconductor-eyes-rollout-of-2nm-advanced-tech-chips-this-year" rel="noreferrer noopener">expected to equip</a> its upcoming iPhone 18 lineup with Taiwan Semiconductor&#8217;s advanced 2nm A20 chip.
Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) have also selected Taiwan Semiconductor to manufacture chips using the same cutting-edge 2nm process.
Taiwan Semiconductor grew its market share to 67.6% in the first quarter of 2025 from 67.1% in the previous quarter, Focus Taiwan <a target="_blank" href="https://focustaiwan.tw/business/202506140017" rel="noreferrer noopener">cited</a> Trendforce. Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) held a 7.7% global market share, down from 8.1% Q/Q.
The top 10 contract chipmakers reported $36.4 billion in sales in the first quarter, down ~5.4% Q/Q. They account for ~97% of the global total, up from 96% in the fourth quarter.
<h2 class="wp-block-heading">Analyst Opinion</h2>
Taiwan Semiconductor has a <a target="_blank" href="https://www.benzinga.com/quote/TSM/analyst-ratings" rel="noreferrer noopener">consensus price forecast</a> of $210.8 based on the ratings of 6 analysts. The high is $270, issued by Needham on July 1, 2025. With an average price forecast of $255 between Needham, Susquehanna, and Barclays, there&#8217;s an implied 12.90% upside for Taiwan Semiconductor from these most recent analyst ratings.
Last week, Cathie Wood-led Ark Invest <a target="_blank" href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/06/46066220/cathie-woods-ark-invest-cashes-out-109-million-out-of-circle-internet-stock-as-shares-spike-pivots-into-robinhood-and-these-chip-stocks" rel="noreferrer noopener">acquired 65,102 shares</a> of Taiwan Semiconductor.
Price Action:&nbsp;TSM stock traded higher by 0.33% at $225.43 premarket at the last check on Wednesday.
Read Next:
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<li><a href="https://www.benzinga.com/markets/tech/25/07/46195619/broadcom-outpaced-major-indexes-in-2025-what-went-down" target="_blank" rel="noreferrer noopener">Broadcom Outpaced Major Indexes In 2025 &#8211; What Went Down</a></li>
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Photo by wakamatsu via Shutterstock

Taiwan Semiconductor Outperforming The Market Shows Moat, But It Comes With Risk

Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) CEO Mark Zuckerberg once shared his bold vision, indicating that <a href="https://www.benzinga.com/25/04/44599475/meta-is-planning-to-drop-1000-smart-glasses-to-disrupt-apples-ar-ambitions-report">virtual and augmented reality</a> would one day replace mobile phones as the dominant computing platform. Now, nearly a decade later, how close is Meta to achieving that future?
What Happened: In a 2015 interview at the Vanity Fair New Establishment Summit, Zuckerberg, after Facebook&#8217;s <a href="https://www.benzinga.com/general/entertainment/22/05/27485415/4-largest-acquisitions-by-facebook-oculus-instagram-and-more">over $2 billion acquisition</a> of Oculus.
When asked why he decided to buy the company, Zuckerberg said, &#8220;Every 10 or 15 years, there's a new computer platform that comes along," referring to mainframes, PCs, the web, mobile and then the virtual and augmented reality.
He described the transition from traditional computing systems, where users needed a degree to operate them, to the more user-friendly and natural mobile platform.
See Also: <a href="https://www.benzinga.com/markets/tech/25/06/46161059/apple-has-the-potential-to-crush-metas-ray-ban-smart-glasses-says-ming-chi-kuo-but-the-tech-giant-has-been-surprisingly-slow">Apple Has the Potential To Crush Meta&#8217;s Ray-Ban Smart Glasses, Says Ming-Chi Kuo, But The Tech Giant Has Been &#8216;Surprisingly Slow&#8217;</a>
However, Zuckerberg believed mobile devices, while revolutionary, are not the ultimate endpoint. The future, according to him, lies in the next major computing platform: one that integrates directly with vision.
The Meta CEO stressed that the future of technology would be about capturing real-life moments in a "more natural" and immersive way, such as sharing experiences with loved ones through virtual reality rather than traditional still photos or 2D videos.
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Why It's Important: A decade after Zuckerberg's initial prediction, Meta's investment in virtual and augmented reality, particularly through its Oculus headsets (now branded Meta Quest), has been a central focus of the company's strategy.
However, despite substantial investments, Meta still <a href="https://www.benzinga.com/news/23/10/35477023/after-lower-sales-of-quest-2-led-to-loss-at-reality-labs-meta-reportedly-cuts-quest-3-shipment-forec">faces significant hurdles</a> in delivering on this &#8220;more natural&#8221; computing experience. In fact, it is widely believed that the tech giant sells Quest headsets at a loss, <a href="https://techcrunch.com/2024/04/04/facebooks-oculus-acquisition-turns-10/">according</a> to TechCrunch.
In January, Meta discontinued its $999 Quest Pro headset after it <a href="https://www.benzinga.com/25/01/42842141/meta-discontinues-999-quest-pro-shifts-focus-to-affordable-quest-3">failed to gain traction</a>, and now redirects customers to the more affordable Meta Quest 3, which sells for $499.99.
At the same time, in October 2024, it was reported that Ray-Ban and Meta's smart glasses became the <a href="https://www.benzinga.com/news/24/10/41458752/metas-smart-glasses-dominate-ray-ban-stores-ai-features-still-missing">top-selling product in 60%</a> of Ray-Ban stores across Europe, the Middle East and Africa (EMEA).
The current Meta Ray-Ban smart glasses don't include a built-in display — instead, they offer voice commands, a camera, and speakers for calls and media playback. However, reports have emerged that Meta is working on a third-generation version that could feature an <a href="https://www.benzinga.com/24/12/42659936/meta-plans-display-equipped-ray-ban-glasses-by-2025-aiming-to-replace-smartphones">integrated visual display</a>.
Last year, Meta also <a href="https://www.benzinga.com/news/24/09/41032461/meta-unveils-new-ai-features-quest-3s-llama-3-2-holographic-orion-glasses-at-connect-2024-we-are-get">showcased its prototype</a> Orion AR headset, designed to blend digital elements seamlessly into the real world. Meta also launched the $299 Quest 3S, marketing it as an affordable option for gaming, workouts and watching movies in VR.
In its latest <a href="https://www.benzinga.com/news/earnings/25/04/45117948/meta-q1-earnings-eps-beat-revenue-up-16-ai-approaches-1-billion-monthly-actives-capital-expenditures-forecast-raised">first-quarter earnings</a> report, the company revealed that Reality Labs, its division responsible for products like the Quest VR headsets and Ray-Ban Meta Smart Glasses, generated $412 million in revenue, slightly down from $440 million in the same period in 2024.
Despite this revenue, the segment continued to operate at a significant loss, reporting an operating loss of $4.2 billion in the first quarter, which widened from a loss of $3.8 billion a year earlier.
Meanwhile, other major players are pushing into the same space. Apple Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) Vision Pro, which hit the U.S. market in February 2024 with a <a href="https://www.benzinga.com/general/gaming/24/10/41499682/apple-to-cut-vision-pro-production-cheaper-model-expected-in-2025-report">hefty starting price</a> of $3,499. 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 and Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) have also <a href="https://www.benzinga.com/media/25/01/43168435/google-taps-htcs-talent-in-250-million-deal-to-lead-ar-vr-innovation">teamed up on a mixed-reality headset</a> called Project Moohan.
Benzinga&#8217;s Edge Stock Rankings indicate that Meta's shares continue to trend upward over the short, medium and long term. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">More detailed performance insights can be found here</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/30204704/Screenshot-2025-07-01-at-6.15.50%E2%80%AFAM.png" alt="" class="wp-image-967601" /></a></figure>
Photo Courtesy: Harmony Video Production on Shutterstock.com
Check out more of Benzinga's Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
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<li><a href="https://www.benzinga.com/25/05/45489038/us-stocks-likely-to-open-lower-after-moodys-downgrade-bear-market-isnt-fully-recovered-yet-but-it-is-close-says-expert" target="_blank" rel="noreferrer noopener">US Stocks Likely To Open Lower After Moody&#8217;s Downgrade: ‘Bear Market Isn&#8217;t Fully Recovered Yet, But It Is Close,&#8217; Says Expert</a></li>
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

GOOG

GOOGL

Mark Zuckerberg Once Predicted That This Technology Would Replace Your Phone — A Decade Later, How Far Is Meta From Delivering On A 'More Natural' Future

Network-1 Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NTIP#NYSE">NTIP</a>) announced today that it has initiated patent litigation against Samsung Electronics Co., LTD and Samsung Electronics America, Inc. (collectively, "Samsung") in the United States District Court for the Eastern District of Texas for infringement of U.S. Patent No. 11,233,780, U.S. Patent No. 11.916,893, U.S. Patent No. 12,207,094, U.S. Patent No. 12,166,869, U.S. Patent No.11,606,204, and U.S. Patent No. 11.973,864 (collectively, the "Patents-in-Suit").
The lawsuit alleges that Samsung infringes the Patents-in-Suit by supporting certain eSIM (embedded Subscriber Identification Module) and 5G technologies in its mobile devices, including its Galaxy smartphones, watches and tablets (the "Accused Products"). The Accused Products operate consistent with certain GSMA and ETSI industry standards.
The Patents-in-Suit are part of the M2M/IoT patent portfolio acquired by Network-1 in December 2017 (the "M2M/IoT Patent Portfolio"). The M2M/IoT Patent Portfolio relates to, among other things, enabling technology for authenticating and using eSIM technology in Internet of Things ("IoT"), Machine-to-Machine, and other mobile devices, including smartphones, tablets, watches, computers and automobiles. Patents in the M2M/IoT Patent Portfolio also relate to enabling technologies for 5G network authentication used in consumer and M2M devices (including smartphones), and the latest available Internet transport layer security solutions.
A study by the Trusted Connectivity Alliance (TCA) found that 2024 was a landmark year of growth across the global eSIM ecosystem during which the volume of eSIM device shipments surpassed 500 million units with eSIM profile downloads increasing by 56%.
Network-1's M2M/IoT Patent Portfolio includes forty-one (41) issued U.S. patents (and 6 pending applications), plus fifteen (15) issued non-U.S. patents. The patent terms of the MTM/IoT Patent Portfolio are currently expected to extend until 2033-2034. Network-1 has been developing the portfolio since its acquisition and anticipates further issuances of additional claims.
The M2M/IoT Patent Portfolio is available for licensing to firms that make use of the technologies covered by its patents, including eSIM and 5G technologies covered by the relevant GSMA and ETSI standards, as implemented in Internet of Things and M2M products as well as devices utilizing 5G.
 &nbsp;

Legal

NTIP

Network-1 Initiated Patent Litigation Against Samsung For Patent Infringement Over eSIM And 5G Technologies In Galaxy Devices

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 has been dealt a legal blow in Japan as a court has ruled that the company infringed on patents held by Pantech, resulting in a ban on the sale of its Pixel 7 series smartphones.
What Happened: A Japanese court has ruled that Google violated a patent owned by Pantech, a South Korean phone maker, related to signal mapping technology in LTE networks, a core component of 4G communications, <a href="https://9to5google.com/2025/06/26/google-pixel-japan-sales-ban/">reported</a> 9To5Google, citing ET News.
As a result, Google is now prohibited from selling, displaying, transferring, or importing its Pixel 7 series devices in Japan. The court criticized Google's approach to the dispute, describing it as insincere.
See Also: <a href="https://www.benzinga.com/markets/tech/25/06/46132007/amazon-google-not-far-behind-but-dan-ives-says-microsoft-clearly-leading-in-these-segments-600-price-target-is-probably-conservative">Amazon, Google Not Far Behind, But Dan Ives Says Microsoft &#8216;Clearly Leading&#8217; In These Segments — $600 Price Target Is &#8216;Probably&#8217; Conservative</a>
Pantech, which has not released any new phones recently, is pursuing further sales bans for Google's Pixel 8 and Pixel 9 models, although it remains unclear whether these efforts will succeed.
Google did not immediately respond to <a href="https://pro.benzinga.com/dashboard">Benzinga's</a> request for comments.
Why It&#8217;s Important: While the sales ban on Pixel 7 devices in Japan may not significantly impact Google's global operations, Japan has become a key market for the Pixel brand, the report said.
The Pixel 7 series, particularly the Pixel 7a, contributed to a surge in sales for Google in Japan in 2023.
According to Statcounter Global Stats, as of May 2025, Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) dominated the mobile vendor market in Japan with a share of 62.46%.
Google held a distant second place with 5.81%, followed closely by Xiaomi (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACF#OTC">XIACF</a>) at 5.72%. The &#8220;Unknown&#8221; category accounted for 5.66%, while Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>)&nbsp; and Sony Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>) rounded out the top five, with market shares of 5.49% and 3.96%, respectively.
Price Action: Alphabet Inc.&#8217;s Class A shares dipped 0.081% in after-hours trading, while Class C shares fell 0.13%, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
Benzinga&#8217;s Edge Stock Rankings indicate a positive outlook for GOOG in the short and medium term, but point to a declining trend over the long term. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">More detailed performance insights are available here</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/27010320/Screenshot-2025-06-27-at-10.26.52%E2%80%AFAM.png" alt="" class="wp-image-964284" /></a></figure>
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Media

Sony Group Corporation American Depositary Shares

SONY

XIACF

Google Faces Legal Setback In Japan: Pixel 7 Series Sales Blocked Amid Patent Dispute With South Korean Phone Maker

Taiwan's largest company, Taiwan Semiconductor Manufacturing Co's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) overseas unit, Taiwan Semiconductor Global, is facing a currency risk &#8211; the Taiwanese dollar is strengthening against the now volatile and weakening U.S. dollar.
TSMC Global Ltd. <a target="_blank" href="https://www.benzinga.com/topic/tsmc" rel="noreferrer noopener">is preparing</a> to raise $10 billion by issuing new shares to manage currency volatility and maintain capital flexibility.
TSMC is the primary chip supplier for tech giants like Nvidia Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and Microsoft Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>).
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45859582/nvidia-supplier-taiwan-semiconductor-posts-40-topline-growth-in-may-stock-surges" rel="noreferrer noopener">Nvidia Supplier Taiwan Semiconductor Posts 40% Topline Growth In May, Stock Surges</a>
<h2 class="wp-block-heading">What Happened</h2>
The share issuance plan was first reported <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-06-25/tsmc-unit-to-issue-10-billion-of-stock-to-counter-forex-swings?taid=685bd6ec8217380001328131&amp;utm_campaign=trueanthem&amp;utm_content=business&amp;utm_medium=social&amp;utm_source=twitter&amp;sref=TBDibEcD" rel="noreferrer noopener">to Bloomberg</a>. TSMC Global Ltd., the offshore unit of Taiwan Semiconductor Manufacturing Co., will issue the stock to support foreign exchange hedging operations.
This marks the third such equity move since 2024, and it is the largest to date. The timing coincides with the recent appreciation of the Taiwan dollar.
The central bank has warned against speculation after the currency's sharp rise in May, which marked its largest single-day gain since the 1980s.
Analyst Philip McNicholas from Robeco told Bloomberg that the rising volatility may be prompting banks to reassess margin requirements, making capital injections from share issuances a useful tool for companies.
TSMC's CEO C. C. Wei informed shareholders this month that the stronger currency has reduced the firm's operating margin by several percentage points.
Taiwan Semiconductor stock surged 28% in the last 12 months. The chipmaker has also <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45953943/taiwan-semiconductor-eyes-rollout-of-2nm-advanced-tech-chips-this-year" rel="noreferrer noopener">explored commercializing its</a> advanced 2-nanometer process&nbsp;using gate-all-around (GAA) technology in the second half of 2025. It plans to start 2-nm production simultaneously at its Baoshan and Kaohsiung facilities within Taiwan's Hsinchu Science Park.
In April, Taiwan Semiconductor <a target="_blank" href="https://www.benzinga.com/25/04/44857887/taiwan-semiconductor-q1-surges-41-in-sales-boosted-by-ai-chip-demand-expanded-margins" rel="noreferrer noopener">reported&nbsp;first-quarter</a> net sales&nbsp;of $25.53 billion, up 41.6% year-over-year, topping the analyst consensus estimate of $23.92 billion. However, net sales declined&nbsp;3.4% quarter over quarter. Taiwan Semiconductor&nbsp;guided second-quarter&nbsp;2025 revenue of $28.4 billion-$29.2 billion, versus the $26.79&nbsp;billion analyst estimate.&nbsp;
Price Action: TSM stock gained by 1.20% to $222.74 on Wednesday.
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Photo by Jack Hong via Shutterstock

Asia

Offerings

MSFT

Nvidia Supplier Taiwan Semiconductor Wants To Raise $10 Billion For This Risk It Cannot Control

Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) is gearing up for its next big product reveal, officially confirming its summer Unpacked event for July 9 in Brooklyn, with a teaser that hints at a major foldable launch.
What Happened: The invitation released on Monday, featuring the phrase "Ultra Unfolds," strongly suggests the debut of a high-end foldable device—likely the rumored Galaxy Z Fold 6 Ultra.
The wording and accompanying visual hints point to a thinner, sleeker design, aligning with the latest industry trends toward more pocket-friendly foldables, <a href="https://www.theverge.com/news/691662/samsung-unpacked-july-ultra-foldable">according</a> to The Verge.
The event kicks off at 10 a.m. ET and will be livestreamed on Samsung's official YouTube channel for global audiences.
See Also:&nbsp;<a href="https://in.benzinga.com/tech/25/02/43772135/ex-openai-chief-scientist-ilya-sutskevers-ai-startup-valued-at-30-billion-in-latest-funding-round-report" target="_blank" rel="noreferrer noopener">Ex-OpenAI Chief Scientist Ilya Sutskever's AI Startup Valued At $30 Billion In Latest Funding Round: Report</a>
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
<div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="Invitation for Galaxy Unpacked July 2025 &#x7C; Samsung" width="500" height="281" src="https://www.youtube.com/embed/5X7lUY5-ASE?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div>
</figure>
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&#8217;s Important: As part of its promotional push, Samsung is offering a $50 credit on Samsung.com to customers who reserve a device ahead of the event.
While the exact devices remain unconfirmed, the preorder bonus likely applies to the upcoming foldables, including the anticipated Galaxy Z Fold 6 and possibly a new Flip model.
<a href="https://www.benzinga.com/25/05/45366293/samsung-unveils-ultra-thin-galaxy-s25-edge-in-surprise-launch-amid-slowing-demand-and-tariff-uncertainty-apple-reportedly-plans-to-catch-up-in-september">Samsung launched the ultra-slim</a> Galaxy S25 Edge in March, just four months after the rest of the S25 series. The 5.8 mm-thin, 163-gram smartphone features a 6.7-inch display, a 200MP main camera, a 12MP ultra-wide lens with autofocus and advanced AI capabilities.
At the time, analysts suggested that the early release may be a strategic move to outpace Apple Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) rumored iPhone 17 Air, expected in September.
Apple led <a href="https://www.benzinga.com/news/global/25/04/44796659/apple-tops-global-smartphone-sales-with-19-share-boosted-by-iphone-16e-emerging-market-growth">global smartphone sales in the first quarter</a> with a 19% market share, driven by the iPhone 16e launch and growth in emerging markets, according to Counterpoint Research.
Samsung followed closely with 18%, boosted by its S25 and new A-series models. Xiaomi Corp. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACF#OTC">XIACF</a>) ranked third, with Vivo and OPPO taking fourth and fifth places, respectively.
Benzinga's Edge Stock Rankings show a consistent decline in Apple's performance across short, medium and long-term timeframes. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">More detailed performance insights are available here</a>.
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Photo Courtesy: Sybillla 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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</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.

Samsung Confirms July 9 Unpacked Event With 'Ultra Unfolds' Teaser — Galaxy Z Fold 6 Ultra Launch Imminent?

Lam Research Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>), a go-to supplier for chip giants like Taiwan Semiconductor Manufacturing Co Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) and Samsung Electronics Co (OTCPK:SSNLF), just flashed a golden signal on its chart &#8211; a <a href="https://www.benzinga.com/topic/golden-cross">technical Golden Cross</a> &#8211; as the stock surged nearly 25% year to date.
For the uninitiated, a Golden Cross occurs when a stock's short-term moving average breaks above its long-term average, hinting at sustained bullish momentum. 
And Lam just did it in style &#8211; its 50-day simple moving average (SMA) has now decisively crossed above its 200-day average, turning heads in the semiconductor corner of Wall Street.
Read Also: <a href="https://www.benzinga.com/insights/news/25/06/45976861/heres-how-much-you-would-have-made-owning-lam-research-stock-in-the-last-10-years">Here&#8217;s How Much You Would Have Made Owning Lam Research Stock In The Last 10 Years</a>
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0623"><img loading="lazy" decoding="async" width="627" height="486" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/23090737/Screenshot-2025-06-23-at-5.06.17-PM.png" alt="" class="wp-image-958119" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/23090737/Screenshot-2025-06-23-at-5.06.17-PM.png 627w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/23090737/Screenshot-2025-06-23-at-5.06.17-PM-300x233.png 300w" sizes="(max-width: 627px) 100vw, 627px" /></a></figure>
<a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0623">Chart created using Benzinga Pro</a>
<h2 class="wp-block-heading">From Fab Floors to Stock Floors</h2>
Lam isn't just another tech stock &#8211; it's a critical cog in the global chip machine, making the tools that power deposition and etch processes. That's tech-speak for helping build and carve microscopic chip features layer by layer. With a dominant share in etch and a solid second place in deposition, Lam's gear sits inside the fabs of TSMC, Samsung, Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and Micron Technology Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>).
Despite a 12% dip over the past month, LRCX is now showing signs of strength. With its price at $90.49, above the 50-day SMA of $79.38 and the 200-day SMA of $77.42, multiple technical signals are flashing green. The MACD (moving average convergence/divergence) at 3.33 and RSI (relative strength index) at 62.01 further support a growing bullish trend.
<h2 class="wp-block-heading">Betting On The Memory Cycle?</h2>
Lam's reliance on memory chipmakers (DRAM and NAND) has made it more cyclical than some peers &#8211; but that's turning into a feature, not a bug. 
As demand rebounds and capex from big players like Samsung and Micron ramps back up, Lam could ride the wave of equipment upgrades and restocking.
<h2 class="wp-block-heading">The Quiet Golden Opportunity</h2>
The Golden Cross may be quiet, but it&#8217;s loud enough for traders and long-term investors to pay attention. With AI, advanced packaging, and chip expansion cycles ramping globally, Lam Research may have just etched a path higher.
Read Next: 
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</ul>
Photo: Shutterstock

Technicals

Signals

Trading Ideas

LRCX

This TSMC, Samsung Supplier Just Made A Golden Cross

South Korea is preparing to confront U.S. officials over potential restrictions on chipmakers operating in China.
What Happened: Ahead of the third round of tariff talks in Washington this week, South Korean Trade Minister Yeo Han-koo said he will raise industry concerns over possible U.S. curbs that could hurt Korean semiconductor firms in China, reported Reuters.
&#8220;I will pass on the concerns among those in the industry and take utmost care,&#8221; Yeo told reporters before departing for Washington on Sunday.
The talks were originally expected to conclude with a trade agreement by July 8, but Yeo indicated that the deadline may slip due to political and economic uncertainties in the U.S., the report added.
See Also: &nbsp;<a href="https://benzinga.com/markets/macro-economic-events/25/06/45988656/elon-musk-warns-us-faces-de-facto-bankruptcy-if-37-trillion-debt-not-tackled-peter-" target="_blank" rel="noreferrer noopener">Elon Musk Warns US Faces ‘De Facto&#8217; Bankruptcy If $37 Trillion Debt Not Tackled, Peter Schiff Says, ‘We Are Already Bankrupt&#8217;</a>
Why It&#8217;s Important: Seoul is currently subject to a 10% blanket tariff, with an additional 25% country-specific duty temporarily suspended for 90 days.
Yeo, who was appointed this month by newly elected President Lee Jae Myung, also plans to meet officials at the White House and U.S. Congress to discuss multiple trade issues, including a U.S. request for South Korea to relax its restrictions on American beef imports.
South Korean chipmakers, including Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) and SK Hynix, rely <a href="https://www.benzinga.com/markets/tech/25/06/46028133/sk-hynix-gen-memory-big-techs-ai-push-prioritizes-nvidia">heavily on Chinese operations</a> and new U.S. policies could upend their supply chains.
Earlier this month, it was reported SK Hynix has <a href="https://www.benzinga.com/markets/tech/25/06/46028133/sk-hynix-gen-memory-big-techs-ai-push-prioritizes-nvidia">secured custom high-bandwidth</a> memory (HBM) orders from Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>).
Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) will produce the logic dies for SK Hynix's custom HBM chips. The first offering, the seventh-generation HBM4E, is expected to launch in the second half of 2026.
Last year, it was reported that Chinese tech firms, including Huawei Technologies Co and Baidu Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>), were <a href="https://www.benzinga.com/government/24/08/40198085/huawei-and-baidu-increase-samsung-hbm-purchases-as-us-curbs-loom">stockpiling HBM semiconductors</a> from Samsung ahead of potential U.S. export restrictions.
Benzinga's Edge Stock Rankings show that Nvidia is demonstrating steady upward momentum across short, medium and long-term periods. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound'">More detailed performance insights are available here</a>.
<figure class="wp-block-image aligncenter size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound'"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/22232720/Screenshot-2025-06-23-at-7.31.11%E2%80%AFAM.png" alt="" class="wp-image-957395" /></a></figure>
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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.
Photo courtesy: Shutterstock

BIDU

South Korea May Delay US Trade Deal Over Threats To Its China-Based Chipmakers

<a target="_blank" href="https://www.benzinga.com/topic/chip-stocks" rel="noreferrer noopener">Semiconductor chip stocks</a>, including Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), Arm Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>), Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), are trading lower on Friday.
The fall comes amid reports indicating Washington&#8217;s plans to end waivers for chipmakers to send American technology to China, the Wall Street Journal <a href="https://www.wsj.com/world/china/u-s-prepares-action-targeting-allies-chip-plants-in-china-10ab18a8" target="_blank" rel="noreferrer noopener">reported</a> Friday, citing unnamed sources familiar with the matter.
The stock movement bears testimony to the interconnectivity of the semiconductor ecosystem, which includes semiconductor companies and suppliers of materials, equipment, and specialized services.
So far, chipmakers Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>),&nbsp;SK Hynix, and Taiwan Semiconductor could ship American chip-making equipment to their factories in China without applying for a separate license.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46028133/sk-hynix-gen-memory-big-techs-ai-push-prioritizes-nvidia" rel="noreferrer noopener">SK Hynix To Supply Next-Gen Memory For Big Tech&#8217;s AI Push, Prioritizes Nvidia Amid Supply Crunch</a>
Jeffrey Kessler, head of the Commerce Department, told the chipmakers about Washington&#8217;s plans to cancel those waivers, WSJ reported. They said Kessler described the action as part of the Trump administration&#8217;s crackdown on critical U.S. technology going to China.
Last week, President&nbsp;Donald Trump&nbsp;confirmed&nbsp;the <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45924007/arm-ceo-warns-chip-sanctions-on-china-are-counterproductive-for-usa" rel="noreferrer noopener">China trade deal</a> after two days of negotiations in London. The U.S. said it will continue applying 55% tariffs on selected Chinese imports, while China will impose a 10% tariff rate on U.S. goods.
Earlier, Arm CEO&nbsp;Rene Haas&nbsp;had condemned the&nbsp;U.S. sanctions on&nbsp;China in tandem with&nbsp;Nvidia chief Jensen Huang, citing the compromise of overall technological advances and impact on consumers and companies.
Haas discussed the repercussions of restricting access to technology in the ecosystem&nbsp;<a target="_blank" href="https://www.bloomberg.com/news/articles/2025-06-12/arm-ceo-sides-with-nvidia-against-us-export-limits-on-china?srnd=phx-technology&amp;sref=TBDibEcD" rel="noreferrer noopener">to</a> Bloomberg last week at the Founders Forum Global conference in Oxford.
Haas said Chinese competitors have evolved, citing Huawei Tech as an example.&nbsp;The Trump administration blacklisted Huawei in 2019, citing national security threats.
In April, the Trump administration imposed sanctions on exports of data center processors to Chinese customers, which cost Nvidia about $8 billion in Chinese revenue during its second fiscal quarter.
Price Action: NVDA stock traded lower by 1.03% to $144 at the last check Friday. AVGO is down 1.05%. ARM is down 0.80%.
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</ul>
Image Via Shutterstock

Government

Regulations

Nvidia, Broadcom, Marvell And Other Chip Stocks Fall On Unexpected US Move

Companies Strengthen Collaboration with Successful Tape Out of HBM Customer Design, Certified EDA Flows, and PPA-Optimized IP on Samsung's Advanced Technologies &nbsp;
Highlights&nbsp;
<ul>
<li>Successful customer tape out of HBM3 design on SF2 process and&nbsp;I-CubeS technology leveraged Synopsys 3DIC Compiler to reduce turnaround time by 10X</li>
<li>New&nbsp;Synopsys certified AI-driven digital and analog flows on SF2P accelerate development of high-performance designs</li>
<li>AI-driven design technology co-optimization collaboration delivers superior PPA results on the SF2P process</li>
<li>New&nbsp;Synopsys IP, including 224G, UCIe, MIPI and LPDDR6, on SF2P and SF4X speeds time-to-market for next-generation designs and offers a low-risk path to silicon-success</li>
</ul>
SUNNYVALE, Calif., June 16, 2025 /PRNewswire/ -- <a href="https://c212.net/c/link/?t=0&amp;l=en&amp;o=4449646-1&amp;h=1353614803&amp;u=https%3A%2F%2Fwww.synopsys.com%2F&amp;a=Synopsys%2C+Inc.">Synopsys, Inc.</a>&nbsp;(Nasdaq:&nbsp;<a href="https://c212.net/c/link/?t=0&amp;l=en&amp;o=4449646-1&amp;h=2947840459&amp;u=https%3A%2F%2Finvestor.synopsys.com%2Foverview%2Fdefault.aspx&amp;a=SNPS">SNPS</a>) announced today its ongoing close collaboration with Samsung Foundry to power the next generation of designs for advanced edge AI, HPC, and AI applications. The collaboration between the companies is helping mutual customers achieve successful tape-outs of their complex designs using Synopsys' 3DIC Compiler and Samsung's advanced packaging technologies with fast turnaround time. Mutual customers can improve power, performance and area (PPA) with certified EDA flows for SF2P process,&nbsp;and minimize IP integration risk with the high-quality portfolio of IP on Samsung's most advanced process technologies. &nbsp;

SNPS

Synopsys And Samsung Foundry Strengthen Collaboration With Successful Tape Out Of HBM Customer Design, Certified EDA Flows, And PPA-Optimized IP On Samsung's Advanced Technologies

Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) explored commercializing its <a target="_blank" href="https://www.benzinga.com/topic/chip-stocks" rel="noreferrer noopener">advanced 2-nanometer process</a> using gate-all-around (GAA) technology in the second half of 2025.
South Korean rival Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) is also looking to launch its own 2nm process by 2025 to narrow the gap with Taiwan Semiconductor, the Chosun Daily <a target="_blank" href="https://www.chosun.com/english/industry-en/2025/06/16/CSTCW3TPMZBRLDIYILHFY7BRAQ/" rel="noreferrer noopener">reported</a> on Monday.
Samsung was the first to implement GAA in mass production with its 3nm chips in 2022.
Also Read: <a target="_blank" href="https://www.benzinga.com//node/45859582" rel="noreferrer noopener">Nvidia Supplier Taiwan Semiconductor Posts 40% Topline Growth In May, Stock Surges</a>
According to the report, the Taiwanese contract chipmaker will start 2nm production simultaneously at its Baoshan and Kaohsiung facilities within Taiwan&#8217;s Hsinchu Science Park.
Taiwan Semiconductor&#8217;s 2nm yield is reportedly stable at around 60% to 70%.
<h2 class="wp-block-heading">Why Does It Matter</h2>
2nm (2 nanometers): In semiconductor terms, it refers to the &#8220;manufacturing process.&#8221; A smaller nanometer number generally indicates more advanced technology, allowing for smaller transistors, higher transistor density (more transistors in the same area), improved performance, and lower power consumption. The 2nm process is at the cutting edge of chip manufacturing.
Achieving 60-70% yield for a brand-new, highly complex, bleeding-edge process like 2nm is considered a very positive sign during the R&amp;D phase.
A yield of 70% or higher (and ideally much higher for mature processes) is desired for profitable mass production.
<h2 class="wp-block-heading">Who Wants To Buy 2nm Chips?</h2>
Apple Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) upcoming&nbsp;iPhone 18&nbsp;lineup <a target="_blank" href="https://www.benzinga.com/25/03/44453733/apples-iphone-18-to-get-massive-boost-with-2nm-a20-chiptsmcs-yields-surge-past-70-says-top-analyst" rel="noreferrer noopener">will likely feature</a> Taiwan Semiconductor&#8217;s&nbsp;2nm A20 chip, according to supply chain analyst Ming-Chi Kuo.
Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) has also tapped its <a target="_blank" href="https://www.benzinga.com/media/25/04/44962945/intel-taps-taiwan-semiconductor-for-advanced-2nm-process-for-ai-powered-chips-report" rel="noreferrer noopener">long-term supplier</a>,&nbsp;Taiwan Semiconductor, for its&nbsp;advanced 2nm process. Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) is also a client of Taiwan Semiconductor&#8217;s 2nm process.
Taiwan Semiconductor reported <a target="_blank" href="https://www.benzinga.com/25/04/44857887/taiwan-semiconductor-q1-surges-41-in-sales-boosted-by-ai-chip-demand-expanded-margins" rel="noreferrer noopener">first-quarter net sales</a> of $25.53 billion (839.25 billion New Taiwanese Dollars), up 41.6% year over year and topping the analyst consensus estimate of $23.92 billion. However, net sales declined&nbsp;3.4% quarter over quarter.
Net income and earnings per share were $361.56 billion New Taiwanese Dollars and 13.94 New Taiwanese Dollars per share (or $2.12), topping the&nbsp;analyst consensus of $1.82.
Taiwan Semiconductor&nbsp;guided second-quarter&nbsp;2025 revenue of $28.4 billion to $29.2 billion, versus the $26.79&nbsp;billion analyst estimate.&nbsp;
Price Action: TSM stock is trading higher by 2.56% to $216.52 at last check Monday.
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Photo by wakamatsu via Shutterstock

Taiwan Semiconductor Eyes Rollout Of 2nm Advanced Tech Chips This Year

In the ongoing tariff negotiations, the United States is reportedly urging Vietnam to reduce its reliance on Chinese technology in the production of devices that are later exported to the U.S.
What Happened: The U.S. is pressuring Vietnam to decrease its use of Chinese technology in the production of devices that are later exported to the U.S. This move could significantly impact Vietnam&#8217;s export-oriented growth model, which is heavily reliant on the U.S. market, reported Reuters on Monday.
&#8220;That is part of the restructuring of supply chains and would in turn reduce U.S. dependency on Chinese components,&#8221; a source told Reuters.
The Trump administration has threatened Vietnam with steep tariffs &#8220;of up to 46%,&#8221; a move that could significantly restrict the country&#8217;s access to its main export market and disrupt its export-driven economy. The U.S. is also pressuring Vietnam to crack down on the transshipment of Chinese goods falsely labeled as &#8220;Made in Vietnam,&#8221; a practice that Vietnam is actively working to curb.
Vietnam, home to major manufacturing operations of tech giants like Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and Samsung Electronics Co. Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>), has been organizing meetings with local businesses to increase the supply of Vietnamese parts. While firms have shown readiness to collaborate, they have also cautioned that they would require time as well as technology to do so.
SEE ALSO: <a href="https://benzinga.com/markets/tech/25/06/45943342/google-microsoft-elon-musks-xai-reportedly-cut-ties-with-scale-ai-after-mark-zuckerbergs-meta-buys-s" target="_blank" rel="noreferrer noopener">Google, Microsoft, Elon Musk&#8217;s xAI Reportedly Cut Ties With Scale AI After Mark Zuckerberg&#8217;s Meta Buys Stake</a>
Why It Matters: The U.S.&#8217;s push for Vietnam to reduce its reliance on Chinese technology comes amid the ongoing trade tensions between the U.S. and China. This development also follows Chinese President Xi Jinping&#8216;s <a href="https://www.benzinga.com/25/04/44806095/as-xi-jinping-urges-vietnam-to-stand-against-unilateral-bullying-trump-labels-the-meeting-a-plan-to-screw-the-united-states-of-america">diplomatic tour</a> of Southeast Asia, where he urged countries like Vietnam to stand against &#8220;unilateral bullying&#8221; and uphold free and open trade.
Earlier in April, President Donald Trump revealed that Vietnam was interested in negotiations to <a href="https://www.benzinga.com/news/global/25/04/44650903/trump-reveals-vietnam-trade-talks-as-nike-stock-rallies-on-surprise-turnaround">reduce tariffs</a>, a move that was well received by the market. 
The current development, however, indicates a potential shift in Vietnam&#8217;s trade dynamics, as it navigates the demands of both the U.S. and China. Reuters also reported that Vietnam views the demands of the U.S. as  &#8220;tough&#8221; and &#8220;difficult.&#8221; 
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Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Markets

US Pressures Vietnam To Cut Chinese Tech Dependency Amid Tariff Talks: Report

Apple Inc&#8217;s&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)&nbsp;<a target="_blank" href="https://www.benzinga.com/topic/smartphones" rel="noreferrer noopener">iPhone sales topped</a> the charts in China in May, reflecting a rebound in growth in Apple&#8217;s two leading markets, China and the U.S.
The company&#8217;s global sales increased by 15% during April and May, a record since the 2020 pandemic, Reuters cited Counterpoint Research <a target="_blank" href="https://www.counterpointresearch.com/report/market-outlook-smartphone-model-level-forecast-june-2025-update" rel="noreferrer noopener">preliminary data</a> on Friday.
The firm noted that Chinese e-commerce platforms offered discounts of up to 2,530 yuan ($351) on Apple&#8217;s latest iPhone 16 models in May.
Also Read: <a href="https://www.benzinga.com/25/04/45014074/apple-plans-iphone-shift-from-china-to-india-amid-tariff-pressures-geopolitical-risks" target="_blank" rel="noreferrer noopener">Apple Plans iPhone Shift From China To India Amid Tariff Pressures, Geopolitical Risks: Report</a>
Counterpoint said tariff evaders and double-digit growth in Japan, India, and the Middle Eastern markets partly drove the rebound.
Ivan Lam of Counterpoint highlighted how the U.S. and Chinese markets dictated the iPhone&#8217;s prospects.
Last week, Counterpoint <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45769045/tariffs-ai-and-trade-war-apples-smartphone-growth-to-take-a-hit-experts-say" rel="noreferrer noopener">cut growth expectations</a> for&nbsp;global smartphone shipments&nbsp;in 2025 to 1.9% on Wednesday, down from the prior 4.2%, citing the Trump administration&#8217;s tariff-related uncertainties.
The firm also revised shipment growth from China down to near flat and expects&nbsp;Apple and&nbsp;Samsung Electronics&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) shipments to slow due to higher&nbsp;cost burden on&nbsp;consumers.
International Data Corporation&nbsp;(IDC)&nbsp;cut the 2025&nbsp;global smartphone shipment&nbsp;growth outlook to 0.6% from 2.3%.
However, IDC expects China smartphone shipments to grow by 3% in 2025, driven by government subsidies. In contrast,&nbsp;Apple&nbsp;will likely decline 1.9% in 2025 due to ongoing competition from&nbsp;Huawei, the overall economic slowdown, and the lack of subsidies.
IDC expects the U.S. smartphone shipment growth to slow to 1.9% in 2025, down from 3.3% in 2017, due to tariff-related price increases.
AAPL&nbsp;Price Action:&nbsp;Apple stock is down 0.82% to $197.57 at last check Friday.
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Photo: Wongsakorn 2468 on Shutterstock.com

Analyst Ratings

iPhone Sales Rebound In China, But Apple's Next Move Could Be Risky

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

Equities

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

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

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

On Tuesday, Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) CEO CC Wei said that while <a href="https://www.benzinga.com/markets/25/04/44881525/tsmc-confident-amid-trump-tariff-turmoil-ceo-cc-wei-says-no-change-in-customer-behavior-despite-nvidia-h20-chip-curbs">U.S. tariffs are creating</a> some headwinds, robust demand for AI chips continues to exceed the company's supply capabilities.
What Happened: Speaking at TSMC's annual shareholder meeting in Hsinchu, Taiwan, Wei acknowledged that the tariffs imposed under President Donald Trump's trade policies are having an indirect impact, reported Reuters.
"Tariffs do have some impact on TSMC, but not directly. That's because tariffs are imposed on importers, not exporters," he said, adding that TSMC is an exporter.
"However, tariffs can lead to slightly higher prices and when prices go up, demand may go down."
See Also:&nbsp;<a href="https://benzinga.com/markets/equities/25/04/44862552/ford-recalls-nearly-150000-vehicles-over-brake-and-powertrain-issues-nhtsa" target="_blank" rel="noreferrer noopener">Ford Recalls Nearly 150,000 Vehicles Over Brake And Powertrain Issues: NHTSA</a>
Despite this, Wei highlighted that demand for AI-related chips remains exceptionally strong. "If demand drops, TSMC&#8217;s business could be affected. But I can assure you that AI demand has always been very strong and it&#8217;s consistently outpacing supply," he stated.
Wei also denied reports that TSMC plans to build chip factories in the UAE and reaffirmed compliance with U.S. and Taiwanese regulations regarding export controls, particularly after halting shipments to China's Sophgo.
Why It's Important: Last month, Taiwan's Minister of Economic Affairs, JW Kuo, stated that the U.S. tariffs are <a href="https://www.benzinga.com/government/regulations/25/05/45508534/taiwan-minister-shrugs-off-us-tariffs-says-taiwan-semiconductor-will-thrive-while-samsung-takes-the-hit">not a concern for Taiwanese manufacturers</a>. He underscored America&#8217;s reliance on Taiwan to strengthen its microchip manufacturing capabilities.
Kuo also predicted that Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) is likely to be the most affected by the tariffs, citing the company's limited capacity in advanced semiconductor production.
In April, Trump warned that tariffs of up to <a href="https://www.benzinga.com/markets/equities/25/04/44704930/trump-says-he-warned-tsmc-of-100-tariff-if-it-doesnt-manufacture-in-us-these-chip-companies-are-loaded">100% could be imposed</a> on TSMC if the chipmaker failed to establish manufacturing facilities in the U.S.
Price Action: TSMC shares rose 0.79% on Monday and gained an additional 0.24% in after-hours trading, closing at $195.30. Despite the recent gains, the stock is still down 3.34% year-to-date, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
Benzinga&#8217;s Edge Stock Rankings indicate that TSMC exhibits a positive price trend over the short, medium and long term. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">You can find more in-depth metrics here</a>.
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TSMC CEO Admits Trump Tariffs Have 'Some Impact' On Chipmaker But Demand 'Consistently Outpacing' Supply Thanks To AI

Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is reportedly preparing a rebrand of its software platforms by introducing a year-based naming system.
What Happened: At its Worldwide Developers Conference on June 9, Apple could unveil the new strategy, <a href="https://www.bloomberg.com/news/articles/2025-05-28/apple-to-rebrand-device-operating-systems-ios-26-macos-26-watchos-26?srnd=undefined">reported</a> Bloomberg on Wednesday, citing people with knowledge of the matter.
As per the report, the tech giant will replace the current version numbers like iOS 18 and macOS 15 with year-based names, such as iOS 26, macOS 26, and iPadOS 26.
The idea behind this is to simplify the naming process, which currently has some inconsistencies because of its varied launch dates.
Apple did not immediately respond to <a href="https://pro.benzinga.com/dashboard">Benzinga's</a> request for comments.
See Also: <a href="https://www.benzinga.com/25/05/45638355/headline-apples-former-design-chief-jony-ive-called-phones-and-laptops-legacy-platforms-google-ceo-sundar-pichai-said-pulling-out-a-black-glass-rectangle-wont-make-sense-forever-though-new-age-devices-havent-really-taken-off-yet">Apple&#8217;s Former Design Chief Jony Ive Called Phones And Laptops &#8216;Legacy Platforms:&#8217; Sundar Pichai Says Pulling Out A &#8216;Black Glass Display Rectangle&#8217; Won&#8217;t Make Sense Forever</a>
Why It's Important: In 2020, Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) also made a similar move by launching the Galaxy S20 after releasing the Galaxy S10 in 2019.
Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) also did this back in 1995 by naming its operating systems after their release years like Windows 95, Windows 98 and Windows 2000.
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Although in this case, Apple is taking a slightly different approach by using the upcoming year instead of the ongoing one. For example, the next iOS update is expected to launch in September 2025, but will name named iOS 26, the report added.
Price Action: Apple&#8217;s stock edged up by 0.10% during Wednesday's regular trading session and saw a more notable gain of 3.49% in after-hours trading, according to <a href="http://pro.benzinga.com/">Benzinga Pro</a>.
According to Benzinga Edge Stock Rankings, Apple received a growth score of 32.99%. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it compares to other leading stocks</a> like Samsung and Microsoft.
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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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Apple Is Reportedly Making iOS Take A Leap From 18 To 26 — Here's Why

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

ASML

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

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

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