Samsung Electronics

Mentioned in 7 analyzed podcast episodes across 5 shows

Mentioned On

Bloomberg Daybreak: US Edition TBPN The Compound and Friends WSJ Minute Briefing Bloomberg Tech

Episode Mentions

Bloomberg Daybreak: US Edition · Jul 16, 2026

US Bombs Persian Gulf Supertanker, Warsh: Trump Hasn't Interfered

“South Korea halting new leveraged ETF listings tied to Samsung stock due to market volatility concerns”

US-Iran Military Escalation in Persian GulfStrait of Hormuz Shipping DisruptionGlobal Oil Market Supply Chain Risk

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TBPN · Jun 29, 2026

Open Source vs. Closed Source, Memory Chips Eat AI Profits, Comcast Restructures | Diet TBPN

“Identified as one of three dominant memory chip makers capturing outsized profits from AI data center demand.”

Open Source vs. Closed Source AI Model DebateChina AI Competitiveness and Geopolitical ImplicationsGLM 5.2 Benchmark Performance and Security Capabilities

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The Compound and Friends · May 12, 2026

Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

“Korean memory maker representing 43% of KOSPI index (vs. 18-20% historically); subject of deGraaf's bubble analysis framework”

Bubble identification and risk management frameworksSemiconductor and memory chip market dynamicsAI infrastructure investment and CapEx bubble risks

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TBPN · May 9, 2026

Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

“Competing with Intel and TSMC in chip manufacturing; mentioned as alternative supplier for Apple memory and storage”

Intel-Apple chip manufacturing partnership and U.S. semiconductor resiliencyAI economy vs. real economy divergence and market concentration riskApril 2025 U.S. jobs report and labor market resilience

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WSJ Minute Briefing · May 5, 2026

Intel Leads Indexes to New Records

“Shares rose more than 5% on news of a potential chip manufacturing deal with Apple.”

U.S. Stock Market RecordsSemiconductor Manufacturing in AmericaApple Supply Chain Strategy

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Bloomberg Tech · May 5, 2026

Apple Weighs Using Intel, Samsung Processors

“Stock up 8% following reports of Apple considering its U.S. fabs for processor manufacturing”

Apple chip manufacturing diversificationU.S. semiconductor supply chain reshoringAI model government pre-release reviews

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Bloomberg Daybreak: US Edition · May 5, 2026

US and Iran Trade Fire; Secret Service Shoots Man Near White House

“Apple executives visited Samsung's Texas plant under development to discuss advanced chip manufacturing capabilities”

US-Iran Military Escalation and Strait of Hormuz SecurityOil Supply Chain Disruption and Energy Market VolatilitySemiconductor Supply Chain Diversification

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