005930 se : Live Updates Every Minute from 25K+ News Agencies Across the Globe

Order Reprints
Print Article
Amid global shortages of semiconductors ranging from chips for autos to graphics processors, Taiwan Semiconductor Manufacturing said early Thursday it plans to spend $28 billion to increase the capacity of its plants.
Taiwan Semi’s (ticker: TSM) American depositary receipts rose 9% to $129.68 in afternoon trading.
Remarks from executives on...
Close
Taiwan Semi Is Betting $28 Billion on Rising Demand for Chips
Amid global shortages of semiconductors ranging from chips for autos to graphics processors, Taiwan Semiconductor Manufacturing said early Thursday it plans to spend $28 billion to increase the capacity of its plants.
From

Samsung Seizes Smartphone Initiative as Sanctions Hobble Huawei
South Korean giant recently forecast 25% jump in quarterly operating profit, aided by resurgent phone sales
Aug. 6, 2020: Samsung’s Galaxy Note smartphones have always been known for on-the-go productivity, but now we’re not going anywhere. WSJ’s Joanna Stern looks at how Samsung’s changed the phone—and its promotional messages—due to Covid-19. (Originally published Aug. 5, 2020)
By
Jan. 12, 2021 6:13 am ET
SEOUL—Huawei Technologies Co.’s sanctions-induced smartphone slump has rivals seeing opportunity in a market where switching brands is rare.
With U.S. restrictions curbing its access to key parts, Huawei has suffered a plunge in sales in recent months, most strongly benefiting South Korea’s Samsung Electronics Co. and other Chinese makers.

The South Korean company’s projection indicates continued demand for its tech components amid the coronavirus pandemic.

Order Reprints
Text size
Huawei and Samsung are dominating the early 5G phone market. Apple has been on the sidelines.
Photograph by STR/AFP via Getty Images
Huawei Technologies and
Apple
expected to remain on the sidelines until later this year.
The new data show that global shipments of 5G phones reached 19 million units in 2019, with demand “much higher than expected.” That’s up from zero 5G phones in 2018.
Huawei was the market leader with 37% of the market, most of those sold in China. Samsung had 36% of the market, selling 5G phones in a broader range of markets, including South Korea, the U.S. and the U.K. Vivo, which sells phones primarily in China, had 10.7% of the market. China-based Xiaomi, which sells phones in Western Europe as well as domestically, had 6.4% of the market. South Korea’s

Jan. 8, 2020 7:49 am ET
SEOUL—After an excruciating year, makers of memory chips have reason to breathe a sigh of relief: The industry’s slide appears to have ended.
The latest positive sign came from Samsung Electronics Co. , the world’s largest memory-chip maker, which this week issued financial guidance that topped analysts’ estimates. That followed a declaration from rival producer Micron Technology Co. in December that its business was passing through a ”cyclical bottom.”
A big accelerant is the rollout of 5G mobile networks. The global deployment of the next-generation technology should re-energize smartphone sales and juice corporate investments in artificial intelligence, computing and data storage—all areas requiring significant memory capacity.

Wedbush analyst Dan Ives repeated his Overweight rating on Apple stock, lifting his price target to a Street-high $350, from $325, ahead of what he expects will be spectacular growth for the iPhone starting late in 2020.

Order Reprints
Illustration by Michael Parkin
China is the 800-pound panda in any conversation about what is going on in the world today. The nation dominates the headlines, is the most-cited reason for sleeplessness among corporate executives, and puzzles investors daily. China looms particularly large for investors in the emerging markets: It represents an uncomfortably outsize stake in most portfolios. And fund managers are getting nervous.
The challenges are daunting. China is growing at its slowest pace in decades—a slowdown that began before the trade war. In past...
Close
Emerging Market Funds Try to Sidestep China
China is the 800-pound panda in any conversation about what is going on in the world today.