Samsung — Supply Chain & Business Relationships

“AMD and Samsung announced a collaboration on HBM4 supply for AMD Instinct MI455X GPUs and advanced DRAM solutions for 6th Gen AMD EPYC CPUs.”

— AMD 8-K, filed 2026-05-05 EDGAR · View source filing ↗

“We utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wafers.”

— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗

“The primary foundry suppliers for our various digital, analog/mixed-signal, RF and PM integrated circuits include Taiwan Semiconductor Manufacturing Company (TSMC), Samsung Electronics and Global Foundries.”

— QCOM 10-K, filed 2025-11-05 EDGAR · View source filing ↗

“Samsung Electronics Co., Ltd. ("Samsung") accounted for 10% of total revenue in both fiscal years 2026 and 2025.”

— QRVO 10-K, filed 2026-05-08 EDGAR · View source filing ↗

“In fiscal 2025, revenues from Apple, Samsung and Xiaomi each comprised 10% or more of our consolidated revenues.”

— QCOM 10-K, filed 2025-11-05 EDGAR · View source filing ↗

“For the fiscal years ended June 30, 2025, 2024 and 2023, the following customers each accounted for more than 10% of total revenues, primarily in the Semiconductor Process Control segment: Fiscal Year Ended June 30, 2025 2024 2023 Taiwan Semiconductor Manufacturing Company Limited Taiwan Semiconductor Manufacturing Company Limited Taiwan Semiconductor Manufacturing Company Limited Samsung Electronics Co., Ltd.”

— KLAC 10-K, filed 2025-08-08 EDGAR · View source filing ↗

Not re-confirmed in the filer’s latest annual report (Form 10-K filed 2026-08-06): not mentioned in it.

“Our most significant customers during the fiscal years ending June 28, 2026, June 29, 2025, and June 30, 2024 included Micron Technology, Inc., Samsung Electronics Company, Ltd., SK hynix Inc., and Taiwan Semiconductor Manufacturing Company.”

— LRCX 10-K, filed 2026-08-07 EDGAR · View source filing ↗

“なお、主な相手先別の販売実績及び当該販売実績の総販売実績に対する割合は以下のとおりであります。 … Samsung Electronics Co., Ltd. 368,079 15.1”

— Tokyo Electron Limited Annual securities report, filed 2026-03-31 EDINET (Statutory Japanese annual securities report; quote in the original Japanese) · View source filing ↗

“3. Major customer information (Millions of yen) Name of customer Net sales Samsung Electronics Co., Ltd. 368,079 Taiwan Semiconductor Manufacturing Company Ltd. 315,813 (Note) The amount includes sales to the customer and its subsidiaries.”

— Tokyo Electron Consolidated Financial Statements FY2026 (official English translation) · View source filing ↗

(Official English translation published by the company; the Japanese original prevails)

“Our major customers include (in alphabetical order) Apple, Bosch, Continental, Denso, HP, Mobileye, Samsung, SpaceX, Tesla and Vitesco.”

— STM 20-F, filed 2026-02-26 EDGAR · View source filing ↗

“The following customers represented 10% or more of our quarterly revenues for the quarters indicated: … Samsung Electronics Co., Ltd. * * * * * * * 12.4 % 19.2 % 24.5 % 47.8 % 35.3 % 22.0 % 35.2 % 36.2 % 43.6 %”

— FORM 10-K, filed 2026-02-20 EDGAR · View source filing ↗

“Our 10 largest end customers, some of whom are supplied by distributors, in alphabetical order, are Apple, Aptiv, Aumovio, Bosch, Denso, Harman Auto, Hyundai, LGE Automotive, Samsung and Visteon.”

— NXPI 10-K, filed 2026-02-19 EDGAR · View source filing ↗

“Our memory interface chips are sold to major DRAM manufacturers, Micron, Samsung and SK hynix”

— RMBS 10-K, filed 2026-02-18 EDGAR · View source filing ↗

“Skyworks Solutions, Inc. (Nasdaq: SWKS), a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, today reported first fiscal quarter results for the period ended Jan. 2, 2026. … • Strengthened our 5G position in premium Android smartphones, including Samsung’s Galaxy S26 and others”

— SWKS 8-K, filed 2026-02-03 EDGAR · View source filing ↗

“2025 waren unsere drei größten Kunden, in alphabetischer Reihenfolge, Intel Corporation, Samsung Electronics und Taiwan Semiconductor Manufacturing Company (TSMC).”

— Siltronic AG Annual report (Geschäftsbericht), filed 2025-12-31 (German statutory annual report; quote in the original German) · View source filing ↗

“In 2025, our three largest customers were (in alphabetical order) Intel Corporation, Samsung Electronics and Taiwan Semiconductor Manufacturing Company (TSMC).”

— Siltronic Annual Report 2025 (company's own English edition) · View source filing ↗

(Official English translation published by the company; the German original prevails)

“We have established direct relationships with key OEMs, including Dell Inc., Hewlett-Packard Company, Samsung Group, and Stanley Black & Decker, Inc., most of whom we serve through our distributors and ODMs.”

— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗

“当連結会計年度及び前連結会計年度における主な相手先別の販売実績及び当該販売実績の総販売実績に対する 割合は次のとおりであります。 … Samsung Electronics Co., Ltd.”

— Lasertec Corporation Annual securities report, filed 2025-06-30 EDINET (Statutory Japanese annual securities report; quote in the original Japanese) · View source filing ↗

“当連結会計年度において、外部顧客への売上高のうち連結損益計算書の売上高の10％以上を占める顧客 グループはTaiwan Semiconductor Manufacturing Co., Ltd.およびSamsungグループであり、関連するセ グメントは、それぞれ主に半導体・部品テストシステム事業、半導体・部品テストシステム事業およびメ カトロニクス関連事業であります。”

— Advantest Corporation Annual securities report, filed 2025-03-31 EDINET (Statutory Japanese annual securities report; quote in the original Japanese) · View source filing ↗

Not re-confirmed in the filer’s latest annual report (FY2026-03): fell below the ≥10% disclosure threshold.

“The customer groups that accounted for 10% or more of the net sales were Taiwan Semiconductor Manufacturing Co., Ltd. and the Samsung Group for the fiscal years ended March 31, 2025.”

— Advantest Securities Report, 83rd fiscal year (official English translation) · View source filing ↗

(Official English translation published by the company; the Japanese original prevails)

“Through strategic alliances with UMC, Samsung, Intel, and our newly formalized partnership with GlobalFoundries”

— Faraday Technology Annual report, filed 2026-05-25 TWSE (English translation of the Chinese original) · View source filing ↗

“These engagements build upon the previously announced partnership with Samsung Electronics.”

— AMAT 8-K, filed 2026-05-14 EDGAR · View source filing ↗

“We have entered into patent cross-licenses with a number of other leading advanced semiconductor companies, including AMD, Samsung, TSMC and IBM.”

— GFS 20-F, filed 2026-02-27 EDGAR · View source filing ↗

“Announced that NVIDIA is working with the South Korea government and industrial leaders, including Hyundai Motor Group, Samsung Electronics, SK Group and NAVER Cloud, to expand the nation’s AI infrastructure with over a quarter-million NVIDIA GPUs.”

— NVDA 8-K, filed 2025-11-19 EDGAR · View source filing ↗

“Additionally, highly strategic partnerships include major advanced node foundries – TSMC and Samsung and major OSATs – ASE, Amkor, Kyocera, JCET and SPIL. … Strengthened relationship with Samsung Foundry, with an expanded agreement encompassing leading-edge IP for PCIe 7.0,112G and 224G Ethernet and the UCIe die-to-die interconnect standard for AI andHPC systems.”

— Alphawave IP Group plc Annual report (ESEF), filed 2024-12-31 UKSEF · View source filing ↗

“Our major competitors in the DRAM market include Samsung Electronics Co., Ltd. (“Samsung Electronics”), Micron Technology, Inc. (“Micron Technology”) and ChangXin Memory Technologies (“CXMT”).”

— SKHY F-1/A, filed 2026-07-06 EDGAR · View source filing ↗

“We also compete with the foundry operation services of some IDMs, such as Texas Instruments, Inc. (“Texas Instruments”), Samsung Electronics Co., Ltd. (“Samsung”) and, more recently, Intel.”

— GFS 20-F, filed 2026-02-27 EDGAR · View source filing ↗

“Our current competitors include: … • suppliers of hardware and software for SoC products that are used in servers or embedded into automobiles, autonomous machines, and gaming devices, such as Ambarella, Inc., AMD, Broadcom, Intel, Qualcomm Incorporated, Renesas Electronics Corporation, and Samsung, or companies with internal teams designing SoC products for their own products and services, such as Tesla, Inc.; and”

— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗

“Competitors for certain of ISG's products and solutions include: Sony Semiconductor Manufacturing Corporation, Samsung Electronics Co., Ltd., and Omnivision Technologies Inc.”

— ON 10-K, filed 2026-02-09 EDGAR · View source filing ↗

“As we pursue our strategy to establish Intel Foundry as a major provider of foundry capacity to manufacture semiconductors for others, we face intense competition from well-established competitors such as TSMC, Samsung, Global Foundries, UMC and SMIC.”

— INTC 10-K, filed 2026-01-23 EDGAR · View source filing ↗

“Companies that provide on-device AI, high-performance and low-power computing and wireless connectivity-based integrated circuit products and/or software are generally competitors or potential competitors. … Examples (some of which are strategic partners of ours in other areas) include Broadcom, HiSilicon, MediaTek, Mobileye, Nvidia, NXP Semiconductors, Qorvo, Samsung, Skyworks, Texas Instruments and UNISOC.”

— QCOM 10-K, filed 2025-11-05 EDGAR · View source filing ↗

“We face intense competition in the semiconductor memory and storage markets from a number of companies, including Samsung Electronics Co., Ltd.; SK hynix Inc.; Kioxia Holdings Corporation; Sandisk Corporation; ChangXin Memory Technologies, Inc. (“CXMT”); and Yangtze Memory Technologies Co., Ltd. (“YMTC”).”

— MU 10-K, filed 2025-10-03 EDGAR · View source filing ↗