Samsung Electronics
3 articles on this topic, newest first.
Samsung Posts 107 Trillion Won Profit, TSMC Sales Jump 50%. Why Did the Shares Fall?
The AI chip supercycle has not ended. But the market's question has changed: not how fast earnings grow, but how long today's enormous margins can last.
Samsung's HBM4 Yield Hits 80% - Now the Real Fight Is Production Volume
Reports confirm Samsung's HBM4 yield has climbed to roughly 80 percent, but the bigger number is capacity: HBM wafer input is projected to jump nearly 40 percent next year, from about 180,000 to 250,000 wafers a month.
The Question Markets Asked This Week: Who Controls the AI Bottleneck, Not Who Owns AI
The Fed hiked again and the 10-year topped 5 percent, but the center of the AI trade held. The market is no longer asking whether AI is growing, it is asking who controls memory, power and capital.
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