Samsung Electronics
4 articles on this topic, newest first.
The Real ASML Number Isn't the 3% Pop, It's the 30% Capacity Hike
ASML's rally isn't just an AI trade. Customers are already locking in 2027 tool slots, and ASML is raising Low-NA EUV capacity by roughly 30% to keep up.
Is Memory Peaking? In the AI Era, Watch the Bottleneck, Not the Demand
Demand still outruns supply. But memory stocks can peak before demand does. The real question is how long HBM4, server DRAM, CXL and Big Tech capex keep the cash flowing.
A 3x P/E is not a discount. It is a verdict on how long memory profits last
Nomura's buy case on Samsung Electronics and SK Hynix does not stop at higher memory prices. It argues that if AI has turned memory from a cyclical component into strategic infrastructure, the formula the market uses to value both companies has to change too.
AI ran out of memory before it ran out of GPUs
The HBM bottleneck is spreading into DRAM prices, server costs and the price of the next laptop or phone.
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