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Micron (MU) Faces An AI Memory Squeeze As Samsung Sees Shortages Lasting Longer

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Samsung Electronics reported a record jump in semiconductor profits, driven by AI related demand …

Samsung Stock Soars 27% as Korea's AI-Chip Rally Breaks Records

This article first appeared on GuruFocus. Samsung Electronics (SSNLF), a South Korean producer of memory chips, smartphones and consumer electronics, soared approximately 27% during Friday's Seoul session as Korean AI-chip stocks staged a record rebound. SK Hynix (NASDAQ:SKHY), a South Korean memory-chip manufacturer supplying …

Samsung expects memory shortage to worsen through 2027 and last until 2028

The ongoing shortage of RAM chips is not only expected to persist into the next year, but will likely intensify in 2027, with tight supply conditions lasting until at least 2028, according to Samsung, which manufactures and supplies roughly a third of the world's …

Apple Leads Phone Revenues and Prices Up, Counterpoint Says

(Bloomberg) -- Apple Inc. led a 7% increase in global smartphone revenue over the June quarter, showing how rising prices are offsetting shrinking shipments, according to Counterpoint Research. Most Read from Bloomberg Singapore's Gated Island for the Rich Is Marred by Decayed Homes Chip …

South Korea’s Kospi index jumps more than 16% on a surge of chipmaking stocks

BANGKOK (AP) — South Korea's Kospi index jumped more than 16% on Friday, tracking gains on Wall Street as artificial intelligence-related stocks bounced back after losses earlier this week. U.S. futures edged higher and oil prices rose. In early Asian trading, the Kospi surged …

Should Samsung’s US$200 Billion AI Chip Pact With Broadcom Reshape Action From AVGO Investors?

Earlier this month, Samsung Electronics and Broadcom signed a long-term memorandum of understanding worth more than US$200 billion to supply high‑bandwidth memory and manufacture Broadcom's next‑generation AI accelerators on Samsung's advanced process technologies through 2030. This multi‑year collaboration materially strengthens Broadcom's AI chip supply …

Microsoft’s $480 billion rally fuels a debate: financial nihilism or the true AI moat, finally coming into view?

Microsoft added nearly $500 billion in market value ($480 billion, to be exact) in a single trading session on Thursday—a more than 17% surge—after reporting fiscal fourth-quarter results that showed Azure revenue surpassing $100 billion for the first time, with Microsoft Cloud revenue up …

Micron Stock Surges 14.9% as Samsung Warns Shortage Through 2028

This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU), a U.S. manufacturer of memory and storage chips, surged approximately 14.9% in Thursday's regular-session trading as investors assessed Samsung Electronics' (SSNLF) warning that memory shortages could extend through 2028. Samsung Electronics, a South Korean electronics …

Samsung Stock Reverses 8.4% Gain Despite 250-Fold Chip Profit Surge

This article first appeared on GuruFocus. Samsung Electronics (SSNLF), a South Korean electronics and semiconductor producer, ended Thursday's Seoul session 0.7% lower after rising as much as 8.4%, despite reporting a more than 250-fold increase in semiconductor profit. The chip division generated operating profit …

Micron Stock Gets Validation From Unexpected Source

This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) surged about 15% Thursday, snapping a four-session rout after Samsung Electronics' record quarter reinforced the view that AI-driven memory shortages could persist through 2027 and beyond. The rebound suggests investors may have overreacted to SK …

Sandisk, Micron, Apple, SpaceX, Samsung, Microsoft, Meta, and More Stocks That Explain Today’s Market

Investors were weighing a batch of Big Tech earnings reports and data that showed inflation softening in June. Microsoft advanced 17% after the software giant reported strong fiscal fourth-quarter results and said its capital expenditures guidance for the year remained the same, easing fears …

Micron Stock Is Surging. Why a Samsung Warning Is Sparking a Memory Rebound.

Samsung ticked all the boxes in its earnings—a 1,814% surge in operating profit, record revenue and remarks suggesting the memory shortage will last through 2028. Continue Reading

Chip stocks are rebounding — except for Qualcomm: Why it might just be a 'one off'

Chip stocks are rebounding on Thursday, with the exception of Qualcomm (QCOM), which provided profit guidance that disappointed Wall Street. BD8 Capital Partners CEO and CIO Barbara Doran and Yahoo Finance Technology Editor Dan Howley chat with Morning Brief host Julie Hyman about Qualcomm …

Samsung Warns of Memory Shortages Through 2028. Can Micron Bounce Back?

Samsung ticked all the boxes in its earnings—a 1,814% surge in operating profit, record revenue and remarks suggesting the memory shortage will last through 2028. Continue Reading

Samsung’s Q2 Earnings Are the Best in Its History. The Market Sold Off Anyway.

Samsung just posted record-breaking financial results, yet the market responded with a historic selloff. The company reported revenue of 171.5 trillion Korean won ($117.5 billion) and an operating profit of 89.5 trillion won ($61.3 billion), hitting an all-time high operating margin of 52.2 percent. …

REG - Samsung Electronics Samsung Elec - SMSD - 2026 2Q Earnings Release

South Korean stocks bounce after rout, oil holds gains on Mideast woes

Uncertainty over the Federal Reserve's plans for interest rates is rattling investors (Brendan SMIALOWSKI) South Korean stocks enjoyed a much-needed rally Thursday after a two-day rout as chip giant Samsung reported an eye-watering profit surge thanks to AI-driven demand, though the rest of Asia …

Samsung Stock Jumps Over 6% In Seoul as AI Memory Business Delivers Record Profit: 'Supply Constraints' Expected to Continue

Samsung Electronics Co. Ltd.'s (OTC:SSNLF) shares rose on Thursday after the chipmaker posted a record second-quarter operating profit as surging artificial intelligence memory demand boosted its semiconductor business, though higher component costs weighed on earnings in its mobile division. Operating Profit Beat Estimates Operating …

Samsung operating profit up 1,800% in second quarter on AI boom

The boom results were posted despite South Korean stocks suffering a sharp sell-off on Wednesday as nervous traders unwound AI-driven bets (Jade GAO) South Korean technology giant Samsung Electronics posted on Thursday a massive 19-fold jump in second-quarter operating profit from last year, buoyed …

Samsung reports record profit as South Korean chip giants benefit from global AI boom

SEOUL, South Korea (AP) — South Korean technology giant Samsung Electronics on Thursday reported a record operating profit of 89.5 trillion won ($62 billion) for the April-June period, a day after crosstown rival SK Hynix also reported record earnings, as the world's two largest …

Samsung’s Chip Profit Soars Over 250-Fold on AI Memory Shortages

(Bloomberg) -- Samsung Electronics Co.'s semiconductor arm reported a more than 250-fold jump in profit after AI's reliance on memory delivered hefty margins. Most Read from Bloomberg Stocks Fall as 30-Year Bond Yields Surge After Fed: Markets Wrap Warner Bros. Deal Collapse Would Cost …

Samsung Q2 profit jumps 19-fold as AI chip demand offsets mobile loss

SEOUL, July 30 (Reuters) - Samsung Electronics said on Thursday its operating ‌profit jumped 19-fold to a ‌record in the second quarter, as solid ​demand for AI chips offset weaker earnings at its mobile business. "In H2 2026, the Memory Business expects robust ‌demand …

Samsung (KOSE:A005930) Faces ITC Patent Probe Over Memory Products

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. The U.S. International Trade Commission has opened an investigation into Samsung Electronics over alleged patent infringement involving certain memory products. The case could …

South Korea’s Leveraged ETF Debacle Is a Warning for Wall Street

Investors have been burned by big drops in single-stock funds tied to Samsung and SK Hynix. Leveraged ETFs are popular in the U.S. too. Continue Reading

Samsung Stock Drops 5.2% as Leveraged AI Trade Unwinds

This article first appeared on GuruFocus. Samsung Electronics (SSNLF), a South Korean producer of semiconductors, smartphones and electronic products, dropped 5.2% in Wednesday's Seoul trading after falling as much as 14% during a broader unwinding of leveraged AI-related investments. SK Hynix (HXSCL), another major …

Navigating South Korea's AI-Driven Volatility

What is the KOSPI? KOSPI (Korea Composite Stock Price Index) is the major stock market index of South Korea. U.S. Investors can track the KOSPI through the IShares MSCI South Korea ETF (EWY). Similar to the S&P 500, the KOSPI is a market cap-weighted …

Samsung Electronics (KOSE:A005930) Stock Looks Undervalued While Its 205% Return Raises Questions

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Samsung Electronics stock has delivered a strong 204.8% gain over the past three years, yet the broader valuation checks still indicate the shares …

eight Telecom marks annual eight Day celebrations with new eight Shop and $88,888 lucky draw

Customers can shop for smartphones and stand to win connectivity prizes spanning more than 108 years SINGAPORE, July 29, 2026 /PRNewswire/ -- eight Telecom (powered by StarHub) is marking eight Day, its annual brand celebration held every August, with the launch of the eight …

Qualcomm’s (QCOM) Samsung Expansion and AI Deals Could Reshape Its Growth Story

Qualcomm Incorporated (NASDAQ:QCOM) is entering a new phase of growth as two major catalysts—the expansion of its Samsung partnership and its push into AI infrastructure— begin reshaping the company's long-term outlook. Samsung Partnership Strengthens Premium Smartphone Leadership Its expanded collaboration with Samsung paves the …

Samsung and SK Hynix Plunge as China Chip Fears Intensify

This article first appeared on GuruFocus. Samsung Electronics (SSNLF), a major South Korean memory-chip producer, fell 13.4% on Tuesday, while SK Hynix (HXSCL), a leading supplier of high-bandwidth memory chips used in AI systems, dropped 14.7%. Samsung recorded its worst one-day decline in almost …

KOSPI Dragged Down 11% by SK Hynix, Samsung as China Chip Fears Spread

The world’s hottest major index dived almost 11% as fears about cheap Chinese chip competition bled into international markets after ravaging U.S. tech stocks. Continue Reading

Broadcom (AVGO) Lands $200 Billion Samsung AI Chip Deal Through 2030

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Samsung and Broadcom (NasdaqGS:AVGO) agreed a more than US$200b AI semiconductor deal running through 2030. The agreement focuses on next generation AI infrastructure, advanced …

Why a Slump in South Korean Stocks Has the U.S. Market on Edge

South Korean stocks got hammered on Tuesday, and that's a major worry for Wall Street. The country's flagship Kospi index plunged more than 10%, dragged down by slumps in the shares of memory-chip makers SK Hynix and Samsung. Continue Reading

Stock market today: S&P 500, Nasdaq futures slide as chip sell-off deepens

US tech stocks sank before the bell on Tuesday as a sell-off in Korean memory makers underscored concerns about AI circular financing deals, overshadowing a drop in oil prices and earnings optimism. Contracts on the Nasdaq-100 (NQ=F) fell 0.9%, signaling further losses for the …

Asian shares slip and South Korea’s Kospi index sinks 10% on heavy selling of chipmaking stocks

HONG KONG (AP) — South Korea's Kospi index plunged more than 10% on Tuesday on heavy selling of chipmaking stocks that have gyrated recently due to concerns over the sustainability of the boom in artificial intelligence. Oil prices fell more than 1%, while U.S. …

Samsung, SK Hynix slide amid Nvidia financing worries, China competition

By Heekyong Yang SEOUL, July 28 (Reuters) - South Korean chip stocks slumped on Tuesday, with Samsung Electronics and SK Hynix falling as much as ‌9.5% and 10.9%, respectively, as investors dumped AI-related bets amid mounting concerns ‌over financing risks tied to AI infrastructure …