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07.07.26 - 06:06
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Adlink posts record 2Q revenue on rising edge AI demand (Digitimes)
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Adlink Technology reported record consolidated revenue for June and the second quarter of 2026, driven by stronger demand for edge AI applications and broader market expansion. The industrial computer maker said the gains lifted first-half performance sharply and reflected continued momentum in edge AI and physical AI deployments....
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07.07.26 - 05:54
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Why Samsung′s Record Profit Failed to Impress Investors (Bloomberg)
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Samsung Electronics Co.'s quarterly profit surged 19-fold but failed to impress investors used to eye-catching growth from the suppliers of AI chips. Bloomberg's Haslinda Amin speaks with Constellation Research's Day Wang to understand what investors are thinking. (Source: Bloomberg)...
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07.07.26 - 04:06
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Transcend posts record revenue in 2Q26 on strong demand (Digitimes)
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Memory module maker Transcend Information reported consolidated revenue of NT$5.07 billion (approx. US$138.66 million) for June 2026. Revenue declined 19.5% from the previous month due to customer inventory adjustments at the end of the quarter, but it still surged 381.6% compared with June 2025....
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07.07.26 - 03:18
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Samsung Electronics second-quarter operating profit surges on AI memory boom (Digitimes)
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Samsung Electronics reported a sharp jump in second-quarter operating profit, underscoring how global demand for artificial intelligence infrastructure is reshaping the memory-chip market. The result matters far beyond South Korea, as higher DRAM and NAND prices affect data-center spending, device costs, and the pace of the worldwide AI buildout....
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07.07.26 - 03:06
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Priced Beyond Perfection: Samsung Electronics Tumbles As Soaring Profit Not Good Enough (ZeroHedge)
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Priced Beyond Perfection: Samsung Electronics Tumbles As Soaring Profit Not Good Enough
The memory bubble appears to be rapidly deflating.
After the semiconductor/memory sector was walloped in Monday US trading without any clear negative catalyst, the semiconductor-chasing world was eagerly waiting to hear what Samsung - the world's largest memory maker - would report in its preliminary Q2 earnings report as investors sought to justify sky-high investments and valuations around AI. In the end, it was not good enough, and the stock is down 5% at last check.
Samsung Electronics's quarterly profit surged 19-fold due to relentless demand for memory chips needed in AI data centers. For the 3 months ended June 30, the company reported preliminary operating income of 89.4 trillion won ($58 billion) not only beating the median analyst estimate of 84.2 trillion won, but dwarfing its performance for all of 2025. Revenue more than doubled to 171 trillion won, also modestly beating expectations (Sa...
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