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02.08.25 - 04:00
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Samsung Display loses foldable OLED top spot to BOE; 1Q25 revenue rises 2% on non-phone demand (Digitimes)
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Global overall OLED panel revenue saw modest year-over-year growth in the first quarter of 2025, buoyed by rising demand across emerging segments such as augmented reality glasses, automotive displays, smartwatches, TVs, and monitors. However, in a significant market shift, Samsung Display (SDC) lost its leadership position in the foldable OLED segment to Chinese rival BOE Technology Group, according to Chosun Biz and News1, citing data from Counterpoint Research....
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31.07.25 - 09:06
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Samsung chip operating profit plunges 90% amid memory inventory and low foundry utilization (Digitimes)
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Samsung Electronics announced its official financial results for the second quarter of 2025, reporting revenue of KRW74.6 trillion (US$53.5 billion) and an operating profit of KRW4.7 trillion, consistent with preliminary figures. Compared to the same period in 2024, revenue remained roughly flat, but operating profit was halved, with Samsung attributing the decline primarily to weak performance in its semiconductor business....
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31.07.25 - 03:48
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Samsung Q2 Profit Drops (AFX)
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SEOUL (dpa-AFX) - Samsung Electronics Co Ltd (SMSN.L, SSNNF.OB, SSNLF.OB) reported an attributable profit for the second quarter that decreased 48.83 percent from the prior. Operating income for t......
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16.07.25 - 16:33
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ASML Shares Plunge As Uncertainty Casts Shadow Over 2026 Outlook (ZeroHedge)
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ASML Shares Plunge As Uncertainty Casts Shadow Over 2026 Outlook
Shares of ASML Holding NV plunged in Europe on Wednesday after CEO Christophe Fouquet warned he could no longer guarantee the company's 2026 sales forecast due to an increasingly complex macroeconomic backdrop.
What's critical to understand is that ASML's largest customers—Taiwan Semiconductor Manufacturing Co. and Samsung Electronics—are widely seen as bellwethers for both the semiconductor sector and the broader global tech cycle. Signs of caution from ASML about next year may be an early warning light flashing for the AI-driven tech bubble...
"Looking at 2026, we see that our AI customers' fundamentals remain strong. At the same time, we continue to see increasing uncertainty driven by macro-economic and geopolitical developments. Therefore, while we still prepare for growth in 2026, we cannot confirm it at this stage," Fouquet stated in an earnings release.
ASML shares in Amsterdam tumbled 8% to 649 eur...
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11.07.25 - 01:00
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SK Hynix narrows gap with Samsung as AI boom fuels HBM chip sales in Q2 (Digitimes)
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SK Hynix is rapidly closing the gap with Samsung Electronics in the global memory chip race, driven by surging demand for high-bandwidth memory (HBM) used in AI applications. According to a newly released report by Counterpoint Research, SK Hynix posted US$15.5 billion in combined DRAM and NAND revenue in the second quarter of 2025, placing it in a virtual tie with Samsung for the top spot in the global memory market....
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10.07.25 - 04:06
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Samsung′s chip division weighs on earnings with KRW1T write-down in 2Q25 (Digitimes)
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Samsung Electronics saw its second-quarter 2025 operating profit plunge nearly 56% year-over-year, largely driven by underperformance in its semiconductor unit. The Device Solutions (DS) division, responsible for 50-60% of Samsung's overall revenue, is projected to record an inventory write-down of about KRW1 trillion (US$729 million). The downturn was compounded by prolonged weakness in the NAND flash market and ongoing losses in Samsung's foundry business....
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08.07.25 - 10:45
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Samsung erwartet Gewinneinbruch um 56 Prozent (Handelszeitung)
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Samsung Electronics rechnet im zweiten Quartal mit einem deutlichen Gewinnrückgang. Der Betriebsgewinn soll im Vergleich zum Vorjahreszeitraum um 56 Prozent auf 4,59 Billionen Won (2,86 Milliarden Euro) sinken... --- Samsung Electronics führte den starken Gewinnrückgang eigenen Angaben zufolge auch auf die von der US-Regierung verhängten Exportbeschränkung für KI-Chips nach China zurück. Die Regulierungen betreffen auch Produkte von internationalen Firmen, falls diese US-Technologie enthalten. Für Samsung Electronics ist China ein wichtiger Absatzmarkt..
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