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21.10.26 - 06:06
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Sony bets on cinema-grade audio, mobile accessories to counter smartphone sales slump (Digitimes)
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Sony's smartphone business continues to struggle amid fierce competition from Apple, Samsung Electronics, and Chinese rivals, with annual shipments falling to just several million units. However, the growing adoption of cinema-grade video capabilities in smartphones could open new opportunities for Sony to leverage its imaging and audio expertise in the mobile accessory market....
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20.10.26 - 17:12
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AI Fears Roar Back, Tech Earnings on Deck (Bloomberg)
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A rebound in the artificial intelligence trade sputtered after the dismal debut of a South Korean data center firm revived concerns about whether the technology's spending boom can last.
Seoul's Kospi Index fell 3.8% on a fresh bout of weakness in two of the world's biggest memory makers, Samsung Electronics Co. and SK Hynix Inc. AI infrastructure group Elice Inc. suffered the worst opening day for a sizable company on the bourse, even after an initial public offering that was 400 times subscribed.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)...
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19.10.26 - 04:06
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AI memory demand lifts Samsung, SK Hynix 2027 outlook (Digitimes)
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AI data center investment continues to expand, keeping the global memory market undersupplied in the fourth quarter of 2026. Rising DRAM and NAND Flash contract prices are boosting expectations for Samsung Electronics and SK Hynix in 2027, although weak consumer demand and long-term agreement (LTA) price caps will limit further increases....
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14.10.26 - 08:13
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ASML Raises Full-Year Sales Outlook (Bloomberg)
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ASML upgraded the low end of its 2026 sales forecast as increasing artificial intelligence spending boosts demand for the Dutch company's chip-making machines. The firm projected annual sales of between €44 billion ($49 billion) and €45 billion this year. ASML's outlook offers an indication of investment plans by chipmakers like TSMC, Samsung Electronics and Intel. Bloomberg's Tom Mackenzie reports. (Source: Bloomberg)...
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08.10.26 - 11:01
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Bericht: Samsung drosselt Smartphone-Produktion wegen Speicherkrise (Heise)
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Samsungs Mobilsparte leidet einem Bericht zufolge unter der Speicherkrise. Der Konzern könnte die Smartphone-Produktion um bis zu 30 Prozent drosseln... --- Daten von TrendForce zufolge hat der Preis für 12-GByte-LPDDR5X-DRAM im zweiten Quartal die Marke von 145 US-Dollar überschritten. Das entspreche einem Anstieg von 175 Prozent gegenüber dem Vorjahr. Für das dritte Quartal wird ein weiterer Anstieg um rund 20 Prozent auf bis zu 180 US-Dollar erwartet.. --- Eine Quelle aus der IT-Branche erklärte gegenüber Money Today: „Aufgrund steigender Preise für Speicherchips und Halbleiter werfen die Smartphones von Samsung Electronics derzeit beim Verkauf überhaupt keinen Gewinn ab.“
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