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09.10.26 - 10:45
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Report: Samsung Cuts 4Q Smartphone Output as Memory Costs Surge (AAStocks)
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According to South Korean media outlet Money Today, Samsung has notified suppliers to reduce smartphone production for 4Q this year by 20% to 30% in response to narrowing profit margins for certain models caused by rising memory costs. The report said Samsung had previously expected to produce about 270 million smartphones in 20......
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09.10.26 - 04:06
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Samsung HBM4E wins NVIDIA nod for AI accelerator push (Digitimes)
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Samsung Electronics' next-generation 12-layer HBM4E product, a type of high-bandwidth memory (HBM), has reportedly cleared customer quality validation from Nvidia and major hyperscale data center operators. If confirmed, the result would strengthen Samsung's bid to supply memory for next-gen AI accelerators, though order timing and mass production plans remain unclear....
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08.10.26 - 20:04
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Samsung-Aktie: Der KI-Superzyklus fängt erst an! (Sharedeals)
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Der weltgrößte Speicherchiphersteller Samsung Electronics hat mit seiner jüngsten Prognose für das dritte Quartal heute Historisches geschaffen. Getrieben vom globalen Hunger nach künstlicher Intelligenz pulverisiert der südkoreanische Tech-Gigant seine eigenen Rekorde und übertrifft sogar die kühnsten Analystenerwartungen. Trotz historischer Zahlen gab die Aktie um -4% nach, verspricht aber surreal hohe Umsätze. Ist das ein Kaufargument? […]
The post Samsung-Aktie: Der KI-Superzyklus fängt erst an! first appeared on sharedeals.de....
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08.10.26 - 19:45
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AI Spending Questions Persist as Washington Targets Tech Visas (Bloomberg)
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Bloomberg's Ed Ludlow breaks down the Trump administration's decision to suspend an immigration program for multiple tech firms, including Microsoft, alleging widespread abuse of that worker visa system. Plus: Samsung's quarterly profit jumps and TSMC sales surge, but investors are still worried about the staying power of the AI investment boom. And, NASA's SpaceX Crew-12 makes it way back down to Earth after 237 days in space. (Source: Bloomberg)...
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