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11.07.26 - 05:48
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Samsung′s CXL 3.1 memory delay lays bare Intel, AMD server platform lag (Digitimes)
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Samsung Electronics has postponed mass production of its CXL 3.1 memory modules after delays to next-generation server processors from Intel and AMD pushed back the broader PCIe 6.0 ecosystem, highlighting how AI infrastructure adoption increasingly depends on platform readiness rather than individual components....
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11.07.26 - 05:48
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Record chip profits mask a widening divide inside Samsung (Digitimes)
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Samsung Electronics' preliminary results for the second quarter of 2026 again underscore a striking split inside the company: surging semiconductor profits driven by AI server demand are lifting overall earnings, while TVs, home appliances, and other end-device businesses remain under pressure....
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10.07.26 - 10:06
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Odd Lots: Korea′s Levered ETFs Shake Up Global Markets (Podcast) (Bloomberg)
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Retail participation in the stock market is booming. And of course the biggest story in markets is the AI trade, which has created an incredible amount of demand for chips and memory. These two broad themes have come together in the form of leveraged, single-stock ETFs. And while these products are popular in the US, the scale coming out of Korea is enormous. It's a good week to talk about this intersection, because some of the biggest stories of the week include Samsung's earnings and SK Hynix'...
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10.07.26 - 08:48
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Techstep Achieves Exclusive Samsung Knox Premium MSP Status (Cision)
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Techstep ASA (“Techstep”) has achieved Samsung Knox Premium Managed Service Partner (MSP) status, the highest tier within Samsung's Knox MSP Partner Program. The recognition places Techstep among just 31 Samsung Knox Premium MSPs globally and establishes the company as the only operator-independent Samsung Knox Premium MSP in the Nordic region.
Samsung awards Premium MSP status only to partners that meet its highest standards for expertise, scale and service delivery, including certified Samsung Knox Experts, extensive experience managing Samsung Knox environments, and the ability to...
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09.07.26 - 16:36
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From $124 to $938 in a Year, Is Another Rally Coming For Micron? (24/7 Wall St.)
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Micron Technology (NASDAQ:MU) has been the wildest ride in the AI memory trade. The stock rallied from $119.73 a year ago to a 52-week high of $1,254.81, then pulled back to $938.38 after a Samsung-triggered memory selloff. My question: is another leg higher coming, or is fair value already in the price? Our 24/7 Wall ... From $124 to $938 in a Year, Is Another Rally Coming For Micron?...
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