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04.07.26 - 18:54
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DRAMageddon Deepens As Samsung Prepares 20% Memory Price Hike (ZeroHedge)
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DRAMageddon Deepens As Samsung Prepares 20% Memory Price Hike
There is no immediate price relief coming for cutting-edge memory chips, even as South Korea moves to double memory capacity. New fabs and expanded lines take time to build and then ramp production, meaning the supply response will lag demand. For now, DRAM inventories remain tight through year-end as data center buildouts accelerate, keeping producers like Samsung in control of the market, with more price hikes likely ahead.
The memory-chip squeeze is not easing anytime soon. That is the clear takeaway from a new report by the Shanghai-based Chinese financial media group Yicai, which says Samsung plans to raise average third-quarter DRAM prices by about 20% from the prior quarter.
More color from Yicai:
On July 3, it was reported that Samsung Electronics plans to raise the average selling price of its DRAM (Dynamic Random Access Memory) by 20% in the third quarter of this year compared to the previous quarter.
"It's true,&quo...
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04.07.26 - 17:42
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Gedanken zur KI-Hausse an der Börse - Ist das eine Blase oder nicht? (Boersentreff)
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Markus Reinwand von Helaba fragt, ob es eine KI-Blase gibt. Er macht dies an 6 Kriterien fest: 1.) Rasante Kursanstiege - Ja! --- 2.) Konzentration auf ein „Zukunftsthema“ - Ja! --- 3.) Risiken werden ausgeblendet (Euphorie) - Nein! --- 4.) Hoher Anteil kreditfinanzierter Aktienkäufe - Nein! --- 5.) Viele Börsengange - Ja! und --- 6.) Extrem hohe Bewertungen - Nein! Also keine Blase, insbesondere mit dem direkten Vergleich zur Jahrtausendwende! Allerdings werden sich wohl nicht alle KI-Investitionen rechnen. In der deutschen Automobil-Pionierzeit bis etwa 1920 gab es über 200 Marken, heute kann man die deutschen Automarken an einer Hand abzählen. Alphabet, OpenAI & Anthropic sind derzeit auf der Gewinnerstraße, andere Anbieter wie Meta und xAI hinken hinterher. Apple war mit der eigenen KI-Entwicklung unzufrieden und verlässt sich jetzt lieber auf die KI von Google. Meta hat KI-Rechenkapazität übrig und möchte diese jetzt an Dritte verkaufen. Die Meldung katapultierte die Meta-Aktie diese Woche nach oben, allerdings gesteht Meta damit auch ein, dass die eigenen Kapazitäten nicht sinnvoll ausgelastet sind. Ob SAP und Oracle erfolgreich KI in ihre Standartsoftware integrieren und verkaufen können, ist angesichts neuer Software-Konkurrenz wohl eher fraglich. Google bietet über seine Suche eine gute und kostenlose KI an, warum also sollten User bei anderen Anbietern dafür Geld in Form eines Abos zahlen? Aufgrund seines monopolartigen Werbegeschäfts kann sich Google das leisten, andere Anbieter verdienen mit ihrem KI-Angebot kein Geld. Letzteres lässt sich unter unternehmerischen Gesichtspunkten nicht ewig fortführen. Ob die Goldgräber (KI-Anbieter) wirklich Gold finden, ist ungewiss. Fakt ist aber, dass die Schaufelverkäufer (Arbeitsspeicherhersteller wie Samsung, Micron & Hynix) die Preise für ihre Schaufeln ständig nach oben anpassen und gute Gewinne einfahren! https://www.helaba.de/blueprint/servlet/resource/blob/docs/699248/5c61e67fc4912d806a4bc6b608ab0dd4/im-fokus-aktien-20260703-data.pdf
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04.07.26 - 02:06
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Samsung and SK Hynix seek substrate price cuts for the second half of 2026 (Digitimes)
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Samsung Electronics and SK Hynix are reportedly pressing South Korean semiconductor substrate suppliers to lower prices for the second half of 2026, even as memory demand remains in a Super Cycle. According to ET News, the talks have intensified pressure across the supply chain as raw material costs stay high and substrate makers warn of margin erosion....
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03.07.26 - 22:01
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Samsung phones lead in purchase via EMI route (Times of India)
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Contrary to popular belief, Samsung leads India's smartphone sales via easy monthly installments, outpacing even Apple. Vivo and Oppo also show strong performance in this growing financing market. As component costs rise, pushing up device prices, financing is becoming crucial for consumers, especially in smaller cities. Brands with robust offline networks are leveraging this trend effectively....
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03.07.26 - 17:15
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Futures Rebound With Cash Markets Closed; Gold, Bitcoin Jump (ZeroHedge)
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Futures Rebound With Cash Markets Closed; Gold, Bitcoin Jump
While US cash markets are closed for the July 4th holiday, stocks around the world rebounded from yesterday's momentum rout as the latest round of jitters about the AI trade subsided, with Europe's benchmark rising to an all-time high. S&P futures rose 0.3% and Nasdaq 100 futures rebounded 1.2% in thin holiday trading after South Korean memory giants SK Hynix and Samsung Electronics recovered, helping to drive a 2% rally in Asian shares after earlier tumbling with SK Hynix plunging as much as 30% from its all time high. Europe's utility and technology sectors outperformed to set the Stoxx 600 up for a second straight record close. The dollar touched a two-week low amid another mjni flash crash in the USDJPY overnight while gold extended gains.
Friday's gains marked the latest turn in a stretch of choppy trading as markets grapple with whether the second quarter's AI-driven rally has gone too far. With stocks recovering ...
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03.07.26 - 13:15
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Samsung-Aktie +11%: Anthropic-Gerüchte lösen Kursfeuerwerk aus (Sharedeals)
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Das eine derart teure Aktie, wie Samsung es ist (ca. 2980€ Aktienpreis), innerhalb weniger Stunden nach Börsenöffnung um über +11% zulegt, habe ich so nicht kommen sehen – obwohl man an solche Sprünge derweilen eigentlich gewöhnt sein sollte. Doch was dahintersteckt ist nicht mal eine offiziell bestätigte Nachricht: Das KI-Labor Anthropic befindet sich in frühen […]
The post Samsung-Aktie +11%: Anthropic-Gerüchte lösen Kursfeuerwerk aus first appeared on sharedeals.de....
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03.07.26 - 09:06
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South Korea bets on southwest semiconductor cluster, but key hurdles remain (Digitimes)
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South Korea on June 29 unveiled a large-scale investment plan for the country's Honam region in the southwest, which mainly covers the city of Gwangju and North and South Jeolla provinces, including semiconductor clusters for Samsung Electronics and SK Hynix, AI data centers, and regional infrastructure. The plan is seen as a key move by the South Korean government to respond to surging AI chip demand, excessive industrial concentration in the Seoul capital area, and pressure for balanced regional development....
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03.07.26 - 08:00
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3,000% bonuses but a growing wealth divide: South Korea grapples with its AI chip boom (The Guardian)
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Powered by chipmakers Samsung Electronics and SK Hynix, South Korea is seeing a surge in wealth, but there are questions over who gets to share in the profitsWhen South Korea's most high-profile divorce case returned to court last month, the lawyers were arguing not just about the breakdown of a relationship, but also the exact date at which to value shares in one specific company.The judges' decision in Seoul could change the value of business tycoon Chey Tae-won's assets by billions of dollars. The shares were in the holding company behind SK Hynix, the manufacturer of chips powering AI systems around the world. Continue reading......
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