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31.07.26 - 03:06
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Analysis: Samsung′s HBM4 base die is the foundry weapon TSMC and Intel can′t copy (Digitimes)
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The most revealing thing about Samsung Electronics' foundry commentary on its second quarter of 2026 earnings call was not any single number. It was the shape of the customer list: cloud service providers, AI/HPC designers, an LPU maker ramping at 4nm, and talks with Broadcom. This is not the mobile-centric foundry business Samsung has run for a decade. It is the profile of a fab catching overflow from a leading-edge market that has run out of capacity....
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30.07.26 - 19:06
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Börsenradio, Schlussbericht, Do., 30.07.26: Microsoft hebt die KI-Stimmung, Adidas erlebt trotz WM-Boom ein Kursdebakel (BRN)
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Microsoft nimmt der Wall Street die Angst vor milliardenschweren KI-Investitionen: Die Azure-Cloud wächst um 43 %, die Aktie springt rund 15 % nach oben. Ganz anders Meta, wo hohe Rechtskosten und steigende Investitionen den Kurs um etwa 9 % drücken. Im DAX wird Adidas trotz Rekordumsatz und WM-Boom abgestraft. Das operative Ergebnis bleibt hinter den Erwartungen, die Aktie verliert rund 17 %. BMW leidet unter dem schwachen China-Geschäft, während Heidelberg Materials, Nemetschek und Stellantis solide Zahlen vorlegen. Samsung meldet einen historischen operativen Gewinn, Shell profitiert von hohen Energiepreisen und Starbucks hebt erneut die Prognose an. Der DAX schließt 0,45 % höher bei 25.574,50 Punkten. Die Inflation steigt auf 2,8 %, die Kernrate fällt auf 2,4 %. Börsenweisheit: "Wissen Sie, was Sie besitzen, und wissen Sie, warum Sie es besitzen." Peter Lynch....
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30.07.26 - 18:12
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Micron im freien Fall: Selbst Rekordzahlen von Samsung können die Aktie nicht retten ? oder doch? (Ariva)
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Samsung meldet Rekordzahlen und warnt vor Engpässen bis 2028. Doch Micron verliert im Juli 36 Prozent, während der Konzernchef Aktien für 37,3 Millionen US-Dollar verkauft. Was steckt dahinter? Die Micron-Aktie kommt nicht zur Ruhe. Selbst starke Zahlen des Konkurrenten Samsung konnten den Kurs bislang nicht stabilisieren. Samsung meldete am Donnerstag einen Anstieg des Betriebsgewinns um 1.814 Prozent und einen Rekordumsatz. Der weltweit größte Speicherchiphersteller erwartet ......
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30.07.26 - 17:15
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AI Exhaustion? Samsung Earnings Beat Expectations But Stock Abruptly Reverses Kneejerk Gains (ZeroHedge)
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AI Exhaustion? Samsung Earnings Beat Expectations But Stock Abruptly Reverses Kneejerk Gains
Samsung Electronics delivered another good quarter last night, underscoring that the AI infrastructure boom appears to continue to funneling enormous profits toward the companies supplying the memory chips powering. Shares were up 10% at one point but finished the session red.
The South Korean technology giant reported second-quarter revenue of 171.5 trillion won and operating profit of 89.5 trillion won, according to CNBC, beating analyst expectations of 79.3 trillion won and marking another record quarter. Operating profit surged more than eighteen-fold from a year ago, while revenue more than doubled, driven overwhelmingly by demand for AI memory.
The company's memory division once again carried the business, posting record DRAM and NAND sales as hyperscalers and enterprise customers continued racing to build AI infrastructure. According to CNBC, Samsung said it is rapidly expanding production of n...
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30.07.26 - 17:03
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JEDEC® Chairman Mian Quddus to Receive 2026 FMS Lifetime Achievement Award (Business Wire)
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ARLINGTON, Va.--(BUSINESS WIRE)--JEDEC Solid State Technology Association, the global leader in standards development for the microelectronics industry, congratulates its longtime Chairman Mian Quddus on being chosen to receive the 2026 FMS Lifetime Achievement Award. The award will be presented to Mr. Quddus at the FMS event in Santa Clara, California on Tuesday August 4, 2026 at 3:20PM in the Mission City Ballroom, in recognition of his sustained leadership in industry standards organizations whose work has significantly advanced the memory and storage sector and the broader computing industry.
Mr. Quddus, Vice President, Standards and Technology Enablement, Samsung Semiconductor, has served as Chairman of the JEDEC Board of Directors since 2004. During his 22-year tenure, JEDEC has played a central role in advancing the industry through open standards that have supported the rapid growth of cloud computing, AI, mobile devices, automotive electronics, and high-performance computing.
These include standa...
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