Browsing Tag
Samsung Electronics
80 posts
South Korea exports surge 93.7% to $115.28bn as AI chip shipments triple
South Korea’s exports increased 93.7% year-on-year to $115.28 billion in October 2026, marking the strongest annual growth rate…
Samsung profit surges 783% to KRW107.4tn as AI memory boom exposes smartphone weakness
Samsung Electronics reported record quarterly revenue of KRW195.3 trillion and operating profit of KRW107.4 trillion as artificial intelligence demand transformed semiconductor profitability. However, losses in its consumer device businesses and a planned KRW84.4 trillion capital expenditure programme raise questions about the sustainability of the earnings boom.
ASML lifts 2026 sales outlook to €45bn as AI chip equipment demand exceeds capacity
ASML Holding has reported record quarterly revenue of €11.7 billion and warned that its planned manufacturing capacity may be insufficient to meet customer demand through 2028. The semiconductor equipment supplier is exploring further expansion, but its ability to convert long-term AI infrastructure demand into profitable deliveries will depend on production capacity, supplier readiness and customer investment.
NUU N10 Plus packs Android 16 and a 50MP camera for $169.99, but is 4G enough in 2026?
NUU has launched the N10 Plus, a $169.99 unlocked Android 16 smartphone featuring a 6.6-inch display, 50-megapixel main camera, NFC connectivity and a 5,000mAh battery. The device targets budget-conscious American consumers, but its reliance on 4G LTE creates a competitive challenge as affordable 5G alternatives become increasingly accessible.
Micron plans a record $35.16bn share buyback. Why did its stock still fall nearly 4%?
Micron Technology has expanded its share repurchase authorization to $35.16 billion, but new developments at China's ChangXin Memory Technologies are intensifying questions about future competition in the AI memory market.
Applied Materials wants to double sales without doubling its workforce as AI lifts productivity
Applied Materials Chief Executive Officer Gary Dickerson says the semiconductor-equipment group expects to grow revenue dramatically without a proportional increase in headcount as artificial intelligence improves product development, quality control and field operations. The workforce strategy accompanies the opening of its $5 billion EPIC Center in Silicon Valley.
Applied Materials opens $5bn AI chip research hub. Can it change how semiconductors are made?
Applied Materials has unveiled its EPIC Center in Silicon Valley, bringing leading chipmakers and research institutions into a shared development environment designed to accelerate advanced semiconductor manufacturing.
Are satellites becoming the missing coverage layer for global mobile networks?
AT&T, T-Mobile, Verizon, TELUS, Bell, Vodafone and Orange are increasingly integrating satellite connectivity into conventional mobile networks. The emerging model could turn satellites into a standard coverage and resilience layer, although spectrum competition and SpaceX's expanding wireless ambitions raise a more disruptive possibility.
Samsung guides Q3 operating profit to KRW107.4tn as memory boom reaches new scale
Samsung Electronics has issued extraordinary preliminary third-quarter figures after record memory earnings in Q2, but the October 29 detailed results must establish how much of the jump came from semiconductors and whether those economics can persist.
Samsung Electronics’ $1bn Helix bet turns AI data centres into a full-stack infrastructure race
Samsung Electronics and five affiliates are committing $1 billion to KKR-backed Helix Digital Infrastructure, but the bigger strategic move is Samsung’s attempt to connect semiconductors, cooling, construction, batteries and computing services to the same AI infrastructure buildout.