Samsung may restructure its China business, keeping only smartphones and memory chips while exiting appliances, displays, and ...
Micron Technology (MU) is upgraded to 'Buy' due to strong operational momentum, execution, and undervaluation versus forward ...
AI companies are aggressively purchasing specialised high-bandwidth memory modules for data centres, diverting supply away ...
The ongoing global memory shortage has caused major suppliers to shift to longer contract terms that last 3-5 years, a departure for a sector that has long been defined by short, boom-and-bust cycles.
Morning Overview on MSN
Samsung forecasts 8× Q1 profit jump as AI memory demand surges
Samsung Electronics expects its first-quarter operating profit to jump more than eightfold compared to the same period last ...
Morning Overview on MSN
Samsung profit jumps 8x as AI memory-chip demand offsets war worries
Samsung Electronics has reported a dramatic surge in operating profit, with gains driven by soaring demand for memory chips ...
Samsung Electronics has launched its silicon photonics foundry business, marking a significant expansion of its semiconductor ...
Samsung raises DRAM prices by 30 percent after earlier surge, as AI demand drives memory costs higher across smartphones, PCs ...
Samsung is adjusting its supply chain strategy as rising memory chip prices continue to pressure electronics manufacturers, ...
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