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Samsung previewed record quarterly results today. Analysts had been expecting around $56 billion in operating profit for the quarter, according to FactSet. Operating profit is set to jump 19-fold compared to a year earlier, from around $3 billion in the second quarter of 2025.
U.S. tech futures fell in early European trade and global artificial intelligence-related stocks weakened as investors reacted to Samsung Electronics’ earnings.
U.S. chip design giant Synopsys plans to stop offering a suite of manufacturing process control software used by global semiconductor makers, six sources briefed on the matter said, as it seeks to divert resources to higher-margin offerings such as AI design. Synopsys in April and May informed more than 10 chipmakers including Samsung Electronics, SK Hynix, Kioxia Holdings Corp and Qorvo Inc about the "end of life" move that means Synopsys will not provide future new versions and will only carry out maintenance obligations, two of the sources said.
South Korea led losses in the region, after heavyweight chip maker Samsung Electronics tumbled despite projecting a 19-fold surge in its second-quarter operating profit.
The strong results from the world’s largest memory chip maker are likely to help ease recent market concerns about the sustainability of AI computing-capacity spending.
Samsung Electronics on Tuesday forecast a 19-fold jump in second-quarter operating profit from a year earlier, its third consecutive quarter of record operating profit, as AI-driven demand continued to boost memory chip prices. The world's largest memory chipmaker estimated April-June operating profit at 89.4 trillion won ($58.44 billion), beating an LSEG SmartEstimate of 87.3 trillion won, according to a regulatory filing. It reported a profit of 4.7 trillion won a year earlier.
SK Hynix lowered its target for its huge U.S. share offering. The South Korean chip-maker now plans on raising $28 billion in a U.S. listing in the coming days. That is slightly less than originally sought, due to a recent share-price decline.
The listing will make it easier to invest in one of the world’s biggest chip companies. The sector helped the Nasdaq composite rise 1.1%.
Record profit expectations put the memory giant at the center of the AI investment story.
SK Hynix (KRX: 000660) said it plans to raise about $28 billion through a United States initial public offering (IPO) as the South Korean memory chipmaker seeks to tap sustained investor demand tied to artificial intelligence infrastructure growth. The company will offer 17.79 million common...
Investors are assessing strong momentum for hardware companies in the first half of the year.
(Bloomberg) -- SK Hynix Inc. kicked off its formal marketing process for its US listing on Monday, as the South Korean chipmaker looks to capitalize on surging investor demand for the high-flying memory-chip sector.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, T
U.S. stock futures were higher in early European morning trading while changes in the dollar and Treasurys were limited as both continued to trade on last week’s jobs data.
July 6 (Reuters) - A look at the day ahead in European and global markets from Wayne Cole.
Samsung Electronics (OTC:SSNLF) on Tuesday is expected to deliver another record-breaking quarter as surging AI-driven demand for memory chips continues to lift prices, though higher employee bonus costs could weigh on reported earnings. AI Memory Boom Expected to Drive Another Record Quarter Samsung is expected to report an operating profit of about 86 trillion won ($56.35 billion) for the April-to-June quarter, according to an LSEG SmartEstimate based on forecasts from 30 analysts, Reuters rep
(Bloomberg) -- South Korean lawmakers are increasingly sounding alarms over the risks of single‑stock leveraged exchange‑traded funds, with an opposition party member now calling for such products to be delisted.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionWhy the Great
South Korean chipmaker SK Hynix will on Monday launch its about $28 billion U.S. listing, according to its regulatory filings, in one of the world's largest new share sales as it capitalizes on the global AI boom. The company will sell 17.79 million new shares in the depository receipt listing on the Nasdaq, making it one of the world's most valuable tech firms. Ten ADRs will represent one common share and the stock will be sold in a price range due to be revealed on Monday, based on SK Hynix's Seoul trading price.
(Bloomberg) -- A wild ride for global chip stocks in recent weeks has left investors looking for fresh validation of the artificial intelligence trade. Samsung Electronics Co. may provide just that on Tuesday.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionWhy the Great Am
Anthropic has opened early talks with Samsung Electronics to manufacture a custom AI chip, according to a report from Bloomberg. The Claude developer has never built its own silicon before. It has relied entirely on chips rented from Amazon, Google, and Nvidia, and that dependence is now colliding ...
Shares of European semiconductor companies were following their Asian peers in green territory, a day after investors shunned stocks linked to artificial intelligence.
Shares rallied in Asia on Friday after the Dow Jones Industrial Average set another record, as some key AI related stocks rose while others extended losses. U.S. futures were moderately higher and oil prices also rose. Samsung Electronics, the country's biggest company and a major maker of computer chips, gained 7%.
(Bloomberg) -- Government attempts to address the global memory chip shortage by influencing prices or production capacity would worsen a historic squeeze on supply driven by the artificial intelligence boom, a semiconductor industry group warned the Trump administration. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonMeta Is Planning a Cloud Business to Sell AI Computing PowerRussia Indicates U
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The slide appears to reflect concerns that tech companies have built more AI computing capacity than they really need, says Mohit Kumar, chief European economist at Jefferies. Those fears were rekindled ...
SK Hynix said on Thursday it planned to invest 100 trillion won ($64.38 billion) to build new NAND memory chip and packaging factories as part of a massive investment programme aimed at addressing a shortage driven by the AI boom. The projects in the country's central city of Cheongju outlined on Thursday come under a $2.1 trillion plan unveiled by the chipmaker and its local rival Samsung Electronics on Monday that also included a new chip cluster in the southwest and existing projects. South Korea is hoping the investments will double the country's memory chip production capacity within five years.
Tesla, Caterpillar, Applied Materials and an ETF of chip stocks are in the idiosyncratic investor’s crosshairs.
Samsung Electronics and SK Hynix are making one of the biggest bets yet on the artificial intelligence boom with investments worth hundreds of billions of dollars, but the planned capacity buildout is stoking fears of a painful reckoning if AI spending cools. The tech giants won praise - and a deep bow - from President Lee Jae Myung after throwing their weight behind the government's semiconductor push, in an apparent departure from a previously restrained approach to capacity expansion shaped by decades of painful boom-and-bust cycles in the memory industry. Under the plan, the government hopes South Korea can double its memory chip production capacity within five years.
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