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Should Samsung’s US$200 Billion AI Chip Pact With Broadcom Reshape Action From AVGO Investors?
Simply Wall St.16d agoneutral
Should Samsung’s US$200 Billion AI Chip Pact With Broadcom Reshape Action From AVGO Investors?

Earlier this month, Samsung Electronics and Broadcom signed a long-term memorandum of understanding worth more than US$200 billion to supply high‑bandwidth memory and manufacture Broadcom’s next‑generation AI accelerators on Samsung’s advanced process technologies through 2030. This multi‑year collaboration materially strengthens Broadcom’s AI chip supply chain and capacity planning, potentially reinforcing its role at the core of large‑scale AI data‑center infrastructure. Against this...

AVGOSSNLF
Forkast News16d agoneutral
Samsung’s $200 Billion Broadcom Deal Is a Bid to Break TSMC’s AI Foundry Lock

Samsung Electronics is targeting a structural realignment in the AI semiconductor supply chain, positioning its foundry business as a vertically integrated alternative to TSMC’s dominance. The memorandum of understanding signed with Broadcom on July 25, 2026, at the AI Summit in San Francisco, carries an estimated value of more than $200 billion across memory and […]

AVGOSSNLFTSM
Samsung’s foldable preorder surge comes with a retail catch
TheStreet16d agobullish
Samsung’s foldable preorder surge comes with a retail catch

Samsung Electronics (SSNLF) may have discovered a huge new growth market for its priciest smartphones, and it's not just in the biggest cities of India. The company said its Galaxy Z Fold8 Ultra, Galaxy Z Fold8, and Galaxy Z Flip8 received more than 271,000 pre-orders in India within 72 hours of ...

SSNLF
Samsung's 250-fold jump in chip profit
Reuters Videos16d agobullishVIDEO
Samsung's 250-fold jump in chip profit

<body><p>STORY: 2028... That's when Samsung says the chip shortage will extend until.</p><p>The world's biggest memory chipmaker posted a 250-fold jump in chip profit for the second quarter...</p><p>hitting $61.7 billion.</p><p>The South Korean firm signed multi-year supply deals with the five biggest global data center operators, and says it's nearing five more.</p><p>Samsung said almost all customers are now requesting multi-year contracts.</p><p>But the chip boom hurt another part of the business — Samsung's mobile division posted its first-ever loss of $484 million.</p><p>Samsung shares still fell 0.7% on the day, after climbing as much as 8.4% earlier.</p><p>Rival SK Hynix dropped 5.6%.</p><p>It follows a recent sell-off in chip stocks due to investor concerns about the mounting cost of AI infrastructure...</p><p>and competition from China that could squeeze earnings.</p><p>But Samsung's cash pile hit $116.3 billion, fueling expectations of big shareholder returns.</p></body>

SSNLF
Stocks to Watch: Meta, Adidas, Apple, Shell
The Wall Street Journal16d agoneutral
Stocks to Watch: Meta, Adidas, Apple, Shell

↘️ Adidas (XE:ADS): Shares of the German sportswear company tumbled 17% after it reported lower-than-expected earnings and higher marketing costs tied to the FIFA World Cup. ↗️ Microsoft (MSFT): Shares jumped more than 8% premarket after the company reported a 31% jump in profit late yesterday.

AAPLAMZNMETASSNLF
South Korea export growth seen easing but chip boom to hold
Reuters16d agoneutral
South Korea export growth seen easing but chip boom to hold

That would be slower than the 70.7% surge in June, which was the biggest jump since 1978, but still the second-strongest annual growth rate ‌in the current streak that started ⁠in June 2025. The export gains continue to be driven by chipmakers Samsung Electronics and SK Hynix, as memory chip prices climb amid a ⁠global surge in AI investment, analysts said. In ​the first 20 days of July, exports rose ​52.3% from a year earlier, as ‌semiconductor shipments jumped 180.6%.

SSNLF
South Korean stocks bounce after rout, oil holds gains on Mideast woes
AFP16d agoneutral
South Korean stocks bounce after rout, oil holds gains on Mideast woes

South Korean stocks enjoyed a much-needed rally Thursday after a two-day rout as chip giant Samsung reported an eye-watering profit surge thanks to AI-driven demand, though the rest of Asia was mixed and oil held steep gains on fresh Middle East worries. Optimism got a boost Thursday as Samsung posted a 1,813 percent jump in second-quarter operating profit, buoyed by sustained AI-driven demand for memory chips. 

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Samsung Stock Jumps Over 6% In Seoul as AI Memory Business Delivers Record Profit: 'Supply Constraints' Expected to Continue
Benzinga17d agobullish
Samsung Stock Jumps Over 6% In Seoul as AI Memory Business Delivers Record Profit: 'Supply Constraints' Expected to Continue

Samsung Electronics Co. Ltd.‘s (OTC:SSNLF) shares rose on Thursday after the chipmaker posted a record second-quarter operating profit as surging artificial intelligence memory demand boosted its semiconductor business, though higher component costs weighed on earnings in its mobile division. Operating Profit Beat Estimates Operating profit climbed to a record 89.5 trillion KRW ($61.93 billion) for the second-quarter, beating the 88.13 trillion KRW ($60.98 billion) analysts’ forecast compiled by

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