✉news TechnologySemiconductors first seen 2 d ago, last 1 d ago, peak #18
Samsung profits near Microsoft and Alphabet combined on memory chips
Original: Samsung Electronics earned nearly as much as Microsoft and Alphabet combined. What the Korean giant is now saying about the memory-chip outlook.
Samsung Electronics reported earnings almost matching the combined profits of Microsoft and Alphabet, underlining how strongly the memory-chip market is performing. The company also issued updated guidance on the outlook for memory chips, a segment central to demand driven by artificial intelligence and data-centre investment. Analysts are weighing what Samsung's comments mean for chip prices and supply in the coming quarters.
Why now: Samsung's outsized profit and its guidance on memory chips signal a major upswing in the semiconductor cycle driven by AI demand.
Samsung ElectronicsMicrosoftAlphabet
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