Samsung

The Kospi fell 0.9% after the holiday weekend, weighed mainly by Samsung Electronics (-1.5%) and SK Hynix (-3.7%). Regional markets were mostly up, supported by falling oil prices, while rising US yields dampened sentiment. There was positive news for individual names: LG Electronics climbed after a large order for data center cooling, and Samsung Electro-Mechanics and Advantest also posted gains. » More on finanzen.net

A sharp demand surge from AI data centers combined with insufficient production capacity has created an acute memory-chip shortage, pushing prices for SSDs and other storage significantly higher. Manufacturers such as Samsung and Micron expect the tightness to continue through 2028, since new fabs take several years to reach meaningful production. Capacity restraint after loss-making years in 2024 is worsening the problem and is hitting consumers through higher device prices. » More on sueddeutsche.de

Samsung increased US prices for the Galaxy S26 lineup by $100 for nearly every model on its official website, citing higher RAM costs as a factor. The base S26 (256GB) now starts at $999, $200 more than the base S25 after earlier launch increases; the S26 Ultra 1TB rose by $200 to $1,999. The S26 FE remains at $699, though that is still higher than last year’s FE price. » More on theverge.com