Samsung

Gartner expects global memory revenues to exceed one trillion US dollars by 2027, but attributes the growth mainly to price cycles and AI infrastructure. Chinese manufacturer CXMT has unveiled a denser DRAM architecture and is moving technologically closer to Samsung and SK hynix, triggering profit-taking in South Korean memory stocks. Experts nevertheless doubt a near-term market shift and warn of a possible oversupply from 2029 that could push down prices and lead to further market concentration. » Altro su finanzen.net

A broad tech sell-off continued across Asian markets on Thursday, causing Samsung Electronics to drop by around 4.0%. The trigger were weaker quarterly outlooks and profit warnings from US tech firms and ongoing concerns about the profitability of large AI investments; rising Brent prices and geopolitical supply‑chain risks also weighed. Semiconductor and AI stocks in Seoul and Hong Kong were hit particularly hard, amplifying the market weakness. » Altro su finanzen.net

Samsung is modernizing its Xi'an plant to the ninth generation V-NAND with 286 layers and plans to produce 40,000 wafers per month by December 2027. At the same time, SK hynix aims to bring its Dalian plant to around 240 layers to catch up in the Chinese NAND market, where YMTC is gaining market share and advanced products. Both companies stress coordination with US rules, while US export controls remain a key risk for the planned upgrades. Investors reacted positively: Samsung and SK shares rose sharply. » Altro su finanzen.net