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U.S. tech futures fell in early European trade and global artificial intelligence-related stocks weakened as investors reacted to Samsung Electronics’ earnings.
Samsung Electronics stock dived even after it forecast a 19-fold increase in operating profit from the same period a year earlier.
7.47am: Shell gives pre-results update Shell says stronger trading in its integrated gas business and improved refining margins should support second-quarter performance, although production has been hit by disruption to output from Qatar following the Iran war. Ahead of second-quarter...
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.
Asian equities fell as renewed selling in technology stocks, including Samsung Electronics Co. and SK Hynix Inc., deepened concerns that the AI-driven rally may have run ahead of itself. Futures for the tech-heavy Nasdaq 100 Index retreated 1.1%, suggesting Monday's rebound on Wall Street was losing momentum. European shares were also set for losses. Bloomberg's Avril Hong and Mark Cranfield report.
Asian shares have retreated, with South Korea's Kospi shedding nearly 8% despite a rebound for AI stocks that lifted stocks on Wall Street. Oil prices rose and U.S. futures were mixed. In Seoul, the Kospi lost 7.6% to 7,444.13 as shares in both Samsung Electronics and SK Hynix slumped 8.7%.
<body><p>STORY: Samsung on Tuesday said it expects a 19-fold leap in profits over the second quarter from a year earlier.</p><p>The South Korean giant said operating profit would come in at over $58 billion, ahead of analyst estimates.</p><p>Revenue is expected to soar 129%.</p><p>It all comes as the global AI boom drives soaring demand for chips, sending prices for silicon sky-high.</p><p>That’s a direct boon for Samsung, which is the world’s largest maker of memory chips.</p><p>The company is seeing income surge even as it sets aside massive funds for worker bonuses.</p><p>And most analysts expect things to get even better.</p><p>One told Reuters that the memory chip shortage would only get worse this year and next, further supporting prices.</p><p>Others said customers were also seeking to sign longer-term supply deals, meaning the high prices could be locked in for longer.</p><p>In a recent report, Goldman Sachs forecast AI-related spending by U.S. giants like Microsoft and Meta would exceed $5 trillion by 2030.</p><p>However, some market-watchers warn that the big risk to firms like Samsung is a sudden slowdown in investment that dents demand.</p><p>Shares in the firm fell over 8% by lunchtime following Tuesday's news.</p><p>Some traders said investors were disappointed that the company’s earnings guidance wasn’t even more bullish.</p><p>Shares in the company are still up around five-fold over the past year.</p></body>
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.
South Korean technology giant Samsung Electronics forecast Tuesday a massive 19-fold jump in second-quarter operating profit from a year earlier, buoyed by sustained AI-driven demand for memory chips.Frenzied global demand for advanced memory chips used in data centres for artificial intelligence has already helped South Korean semiconductor giants post record profits this year.
Seoul once again led losses on a mixed day in Asian stocks Tuesday as chip giant Samsung tumbled despite an eye-watering rise in profit, stoking fears that the record-breaking, AI-fuelled rally may have reached the end of the road.South Korean titan Samsung appeared to have answered some of those Tuesday as it said it expected to post a more than 1,800 percent jump in second-quarter operating profit thanks to sustained AI-driven demand for memory chips.
Samsung’s stock slid in Korea even as the company posted stellar Q2 preliminary results; retail traders believe strong performance was already priced into the shares.
By Satoshi Sugiyama TOKYO, July 7 (Reuters) - Asian stocks drifted lower on Tuesday, even after South Korea's Samsung Electronics forecast an eye-popping 19-fold jump in second-quarter profit, while
Samsung forecast a 19-fold profit jump, but shares still fell over 6% as investors booked gains after a fivefold rally.
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.
SK Hynix is experiencing a boom credited to AI. It will ride that to a multi-billion dollar US IPO, expected to take place on Friday.
(Bloomberg) -- Samsung Electronics Co.’s quarterly profit surged 19-fold, soaring past elevated expectations due to rocketing demand for memory chips needed in AI data centers.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulSaudis Slash Main Oil Price to Rare Discount as Market DivesOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsTwo Millennium Trading Pods Made About $
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.
US stock futures edged up on the heels of a record-setting day on Wall Street.
Yahoo Finance Tech Editor Dan Howley reacts to analyst predictions that Apple's long-rumored foldable iPhone could instantly sell out upon its launch, despite a massive projected price tag of up to $2,500.
The tech strategist says the AI trade is expanding beyond semiconductors, with earnings season set to test how far the rally can run.
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.
This ETF launched in April, and it has already more than doubled.
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%.
<body><p>STORY: South Korean chipmaker SK Hynix on Monday launched a U.S. share sale to raise 43 trillion won ($28.07 billion) and drew indications of interest for up to $7 billion from major investors, as it capitalizes on the global AI boom with one of the world's largest new share sales.</p><p>The company will sell 17.79 million new shares through the ADRs on the Nasdaq; 10 ADRs will represent one common share and a Monday filing gave a reference price of 242,500 won per ADR, based on SK Hynix's July 3 closing price in Seoul.</p><p>But while Miller is bullish on the South Korean market as a whole, she still sees it as a "precarious," "two-legged stool" that needs to broaden beyond SK Hynix and tech powerhouse Samsung.</p></body>
SK Hynix’s planned U.S. listing this week will test the AI-fueled chip rally, offering investors a chance to buy a memory chip maker not named Micron Technology—or to stay away from a group that may have come too far, too fast. U.S. investors can get exposure to the country with the iShares MSCI Korea exchange-traded fund, but buying Samsung Electronics or SK Hynix individually has been almost impossible.
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