Samsung Electronics said on Thursday its operating profit jumped 19-fold to a record in the second quarter, as solid demand for AI chips offset weaker earnings at its mobile business. "In H2 2026, the Memory Business expects robust demand centered on servers stemming from continued AI infrastructure capex and broader adoption of agentic AI," Samsung said in a statement. The world's top memory chipmaker reported operating profit of 89.5 trillion won ($61.98 billion) for the April-to-June period, in line with its estimate of 89.4 trillion won and up from 4.68 trillion won a year earlier.
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The U.S. International Trade Commission has opened an investigation into Samsung Electronics over alleged patent infringement involving certain memory products. The case could lead to a ban on imports of affected Samsung memory products into the U.S. if the ITC finds a violation. The investigation also involves several major Samsung customers that rely on its memory chips in their own devices. For investors watching Samsung Electronics, KOSE:A005930, this ITC investigation comes at a time...
Investors have been burned by big drops in single-stock funds tied to Samsung and SK Hynix. Leveraged ETFs are popular in the U.S. too.
Forced selling and concerns about AI-chip expectations intensified Samsung's decline during a record-setting South Korean market rout.
A new Korean regulation could have unintended consequences for Micron investors.
Broadcom’s projected $200 billion Samsung partnership is less about size and more about securing the AI chip supply chain for years to come.
Investors in the South Korean stock market have experienced a rollercoaster-like ride in 2026. With the recent pullback and the fundamental story still intact, the index is poised to bounce.

Scott Melker breaks down the growing divide on Wall Street over the CLARITY Act, as BlackRock (BLK), Fidelity (FIS), Goldman Sachs (GS), and SoFi (SOFI) publicly back the crypto market structure bill just one week before Congress heads into recess. Melker also discusses Morgan Stanley (MS) offering new ethereum (ETH-USD), Solana (SOL-USD) ETFs aunds, and what the latest developments mean for investors. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
The AI buildout has resulted in an unanticipated casualty distant from Silicon Valley: telecom equipment manufacturers, who now compete with hyperscalers for the same memory chips. Three major companies, SK Hynix, Samsung, and Micron, control more than 95% of worldwide DRAM production, and as AI data centers use an increasing share of that output, memory […]
SanDisk stock has crashed 47% in a month as an SK Hynix miss and a bearish chart pattern threaten to push SNDK below key support.
What started as a dip has morphed into a slump as ETFs and hedge funds dump assets to pay down debt.
What started as a dip has morphed into a slump as ETFs and hedge funds dump assets to pay down debt.
During an interview with CNBC, Futurum analyst Rolf Bulk cited the performance edge that SK Hynix, Micron, and Samsung have over CXMT chips.
If stock prices are your go-to economic barometer then you could be forgiven for ignoring the original “China Shock” a quarter-century ago. Manufacturing job losses in machinery, textiles, electronics and furniture slammed parts of the U.S. after China joined the World Trade Organization in 2001. There’s even a strong case that China’s industrial rise was a major tailwind for stocks overall.
A number of semiconductor stocks continued to pull back amid a broad global sell-off, fueled by concerns over increased competition from China and growing doubts about the sustainability of AI-related demand.
Samsung Electronics stock has delivered a strong 204.8% gain over the past three years, yet the broader valuation checks still indicate the shares screen as undervalued. That combination of robust returns and a high value score puts the current price in focus for investors trying to judge what they are paying for future cash flows. The 204.8% return over three years highlights how strongly Samsung Electronics has rewarded long term shareholders, which naturally raises the bar for what now...
By Gregor Stuart Hunter SINGAPORE, July 29 (Reuters) - Single-stock leveraged ETFs, launched in the United States in 2022, have boomed in Asia as a way to juice bets on South Korean chipmakers Samsung
A number of semiconductor stocks continued to pull back amid a broad global sell-off, fueled by concerns over increased competition from China and growing doubts about the sustainability of AI-related demand.
↗️ Ford Motor (F): Despite posting a drop in second-quarter revenue, the automaker boosted its full-year earnings outlook. Shares climbed more than 4% premarket. ↗️ Kering (FR:KER): Shares in Gucci’s parent company jumped more than 11% after revenue rose, signaling a recovery after years of weak demand.
SK Hynix reported a record operating profit of 60.54 trillion won (about $41.66 billion) in the second quarter, up 557% from the a year earlier. Its operating margin was 76%, up from 41% a year earlier. Analyst expectations for operating profit were even higher, and the miss fueled investors' concerns that SK Hynix's rival Samsung is pricing its products more aggressively, Jefferies wrote.
Investors braced for a Fed decision, a flood of earnings, and a potential reescalation in the war with Iran.
South Korean stocks suffered one of their steepest plunges on Wednesday, with the blood-letting that has battered chip firms over the past month deepening as nervous investors unwound their bets on the AI boom.Tokyo dived around three percent as chip firm Kioxia plunged 13.9 percent, while Tokyo Electron was 11 percent off.
Samsung's North America HQ in Plano anchors a fully leased, 706,000 SF office trio now for sale, following a $114M renovation in 2021.
The latest selloff extends a sharp decline in memory chip stocks that began late last month.
FTSE 100 up 7 points to 10,878 Earlier topped 10,949 - a new intraday high Results out from Glencore, Reckitt, Greggs, Aberdeen, Weir, Lancashire 10.52am: FTSE attractions in full effect today The FTSE 100 sneaked above its all-time high from February in early trading "helped by...
(Bloomberg) -- South Korea’s stock selloff deepened as SK Hynix Inc.’s earnings disappointed, worsening the already‑jittery sentiment around artificial intelligenceMost Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeUEFA Considering Boycott of FIFA Tournaments in Brewing FeudThe benchmark K
South Korea’s Kospi stock index dropped more than 8% on Wednesday as doubts over massive investments in artificial intelligence once again led investors to dump shares. The latest rout was led by a plunge in shares in chipmaker SK Hynix after its operating profit in the last quarter fell short of analysts’ forecasts even though it soared sixfold to a record 60.5 trillion won ($41.2 billion). SK Hynix sank 12.6% while shares in Samsung Electronics dropped 8%.
South Korea's Kospi and the Nasdaq 100 are moving in lockstep as AI chip demand ties Samsung and SK Hynix to Wall Street.
(Bloomberg) -- SK Hynix Inc.'s quarterly profit rose a smaller-than expected 557%, adding to heightened fears that an AI boom that has propelled the semiconductor industry may be decelerating. Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia's $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeSpaceX Rebounds After Briefly Plunging 20% Bel