Samsung Forecasts $80B Profit—Why Did the Stock Fall?
Samsung’s AI-driven memory business is producing extraordinary profits, yet its shares fell about 2.4% anyway. The market’s attention is shifting from whether AI demand is real to whether today’s exceptional memory margins can last through Samsung’s October 29 earnings report.
China’s DRAM Breakthrough: 50% More Dies Per Wafer
CXMT says its newest DRAM process can produce at least 50% more gross chip dies per wafer even as China faces restrictions on advanced chipmaking technology. The next test is whether investors see the breakthrough as a meaningful new challenge for Samsung, SK Hynix and Micron when U.S. markets reopen Monday.