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Samsung Electronics second-quarter operating profit surges on AI memory boom

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digitimes.com 2026-07-07

Samsung Electronics reported a sharp jump in second-quarter operating profit, underscoring how global demand for artificial intelligence infrastructure is reshaping the memory-chip market. The result matters far beyond South Korea, as higher DRAM and NAND prices affect data-center spending, device costs, and the pace of the worldwide AI buildout.

Jim Cramer Says Buy Nvidia as Chipmaker Rejects 2028 AI Delay Claims - Yahoo Finance

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finance.yahoo.com 2026-07-07 Yahoo Finance

U.S. court doubts DRAM collusion as HBM shift explains price surge - CHOSUNBIZ - Chosunbiz

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biz.chosun.com 2026-07-07 Chosunbiz

China-made CXMT memory now supports faster speeds on MSI's AMD motherboards

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tomshardware.com 2026-07-07 Hassam Nasir

Chinese RAM proves itself once again.

Memory Technology DDR5 Semiconductor Materials Chinese Chips Memory Manufacturers Motherboard Optimization AMD Platform Memory Speed

Should Texas Instruments’ Index Shift Toward Growth Benchmarks Reframe the Core TXN Investment Narrative? - Yahoo Finance

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news.google.com 2026-07-07 Yahoo Finance

TSMC's Winbond DRAM Deal Isn't Domination, It's Insurance. Here's What It Actually Means for Chip ETFs - 24/7 Wall St.

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news.google.com 2026-07-06 24/7 Wall St.

TSMC’s Winbond DRAM Deal Isn’t Domination, It’s Insurance. Here’s What It Actually Means for Chip ETFs - Yahoo Finance

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news.google.com 2026-07-06 Yahoo Finance

AMD Puts DRAM in the Chip Package to Save Board Space and Dodge the HBM Crunch - Tech Times

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news.google.com 2026-07-06 Tech Times

[News] Micron Breaks Ground on Hiroshima Fab Expansion, Scaling 1γ DRAM and HBM Output as Equipment Set for 2H28 - TrendForce

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news.google.com 2026-07-06 TrendForce

Samsung said to seek up to 20% DRAM price hike as AI demand tightens supply

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digitimes.com 2026-07-06

Samsung Electronics is negotiating with customers to raise average selling prices for commodity DRAM by as much as 20% in the third quarter of 2026 from the prior quarter, according to ZDNet Korea, which cited industry sources.

China's chip equipment makers ramp up expansion as AI and memory boom fuel domestic demand

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digitimes.com 2026-07-06

China's leading semiconductor equipment manufacturers are accelerating expansion through acquisitions and fundraising, as surging AI investment, memory chip capacity growth, and import substitution combine to create one of the industry's strongest growth cycles in years.

Huawei chip chief proposes Tau Law V2 centered on time-based scaling

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digitimes.com 2026-07-06

Huawei's semiconductor chief is promoting a post-Moore roadmap that shifts industry focus from shrinking transistors to reducing time across the computing stack, a framework backed by internal production claims for Kirin chips and Ascend accelerators. Despite that, he also drew caution because the work remains a preprint, not a peer-reviewed study.

Micron Technology Inc. (MU) Sued Over Skyrocketing DRAM Prices amid AI Boom - Yahoo Finance

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news.google.com 2026-07-06 Yahoo Finance

Jim Cramer: What caused the pre-holiday chip stock slump and what to do about it - CNBC

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news.google.com 2026-07-06 CNBC

Samsung Galaxy S27 Ultra Leak Reveals 16GB RAM, 2nm Chip, and a Radical Camera Overhaul - finance.biggo.com

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news.google.com 2026-07-06 finance.biggo.com

Ams Osram Lands Nvidia's Seyedi and Pockets €570m from Infineon as AI Photonics Push Accelerates - AD HOC NEWS

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news.google.com 2026-07-06 AD HOC NEWS