SAMSUNG ELECTRONICS

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Recent News about Samsung Electronics

• Samsung and SK hynix reveal NAND plans for AI inference

  Asia Times Korea reported on October 18 that Samsung Electronics and SK hynix presented NAND-based AI inference technologies at the October 12-15 OCP Global Summit. Their demonstrations included approaches for storing and reusing inference data across memory and SSDs. ([asiatime.co.kr](https://www.asiatime.co.kr/article/20261018500047))

  Source: Asia Times Korea (아시아타임즈)2026-10-18T02:26:00.000Z

• KB Securities sees China AI boom boosting Samsung memory demand

  On August 28, 2026, South Korean brokerage KB Securities said in a report that China’s drive to localize AI accelerators will likely increase, not reduce, demand for Samsung Electronics’ memory chips. Analyst Kim Dong‑Won argued that domestic Chinese AI accelerators are less compute efficient than Nvidia GPUs, so Chinese AI data centers will need more accelerators and more DRAM capacity to handle the same workloads. ([prod.chosunbiz.com](https://prod.chosunbiz.com/en/en-finance/2026/08/28/2IEYOVRUDVHTTHH47OF4D64BNU/?utm_source=openai))

  Source: ChosunBiz (English edition)2026-08-28T00:00:00.000Z

• Nvidia projects 70 percent sales growth on AI chip demand

  On August 27 2026, Nvidia forecast 70 percent sales growth for its next fiscal year, far above analyst expectations of around 45 percent. The guidance, driven by demand for AI accelerators and the new Vera Rubin chip line, sent Nvidia shares up 8.7 percent and added roughly $442 billion in market value.

  Source: Moneycontrol2026-08-27T22:58:00.000Z

• Samsung Electronics warns AI chip shortage to worsen by 2028

  Samsung Electronics reported a more than 250-fold jump in semiconductor profit for Q2 2026, driven by AI memory demand. Executives said on July 30 that AI chip shortages are likely to intensify through 2027 and 2028, even as the company races to expand high-bandwidth memory supply.

  Source: Business Recorder2026-07-30T03:07:00.000Z

• Apple hits $5tn value as investors rotate out of AI stocks

  On July 28, 2026, Apple briefly became only the second company in history to pass a $5 trillion market capitalization as its shares hit an intraday high of $342.89. The Guardian reports that the move came while chipmakers and AI‑exposed stocks sold off sharply on renewed worries about AI capex and competition from cheaper Chinese rivals.

  Source: The Guardian2026-07-28T16:51:00.000Z

• AI funding fears spark heavy selloff in Asian chip stocks

  On July 28, 2026, Reuters reported a sharp selloff in Asian markets led by chipmakers as investors grew nervous about the massive funding needs of the AI boom. South Korea’s KOSPI plunged more than 8 percent, triggering a circuit breaker, while Samsung Electronics and SK Hynix fell up to about 11 percent amid worries over Nvidia’s potential $250 billion OpenAI financing guarantee and rising Chinese competition.

  Source: MarketScreener Australia (Reuters wire)2026-07-28T02:27:00.000Z

• CXMT surges over 450 percent, becomes China’s top listed AI memory chipmaker

  On July 27, 2026 shares of ChangXin Memory Technologies (CXMT) soared more than 450 percent in their Shanghai STAR Market debut, briefly making the DRAM maker the most valuable company listed on mainland Chinese exchanges. The IPO raised at least 8.6 billion dollars and underscores how AI driven demand for memory chips is boosting China’s efforts to build a self sufficient semiconductor stack.

  Source: Euronews (AP)2026-07-27T11:30:00.000Z

• SK hynix AI chip boom points to record 43.7B profit

  On July 26, 2026, Yonhap reported that SK hynix is forecast to post a record operating profit of 64.1 trillion won (about 43.7 billion dollars) in Q2 2026. Analysts attribute the surge to high bandwidth memory and SSD demand from global AI data centers and tech companies.

  Source: Yonhap News Agency2026-07-26T00:55:00.000Z

• Korea president Lee links AI era to 950B tech deals

  At 07:02 KST on July 26, 2026, Yonhap reported that President Lee Jae Myung told Korean expatriates in San Francisco that the AI era is a “truly new opportunity” for South Korea. He highlighted recently announced business agreements between Nvidia, OpenAI, Anthropic and Korean firms such as Samsung Electronics and SK hynix, which a presidential official valued at about 950 billion dollars.

  Source: Yonhap News Agency2026-07-25T22:02:00.000Z