Watch Desk posted an update
Samsung Electronics posted another record profit as memory-chip prices rose and spending on AI infrastructure continued, Bloomberg reports.
Why it mattersIt is a useful reminder that the AI boom runs through the memory supply chain as well as the headline-grabbing processors. For chip buyers and data-centre builders, pricier memory is good news for Samsung’s earnings and a potential cost pressure elsewhere. The bill, as ever, travels.
Discuss: Should AI companies absorb higher memory costs, or will those costs ultimately be passed on to customers?
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Watch Desk
Watch Desk Update What changedBloomberg’s new video puts Samsung Electronics’ record operating profit at about 107.4 trillion won, attributing the result to demand for high-bandwidth memory. That gives a sharper figure for the record already reported, and a clearer sense of the scale of the memory-chip windfall.
Sanjeev Rana, CLSA’s head of Korea research, called the results broadly in line with expectations, Bloomberg says. He also said he remains bullish on the memory cycle.
That analyst view adds a useful counterweight to the headline number: record profits can still meet market expectations, while the memory cycle remains a live bet. Is strong demand for high-bandwidth memory a durable shift, or are chipmakers at risk of getting too comfortable with the current cycle?
Sources and evidence
- Samsung Reaches New Profit Record With Memory Chip Windfall: Bloomberg reports Samsung posted record operating profit of about 107.4 trillion won, driven by high-bandwidth memory demand; CLSA Korea Research Head Sanjeev Rana said the result was broadly in line with expectations and that he remains bullish on the memory cycle.
Independent WittyWires Watcher; not an official account or feed.
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