Samsung'dan Çip Krizi Uyarısı: 2028'e Uzanacak
Samsung, ikinci çeyrek finansal sonuçlarında rekor kâr elde ederken, çip arzındaki sıkıntının 2027'de daha da kötüleşeceğini ve 2028'e kadar devam edeceğini uyarı verdi.
Samsung, ikinci çeyrek finansal sonuçlarında rekor kâr elde ederken, çip arzındaki sıkıntının 2027'de daha da kötüleşeceğini ve 2028'e kadar devam edeceğini uyarı verdi.
Güney Kore, Samsung ve SK Group öncülüğünde ABD'li teknoloji şirketleriyle dev anlaşmalar imzaladı. Bu işbirlikleri, yapay zeka çip üretiminde ve veri merkezlerinde yeni bir döneme kapı açıyor.

Samsung Electronics announced plans to integrate stablecoins into Samsung Wallet, expanding its functionality beyond traditional payments to include digital assets. This move, revealed at the Galaxy Unpacked showcase, aims to make Samsung a leading mobile brand for digital value transfers, building on its 2025 partnership with Coinbase for crypto purchases in the US.

South Korean labor unions are escalating demands for profit-sharing and bonuses across various industries, following Samsung Electronics' concession of over $400,000 bonuses to some employees. Strikes and demands for significant operating profit allocations are spreading from chipmakers to automotive, heavy industries, telecom, and tech sectors, highlighting investor risks.

Samsung Electronics unveiled its Galaxy Z Fold 8, Fold 8 Ultra, and Flip 8 foldable smartphones, powered by Google's Gemini AI, offering diverse designs and personalized AI experiences, with a global rollout starting August 7.

Samsung Electronics AmericaはBarclays US Consumer BankとVisaネットワークを通じて「Samsung Galaxy Card」を発表。7月22日より申込受付を開始し、サムスン製品購入で5%、Samsung Wallet決済で3%などのキャッシュ還元を提供する。

Samsung Electronics launched its new Galaxy Z Fold 8, Fold 8 Ultra, and Flip 8 foldable smartphones at the Galaxy Unpacked event in London, featuring wider displays, lighter designs, and enhanced AI experiences building on seven generations of innovation.

Samsung Electronics announced the creation of a new robotics division, RX (Robotics eXperience), to consolidate its robotics capabilities and drive mid- to long-term growth. The news led to a 6.76% rise in Samsung's shares, with CEO TM Roh overseeing the unit.

Ông CU Kim, CEO Samsung Đông Nam Á, nhận định AI đang tích hợp sâu vào cuộc sống hàng ngày, cải thiện trải nghiệm người dùng. Điện thoại di động là trung tâm hệ sinh thái AI, với Galaxy AI tiên phong. Samsung sẽ giới thiệu giai đoạn AI tiếp theo tại Galaxy Unpacked ngày 22/7 ở London.
Samsung Electronics America, New Jersey'deki merkezini Texas'a taşıyarak 739 rolü etkiledi ve bazı çalışanları işten çıkardı. Bu hamle, şirketin çip bölümü başarısına rağmen tüketici elektroniği birimlerindeki zorlukları ve AI yatırımları nedeniyle küçülen diğer teknoloji devlerinin stratejilerini yansıtıyor.

Samsung Electronics is set to host its Galaxy Unpacked event in London, where it is expected to unveil new foldable smartphones, including a premium Galaxy Z Fold 8 Ultra, and introduce smart glasses with AI features, alongside its broader AI ecosystem strategy.

Samsung Electronics is reportedly preparing to manufacture Tesla's next-generation AI chip, the AI5, using its 2nm process at its Texas plant. The chip, designed for Tesla's FSD system, robots, and data centers, has completed its tape-out phase, with mass production expected to begin in 2027.
South Korea's Kospi index plunged 7% on Monday due to rising Middle East geopolitical tensions and concerns over AI stock valuations. Oil prices surged, strengthening the US dollar and increasing interest rate hike bets. Tech stocks led the decline in Seoul, with SK Hynix and Samsung Electronics falling sharply.

삼성전자가 충남 아산의 온양사업장에 데이터센터용 고대역폭 메모리(HBM) 생산을 위한 첨단 반도체 패키징 공장을 증설한다. 총 46조원 규모의 투자가 이뤄지며, 700명의 직접 고용과 2조6천억원의 생산 유발 효과가 기대된다.

Samsung Electronics reported record Q2 operating profit of $59.4 billion, driven by AI chip demand. However, its shares fell as markets question the sustainability of this cyclical high and the need for future investment amid rising competition.

Trading volume for Samsung Electronics and SK Hynix has surged to 51% of the Korean stock market in about a month and a half, raising concerns about semiconductor concentration and increased volatility. The introduction of single-stock leverage products has further amplified this trend.

Petróleo Brent e WTI sobem 2,6% com cotações a US$ 76,09 e US$ 72,25, respectivamente. Mercados asiáticos apresentam desempenho misto, com bolsas chinesas em alta impulsionadas por ações de tecnologia e IA, enquanto Tóquio, Seul e Austrália registram quedas.
Samsung Electronics reported a record quarterly operating profit of 89.4 trillion won ($58.6 billion), driven by booming demand for AI memory chips. This surge has allowed Samsung to overtake Nvidia as the world's most profitable technology company, with revenue also reaching an all-time high.

南韓三星電子(Samsung Electronics)宣布正式量產最新企業級固態硬碟(SSD)PM1763。該產品將搭載於輝達(NVIDIA)即將推出的Vera Rubin平台,專為AI資料中心應用設計,讀寫速度較前代提升逾2倍,並採用液冷散熱設計以維持高速運作。

Samsung Electronics generated the largest economic value among South Korea's 100 biggest companies in 2025, reaching 177.25 trillion won. The tech giant also led in shareholder returns, distributing 14.16 trillion won.

Samsung Electronics will host its Galaxy Unpacked event in London on July 22, where it will unveil new foldable devices. The company aims to set a new standard for the AI era with these products, combining AI features with innovative form factors. The event will be live-streamed globally.

Record chip profits for Samsung and SK Hynix did not prevent their shares from plunging, triggering market breakers. Single-stock leveraged ETFs, launched in May, are blamed for amplifying volatility by concentrating risk and accounting for a quarter of ETF turnover.

Investors sold off semiconductor stocks Tuesday after Samsung Electronics' earnings, despite surpassing Nvidia and Apple, failed to meet high AI demand expectations. This led to significant drops in Samsung, SK Hynix, and US memory makers, with concerns growing over AI spending and memory prices.

Samsung Electronics erwartet für das zweite Quartal einen Rekordgewinn von 89,4 Billionen Won, angetrieben durch die KI-Nachfrage. Trotz der starken Zahlen bricht die Aktie ein, da der Markt die positiven Entwicklungen bereits eingepreist hat und Unsicherheit über den Halbleiterzyklus herrscht.