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Samsung Turns AI Memory Scarcity Into a 107.4-Trillion-Won Profit Signal
Samsung Electronics said it expects about 195 trillion won in consolidated third-quarter sales and 107.4 trillion won in consolidated operating profit, up sharply from 86.06 trillion won in sales and 12.17 trillion won in operating profit a year earlier. Independent coverage from Reuters, Bloomberg-linked reporting and Korean market media tied the surge to AI-driven demand for memory, including high-bandwidth memory, DRAM and NAND. The muted share reaction shows the other side of the AI memory boom: expectations are already high, and investors are watching whether scarcity economics can last.
Published Oct 8, 2026
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Nvidia Turns the Memory Wall Into an AI Factory Pact With SK Hynix
Nvidia and SK hynix announced a multiyear technology partnership to co-develop next-generation memory for Nvidia’s AI factory roadmap. The deal comes as Jensen Huang warned that shortages across memory and the broader semiconductor supply chain could last several years. The partnership ties SK hynix to Nvidia’s infrastructure, personal AI and physical AI platforms while adding AI-driven chip design and fab digital twins to the collaboration.
Published Jun 7, 2026