BeInCrypto • Appeared October 7th 2026 10:30 am
Samsung Electronics will publish preliminary Q3 earnings guidance on Thursday. Analysts expect operating profit of 106.1 trillion won ($79.1 billion), which would mark a fourth straight record quarter. Demand for artificial intelligence (AI) infrastructure is still outrunning memory supply. However, memory price gains slowed during the quarter, leaving investors questioning whether chip margins have topped
Our Summary:Samsung Electronics will publish preliminary Q3 earnings guidance, with analysts expecting a record profit. However, demand for artificial intelligence infrastructure is still outpacing memory supply, leading to questions about chip margins and the market's reaction. The company's guidance will provide the first answer to its profit question, while the other four points will be addressed through analyst estimates, industry data, and market trends.
Crypto Briefing • Appeared October 7th 2026 6:36 am
AMD's strategic partnerships with Samsung and SK Hynix highlight the critical need for robust supply chains in the rapidly evolving AI market.
Our Summary:AMD CEO Lisa Su has named Samsung and SK Hynix as key partners for the chipmaker's long-term supply chain, amid a growing demand for high-bandwidth memory due to the AI boom. Su emphasizes the need for a longer planning horizon, stretching up to five years, to address supply constraints.
Crypto Briefing • Appeared October 7th 2026 3:36 am
AMD's collaboration with Samsung could enhance its competitive edge in AI and server markets, potentially reshaping global chip supply dynamics.
Our Summary:AMD Chair and CEO Lisa Su is set to visit South Korea on October 6-7, 2026, for talks with Samsung's chip chief, Jun Young-hyun. The discussions are expected to cover HBM4 and DDR5 memory for AMD's Instinct MI455X AI accelerators and EPYC server processors, as well as potential foundry cooperation for upcoming AMD products.
Crypto Briefing • Appeared October 7th 2026 1:56 am
Samsung's profit surge highlights AI's pivotal role in driving semiconductor demand, intensifying competition and reshaping industry dynamics.
Our Summary:Samsung Electronics is expected to report a significant profit jump in Q3 2026, driven mainly by demand for high-bandwidth memory (HBM) chips used in artificial intelligence. The company is projected to post a nine-fold increase in operating profit, with revenue expected to grow by 130% year-over-year. This growth is attributed to the increasing adoption of AI in various industries, particularly in data centers and edge computing.