SSNLF Samsung Electronics

$SSNLF Samsung Electronics reported preliminary Q3 results: operating profit 107.4 trillion won, above market consensus of 106.1 trillion won; Q3 revenue 195 trillion won, below consensus of 199 trillion won. - $SKHY $MU $SNDK

Samsung Reportedly Ramps 4nm Capacity For Memory Chips, Stepping Up Competition With SK Hynix, Micron $SSNLF $MU $SKHY https://stocktwits.com/news/equity/markets/samsung-reportedly-ramps-4nm-capacity-for-memory-chips-stepping-up-competition-with-sk-hynix-micron/cZMP1yjRBeg

Samsung Electronics has raised prices across most of its Galaxy S26 lineup as consumer electronics makers pass higher costs on to customers amid a persistent memory-chip shortage. The Galaxy S26, S26+ and S26 Ultra are each $100 more expensive, starting at $1,000, $1,200 and $1,400, respectively. The 1TB S26 Ultra increased by $200 to $2,000. The increases come as AI and data-center expansion drives strong demand for memory chips, tightening supply and raising costs for smartphones, laptops and other electronics. Samsung’s move follows higher pricing for Apple’s iPhone 18 Pro lineup and Alphabet’s Pixel 11 series. The Galaxy S26 FE remains at $700, while Samsung’s latest foldable models have not been affected. The S26 and S26+ were already $100 more expensive than their S25 predecessors at launch, while the latest increase marks the first price hike for the S26 Ultra since early 2024. $SSNLF

Samsung Electronics and five affiliates will invest a combined $1 billion in Helix Digital Infrastructure, an AI infrastructure company launched by KKR and backed by Nvidia. Samsung Electronics will contribute $500 million, while Samsung C&T, Samsung SDS, Samsung SDI, Samsung Life Insurance and Samsung Fire & Marine Insurance will provide the remainder. Helix focuses on hyperscale data centers and the supporting infrastructure required for AI, including power generation, transmission and distribution, and fiber-optic networks. Led by former AWS CEO Adam Selipsky, the company counts KKR, Kuwait Investment Authority, Nvidia and Vistra among its founding investors and has already secured more than $10 billion in committed funding. The investment will allow Samsung to leverage capabilities across its affiliates, including semiconductors, cooling systems, data-center construction and batteries, while accelerating the global deployment of AI infrastructure. $SSNLF $NVDA $KKR

AI and surging memory-chip demand have rapidly shifted emerging-market leadership toward Taiwan and South Korea, while soaring semiconductor valuations have raised questions about whether the rally is fundamentally supported or becoming increasingly speculative. Andrew Dalrymple, investment director at Aubrey Capital Management, argues that earnings remain the key justification. While he sees signs of excess, including leveraged ETFs tied to Samsung Electronics and SK Hynix, he says the underlying memory cycle remains unusually strong. Rapid earnings growth is being driven by rising memory demand, while new semiconductor capacity remains expensive and slow to build. The AI infrastructure boom could make the current cycle more durable than previous memory upswings driven by shorter PC, smartphone and gaming cycles. AI requires significantly greater capital investment and longer construction timelines, making it harder for supply to quickly catch up with demand. $SSNLF $SKHY

$SSNLF Samsung's preliminary Q3 is a record: operating profit of 107.4 trillion won (~$80.2B), up nearly ninefold YoY. Fourth straight record quarter, and the first time any Korean company has cleared 100 trillion won in a quarter. Revenue came in at 195 trillion won, more than doubling YoY but short of the ~206.8 trillion consensus. So the beat is a margin story, not a sales story. Analysts expect the chip division carried the quarter while phones, TVs and appliances dragged. The open question: brokerages cut estimates in recent weeks on a stronger won and moderating memory price gains. The counter is that Samsung expects HBM4 revenue to more than triple QoQ, and tight memory supply to run into 2027. The full results later this month bring the segment split. That decides which side was right.

$SSNLF so new here to Samsung, over at Intel and SMCI now..... am i reading right that they had 112 bil qtrly rev, an MC of 980 bil?? So like 2x qtly ern for MC??? Thats it? Whst skeletons are in Samsungs closet?

$SSNLF $AAPL I guess the sheeple are not supposed to remember what an abysmal failure foldable screens were back in 2019.