SSNLF
OTC · Technology
Samsung Electronics
$140.00
+74.79 (+114.69%)
SSNLF News30 articles
Netlist Surges 46% on Samsung Deal, Settling IP Disputes
Netlist (NLST) shares surged 46% after a five-year Samsung agreement, including a $239M upfront payment, licensing its patent portfolio and settling disputes.
SK hynix ADR Premium Nears 38% as Wall Street Bets Big on AI Memory
SK hynix's US-listed shares jumped 6.4% to $151.84, implying a 37.5% premium over Seoul-listed shares. Brokerages initiate bullish coverage, but DRAM market share concerns loom.
SK hynix ADR Premium Narrows to 21% as Seoul Shares Rebound
SK hynix shares rebounded 29.95% in Seoul on Friday, yet the ADR premium persists at 20.7%. Robust chip export data and record Q2 earnings underpin the bullish demand narrative.
Samsung's Semiconductor Unit Drives 99.7% of Q2 Profit, Stock Jumps 27%
Samsung's Q2 profit soared, with chips making up 99.7% of operating earnings. The stock jumped 27% on Friday, but analysts warn of concentration risks.
Micron Climbs Past $900 as Memory Shortage Worsens
Micron shares surged past $900 premarket as Samsung warned of memory shortages through 2028 and Apple flagged component constraints, underscoring strong supplier pricing power.
SK hynix ADR Surges 15% While Seoul Shares Plunge, Premium Hits 60%
SK hynix ADR surged 15% while Seoul shares fell 5.6%, creating a 60% premium. Q2 earnings missed consensus, with revenue and operating profit below estimates.
Sandisk's $198B July Plunge: Earnings Hurdle Looms Large
Sandisk shares plummeted 55% in July, erasing nearly $198 billion in market cap, as Q4 EPS consensus rose 5.1% above management's guidance ceiling.
Sandisk Stock Plunges 55% in July, Erasing $198 Billion in Market Cap
Sandisk (SNDK) lost 55% in July, erasing nearly $200 billion in market cap as investor expectations for Q4 earnings outpace guidance.
Micron Plunges 10% as Memory Rally Faces Sustainability Doubts
Micron lost $92B in market value Wednesday as the memory rally faces scrutiny over sustainability, margins, and Chinese competition.
SK Hynix Misses Estimates, Triggers KOSPI Sell-Off Amid Deleveraging
SK Hynix reports Q2 revenue and operating profit below expectations, leading to a 9.6% stock drop and a broader KOSPI decline of 6%.
Samsung Plunges 13% as Broadcom Deal Tilts Toward Memory Chips
Samsung shares tumbled 13.4% after its $200 billion Broadcom partnership was disclosed as heavily skewed toward memory, disappointing investors expecting a larger foundry win.
South Korea's KOSPI Plunges 10.8% as Chip Rout Deepens on AI Worries
The KOSPI suffered its steepest one-day loss since March, sliding 10.8% as chip giants SK Hynix and Samsung Electronics tumbled on AI demand fears and Chinese competition worries.
Global Tech Sell-Off Deepens as AI Jitters and Chip Rout Shake Markets
US futures fell sharply on Tuesday as a sell-off in chip stocks and growing AI concerns weighed on sentiment. Nvidia dropped 5%, losing $250 billion in value, while the KOSPI tumbled 10.8%.
SK hynix Shares Surge in Seoul as ADR Premium Widens Ahead of Record Earnings
SK hynix shares rose 3.24% in Seoul, with the ADR premium reaching 32.8% as market participants look forward to record earnings and new AI partnerships.
SK Hynix Market Cap Plunges 114 Trillion Won Amid Legal Woes and Tech Sell-Off
SK Hynix shares tumbled 8.34% on Friday, erasing 114 trillion won in market value, as a court order against chairman Chey Tae-won added to a broader tech rout.
Samsung Shares Tumble 7.6% Ahead of Earnings Call Amid Profit Concentration Concerns
Samsung shares dropped 7.6% on Friday to 249,500 won ahead of its July 30 earnings call. The company's Q2 preliminary operating margin is 52.3%, but profit concentration in memory chips and potential phone segment losses raise concerns.
Chip Giants Dominate KOSPI as ETF Unwinding Boosts Concentration Risk
Samsung and SK Hynix accounted for 50.33% of KOSPI value at Monday's close, driving 48.2% of the index's 4.46% decline. ETF unwinding amplifies concentration risk.
SK hynix ADR Premium Widens to 29% Amid Seoul Selloff
SK hynix shares fell 4.23% in Seoul, widening the ADR premium to 29% as U.S. demand diverges from domestic price discovery.
Super Micro Holds Steady Amid Funding Scrutiny and $39B AI Order Book
SMCI shares edged up 1.5% to $25.04, with a $39 billion AI order book facing skepticism over order cancelability and potential dilution from a June funding deal.
Micron Drops Despite Auto Deals as Most DRAM Volume Remains Uncovered
Micron shares fell 4.6% in premarket trading despite new auto deals, as only 20% of DRAM volume is under contract, leaving the core business exposed to market volatility.
Micron Stock Plunges as China's CXMT IPO Looms Large
Micron shares slid 8.4%, erasing $94 billion in market value, amid concerns over China's CXMT IPO. The DRAM maker's valuation per market share point is 4.4 times that of CXMT.
SK hynix and Samsung Rally Masks Broad KOSPI Weakness; U.S. Premium Suggests $246 Billion Valuation Gap
SK hynix and Samsung Electronics rallied, propping up the KOSPI, but the broader market declined. A 27% U.S. premium on SK hynix ADRs points to a $246 billion valuation gap.
AI Memory Stocks Slide as Scarcity Premium Erodes
AI memory and storage stocks dropped 7.2% Monday, nearly double the decline in compute names, signaling fading confidence in sustained scarcity-driven profits.
Wall Street Dips as Chip Rout and Oil Surge Split Markets
U.S. stocks fell Monday as the PHLX Semiconductor Index plunged 4.8%, while oil surged 9% on Strait of Hormuz tensions, splitting market performance. The S&P 500 dropped 0.8%, but the equal-weight index barely moved.
Micron's $60B Selloff Puts 2028 Margin Outlook Under Scrutiny
Micron Technology (MU) fell 5.3% to $927.10, losing $59.8 billion in market cap, as investors reassess the sustainability of its near-record 86% gross margins.
Chip Stocks Tumble as Korea's $576B AI Plan Sparks Supply Worry
U.S. chip stocks dropped hard Monday as South Korea's massive AI investment plan and rising oil prices rattled supply outlooks, with memory and connectivity names leading losses.
CHPY Outperforms DRAM Amid Memory Selloff, But 62% of 2026 Payouts Were ROC
CHPY fell 3.15% on Monday, outperforming DRAM's 8.23% slide, but 62% of its 2026 payouts were return of capital. DRAM's concentration in memory stocks drove the gap.
TSMC Q2 revenue beats estimates, but $83B H2 test looms
TSMC's Q2 revenue hit NT$1.27 trillion, up 36% YoY, but investors eye the $83.2 billion H2 target needed to sustain 30% growth.
AI Trade Rotation Widens Hong Kong-Korea Performance Gap
A widening performance gap between Hong Kong and Seoul markets signals a rotation in AI-related stocks, with Hang Seng gaining 3.5% while KOSPI lost 7.6%.
Micron's $250B Bet Signals AI Spending Shift to Profitability Phase
Micron's massive $250 billion investment plan underscores the AI boom's reality, but Wall Street now demands proof of returns ahead of Q2 earnings.