Categories

9 pages

Korea Semiconductors

FADU's Q2 Surprise and Its Real Moat: Controller-Firmware Integration Matters More Than Gen6 Speed

The US-China Split in Agentic Inference Infrastructure and the SRAM Opportunity

Samsung and SK Hynix 2028E Profit Valuation: Cheap-Looking Numbers and Cycle Tests

Samsung Electronics recorded the world's largest quarterly operating profit. Signals and noise poured in today.

Late-July Big Tech Earnings Calls and the Memory Thesis Scenario Map

H1 2026 Review: AI Infrastructure Bottlenecks Broadened, but the Market Did Not

Samsung 2Q26 Preview: Micron’s Surprise Has Been Erased, Core OP Is the Real Test

How To Express The Samsung Electronics Catch-Up Trade: Preferred Share Discount And Samsung C&T NAV Gap

Samsung Electronics Is Not a Dividend Stock: FCF Return and the DS Bonus Buyback Flow