They produced a loss for the first time in their device
(handset) division, due to higher DRAM + storage prices, which are
an input for that segment, and declining sales. But the
memory division produced a greater profit than any other tech
company.
And here is a key statement from what they said:
"Considering the long lead time of more than three and a half
years from building a new fab to producing wafers, expanding supply
through capacity additions will inevitably take a
considerable amount of time," Samsung Electronics said. "It
will be difficult to expect a significant increase in supply
until 2028." The company added, "The supply shortage is
expected to intensify next year compared to this year and continue
into 2028."
Samsung reports
Posted by rbreese on 29th of Jul 2026 at 05:55 pm
Just heard it will be Thursday this week.
They produced a loss for
Posted by joss22 on 30th of Jul 2026 at 08:51 am
They produced a loss for the first time in their device (handset) division, due to higher DRAM + storage prices, which are an input for that segment, and declining sales. But the memory division produced a greater profit than any other tech company.
And here is a key statement from what they said:
"Considering the long lead time of more than three and a half years from building a new fab to producing wafers, expanding supply through capacity additions will inevitably take a considerable amount of time," Samsung Electronics said. "It will be difficult to expect a significant increase in supply until 2028." The company added, "The supply shortage is expected to intensify next year compared to this year and continue into 2028."
That's tonight then. They have
Posted by johnny2012 on 29th of Jul 2026 at 07:02 pm
That's tonight then. They have a ton of capex. Kospi just can't catch a break.
yep just heard that too
Posted by matt on 29th of Jul 2026 at 05:56 pm
yep just heard that too