Samsung confirmed OpenAI's Sam Altman met about 50 of its executives in Yongin, as AI firms compete for Samsung's memory chips. No deal was announced.
Samsung cleared KRW 100 trillion in one quarter, and chips made 99% of it. So why is the phone division still losing money?
SK Hynix says it is sold out through 2029 and expects RAM and NAND shortages to last until at least 2030, keeping memory prices high.
Apple reportedly asked suppliers to cut iPhone 18 Pro parts orders by up to 15% for October, yet early China sales data tells a mixed story.
Samsung's phone arm reportedly told suppliers to cut Q4 volumes 20-30%, taking 2026 shipments from about 270 million to 200 million. Memory costs are why.
Brokerages expect Samsung's Q3 operating profit near 106 trillion won, about $80B. It would top the 89.4T record. Samsung has not reported yet.
Memory used to be 10-15% of what a phone costs to build. Xiaomi says it is now up to 40% — and 11 models get more expensive in September.
A former Samsung engineer testified that CXMT's leadership planned from day one to develop DRAM using stolen process data. The engineer is now jailed.
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