The Turichron

Morning brief, Oct 29

Samsung expects AI-memory demand to outstrip supply further in 2027

Samsung plans 76.8 trillion won in chip-division capital expenditure this year; Reuters reports its shares fell more than 6% after chip earnings missed expectations and investors awaited a new shareholder-return policy.

ThereforeHigher memory costs pushed Samsung's mobile business into an 800 billion won operating loss.

Samsung Newsroom · Channel NewsAsia (Reuters syndication)

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