Samsung Electro-Mechanics used its second-quarter earnings call to signal that its bet on AI infrastructure is paying off and about to get bigger, pointing to a run of long-term supply contracts, higher capital spending, and a newly formalized glass substrate venture as evidence that demand from hyperscalers and chipmakers is outrunning what the industry can supply.
Keep me signed in
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this function, check the 'Keep me signed in' box in the log-in section. This will save the password on the computer you're using to access the site.
Note: If you choose to use the log-out feature, you will lose your saved information. This means you will be required to log-in the next time you visit our site.
| # | Наименование новости | Тональность | Информативность | Дата публикации |
|---|---|---|---|---|
| 1 | AI server demand revives long-term MLCC supply agreements as shortages intensify | 0 | 12.37 | 03-08-2026 |
| 2 | Samsung's GaN rumored setbacks threaten foundry launch, leaving it racing to close reliability gap | 0 | 12.46 | 03-08-2026 |
| 3 | Samsung стал поставщиком чипов для Tesla | 0 | 10.39 | 14-07-2026 |
| 4 | Samsung Electronics во II квартале нарастила чистую прибыль в 14,5 раза | 0 | 11.47 | 30-07-2026 |
| 5 | Samsung expects 1,800% operating profit leap on AI boom | 5 | 8 | 07-07-2026 |
| 6 | Flexible PCB maker Flexium sees AI server shipments doubling after 2Q margin turns positive | 0 | 11.25 | 03-08-2026 |
| 7 | Samsung может зафиксировать рост прибыли в 18 раз благодаря ИИ-буму | 6 | 7 | 06-07-2026 |
| 8 | Samsung reports over 1800% rise in profits during Q2 2026, but mobile division suffers | 0 | 17.47 | 30-07-2026 |
| 9 | Прибыль Samsung от производства чипов выросла в 250 раз благодаря развитию искусственного интеллекта | 0 | 17.47 | 30-07-2026 |
| 10 | Прибыль Samsung взлетела в 19 раз на дата-центрах — но акции всё равно рухнули | 0 | 7 | 07-07-2026 |