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One company designs the chips that power AI. The other builds the factories that manufacture them. Both are indispensable, but only one has no competition at the cutting edge.
Long-term memory deals may support near-term demand, but rising inventories and potential oversupply could still threaten the memory cycle.
Micron keeps outperforming expectations but investors can’t shake off past experiences.
Samsung Electronics (KOSE:A005930) has put tablets back in the spotlight after unveiling the Galaxy Tab S12 series powered by MediaTek’s new Dimensity 9500 platform, pairing Samsung hardware with third party AI processing. For context, Samsung Electronics’ share price has climbed 114.79% year to date to ₩276,000, with a 5.75% 30 day share price return pointing to recovering momentum after a 90 day share price decline of 10.82%. The 1 year total shareholder return of 213.04% and 3 year total...
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