samsung

Samsung SDS stated in its earnings call that its strategic investment in the South Korean cryptocurrency exchange Dunamu is a "strategic layout for entering the digital asset infrastructure business." Both parties are discussing cooperation on stablecoin infrastructure, next-generation AI payments, and virtual asset financial system integration (SI). Samsung SDS President Lee Joon-hee mentioned that they will combine Dunamu's blockchain operation experience with Samsung SDS's capabilities in IT services, AI, cloud computing, and security to strengthen the digital financial infrastructure business.The earnings report disclosed on the same day showed that Samsung SDS's revenue for the second quarter was 3.7178 trillion won (approximately 2.6 billion USD), a year-on-year increase of 5.9%; operating profit was 231.8 billion won (approximately 160 million USD), a year-on-year increase of 0.7%. Among them, the cloud computing business revenue was 779.4 billion won, a year-on-year increase of 17%, with external cloud computing business revenue surging 75% year-on-year. The company plans to expand its AI infrastructure from the current 110MW to 230MW by 2029, and further expand to over 800MW by 2031. Samsung SDS previously announced an investment of approximately 20 billion won in Dunamu in May 2024.

According to Jinshi News, Samsung Electronics expects that the chip shortage situation will further worsen next year and continue until 2028. The company stated that it is difficult to significantly increase supply in the short term, as it takes more than 3 years and 6 months from the construction of new production facilities to actual wafer production.Samsung Electronics pointed out that the popularity of AI is driving a surge in memory demand, especially as the memory demand for AI servers and general computing servers reaches unprecedented levels.

Samsung Electronics released its Q2 2026 financial report, with revenue of 171.5 trillion Korean won (approximately $118.8 billion), a year-on-year increase of 130%, and a quarter-on-quarter increase of 28%, setting a new record for a single quarter; operating profit was 89.5 trillion Korean won (approximately $62 billion), a year-on-year increase of 1813.8%, and a quarter-on-quarter increase of 56.4%, exceeding market expectations by about 5%; net profit was 71.62 trillion Korean won (approximately $49.6 billion), a staggering year-on-year increase of 1299.9%. Earnings per share were 10,849 won, a year-on-year increase of 52%.The Device Solutions (DS) division reported revenue of 127.5 trillion Korean won, with operating profit of 89.2 trillion Korean won, a quarter-on-quarter increase of 56%, driven by demand for AI server memory, with both revenue and profit reaching historical highs. HBM4 has been mass-produced and shipped, and HBM4E samples have been delivered to major customers. The Device Experience (DX) division saw a quarter-on-quarter revenue decline of 9%, with the MX business affected by component cost pressures, reporting revenue of 33.2 trillion Korean won and an operating loss of 0.7 trillion Korean won.Samsung expects strong demand for server DRAM, eSSD, and HBM to continue in the second half of the year, with a tight market supply situation persisting, although demand in the mobile and PC sectors may see some slowdown. The company plans to expand sales of high-value-added products such as HBM4, DDR5, and SOCAMM2, and to mass-produce new mobile products using the second-generation 2nm process, aiming for double-digit revenue growth in its foundry business.

According to Jinshi reports, Samsung Electronics' semiconductor division reported that its profits have increased by more than 250 times due to the reliance of artificial intelligence on memory. The division's operating profit for the second quarter was 89.2 trillion won (approximately 62 billion USD), exceeding analysts' average expectation of 79.3 trillion won.The group's overall net profit was 71.3 trillion won, also surpassing market expectations.

According to Jinshi reports, Samsung Electronics stated that the depreciation of the Korean won had a positive impact of 3.1 trillion won in the second quarter.

According to Gate market data, the South Korean KOSPI index opened up 1.2%, with SK Hynix rising 2%, following the announcement of a surge in second-quarter operating profit, although it was below expectations; Samsung Electronics rose 3%. The Nikkei 225 index opened up 0.18%.

According to Jinshi reports, Anthropic CEO Dario Amodei announced that they have signed a supply agreement with Samsung Electronics and SK Hynix.Bloomberg recently reported that senior officials from the South Korean presidential office revealed that Samsung Electronics and SK Hynix will sign agreements involving substantial funds with top American technology companies during Lee Jae-myung's visit. The related cooperation is expected to include long-term storage chip supply contracts, strategic investment partnerships, and memorandums of understanding, with specific scales to be disclosed after the companies officially announce them.Lee Jae-myung will arrive in San Francisco on Friday local time and attend the artificial intelligence summit, where he will hold talks with leaders of American technology companies, including NVIDIA CEO Jensen Huang, OpenAI CEO Sam Altman, Anthropic CEO Dario Amodei, and Broadcom CEO Hock Tan.

According to South Korean media Daum, data from the Korea Exchange shows that from July 20 to 23, foreign investors net purchased the South Korean stock market for four consecutive trading days, with a total net purchase of 55.74 trillion won, marking the first consecutive four-day net inflow since April. Among them, Samsung Electronics and SK Hynix became the main recipients of funds, with net purchases of 17.3 trillion won and 27.6 trillion won, respectively, totaling 44.8 trillion won, accounting for over 80% of the total net purchases by foreign investors during the same period. The market believes that tech giants like Google continue to raise their AI capital expenditure expectations, improving the demand outlook for HBM and server DRAM, coupled with the increased attractiveness of the two companies after prior valuation adjustments, driving foreign investment to focus on leading South Korean memory chip manufacturers.

According to Digital Today, Samsung Electronics announced at the Galaxy Unpacked 2026 event that Samsung Wallet plans to introduce support for stablecoins, integrating payments, rewards, and digital assets into a unified service. Samsung stated that this will be one of the first models among major smartphone brands to support stablecoins as a native feature.Samsung Wallet has expanded from a payment tool to a digital hub that can store keys, identification, and boarding passes. The event also launched the first financial service based on Samsung Wallet—the Samsung Galaxy Card, which will be launched in the United States in collaboration with Barclays and Visa. Samsung claims that its Knox security platform protects sensitive information through end-to-end encryption.

Insiders reveal that Samsung is in talks to participate in a new round of financing for the artificial intelligence startup Mistral, which could value Mistral at around 20 billion euros. This move will help the French company become a major alternative to American tech giants.One insider stated that Samsung had previously supported the company through its venture capital division and may invest about 1 billion euros in this new round of financing. This discussion reflects that AI developers are widely seeking to establish partnerships with semiconductor suppliers to address the situation where the demand for computing power in the industry far exceeds supply. Following the Trump administration's ban last month on foreign users accessing Anthropic's latest Mythos and Fable models, interest from European and Asian companies and governments in alternatives to leading American AI models has been steadily increasing. Since its establishment, Mistral has focused on developing open-source AI models that allow customers customization and control, meaning that no company or government can shut down these models.

The Korean stock market's semiconductor concept stocks are actively traded, and the market's attention to related assets continues to rise. According to data from the Gate platform, Samsung Electronics (005930) is currently priced at $175.14, with a 24-hour increase of 6.14%; SK Hynix (000660) is currently priced at $1241.59, with a 24-hour increase of 4.08%.CoinGlass data shows that trading in Gate-related stock derivatives is active, with the Gate SKHX contract's open interest reaching $37.73 million and a 24-hour trading volume of $88.09 million; the Gate SAMSUNG contract's open interest is $2.63 million, with a 24-hour trading volume of $7.75 million, both ranking among the industry's top.Gate stocks have established a 7×24 hour trading service system covering the three core markets of US stocks, Hong Kong stocks, and Korean stocks, supporting over 10,000 US stocks and ETFs, more than 1,500 Hong Kong stocks, and over 1,000 Korean stocks, totaling coverage of more than 12,500 stocks and ETF assets globally.Users can participate in global stock investments through Gate's unified account using USDT, supporting fractional share trading starting from a minimum of 0.01 shares, and enjoying stock dividend rights. The platform also supports cross-brokerage transfer of US and Hong Kong stocks and company actions such as stock splits and consolidations, further optimizing the stock investment service experience.

According to Onchain Lens, an address deposited $17 million into Hyperliquid to open long positions on Bitcoin and Samsung-related contracts. Currently, the address holds about 20 BTC long positions with a notional value of approximately $1.26 million, as well as about 7,600 SMSN long positions with a notional value of approximately $1.2 million.

According to Gate market data, South Korea's semiconductor leader SK Hynix (000660) is currently priced at $1245.42, down 11.52%; Samsung Electronics (005930) is currently priced at $172.47, down 8.76%, with the semiconductor sector overall weakening. According to CoinGlass data, the SKHYNIX contract open interest on the Gate platform reached $26.36 million, with a 24-hour trading volume of $56.49 million; the SAMSUNG contract open interest reached $2.67 million, with a 24-hour trading volume of $5.40 million, with related indicators ranking among the industry's top.

Binance contracts will update the funding rate settlement frequency for SKHYNIXUSDT, SAMSUNGUSDT, and HYUNDAIUSDT perpetual contracts on July 15, 2026, at 00:15, changing from once every eight hours to once every four hours, with the funding rate upper/lower limit adjusted to ± 0.5%.

According to Gate market data, the South Korean KOSPI index rose over 5%, Samsung Electronics surged 6.5%, and SK Hynix increased by 2.7%.

According to official news, Gate ETF will launch SAMSUNG3L/USDT, SAMSUNG3S/USDT, AMD3L/USDT, and AMD3S/USDT on July 9 at 15:00 (UTC+8), supporting 3x long/short positions on SAMSUNG (Samsung Electronics) and AMD (Advanced Micro Devices). Gate ETF currently supports trading of 362 types of tokens.In addition, Gate ETF will hold an ETF new trading challenge from July 9 at 15:00 to July 18 at 15:00 (UTC+8). Users participating in SAMSUNG3L/3S and AMD3L/3S trading can share a reward of 50,000 USDT.

According to official news, the Gate gStocks section will launch 11 gStocks tokenized securities for spot trading on July 8 at 16:00 (UTC+8): SKHYNIXG (SK Hynix), SAMSUNGG (Samsung Electronics), MRVLG (Marvell Technology), AAPLG (Apple), GOOGLG (Google), AVGOG (Broadcom), LLYG (Eli Lilly), BRKBG (Berkshire Hathaway Class B), JPMG (JPMorgan Chase), WMTG (Walmart), and VG (Visa). gStocks tokenized securities products have a 1:1 fully native reserve, providing a one-stop solution for 24/7 securities trading.

According to Caixin, Samsung Electronics stated that it will sell shares worth 345 billion won for employee compensation payments.

According to Gelonghui, Samsung Electronics disclosed in its preliminary earnings report that its operating profit for the period from April to June this year is expected to reach 89.4 trillion won, approximately 58.4 billion dollars, setting a new quarterly historical record, with a quarter-on-quarter increase of 56%, surpassing analysts' previous average expectation of 84.2 trillion won.During the same period, Samsung Electronics' revenue is expected to reach 171 trillion won, exceeding the market estimate of 169.2 trillion won, and growing approximately 129% compared to the same period last year. The company plans to announce its complete financial report on July 30, at which time it will disclose net profit and classified data for each business segment.The report states that Samsung Electronics' quarterly operating profit has surpassed NVIDIA, making it the company with the highest quarterly operating profit in the world. The image shows that in the ranking of quarterly operating profits among major tech companies, Samsung Electronics ranks first with 58.4 billion dollars, NVIDIA ranks second with 53.5 billion dollars, Alphabet (Google) ranks third with 39.7 billion dollars, Microsoft ranks fourth with 38.4 billion dollars, and Apple ranks fifth with 35.9 billion dollars.