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Binance announced that starting from November 6, 2026, at 14:00 Beijing time, there will be a dividend adjustment settlement for the USDⓈ margin SAMSUNGUSDT perpetual contract, with an adjustment amount of 1,001 Korean Won per share, equivalent to -0.037336%. The settlement is expected to last about 30 minutes.This adjustment applies to users who hold a net position in the contract on the ex-dividend date (September 29, 2026, at 07:00 Beijing time). Eligible users can select special funding fees in their transaction history to view the specific adjustment amount.The adjustment amount will be credited to or deducted from the user's U-based contract full margin account. Binance reminds users to assess the impact of the dividend adjustment in advance and manage their positions. During the settlement period, the contract funding rate intervals will remain unchanged, and there will be no early switch to a reduction-only mode.

Meritz Securities, a South Korean securities company, pointed out that the orders received by storage chip manufacturers for 2027 to 2028 far exceed their production capacity. Even if the Democratic Party in the United States gains an advantage in the midterm elections, leading to delays or adjustments in some data center projects, it is unlikely to fundamentally change the supply shortage of storage chips.Meritz stated that the order delivery rate for storage chips this year (the ratio of available production capacity to order volume) has remained at a low level of 80% to 85%, driving a significant increase in storage chip prices. It is expected that the supply-demand gap will further widen in 2027, and the order delivery rate may drop to around 80%. During a recent visit to South Korea, OpenAI CEO Sam Altman requested SK hynix and Samsung Electronics to provide customized storage products such as HBM for 2027 to 2030, with demand exceeding the available production capacity of both companies.Community user Teng Yan added that Samsung stated during a conference call with Meritz on October 29 that 10 large customers have signed multi-year storage supply agreements, and an equal number of customers are in negotiations. The demand for storage customers has also expanded from cloud service giants and AI server manufacturers to more fields. Therefore, the slowdown in U.S. data center approvals will only affect some orders and is unlikely to change the overall tight supply-demand situation.

Samsung Electronics will build a second wafer fabrication plant in Taylor, Texas, to produce high bandwidth memory chips for AMD and NVIDIA. The plant is expected to break ground this month, utilizing 2-nanometer process technology, covering approximately 2.7 million square feet, and being 1.5 times the size of the first plant.Equipment installation is expected in February 2029, with mass production starting in 2030.

The Information investigated the smuggling chain of high-end storage chips in South Korea and interviewed a dealer in Shenzhen in his 20s. He originally worked at a chip company and transitioned to the chip black market business by leveraging his network. Having been in the industry for only three years, he is now dressed in luxury brands and busy connecting buyers and sellers every day. The United States will begin to restrict exports of advanced high-bandwidth memory (HBM) to China starting at the end of 2024, but the rules have loopholes: HBM exports are restricted when sold separately, but if packaged together with processors, it may be judged based on the processing power of the processor to determine if it crosses the regulatory line.A smuggler in his 40s controls a chip design company that specializes in designing cheap and lower-performance server processors. These chips are rarely purchased but are used as a pretext for procuring high-end HBM from South Korea. Packaging factories place HBM from Samsung and SK Hynix on the same substrate as these processors and declare exports under the category of low-performance processors. After the goods enter mainland China via Hong Kong, workshops reheat and remove the HBM, while the cheap processors are discarded, and any mishandling during disassembly could damage the memory.A stack of HBM3E in the Chinese black market was priced at only a few hundred dollars a year ago, but it has now risen to about 4,000 dollars. An AI chip typically requires 6 to 8 stacks, costing between 24,000 to 32,000 dollars just for the memory. Some of the memory ultimately flows to Huawei customers. Huawei's next-generation Ascend 960DT is scheduled to launch in the first quarter of 2027, but there is a shortage of domestic HBM supply, and Huawei has asked some customers to procure memory on their own. With the increase in imitators, the aforementioned smuggler responsible for procuring chips from South Korea plans to sell his controlling stake in the company next year, fearing that the spread of the route will attract strict scrutiny from regulatory authorities in South Korea and the United States.

According to the South Korean tech media TheElec, Samsung Electronics plans to completely exit the 8-inch wafer foundry business by 2030, shifting its strategic focus to 12-inch advanced processes. Samsung will gradually reduce its 8-inch production lines, with the S7 factory located in the Giheung Industrial Complex scheduled to close first in the second half of 2026, with a monthly production capacity of about 50,000 wafers.After the closure of S7, Samsung's total monthly production capacity for 8-inch wafers will drop from 250,000 wafers to below 200,000 wafers, with the capacity utilization rates of the remaining S6 and S8 factories having already fallen to about 70% at that time. Samsung's foundry business head Han Jeong-wan previously stated that the 8-inch foundry market has become increasingly crowded and price-driven, and the company plans to gradually reduce this business.

According to Gate market data, the South Korean KOSPI index opened down 1.62%, Samsung Electronics fell 2%, and SK Hynix slightly declined.

According to Bloomberg, OpenAI CEO Sam Altman met with about 50 executives from Samsung Group in South Korea on October 31 to discuss deepening cooperation in the fields of storage chips and AI infrastructure. Attendees came from Samsung's electronics, finance, and biotechnology business units, and the agenda covered the impact of AI on industries, corporate decision-making, and business opportunities over the next decade.This meeting comes at a time when there is a global shortage of storage chips and prices continue to rise. The demand from data center operators has surged, further intensifying competition for chip supplies. The world's five major AI infrastructure players plan to invest over $3 trillion in the coming years, with storage chips accounting for about one-third of data center spending.This meeting also continued the cooperation previously announced by both parties, including supplying storage chips for OpenAI's "Stargate" infrastructure project and collaborating on the construction of AI data centers, including offshore floating data center solutions.

Analyst Jukan from Citrini stated on social media that Samsung's current stock performance is lagging behind SK Hynix, seemingly because Samsung's shareholder return plan is either not as generous as initially expected or still carries uncertainty. Against this backdrop, there is a saying circulating in South Korea that Samsung's management is deliberately avoiding bullish statements, involving tax considerations for the company's controlling family member, Chairman Lee Jae-Yong.More specifically, Lee Jae-Yong's mother, Hong Ra-hee, gifted Samsung shares to her son. It has been reported that the gift tax he needs to pay is calculated based on the average closing price during the four-month period around the gift date of November 12, specifically from September 12, 2026, to January 12, 2027. Therefore, the Samsung controlling family has no motivation to drive up the stock price before January of next year.

According to market data from RootData, the South Korean KOSPI index fell sharply by 3.00% during the day, currently reported at 5831.67 points. Samsung Electronics dropped nearly 6%, and SK Hynix fell by 0.4%.

Samsung Electronics stated that the investment plan for the chip division will be used to build new fabs and other infrastructure to meet strong demand for AI and HPC, while ensuring readiness in the medium to long term.

Samsung Electronics announced its official financial report for the third quarter of 2026. The company's revenue for the quarter reached 195.3 trillion Korean won, slightly higher than the previously announced preliminary data, with an operating profit of 107.4 trillion Korean won for the third quarter. The net profit for the quarter was 75.2 trillion Korean won, falling short of market expectations of 83.6 trillion Korean won. Following the release of the financial report, Samsung Electronics' stock price briefly fell, then slightly rebounded, currently up 0.2%.The semiconductor business remains the main source of performance. The operating profit of the chip division for the third quarter was 106.5 trillion Korean won, with significant growth in the foundry business revenue. The company expects double-digit growth in this business's revenue in the fourth quarter. The display business recorded an operating profit of 1.1 trillion Korean won, while the mobile division reported an operating loss of 600 billion Korean won in the third quarter.Samsung Electronics announced that it will distribute a dividend of 4,601 Korean won per share for the third quarter, with a total dividend payout of 30 trillion Korean won. Management expects demand for memory chips to continue to expand in the fourth quarter and stated that the chip supply shortage situation will further worsen next year.

According to Tencent news, on October 27, Tencent's cross-border payment platform TenPay Global reached a cooperation with South Korea's Samsung Wallet and Woori Bank to jointly promote the interconnectivity of cross-border QR code payments.After South Korean users come to China, they can use the Samsung Wallet Money e-wallet within Samsung Wallet to scan the WeChat Pay collection code or show the payment code to merchants, allowing them to spend at tens of millions of WeChat Pay merchants within China.

Samsung Electronics and SK Hynix plan to start mass production and delivery of 8-layer HBM4 in the second quarter of next year, supplying it to NVIDIA.According to informed sources, NVIDIA will equip the 8-layer HBM4 based on the scale of the Rubin Ultra NVL rack, and it is expected that the proportion of 8-layer HBM4 will significantly increase starting from the middle of next year.

According to a report by the Korea Economic Daily, KB Securities expects that the combined operating profit of Samsung Electronics and SK Hynix will reach 157.1 trillion won from 2026 to 2027, which is 2.1 times the cumulative operating profit of 74.8 trillion won for both companies from 2000 to 2025. It is estimated that in 2027, the operating profits of Samsung Electronics and SK Hynix will be 55.5 trillion won and 38.9 trillion won, respectively, representing year-on-year growth of 51% and 50%.KB Securities stated that the demand for AI chips is driving a tightening of memory supply, and about 70% to 80% of the memory that both companies plan to produce in 2027 has been secured through long-term supply agreements signed with major global technology companies for five years. The price-to-earnings ratios of both companies have fallen to about 3 times, and the proportion of foreign ownership has dropped to its lowest level since the global financial crisis in 2008. KB Securities believes that the market may be underestimating the long-term profit growth potential.

According to the "Science and Technology Innovation Board Daily," South Korean memory chip companies SK Hynix and Samsung Electronics will announce their performance for the third quarter of 2026 this week, with SK Hynix set to release on Wednesday and Samsung Electronics on Thursday. The report states that with the rising demand for AI chips and increasing prices for memory chips, both companies are expected to deliver strong results, with a combined operating profit for the third quarter projected to reach 184.4 trillion won, approximately 139.1 billion dollars.Samsung Electronics' preliminary results released on October 8 show that third-quarter revenue increased by 127% year-on-year, reaching 195 trillion won; operating profit was 107.4 trillion won, approximately 80.17 billion dollars, compared to 12.17 trillion won in the same period last year, an increase of nearly 8 times. Analysts surveyed by FnGuide expect SK Hynix's third-quarter revenue to be 98.2 trillion won, with operating profit at 77 trillion won. In 2025, Samsung and SK Hynix's operating profits are projected to be 43.6 trillion won and 47.2 trillion won, respectively, totaling 90.8 trillion won. If these predictions come true, Samsung will become the first South Korean company to exceed 100 trillion won in quarterly operating profit.As of the market close on October 23, the stock prices of Samsung and SK Hynix have fallen by 36% and 52%, respectively, since the end of June. The report indicates that investors view the impressive financial reports as expected, with focus areas including HBM4 supply, long-term agreements, and shareholder returns. TrendForce predicts that the average selling price of HBM will increase by 121% next year compared to this year, and the production capacity of Samsung and SK Hynix for next year is already sold out. In the second-quarter financial report, Samsung disclosed long-term agreements with five data center customers, while SK Hynix finalized multi-year contracts with over ten customers. Samsung announced a shareholder return plan of 90 trillion to 110 trillion won this year and will determine a cash dividend of about 30 trillion won for the third quarter by the end of this month. SK Hynix announced a 40 trillion won buyback plan in August and halted the evaluation for Solidigm's IPO. Kim Dong-won, head of KB Securities, stated that despite the significant stock price correction, the profit expectations for both companies have been raised, and the key catalyst for stock revaluation is expected to be the sustainability of profit growth and whether shareholder returns can be further increased.

South Korean chip companies Samsung Electronics and SK Hynix will release their third-quarter financial reports next week, with strong demand for artificial intelligence storage chips expected to drive substantial profits for both companies.SK Hynix is scheduled to announce its financial report on Wednesday, while Samsung Electronics will follow closely on Thursday.

According to the United States Patent and Trademark Office (USPTO), a patent from Samsung Electronics titled "Electronic Devices and Their Operating Methods Providing Blockchain Service" was officially granted on October 20.This technology allows electronic devices to identify nearby devices that support blockchain services through wireless signals, establish peer-to-peer connections, and select the device with the most recent data to complete blockchain synchronization by comparing the latest block heights stored on each device. This patent can reduce network traffic and energy consumption when devices synchronize block data.

According to the Korea Daily Economic News, Tesla and Nvidia will invest $2.8 billion in Samsung Electronics' factory.

Samsung Electro-Mechanics announced that it will supply ABF substrates to NVIDIA starting in 2026.