Innlegg
VSA Smart Money
Samsung Q3 2026 prelim: record quarter on memory
Operating profit ~107.4T KRW (~80.2B USD), +782.5% YoY, first quarter ever above 100T won
Sales ~195T KRW (~145.6B USD), +126.6% YoY
Analysts: memory profit ~109T KRW (DRAM 80.1T, NAND 28.7T)
DRAM price +20.1% QoQ, NAND +19%
First to mass-produce HBM4 (Nvidia Vera Rubin)
Oct 8: SNDK -4.90%, MU -4.79%, WDC -2.99%
Strong fundamentals, shaky stocks. Not financial advice.
Ansvarsfraskrivelse: OKX Orbit-innholdet er kun gitt for informasjonsformål. Finn ut mer
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