Samsung delivers record-setting profits, but the shares still can’t catch a break from investors.
Although supply constraints are still severe and demand for its memory chips relentless, there is still skepticism among investors about the longevity of the AI capex boom and the threat of cheap chips from China.
Overview
Although supply constraints are still severe and demand for its memory chips relentless, there is still skepticism among investors about the longevity of the AI capex boom and the threat of cheap chips from China.
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Originally published at www.marketwatch.com.
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