samsung

🍏 Samsung and SK Hynix have almost doubled the prices of LPDDR for the iPhone due to memory shortages. Apple has agreed to a price increase of 80-100% in contracts for the first quarter of 2026, but only for the first half of the year, hoping for stabilization in production in the second half. Prices are already showing +40% in the fourth quarter.

Apple may face more intense pressure on profitability than the market is pricing in, according to brokerage Lynx Equity Strategy#LYNX . It sees "more downside" for stocks even after a drop of about 10% so far this year.
The company stated that its channel checks indicate rising memory costs, as Apple now faces an "unpleasant prospect of a sudden increase in NAND flash memory prices" after talks with longtime supplier Kioxia failed.

Samsung is on a mission to outshine its competitors in consumer electronics, with artificial intelligence at the core of its strategy. The company is targeting growth that exceeds the projected global market expansion for 2025, aiming to solidify its leadership across mobile devices, TVs, and home appliances.

Jong-Hee Han, CEO and head of Samsung’s Device eXperience (DX) division, revealed ambitious plans for a 4%-5% growth in their mobile business this year—well above the industry average. Samsung isn’t stopping there. Its home appliances and TVs are undergoing a transformation, integrating AI features to make them smarter and more user-friendly. The flagship Galaxy S24 series, for instance, boasts real-time translation of foreign language phone calls without the need for third-party apps, showcasing the company’s vision for AI-driven convenience.

𝐎𝐮𝐭𝐦𝐚𝐧𝐞𝐮𝐯𝐞𝐫𝐢𝐧𝐠 𝐑𝐢𝐯𝐚𝐥𝐬 𝐖𝐢𝐭𝐡𝐨𝐮𝐭 𝐚 𝐏𝐫𝐢𝐜𝐞 𝐖𝐚𝐫💥

Samsung faces fierce competition from Chinese brands like Huawei and Xiaomi, which are flooding the market with high-spec smartphones at competitive prices. But instead of engaging in a price-cutting battle, Samsung is focusing on differentiation through advanced security features and unparalleled user convenience. “Competition is beneficial,” Han stated, emphasizing their confidence despite the challenging landscape.

While the consumer electronics division strategizes on product innovation, Samsung’s semiconductor arm has its own battles. Once a dominant player in memory chips, the company has lost ground in the high bandwidth memory (HBM) chip segment to rival SK Hynix. HBM chips are vital for AI-driven technologies, making this setback a critical challenge. To address the issue, Samsung restructured its leadership in November, appointing Jun Young-hyun as co-CEO and head of the memory chip division to spearhead recovery efforts.

𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐚𝐧𝐝 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐌𝐨𝐯𝐞𝐬💫💫

Samsung’s Q4 2024 operating profit is forecasted at 8.2 trillion won ($5.6 billion)—a significant improvement from 2.8 trillion won the previous year. However, it falls short of the 9.18 trillion won posted in the prior quarter, leaving investors somewhat underwhelmed. Acknowledging these challenges, Jun issued a rare apology in October for the underwhelming Q3 results, signaling a commitment to improvement.

On the bright side, Samsung announced a 10-trillion won ($7.6 billion) share buyback plan in November to reassure investors. Meanwhile, the broader semiconductor sector is thriving, driven by the booming demand for AI technologies. Nvidia and Foxconn have posted record gains, with Nvidia’s stock climbing to $149.43. Other tech giants, including Microsoft, are making significant AI investments, further fueling market optimism.

Despite mixed performance across different indices, Samsung’s focus on AI and strategic investments positions it as a key player in shaping the future of technology. By prioritizing innovation and adaptability, Samsung is not just keeping pace with the competition but redefining the standards for consumer electronics and semiconductor excellence.
#Samsung #AImodel #BinanceMegadropSolv #BTC100KTrumpEffect #BinanceMegadropSolv

Texas Attorney General Ken Paxton has filed lawsuits against the five largest smart TV manufacturers, accusing them of illegal surveillance of users. Sony, Samsung, LG, Hisense, and TCL have come under fire from Texas authorities for using automatic content recognition technology without the consent of device owners.

🔔 MARKET MOVING NEWS! (04/10/25)

1️⃣ Coinbase Applies for US Banking License 🔍
#CoinbaseExchange.
Crypto exchange Coinbase has reportedly applied for a national trust charter from the Office of the Comptroller of the Currency (OCC), aiming to expand its offerings without becoming a full bank. This move would allow the company to accelerate product launches, integrate digital assets with traditional finance, manage its own reserves, and handle institutional asset custody more efficiently. Coinbase emphasized that it has "no intention of becoming a bank" and believes regulatory clarity will enable secure innovation. The application places Coinbase alongside other crypto firms like stablecoin issuers Circle, Paxos, and Ripple pursuing similar charters.
2️⃣ Stablecoin Leader Tether Seeks Capital for Tokenised Gold Hoard 💎 #StablecoinRatings

Stablecoin issuer Tether is reportedly partnering with Antalpha Platform Holding to raise at least $200 million for a new digital-asset treasury company focused on stockpiling Tether's gold-backed token, XAUt. Notably, Antalpha Platform Holding is closely affiliated with crypto mining giant Bitmain Technologies Ltd. This vehicle would acquire Tether's XAUt, which has a $1.5 billion market cap that doubled this year amid a 46% surge in gold demand. Cohen & Co. is advising on the deal. The initiative could deepen ties between Tether and Bitmain.
3️⃣ Bored Ape NFTs Are Not Securities, Court Rules in Landmark Decision ▶️
A federal judge in California has dismissed a class-action lawsuit against Yuga Labs, ruling that Bored Ape Yacht Club NFTs do not qualify as securities under the "common enterprise" prong of the Howey test. The judge highlighted differences from cases like Dapper Labs' NBA Top Shot and DraftKings NFTs, noting that Bored Ape purchases occur on third-party marketplaces like OpenSea. He also noted that Yuga's royalty fees (up to 10% on resales) decouple the company's fortunes from holders as the firm stood to gain even if plaintiffs sold their own NFTs at a loss.
4️⃣ Walmart-Backed Fintech Onepay Is Bringing Crypto To Its Banking App 🏦
According to a CNBC report, Walmart-backed fintech OnePay is planning to introduce crypto trading and custody features to its mobile banking app later this year. This would allow users to buy, sell, and hold bitcoin and ether directly in the platform. It would also allow seamless conversion of crypto to cash for in-store purchases or card payments. OnePay has teamed up with Zerohash, a Chicago-based startup, to handle these crypto capabilities.
5️⃣ Samsung Expands Coinbase Partnership With Galaxy Wallet Tie-Up In US ‼️
#Samsung
Samsung is expanding its partnership with Coinbase, allowing U.S. Galaxy smartphone users to fund their Coinbase accounts directly via Samsung Pay integrated into the Coinbase app. This builds on a July announcement and targets over 75 million Galaxy owners, with international rollout planned in the coming months. As part of the deal, Samsung Wallet users get a limited-time offer for Coinbase One, the exchange's subscription service that includes waived trading fees and boosted staking rewards.
#Samzy
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