Samsung

Summary

Samsung is losing chip workers to SK Hynix and facing new pricing pressure from CXMT even as Korea's market suffered a historic single-day crash.

Samsung chip workers are reportedly jumping to rival SK Hynix amid the intensifying memory capacity race.
CXMT is now charging more than Samsung for DRAM, according to 07-24 reporting.
Korea's benchmark, which includes Samsung, closed a "Black Tuesday" session down 10 to 11 percent with circuit breakers triggered.
Anthropic reportedly asked both Samsung and SK Hynix directly for chip supply.
Samsung was reportedly in talks to invest about $1 billion in Mistral.

Samsung's full Q2 divisional breakdown and earnings call, due 07-30, should reveal how much HBM demand sits behind the record headline.

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