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Thursday, 27 August 2026
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Samsung

2 CÈ pieces since 28 July 2026: 1 intel item, 1 essay. Newest first. All companies →

  1. Intel

    Phones earned $67.8B and returned almost nothing: Samsung's chip division took 97% of the profit

    Samsung posted $205.6 billion in H1 revenue and $80 billion in net income. Semiconductors delivered $96.2 billion of operating profit, about 97 percent of the group total, while consumer electronics turned $67.8 billion of revenue into $1.4 billion.

  2. Essay

    China just made a chipmaker its most valuable company. It is three years behind where the war is.

    China’s record IPO put a US$488 billion valuation on catching up in memory. Japan’s own catch-up took a decade, and the part that decides AI is the part money moves slowest.