Rio Times · Analysis
Key Facts
—What happened Samsung reported record quarterly profit yet its shares fell nearly 7% in Seoul, triggering a market-wide fear that the AI-driven memory boom has peaked.
—Scale Samsung’s operating profit hit about 89.4 trillion won (roughly $58bn), a 19-fold jump on a year earlier, beating forecasts – and the stock had already surged nearly 150% in 2026.
—Contagion Chip fear crossed borders: Shanghai slipped below 4,000, Tokyo’s chip names tumbled, and US futures fell as Micron, Western Digital and SanDisk dropped.
