Rio Times · Analysis
Key Facts
—What happened Samsung guided to a record $58.4bn quarterly profit on AI memory, yet its shares fell nearly 7% and Seoul’s market hit its sixth circuit-breaker of the year.
—Why it matters The same AI boom minting record chip profits is draining memory away from phones, laptops and cars worldwide, pushing prices up everywhere including Latin America.
—The scale Samsung’s single quarter exceeded its combined operating profit from 2023 to 2025, briefly topping Nvidia and Apple on quarterly income.
