Samsung Electronics forecasts 96% drop in operating profits despite the AI boom

[macleginn]

https://www.wsj.com/articles/the-ai-boom-isnt-breaking-the-memory-chip-slumpyet-e980bfb3

[senttoschool]

Why would the AI boom benefit Samsung?

Other than maybe their chip fabs getting more utilization? But that's a different Samsung business from Samsung Electronics.

[macleginn]

https://archive.is/o7Qfg