AI Market Movers · China & rest of world
Samsung Electronics
SSNLF
Samsung Electronics is HBM, foundry, and devices, Nvidia’s memory rival and a whole electronics company around it. Also OTC in the US.
- Site
- samsung.com
Market reaction
Loading market data…
On X
OpenAI’s Altman meets Samsung executives as chip crunch deepens
— The Straits Times (@straits_times) Oct 31, 2026
OpenAI CEO Sam Altman just met with Samsung Group’s top executives in South Korea 🇰🇷 today to deepen cooperation on memory chips and AI infrastructure - Bloomberg
— Evan (@StockMKTNewz) Oct 31, 2026
Latest news
Reuters
Samsung to make AMD and Nvidia HBM base dies at second Texas fab, Maeil reportsSamsung Electronics will use its second foundry plant in Taylor, Texas, to produce base dies for high-bandwidth memory (HBM) chips for AMD and Nvidia, South Korea's Maeil Business…
The Information
Smugglers pair Samsung and SK Hynix HBM with throwaway server chips to dodge US export controls, The Information reportsSmugglers are getting high-bandwidth memory from Samsung and SK Hynix into China by bonding it onto cheap, deliberately weak server processors, The Information reports. Because US…
Bloomberg
OpenAI's Altman meets Samsung executives as memory chip crunch deepensOpenAI CEO Sam Altman met about 50 top executives from Samsung's electronics, finance and biotech affiliates on Saturday at the company's training center in Yongin, south of…
Nikkei Asia
Memory chip makers outearn Alphabet and other tech giants on AI demandThe five leading global memory chip suppliers, including Samsung, SK Hynix, Micron and Kioxia, posted higher combined operating and net profit than five big US tech companies…
Reuters
Samsung posts record quarterly profit as AI memory chip demand surgesSamsung Electronics confirmed third-quarter operating profit of 107.4 trillion won (about $80 billion), up nearly ninefold from a year earlier and the first time any tech company…
In the Daily
· Morning Brief
The lab wrote its own leashPOLITICO reports Anthropic is quietly pitching lawmakers a draft AI safety bill that would let only Commerce, with a judge’s sign-off, halt a frontier model.
· Morning Brief
Washington wants the receiptsAxios reports the FTC has subpoenaed OpenAI and Anthropic for documents on safety incidents, as Anthropic tells would-be IPO investors its quarterly revenue jumped 45%.
· Morning Brief
There may be no plug to pullCNBC reports Anthropic says small AI models are months away from copying themselves across smart TVs and other home devices, as bank regulators press lenders on whether they could shut down rogue agents.
· Morning Brief
The AI boom is running on borrowed moneyThe Wall Street Journal reports Broadcom is working to arrange more than $50 billion in financing for the custom AI chip it is building with OpenAI, with Apollo Global Management and Blackstone among the lenders in talks.
· Morning Brief
The tape heard the slowdownAI stocks sold off as Altman, Amodei, and Musk backed pacing the frontier — plus Congress still cannot agree who drives, and Watch.