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00:02Samsung Electronics is expected to estimate second quarter operating profit rose about 18-fold to $86 trillion, or $56.35
00:10billion, according to Reuters.
00:12The result would mark a third consecutive record quarter for Samsung as AI demand strains memory supply and lifts chip
00:18prices.
00:19Analysts said demand for high bandwidth memory, conventional DRAM, and NAND has strengthened as agentic AI expands into more computing
00:27workloads.
00:27Citi Research said DRAM and NAND average selling prices rose 44% and 53%, respectively, from the prior quarter.
00:37Analysts cautioned earnings could be affected by bonus provisions after Samsung reached a wage deal with chip employees.
00:43JP Morgan said potential delays in AI infrastructure spending remain the biggest risk to the memory boom.
00:49For all things money, visit Benzinga.com.
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