The price of a 1TB solid-state drive has increased from 500 yuan to 1000 yuan.
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Counterpoint: Despite recent stock price corrections, the fundamentals of memory chips remain solid.
According to Mars Finance, on July 7th, MS Hwang, Director of Counterpoint Research, stated that the recent stock price pullback of memory chip manufacturers does not signify a fundamental shift in the memory chip market. Samsung Electronics fell 6.9% on Tuesday, and SK Hynix fell 6.1%, despite Samsung expecting another record-breaking quarter driven by strong demand. Some investors may believe that much of Samsung's upside potential, driven by expectations of improved profitability, has already been priced in. He said, "Recent strikes and political discussions surrounding profit sharing may also raise concerns about future shareholder returns." However, he pointed out that the fundamentals of memory chip manufacturers remain solid. According to Counterpoint's July memory chip price tracking report, DRAM prices are expected to rise 10%-20% in the third quarter, higher than its initial forecast of 5%-10%, as customers continue to place orders ahead of schedule.
The National Development and Reform Commission stated that the scale of my country's artificial intelligence-related industries exceeded one trillion yuan last year, and preliminary forecasts indicate a growth rate of over 30% this year.
According to Mars Finance, Wang Ruomeng, Deputy Director of the Innovation and High-Tech Development Department of the National Development and Reform Commission, stated that the scale of my country's artificial intelligence-related industries exceeded one trillion yuan last year, and preliminary forecasts indicate a growth rate of over 30% this year. (Cailian Press)
Analysts: Samsung's better-than-expected earnings report is already priced in; investors are concerned about the sustainability of AI.
According to Mars Finance, on July 7th, Samsung Electronics issued a better-than-expected earnings forecast: the company's operating profit increased by over 1800% year-on-year, with single-quarter profits exceeding the total of the previous three years. Simultaneously, the company's revenue also increased by 129% year-on-year, reaching 171 trillion won. However, investors seemed unconvinced, and Samsung Electronics' stock price fell sharply after the South Korean stock market opened, with a maximum drop of 8%. Analysts attributed Samsung's weak stock price to some overly high market expectations: after including employee bonus provisions, profits driven by record memory chip prices could have exceeded 90 trillion won. Furthermore, the market is also concerned about a potential slowdown in the construction of AI data centers. Albert Yong, Managing Partner of Petra Capital Management, stated, "Samsung's strong performance had already been widely anticipated by the market and largely priced in during the pre-earnings stock price increase. Investors remain concerned about the sustainability of the AI boom and the risk of a potential slowdown in AI infrastructure spending by major US technology companies."
A well-known trader stated that Strategy's OTC selling of cryptocurrencies has limited impact on spot prices, and Bitcoin could potentially reach as high as $65,600.
According to Mars Finance, on July 7th, renowned trader Killa (@KillaXBT) stated that if Bitcoin holds above last week's closing price (approximately $59,000), it could potentially reach $65,600. Furthermore, regarding the "historic sell-off of 3,588 BTC by Strategy," Killa clarified that Strategy did not sell through the open market but rather through institutional trading to avoid significantly impacting Bitcoin's price. This partly explains Bitcoin's initial drop followed by a rise last night. Killa, a quantitative trader specializing in BTC, predicted the peak of this bull market in May 2025 and has over 200,000 followers on the X platform. In mid-April, he short Bitcoin at $74,688 and then went long during the market downturn on June 5th.
By 2025, the industrial scale of Shanghai's large-scale AI enterprises will exceed 637 billion yuan, representing a year-on-year increase of 39.5%.
According to Mars Finance, Chen Jie, Standing Committee Member of the Shanghai Municipal Committee and Vice Mayor of Shanghai, introduced the latest developments in Shanghai's artificial intelligence industry at a press conference held by the Shanghai Municipal Government on July 7. He stated that by 2025, the total scale of Shanghai's 394 large-scale artificial intelligence enterprises exceeded 637 billion yuan, a year-on-year increase of 39.5%, making it a new driving force for Shanghai's economic growth. Currently, Shanghai has established a complete development ecosystem integrating independent innovation, application-driven development, open cooperation, ecological collaboration, and security governance. (Cailian Press)
Samsung released its Q2 earnings forecast: operating profit increased by over 1800% year-on-year, with single-quarter profit exceeding the total of the previous three years.
BlockBeats reported on July 7th that global semiconductor giant Samsung Electronics released extremely strong preliminary financial results for the second quarter. Data shows that, driven by the powerful wave of artificial intelligence (AI), the world's largest memory chip manufacturer is experiencing its most prosperous profit cycle in history. According to the financial report, Samsung's operating profit in the second quarter surged 1810.2% year-on-year, reaching 89.4 trillion won (approximately US$58 billion). This figure not only far exceeded the market's previous expectation of 84.2 trillion won, but also remarkably surpassed the company's total profit for the three years from 2023 to 2025. At the same time, the company's revenue also increased by 129% year-on-year, reaching 171 trillion won. Following Samsung Electronics' earnings forecast, SanDisk (SNDK.O) and Micron Technology (MU.O) saw their US-listed shares decline in after-hours trading. Samsung's explosive performance directly benefits from the near-"thirsty" orders for high-performance memory chips from AI data centers. Industry giants like Nvidia and OpenAI have repeatedly stated publicly that the shortage of memory chips has become a core bottleneck for current AI development. Because major manufacturers prioritize the production capacity of high-bandwidth memory (HBM), which is designed specifically for AI and offers higher profits, this has conversely squeezed the conventional memory space needed for smartphones, PCs, and enterprise servers. This "capacity squeeze" effect has led to a severe shortage in the global memory market. HSBC data shows that in the second quarter of 2026, the average selling price of DRAM increased by more than 40% compared to the previous quarter, and NAND prices increased by more than 50%; Citi Research gives even higher estimates, at 44% and 53% respectively. Analysts generally believe that this "seller's market" will continue at least until 2027, giving Samsung and its long-time rivals SK Hynix and Micron Technology extremely strong pricing power.