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According to Korea's JoongAng Ilbo, Samsung Electronics and SK Hynix reported an average operating profit margin of 69% in Q1, versus 8% for other chip-related firms.

2026-07-23

According to Korea's JoongAng Ilbo, Samsung Electronics and SK Hynix reported an average operating profit margin of 69% in Q1, versus 8% for other chip-related firms.

Other News
2026-07-23

MOFCOM said it will in H2 continue measures to stabilize and improve the quality of foreign investment, accelerate revision and issuance of rules governing foreign investors’ acquisitions of domestic companies, and orderly deepen opening pilots in va

MOFCOM said it will in H2 continue measures to stabilize and improve the quality of foreign investment, accelerate revision and issuance of rules governing foreign investors’ acquisitions of domestic companies, and orderly deepen opening pilots in value-added telecoms, biotechnology, wholly foreign-owned hospitals and vocational skills training. The ministry will also support Beijing’s upgrade of its national service-sector demonstration zone and sustain its "Invest in China" promotion, including the 26th China International Fair for Investment and Trade.
2026-07-23

International 1. UBS: Gold prices are expected to rebound by the end of 2026. 2. Sumitomo Mitsui: If inflation does not slow, Fed policymakers will lose credibility. 3. Deutsche Bank: Japan's policy focus may shift from "protecting the yen" to "co

International 1. UBS: Gold prices are expected to rebound by the end of 2026. 2. Sumitomo Mitsui: If inflation does not slow, Fed policymakers will lose credibility. 3. Deutsche Bank: Japan's policy focus may shift from "protecting the yen" to "controlling yields." 4. ING: Rising energy prices may continue to put pressure on the yen and Swiss franc. 5. Mitsubishi UFJ: The dollar has not yet been significantly affected by renewed uncertainty in US trade. 6. Commerzbank: The ECB's expected "hold-off" may provide some relief to the bond market. 7. Deutsche Bank: UK inflation has bought the Bank of England more time. Domestic 1. CITIC Securities: Copper and aluminum demand growth will improve. 2. Dongwu Securities: The logic supporting the A-share market's upward trend has not changed, and the market is expected to stabilize further. 3. CITIC Securities: The new US tariffs are essentially replacements rather than upgrades. 4. CITIC Securities: Bullish on investment opportunities in the electronics sector after its recent oversold condition. 5. CITIC Securities: Anticipates continued capacity reduction in the second half of 2026, with promising pork prices expected in 2027. 6. CITIC Securities: Expects AI agents to significantly boost CPU demand, leading to a revaluation of CPUs. 7. CITIC Securities: Chemical exports maintained high growth in June, with petrochemical and coal chemical sectors performing particularly well. 8. Huatai Securities: AI glasses are expected to become a high-frequency entry point for AI agents into the physical world. 9. Dongwu Securities: Domestic liquid cooling systems have moved from sample verification to mass production delivery; market share growth is expected to outpace industry growth from 2026 to 2028.
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