WHITE HOUSE NEC DIRECTOR KEVIN HASSETT: CAN'T DISCUSS WHETHER POWELL GAVE WHITE HOUSE HEADS-UP

Samsung Electronics’ semiconductor unit beat expectations with a 48-fold profit jump, driven by strong margins from AI-related memory demand. Heavy spending by hyperscalers such as Meta Platforms and Alphabet is supporting high-bandwidth memory growth, with analysts pointing to sustained pricing strength amid tight supply. Counterpoint Research expects DRAM contract prices to rise 60% quarter-on-quarter in Q2 after a 42% increase in March. Samsung is considering multiyear contracts to stabilise supply, while analysts debate risks from potential disruptions and their impact on customer confidence.

美联储主席鲍威尔：我坚持我的立场，在司法部调查彻底结束之前，我不会离开。