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BlockBeats, citing TheElec, reported that Samsung Electronics plans to exit 2030 before 8-inch wafer foundry operations and shift to higher-margin 12-inch advanced process nodes, and plans to close the 2026 plant in the second half of S7.
November 2, South Korea's KOSPI index closed up 2.24%to 5859.07 points;SK SK Hynix rose 3.8%, while Samsung Electronics rose 1.7%。
According to Bitget market data, South Korea KOSPI index October 29 closes lower 1.24%, Samsung Electronics fell by approximately 4%，SK SK hynix rose 2.6%。
Samsung Electronics disclosed 2026 third-quarter revenue for 195250000000000 Korean won and net profit attributable to the parent company of 75210000000000 Korean won, which rose sharply driven by AI demand for memory chips.
Samsung Electronics did not announce a new shareholder returns plan in its latest earnings report, saying it would announce it at the end of January, with shares temporarily down 6.6%. Chip profits falling short of expectations and increased capital expenditure also put pressure on the market.
October 28，KOSPI closed higher 6.63%to 6012.44 points, returning above 6000 points;SK SK Hynix and Samsung Electronics rose nearly 11%and about 9%。
October 28 At the open in Hong Kong, storage concept stocks broadly rose, with CSOP 2x Long Samsung Electronics gaining more than 18%, and CSOP SK Hynix gaining more than 14%。
According to ZDNet Korea, Samsung Electronics and SK SK hynix plan to mass-produce and deliver to NVIDIA in the second quarter of next year 8-layer HBM4，8-layer products may account for a larger share starting from the middle of next year.
BlockBeats says Samsung Electronics has announced preliminary third-quarter operating profit,SK and SK hynix will release its earnings report on Wednesday. The report expects the two companies’ results to be driven by AI chip demand and rising memory prices, potentially reaching high levels.
Samsung has launched follow-up equipment investment for its Taylor, U.S. 1 fab, targeting production of 2027-nm chips in EUV 2 year. The fab reportedly secured related orders from Tesla, Broadcom, and Arm before production began.
October 21, South Korea's KOSPI index closed higher 3.29%to 5735.67 points; Samsung Electronics rose 5.67%，SK SK Hynix rose 5.8%。
According to Chosun Biz, Samsung Electronics'4 nanometer foundry capacity is nearing full utilization due to increased orders, and it is expanding its 5 nanometer customer acquisition efforts. Negotiations for its 2 nanometer production contracts with major technology companies remain delayed.