Samsung Electronics 

Today’s Key News Recap

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0319 | Dolphin Research Watchlist: 🐬 Macro/Industry 1) On Mar 18 (ET), the Fed kept the benchmark rate unchanged at 3.50%-3.75%. The latest dot plot now points to just one cut in 2026 (25bps), a sharp pullback from the prior 2–3 cuts.Powell struck a hawkish tone at the presser, saying the oil spike driven by Middle East tensions is feeding into core inflation. He also confirmed that if a successor is not confirmed by Congress in time, he would stay on as 'acting chair'...

Xiaomi HK SDR 2to1

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Xiaomi Corporation

Micron Tech

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Alibaba HK SDR 5to1

Alibaba

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XPeng

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Tencent HK SDR 10to1

Tencent

Tencent Holdings Limited

NONGFU SPRING

Coinbase

Xiaomi MiMo model scores a hat-trick; COIN targets AI payments with stablecoins | Daily News Recap

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Micron

Financial Analysis

TECH

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Micron (MU) posted FQ2 (FY26) results (quarter ended Jan 2026) after the U.S. close in the early hours of Mar 19 Beijing time. Key takeaways: (1) overall results.Revenue was $23.86bn (+75% QoQ), beating raised buy-side est. of $19.9bn. Growth was driven by both DRAM and NAND, each up 70%+ QoQ.GPM reached 74.4%, above the raised buy-side est. of 69%. Supported by a sharp rise in memory pricing...

Bio-Techne

Hudbay Minerals

Mirae Asset Global Investments Co., Ltd.

Alphabet

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NVIDIA

MU: AI-Driven Memory Boom—Can It Break the Cycle?---

Hot topic

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On Mar. 16, 2026, Jensen Huang, founder and CEO of NVIDIA, delivered the keynote at GTC 2026.Core themes included the 20th anniversary of the CUDA platform, the inference inflection and a surge in compute demand, the Vera Rubin system architecture, Groq integration, the OpenClaw agent revolution, and physical AI and robotics...

Vera Therapeutics

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Jiangsu Azure Corporation

NVDA GTC: AI's Big Show — High Hopes In, Disappointed Out?---

Deep Research

Jensen Huang's keynote at CES 2026 reignited market enthusiasm for memory. In the Rubin architecture, higher DDR and NAND content vs. Blackwell is fueling another rally in memory stocks.Investor focus has broadened beyond HBM to more traditional categories such as DDR and NAND. Shifting supply-demand dynamics are driving a broad-based rise in memory pricing. Our previous article mapped the roles of each memory tier in AI servers and reviewed the HBM market...

Western Digital

Seagate Tech

Simpson MFG

99% compute idle? In the inference era, storage beats compute!

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With AI demand fueling the current memory 'super cycle', the sector rallied again last night. Gainers included $Sandisk(SNDK.US) +27% and $Micron Tech(MU.US) +10%.The surge was largely catalyzed by Jensen Huang's CES 2026 keynote, which poured fuel on an already hot memory market. Source: Longport.appFirst, a quick recap of Jensen Huang's key messages at CES 2026. More below.

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Jensen Huang unveils Rubin, fueling AI storage.

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Fueled by AI demand, the memory upcycle that started in HBM has extended into mainstream DRAM/NAND. Using MU as an example, sustained ASP hikes have pushed GPM to elevated levels.Management guided next-quarter GPM to 66–68%, a record high. That implies this memory cycle is stronger than prior ones.Price gains reflect the underlying supply-demand balance. This bout of undersupply is mainly driven by AI servers and related workloads...

Hyperscale Data

Putnam Master Intermediate Income Trust

HYPERSCALE DATA INC 13.00%CUM RED PER PREF STK SER D USD25

Memory Rally: How Big Is the AI Storage Supercycle?

应用材料AMAT

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Dolphin Research’s prior deep dive on AMAT outlined the company’s core product lines and its positioning across key equipment sub-sectors.This note links AMAT’s outlook and valuation to wafer fab capex trends.As $Applied Materials(AMAT.US) operates in semiconductor equipment at the top of the value chain, its demand is highly sensitive to upstream investment cycles.Its customers are wafer fabs across logic (TSMC, Intel) and memory (Samsung, SK hynix).Hence, our forecasts for AMAT’s performance...

Applied Materials

First Trust Multi Cap Value Alpha

Intel

GraniteShares 2x Long NVDA Daily ETF

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YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Taiwan Semiconductor

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SMIC HK SDR 5to1

Memory Upcycle, AI Capex: Is AMAT Finally Set to Break Out?

Applied Materials (AMAT.O) released its financial report for the fourth quarter of fiscal year 2025 (ending October 2025) after the U.S. stock market closed on the morning of November 14, 2025, Beijing time. The key points are as follows: 1. Core Data: Applied Materials AMAT's revenue for this quarter was $6.8 billion, a year-on-year decrease of 3.5%, slightly better than market expectations ($6.68 billion). This was mainly due to the decline in the semiconductor equipment business, especially the increased proportion of restricted demand for logic-related products in regions such as China. $Applied Materials(AMAT.US) had a gross margin of 48% this quarter, an increase of 0.7 percentage points year-on-year...

Storage is 'red-hot', can Applied Materials (AMAT) still 'benefit'?

Conference Minutes

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The following are the minutes of the ARM FY2026 Q2 earnings call organized by Dolphin Research. For an interpretation of the earnings report, please refer to the article titled &#34;ARM: With SoftBank as a Backer, the 'Hot Commodity' in the AI Chain?&#34;.1. $Arm(ARM.US) Key Financial Data ReviewOverall Performance: Second-quarter revenue reached $1.14 billion, up 34% year-on-year, surpassing the $1 billion mark for three consecutive quarters.Segment Revenue: Royalty income (patent usage fees) hit a record high of $620 million, up 21% year-on-year, primarily driven by growth in all major markets including data centers, smartphones, automotive, and IoT...

Microsoft

Tesla

SoftBank

SoftBank Group Corp.

Amazon

GraniteShares 2x Long MSFT Daily ETF

YieldMax MSFT Option Income Strategy ETF

Direxion Daily MSFT Bear 1x Shares

Direxion Daily MSFT Bull 2X Shares

T-Rex 2X Long Microsoft Daily Target ETF

Kurv Yield Premium Strategy Microsoft MSFT ETF

ARM (Minutes): All new computing power is based on Arm architecture

Qualcomm

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The following are the minutes of Qualcomm's Q4 FY2025 earnings call organized by Dolphin Research. For an interpretation of the earnings report, please refer to &#34;Qualcomm: Shedding the 'Mobile Stock' Label, Is AI Computing Power the 'New Hope'?&#34; 1. $Qualcomm(QCOM.US) Key Financial Information Review 1. Cash Flow and Shareholder Returns: Generated a record $12.8 billion in free cash flow and returned nearly 100% to shareholders through buybacks and dividends. 2. Q1 FY26 Performance Guidance: a. Revenue is expected to be between $11.8 billion and $12.6 billion...

Bayerische Motoren Werke AG

BAYERISCHE MOTOREN WERKE AG ADR EACH REPR 0.33333 SHS SPONSORED

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Gen Digital

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GEN DIGITAL INC COM USD0.01 CVR (S/RS)

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Qualcomm (Minutes): Details and performance metrics of AI chips will be announced early next year.

Samsung Display Faces Exit Crisis from Mainland China Due to Internal Strategy Adjustment

Deutsche Securities Raises Samsung Electronics Target Price to 250,000 Won

Samsung and SK Hynix Report Record Quarterly Profits

IDC Data: Samsung Electronics has remained the top player in the global gaming and esports monitor market for seven consecutive years

Samsung and SK Hynix Plan to Significantly Increase DRAM Prices in Q2

Stock Market Rises Sharply: South Korea's Kospi Up Over 8%, Samsung Group Stocks Surge

Barclays Analyst Maintains Buy Rating on Samsung Electronics with $4000 Target Price

SK Hynix Buys and Plans to Use Hybrid Bonding Equipment, Samsung Also Begins to Introduce

Samsung Plans to Establish Global Research Institute Office in Tokyo in H2

Samsung Reports Q1 HBM Revenue Surge, Eyes 40 Trillion Won Operating Profit

Samsung Plans to Launch 1-Nanometer Process in 2031

Samsung Upgrades Xi'an Factory to Mass Produce 236-Layer NAND Flash

Samsung Announces Plan to Mass Produce Silicon Photonics in 2028 to Enhance AI Semiconductor Performance

Samsung Union Pauses Talks with Management, Seeks Arbitration

Samsung Boosts 2nm GAA Yield to 60%

Samsung and SK Group Encourage Employees to Reduce Car Usage in Response to Energy Crisis

Zheng Zhejie Meets Lee Jae-yong to Discuss China's Macroeconomic Situation and Samsung's Business in China

Samsung Electronics (SSNGY.US)

Samsung Electronics Stock Performance Chart