---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000781607.md"
description: "Samsung just printed record profits, so demand isn’t dead. Memory chips going bear while AI capex keeps ramping feels like a sector rotation shakeout, not an AI top. I’m using this to add because HBM and datacenter memory still have years of runway."
datetime: "2026-07-08T04:10:05.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000781607.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000781607.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000781607.md)
author: "[EdmundK](https://longbridge.com/en/profiles/15902759.md)"
generator: "portal-rs"
---

# Samsung just printed record profits, so demand isn…


### Related Stocks

- [SSNGY.US](https://longbridge.com/en/quote/SSNGY.US.md)
- [SMSN.UK](https://longbridge.com/en/quote/SMSN.UK.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**