On July 6, ahead of the preliminary second-quarter performance report set to be released on July 7, the head of Samsung Electronics' semiconductor business strategy expressed optimism during a related meeting on July 3, stating that 'this year's operating profit will exceed the cumulative profit of the semiconductor business over the past 40 years.' The market currently expects Samsung Electronics' total operating profit for 2026 to be around 300 trillion won, with the consensus expectation for the second-quarter operating profit reaching 84.6 trillion won.
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Samsung Electronics' Operating Profit Expected to Exceed 40-Year Total
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Goldman Sachs: AI Investment Focus Shifts to Real Economy, Capital Expenditure May Reach $7.6 Trillion in Next 6 Years
On July 6, Goldman Sachs stated in its latest report that the focus of artificial intelligence (AI) investment has begun to extend into the broader real economy. As computing power, electricity, and data centers continue to be rapidly developed, AI has simultaneously entered practical scenarios in manufacturing, energy, logistics, defense, life sciences, and robotics. From 2026 to 2031, global AI capital expenditure related to computing, data centers, and electricity is expected to reach approximately $7.6 trillion, with annual investments increasing from $765 billion in 2026 to $1.64 trillion in 2031. Investments in AI by hyperscale cloud providers may exceed $6 trillion by 2030. The key to future competition will not only be models or chips, but also capital structure, energy supply, industrial data, engineering capabilities, and deployment capabilities. -
SK Hynix Sets ADR Reference Price at 242,500 KRW/Share (Approx. $158), Slightly Lower than Previous Plan
On July 6, SK Hynix submitted a revised document to the U.S. SEC, setting the reference price for its ADR issuance at 242,500 KRW per share, with the recent exchange rate benchmark at approximately $158.15 per share. The estimated fundraising scale based on this calculation is about 43.14 trillion KRW (approximately $28 billion). This represents a slight decrease from the previous plan. Earlier, the reference price in the F-1 registration document was based on the closing price of 2,555,000 KRW per share on June 23, corresponding to an estimated fundraising scale of about 45.45 trillion KRW (approximately $29 billion). -
AMD Shares Rise by 10%
On July 6, AMD's stock price continued to climb, with an increase of 10%, bringing its total market capitalization to $928 billion. -
Nasdaq 100 Index Rises 1.5%, Reaches Intraday High
On July 6, the Nasdaq 100 Index increased by 1.5%, reaching a new intraday high. -
Goldman Sachs: World Models May Become a New Engine for Future AI Infrastructure with Increased Computing Demands
On July 6, Goldman Sachs emphasized that 'world models' could become the second engine driving future demand for AI infrastructure. Unlike large language models that primarily process text and images, world models aim to understand causal relationships within physical and social systems, such as simulating friction, material behavior, supply chain reactions, policy shocks, or competitive strategies. Physical world models will support robotics, logistics, autonomous driving, and industrial design; social world models may be used for strategic simulations, investment decisions, governance stress testing, and policy scenario analysis. Goldman Sachs believes that world models will not replace large language models but will add new computing demands. If their development pace exceeds expectations, current investment forecasts regarding computing power and electricity may still be too low. -
Germany to Borrow €800 Billion for Historic Military Restructuring
According to the Financial Times, Germany will borrow €800 billion for a historic military restructuring. -
Surge in US Optical Communication Sector
On July 6, the US optical communication sector saw significant gains, with Credo Technology rising over 10%, Astera Labs increasing nearly 10%, Marvell Technology up more than 4%, and Corning gaining nearly 4%. -
Philadelphia Semiconductor Index Rises Over 3.5%, AMD and Broadcom Up Over 6%
On July 6, the Philadelphia Semiconductor Index expanded its gains to over 3.5%, with AMD and Broadcom rising over 6%, Intel and Qualcomm up over 5%, TSMC increasing nearly 5%, and ASML and Marvell Technology rising over 3%. Just last night, Bank of America (BofA) released a report stating that the recent decline in the semiconductor sector is merely a temporary adjustment and not a fundamental shift in AI demand. BofA believes that after an 88% surge in the Philadelphia Semiconductor Index in the second quarter, the 11% pullback in the third quarter aligns with the sector's historical seasonal weakness, representing a 'healthy reset' rather than a trend reversal. Samsung Electronics will announce its earnings on Tuesday; the chipmaker's stock has risen 165% this year, and its financial performance will be closely watched. A few days later, SK Hynix will also advance a $28 billion listing in the U.S. -
Philadelphia Semiconductor Index Rises 4%
On July 6, U.S. chip stocks rebounded significantly, with the Philadelphia Semiconductor Index increasing by 4.2%. Western Digital rose over 10%, AMD increased by 7.9%, while ARM, Qualcomm, and Seagate Technology each gained over 6%. SanDisk, TSMC, Intel, and ASML saw increases of over 4%, and Micron Technology rose by more than 3%. -
Dell Shares Rise Over 3% Following Trump's Praise
On July 6, Dell (DELL.N) saw a short-term increase of over 3%. The rise came after Trump praised the company on social media for its donations to the 'Trump Accounts' project, stating that this action 'demonstrates the generous spirit of America.'
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