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According to Jinshi reports, Anthropic CEO Dario Amodei announced that they have signed a supply agreement with Samsung Electronics and SK Hynix.Bloomberg recently reported that senior officials from the South Korean presidential office revealed that Samsung Electronics and SK Hynix will sign agreements involving substantial funds with top American technology companies during Lee Jae-myung's visit. The related cooperation is expected to include long-term storage chip supply contracts, strategic investment partnerships, and memorandums of understanding, with specific scales to be disclosed after the companies officially announce them.Lee Jae-myung will arrive in San Francisco on Friday local time and attend the artificial intelligence summit, where he will hold talks with leaders of American technology companies, including NVIDIA CEO Jensen Huang, OpenAI CEO Sam Altman, Anthropic CEO Dario Amodei, and Broadcom CEO Hock Tan.

According to South Korean media Daum, data from the Korea Exchange shows that from July 20 to 23, foreign investors net purchased the South Korean stock market for four consecutive trading days, with a total net purchase of 55.74 trillion won, marking the first consecutive four-day net inflow since April. Among them, Samsung Electronics and SK Hynix became the main recipients of funds, with net purchases of 17.3 trillion won and 27.6 trillion won, respectively, totaling 44.8 trillion won, accounting for over 80% of the total net purchases by foreign investors during the same period. The market believes that tech giants like Google continue to raise their AI capital expenditure expectations, improving the demand outlook for HBM and server DRAM, coupled with the increased attractiveness of the two companies after prior valuation adjustments, driving foreign investment to focus on leading South Korean memory chip manufacturers.

According to Digital Today, Samsung Electronics announced at the Galaxy Unpacked 2026 event that Samsung Wallet plans to introduce support for stablecoins, integrating payments, rewards, and digital assets into a unified service. Samsung stated that this will be one of the first models among major smartphone brands to support stablecoins as a native feature.Samsung Wallet has expanded from a payment tool to a digital hub that can store keys, identification, and boarding passes. The event also launched the first financial service based on Samsung Wallet—the Samsung Galaxy Card, which will be launched in the United States in collaboration with Barclays and Visa. Samsung claims that its Knox security platform protects sensitive information through end-to-end encryption.

Insiders reveal that Samsung is in talks to participate in a new round of financing for the artificial intelligence startup Mistral, which could value Mistral at around 20 billion euros. This move will help the French company become a major alternative to American tech giants.One insider stated that Samsung had previously supported the company through its venture capital division and may invest about 1 billion euros in this new round of financing. This discussion reflects that AI developers are widely seeking to establish partnerships with semiconductor suppliers to address the situation where the demand for computing power in the industry far exceeds supply. Following the Trump administration's ban last month on foreign users accessing Anthropic's latest Mythos and Fable models, interest from European and Asian companies and governments in alternatives to leading American AI models has been steadily increasing. Since its establishment, Mistral has focused on developing open-source AI models that allow customers customization and control, meaning that no company or government can shut down these models.

The Korean stock market's semiconductor concept stocks are actively traded, and the market's attention to related assets continues to rise. According to data from the Gate platform, Samsung Electronics (005930) is currently priced at $175.14, with a 24-hour increase of 6.14%; SK Hynix (000660) is currently priced at $1241.59, with a 24-hour increase of 4.08%.CoinGlass data shows that trading in Gate-related stock derivatives is active, with the Gate SKHX contract's open interest reaching $37.73 million and a 24-hour trading volume of $88.09 million; the Gate SAMSUNG contract's open interest is $2.63 million, with a 24-hour trading volume of $7.75 million, both ranking among the industry's top.Gate stocks have established a 7×24 hour trading service system covering the three core markets of US stocks, Hong Kong stocks, and Korean stocks, supporting over 10,000 US stocks and ETFs, more than 1,500 Hong Kong stocks, and over 1,000 Korean stocks, totaling coverage of more than 12,500 stocks and ETF assets globally.Users can participate in global stock investments through Gate's unified account using USDT, supporting fractional share trading starting from a minimum of 0.01 shares, and enjoying stock dividend rights. The platform also supports cross-brokerage transfer of US and Hong Kong stocks and company actions such as stock splits and consolidations, further optimizing the stock investment service experience.

According to Onchain Lens, an address deposited $17 million into Hyperliquid to open long positions on Bitcoin and Samsung-related contracts. Currently, the address holds about 20 BTC long positions with a notional value of approximately $1.26 million, as well as about 7,600 SMSN long positions with a notional value of approximately $1.2 million.

According to Gate market data, South Korea's semiconductor leader SK Hynix (000660) is currently priced at $1245.42, down 11.52%; Samsung Electronics (005930) is currently priced at $172.47, down 8.76%, with the semiconductor sector overall weakening. According to CoinGlass data, the SKHYNIX contract open interest on the Gate platform reached $26.36 million, with a 24-hour trading volume of $56.49 million; the SAMSUNG contract open interest reached $2.67 million, with a 24-hour trading volume of $5.40 million, with related indicators ranking among the industry's top.

Binance contracts will update the funding rate settlement frequency for SKHYNIXUSDT, SAMSUNGUSDT, and HYUNDAIUSDT perpetual contracts on July 15, 2026, at 00:15, changing from once every eight hours to once every four hours, with the funding rate upper/lower limit adjusted to ± 0.5%.

According to Gate market data, the South Korean KOSPI index rose over 5%, Samsung Electronics surged 6.5%, and SK Hynix increased by 2.7%.

According to official news, Gate ETF will launch SAMSUNG3L/USDT, SAMSUNG3S/USDT, AMD3L/USDT, and AMD3S/USDT on July 9 at 15:00 (UTC+8), supporting 3x long/short positions on SAMSUNG (Samsung Electronics) and AMD (Advanced Micro Devices). Gate ETF currently supports trading of 362 types of tokens.In addition, Gate ETF will hold an ETF new trading challenge from July 9 at 15:00 to July 18 at 15:00 (UTC+8). Users participating in SAMSUNG3L/3S and AMD3L/3S trading can share a reward of 50,000 USDT.

According to official news, the Gate gStocks section will launch 11 gStocks tokenized securities for spot trading on July 8 at 16:00 (UTC+8): SKHYNIXG (SK Hynix), SAMSUNGG (Samsung Electronics), MRVLG (Marvell Technology), AAPLG (Apple), GOOGLG (Google), AVGOG (Broadcom), LLYG (Eli Lilly), BRKBG (Berkshire Hathaway Class B), JPMG (JPMorgan Chase), WMTG (Walmart), and VG (Visa). gStocks tokenized securities products have a 1:1 fully native reserve, providing a one-stop solution for 24/7 securities trading.

According to Caixin, Samsung Electronics stated that it will sell shares worth 345 billion won for employee compensation payments.

According to Gelonghui, Samsung Electronics disclosed in its preliminary earnings report that its operating profit for the period from April to June this year is expected to reach 89.4 trillion won, approximately 58.4 billion dollars, setting a new quarterly historical record, with a quarter-on-quarter increase of 56%, surpassing analysts' previous average expectation of 84.2 trillion won.During the same period, Samsung Electronics' revenue is expected to reach 171 trillion won, exceeding the market estimate of 169.2 trillion won, and growing approximately 129% compared to the same period last year. The company plans to announce its complete financial report on July 30, at which time it will disclose net profit and classified data for each business segment.The report states that Samsung Electronics' quarterly operating profit has surpassed NVIDIA, making it the company with the highest quarterly operating profit in the world. The image shows that in the ranking of quarterly operating profits among major tech companies, Samsung Electronics ranks first with 58.4 billion dollars, NVIDIA ranks second with 53.5 billion dollars, Alphabet (Google) ranks third with 39.7 billion dollars, Microsoft ranks fourth with 38.4 billion dollars, and Apple ranks fifth with 35.9 billion dollars.

According to an official announcement from Samsung Electronics, it has officially disclosed its performance guidance for the second quarter of 2026. Based on the Korean International Financial Reporting Standards (K-IFRS), Samsung Electronics expects consolidated sales for the quarter to be approximately 171 trillion won (with an estimated range of 170 trillion to 172 trillion won) and consolidated operating profit to be around 89.4 trillion won (with an estimated range of 89.3 trillion to 89.5 trillion won).Data shows that compared to the same period last year, Samsung Electronics achieved a significant leap in performance for this quarter. In comparison, its consolidated sales for the second quarter of 2025 were 74.57 trillion won, and operating profit was 4.68 trillion won; in the previous quarter (the first quarter of 2026), its sales were 133.87 trillion won, and operating profit was 57.23 trillion won.This strong performance is mainly attributed to the ongoing artificial intelligence boom, which has driven a surge in demand and price increases for high bandwidth memory (HBM) and other advanced storage chips. It is reported that Samsung Electronics will release a detailed complete financial report later this month.

According to a report by Reuters, benefiting from the ongoing tight supply of memory triggered by the rapid development of AI and a significant increase in chip prices, Samsung Electronics' operating profit for the second quarter of this year is expected to surge approximately 18 times year-on-year, reaching about 86 trillion won (approximately 56.35 billion USD). This will mark the company's third consecutive quarter of setting a historical high for operating profit. Analysts point out that, in addition to high bandwidth memory (HBM), the popularity of complex applications such as Agentic AI has also greatly driven strong demand for traditional DRAM and NAND products, and it is expected that the supply-demand imbalance in the memory market will last at least until next year.Despite the strong performance expectations, analysts warn that due to Samsung's previous agreement to allocate 10.5% of the operating profit from its semiconductor division as special bonuses for employees to avoid strikes, the timing of this substantial reserve may cause the actual reported profit for the second quarter to be slightly lower than market expectations. Additionally, affected by the rising costs of memory components, Samsung's mobile business is facing severe pressure on profit margins, and the industry expects that it may need to further raise prices for terminal products such as smartphones in the second half of the year to alleviate cost pressures.

According to South Korean media reports, the Bank of Korea has warned that single-stock leveraged ETFs linked to Samsung Electronics and SK Hynix may further exacerbate market concentration, amplify market volatility, and reinforce one-sided trading capital flows. In a written response submitted to the People Power Party member Park Sung-hoon, the Bank of Korea stated: "Given that Samsung Electronics and SK Hynix account for more than half of the total market capitalization and trading volume of the Korean stock market, expanding the investment scale of single-stock leveraged ETFs may further intensify market concentration."The Bank of Korea indicated that as corporate operating conditions or market expectations change, the inflow and outflow of funds increase, which may amplify one-sided trading for such products. Furthermore, once the market experiences a correction, retail investors' losses may further expand, and increased ETF redemptions or portfolio rebalancing may also exacerbate the price volatility of related stocks. According to Yonhap News Agency, the Bank of Korea plans to strengthen monitoring of the impact of single-stock leveraged ETFs on the stock market and the financial system.

According to The Block, Samsung Electronics, Dunamu (the parent company of Upbit), and several other South Korean companies have been listed as members of the Open Standard's OUSD stablecoin alliance, but many companies stated that they have not formally agreed to participate.A relevant person from Samsung Electronics told South Korean media that they have not received a formal inquiry and do not know what role they will play. Shinhan Financial Group, Dunamu, and Kbank stated that they only replied "we will look into this matter," and then their names were listed. Other companies claimed they simply responded casually with "we will consider it if things go smoothly," only to find themselves listed, feeling confused.Open Standard announced this week the formation of an alliance consisting of over 140 institutions, including Visa, Mastercard, and BlackRock, with plans to launch the OUSD stablecoin within the year.

According to reports from South Korean media, Samsung Electronics' foundry business is accelerating its expansion in the global AI chip market. Following last year's acquisition of Tesla's AI chip orders, Samsung is currently advancing production cooperation for customized chips (ASIC) with Meta and Anthropic.It is reported that Meta is negotiating a next-generation ASIC design and production contract with Samsung worth over 10 trillion Korean won. Meta's third-generation AI accelerator "MTIA" plans to shift from TSMC to large-scale production using Samsung's advanced 2-nanometer process, with early chip architecture design being jointly conducted by Samsung's System LSI division to align with its rapid six-month development cycle. In addition, the American AI company Anthropic is also evaluating the use of Samsung's 2-nanometer process to develop exclusive ASICs, aiming to advance the internalization of its AI infrastructure.Industry insiders point out that with the influx of AI chip orders from global tech giants, along with ongoing negotiations for automotive chip foundry agreements with BYD, Samsung's foundry business is expected to approach a medium to long-term order reserve of 50 trillion Korean won, and is likely to turn a profit in operating income in the fourth quarter of this year.

AI chip startup Oxmiq announced the completion of a new round of financing of $35 million, led by Samsung Catalyst Fund and Fudomo, with participation from Taiwan's MediaTek and Pegatron Venture Capital. The company's total financing has reached $60 million.Oxmiq was founded by former Intel chief architect Raja Koduri and is headquartered in Campbell, California. The company plans to integrate the three major components of GPU, CPU, and tensor engine into a single IP module for licensing, and develop an integrated computing architecture that includes Chiplet and memory, while also entering the custom chip market to compete with Broadcom, Marvell, and MediaTek. Koduri stated that Oxmiq's goal is to become "the ARM of the next era." This round of funding will be used to complete the R&D of the first batch of IP and bring it to market, while also expanding the engineering team.