Technology

Samsung announced stellar results last night, noting a 19x quarterly increase in operating profit, allowing the firm to pass Nvidia as the most profitable in the world. Kim Yong-Kwan, president and head of corporate management, strategy, and operations for Samsung Electronics' Device Solutions (DS) division, said that the semiconductor unit's 2026 operating profit will exceed everything it has earned across roughly 40 years in the chip business.

Brokerage consensus puts Samsung's full-year 2026 operating profit near 300 trillion won ($196 billion), and its second-quarter figure at about 84.6 trillion won ($55.1 billion). Samsung easily beat the consensus with $58.5 billion when it posted preliminary results on July 7, overtaking Nvidia's most recent quarterly operating profit of $53.54 billion and becoming the most profitable technology company in the world for the period, on the back of AI-driven memory demand.

Samsung's DS division booked 53.7 trillion won ($35.1 billion) of the company's 57.2 trillion won in total operating profit during the first quarter of 2026, roughly 94% of the total, which is why the division's projection sits so close to Samsung's full-year consensus.

"This year's profit will exceed the cumulative profit generated over the past 40 years since we entered the semiconductor business," Kim Yong-Kwan told staff, scoping the claim to the chip business rather than the wider conglomerate.

Samsung entered the semi space by acquiring Korea Semiconductor in 1974 and shipped its first 64Kb DRAM in the mid-1980s. SamMobile estimates the division's cumulative operating profit from 1985 to 2025 at under 300 trillion won. Samsung's smartphone, display, and appliance businesses have earned far more than that over the same period, so the record applies to memory and logic chips, not to Samsung overall.

Contract prices for DRAM and NAND have risen steeply through 2026 as AI server demand outran supply, pushing memory makers toward 40% to 50% operating margins on NAND in the first half of the year. Prices for 12 GB LPDDR5X modules have reached about $145, and Samsung is negotiating further commodity DRAM increases for the third quarter. The DS division's earnings move with those contract prices, and Samsung has told customers to expect tight supply through at least 2027.

https://archive.ph/moVLf

also: https://lemmy.pt/post/16581263

This is an experimental and opinionated piece that I hope triggers some interesting discussion about the current situation with memory makers getting sued and possibly/allegedly the prices being deliberately manipulated with.

If anyone actually manages to read this, feedback is welcome

The big AI lie is that compute capacity is scarce. The fraud was propped up by SpaceX announcing big rental deals with "friends" (google a big owner of spacex, with deal 1 week before IPO) that have massive exit clauses for the buyers.

AI hype started with Meta/Xai needing all of their compute for their own AI ambitions, and that was the source for compute scarcity. That they have no special competency means that they resell their compute, is flooding an already well supplied compute market.

https://archive.ph/FmQHy

Hey folks, I am using for all my life low profile keyboards like the laptop keyboards and now I use Logitech MX master keyboars the small one and I like it.

Recently I seen a colleague of mine buy those mechanical keyboards but those with the soft clicky sounds and j kind of like it.

I ended up looking at this one nuphy Air75 V3, what do you guys think about it? I am using Linux at home on my computers and windows at work, so the keyboard would have to be easily connectable to both no issues on Linux.

What do you think about it?

Over the years, I've downloaded a lot of old emails to my laptop, which I saved as .eml files and then converted to .docx, .odt, and .txt files (mostly the last two).

The unfortunate habit of almost everyone (including myself, but no longer!) of quoting the original message as part of an email exchange has left me with text file(s) full of repeated sentences and paragraphs. What I've tended to do is to dump all the text from a one on one correspondence into a single file ("Dad-Erinaceus Complete Correspondence.odt," for example) and then try cleaning it up and re-ordering the messages by date.

Apart from the emails, I have I guess what you'd call a "journal" which is a very long .odt file that runs to about 300 pages or so. Much of this has the same sentences and paragraphs over and over again, but sometimes with slight variations that I would like to keep. So far, in either .odt or .txt files, I've started by searching for the first sentence, deleting subsequent appearances of it, and then going on to the next sentence, and so forth. Very time consuming! Is there a faster (and safe) way to do this?

There is quite possibly a very simple solution to this that I haven't thought of, but I'd be much obliged for any suggestions.