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Surging after chips turned profitable for the First Time Since 2022. This is part of a much bigger global theme where seeing of the Ai Development boom that it is turning the cycle after so much of a downturn. We saw the 4. 8 billion net income number, so a handy beat. That is about four times samsungs earnings just a year earlier. Samsung coming online now. Up about. 1 . We will continue to watch and wait to see how investors react to that stock even know it is up about 17 over the past year, it has underperformed compared to the likes of sk hynix which has doubled in that period, nvidia tripling in that period. Samsung off the april peak, actually down about 10 . Seeing a little bit of downside when it comes to trading in samsung. Continuing to watch that but the other big story is what has been going on with the yen. We had remarks pretty measured. They will be getting more information when the data release comes out at the end of may. But a lot of the markets seeing this as tacit c

First timeFirst time sinceAi developmentDevelopment boomNet incomeSk hynixBig storyAnglo americanStock offeringOil priceDivision profitSemiconductor businessChip marketBusiness conditionsEarnings callStrong demand