Samsung Electronics, Peers Threatened by New China Rivals

Dow Jones07-07

1335 GMT - Samsung Electronics and other memory chip makers are more threatened by emerging Chinese competitors than by short-term market moves, says Mikhail Zverev, co-manager of the Amati Global Innovation Fund. "The fact that some hot money got overextended and a bit of a correction is going on today isn't the reason to sell memory stocks," Zverev says. Instead, the competitive threat from emergent memory makers like Yangtze Memory Technologies Co. and ChangXin Memory Technologies will challenge the industry's status quo, Zverev says. "We're still holders of Samsung Electronics, but we're a lot more nervous holders than we were this time last year." (josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

July 07, 2026 09:35 ET (13:35 GMT)

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Instead, the competitive threat from emergent memory makers like Yangtze Memory Technologies Co. and ChangXin Memory Technologies will challenge the industry's status quo, Zverev says. \"We're still holders of <a href=\"https://laohu8.com/S/SSNHZ\">Samsung Electronics</a>, but we're a lot more nervous holders than we were this time last year.\" (josephmichael.stonor@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 07, 2026 09:35 ET (13:35 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Samsung Electronics, Peers Threatened by New China Rivals</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSamsung Electronics, Peers Threatened by New China Rivals\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-07-07 21:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1335 GMT - <a href=\"https://laohu8.com/S/SSNGY\">Samsung Electronics</a> and other memory chip makers are more threatened by emerging Chinese competitors than by short-term market moves, says Mikhail Zverev, co-manager of the Amati Global Innovation Fund. \"The fact that some hot money got overextended and a bit of a correction is going on today isn't the reason to sell memory stocks,\" Zverev says. Instead, the competitive threat from emergent memory makers like Yangtze Memory Technologies Co. and ChangXin Memory Technologies will challenge the industry's status quo, Zverev says. \"We're still holders of <a href=\"https://laohu8.com/S/SSNHZ\">Samsung Electronics</a>, but we're a lot more nervous holders than we were this time last year.\" (josephmichael.stonor@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 07, 2026 09:35 ET (13:35 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4504","symbol_name":"桥水持仓","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2649938047","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2649938047","pubTimestamp":1783431300,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1335 GMT - Samsung Electronics and other memory chip makers are more threatened by emerging Chinese competitors than by short-term market moves, says Mikhail Zverev, co-manager of the Amati Global Inn","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4504":"桥水持仓","DRAL":"2倍做多DRAM ETF-Defiance","IEMG":"iShares Core MSCI Emerging Markets ETF","EDZ":"新兴市场ETF-Direxion三倍做空","EMXC":"iShares MSCI Emerging Markets ex China ETF","DRAM":"Roundhill Memory ETF","SSNHZ":"Samsung Electronics Co., Ltd.","WTAI":"WisdomTree Artificial Intelligence and Innovation Fund","BK4550":"红杉资本持仓","EEMO":"Invesco S&P Emerging Markets Momentum ETF","RAM":"2倍做多DRAM ETF-T-REX","BK4588":"碎股","BK4585":"ETF&股票定投概念","09747":"南方两倍做多三星电子(美元)","BK4581":"高盛持仓"},"translate_title":"三星电子，同行受到新中国竞争对手的威胁","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/7a78b438cd652c1e744a8f12fc0b7992","symbols_score_info":{"EMXC":1.5,"DRAM":1.5,"EEMO":1.5,"SSNHZ":0.9,"RAM":1.5,"WTAI":1.5,"09747":1.5,"EDZ":1.5,"DRAL":0.6,"IEMG":1.5},"content_text":"1335 GMT - Samsung Electronics and other memory chip makers are more threatened by emerging Chinese competitors than by short-term market moves, says Mikhail Zverev, co-manager of the Amati Global Innovation Fund. \"The fact that some hot money got overextended and a bit of a correction is going on today isn't the reason to sell memory stocks,\" Zverev says. Instead, the competitive threat from emergent memory makers like Yangtze Memory Technologies Co. and ChangXin Memory Technologies will challenge the industry's status quo, Zverev says. \"We're still holders of Samsung Electronics, but we're a lot more nervous holders than we were this time last year.\" (josephmichael.stonor@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 07, 2026 09:35 ET (13:35 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.45.2","shortVersion":"4.45.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2649938047","isCrawlerRequest":true}