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Chips & Infrastructure

Google and Samsung’s Gemini glasses open for preorder

Warby Parker frames start at $395 and Gentle Monster frames at $449. The glasses have a camera, speakers and microphones, and Google lists no display. They go on sale in the US on December 10, and Gentle Monster’s also in South Korea.

Preorders opened on November 12 for the first Intelligent Eyewear collections, built by Samsung with Google, Warby Parker and Gentle Monster. Wearers say “Hey Gemini” or tap the frame to ask about what they see, translate speech or get directions.

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Chips & Infrastructure

Samsung says its 2027 HBM supply is already sold out

Samsung confirmed a record quarterly profit of 107.4 trillion won, almost all from chips. It plans to spend about 84.4 trillion won on factories and equipment this year, a record.

Samsung Electronics published its final results for July to September on October 29. Operating profit was a record 107.4 trillion won, about $80 billion, up 783% from a year earlier. On its earnings call, Samsung said it has finished selling its 2027 supply of HBM, the fast memory used in AI chips.

Chips & Infrastructure

Samsung’s profit rises almost ninefold on AI memory demand

Samsung estimates its July–September operating profit at about 107.4 trillion won, or about $80 billion. It is the first Korean company to pass 100 trillion won in one quarter.

Samsung Electronics published early estimates for its third quarter on October 8. Operating profit was about 107.4 trillion won, or about $80 billion, up from 12.17 trillion won a year earlier. Sales more than doubled to about 195 trillion won. Reports link the jump to AI demand for memory chips and higher memory prices.

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