Link: https://arstechnica.com/gadgets/2026/04/samsung-may-be-bracing-for-first-ever-annual-loss-in-smartphone-business/

The AI-driven memory shortage is hitting Samsung's bottom line.

Dear corporations, it's okay to not always have a positive quarter, welcome to reality.

I wish that was the case as well.

If they weren't so dead set on enshittifing them they might have sold more.

No headphone jack? Stays on the rack.

Oh won't somebody PLEASE think of the shareholders‽

I mean with blue chip stocks, the expectation is for consistent positive quarters outsides of recessions and force majeure type situations. That's why they tend to have a price premium relative to non blue chips stocks.

It's just how it is. You order/buy an expensive steak, you tend to expect something specific in return.

I say this as someone who paricipates in a minor way in stock markets (relative to the median US citizen), but finds the almost-religious framing to be very suspicious (and very American) and definitely doesn't believe some of the alleged qualities of financial instrument markets.

At the end of the day, this is not a scientific discipline. It's a man made thing. It's an institution that goes way beyond some of the partially inherent positive qualities of ownership equity and comparable systems.

Memory shortage? For one of the three producers of DRAM in the world? Aka their other branch is making a killing atm