Yuanta Securities raises Samsung Electronics target 530,000 → 630,000 won on prolonged memory upcycle (Sept 23, 2026) Yuanta Securities researcher Baek Gil-hyun raises Samsung target price from 530,000 won to 630,000 won, Buy maintained; Q3 estimates: operating profit 99.86T won (+720.8% YoY, +11.6% QoQ), revenue 212.19T won (+146.6% YoY); Device Solutions division operating profit ~100T won in Q3; DRAM ASP +18% and NAND ASP +16% QoQ on full-scale HBM4 sales. What happened: Yuanta says tight memory supply and demand will persist into 2027 and 2028, as HBM production keeps eroding general-purpose DRAM capacity while AI inference spreads demand for high-capacity memory. Baek also flagged possible increased shareholder returns as the upcycle lengthens, arguing free cash flow could structurally expand and "concerns about peak-out adjustments present a buying opportunity." Why it matters: this is a sell-side name extending the memory upcycle call a full two years further out — if DRAM and NAND pricing stays tight through 2028, the whole memory chain's earnings power gets repriced higher.

Yuanta Securities and the Taiwan Stock Exchange jointly hosted the "2026 Semiconductor Show Summit Forum" and shared three key industries to monitor considering strong AI demand: 1. ABF substrates, CCL, advanced processes, advanced packaging and testing 2. Passive components 3. Petrochemicals

.@fal's Gorkem Yurtseven and Batuhan Taskaya on making an open source video model 35x faster, and what Hollywood wanted after they built it: Last month, MiniMax released H3, an open source video model. fal rebuilt it - they cut down the steps the model takes to make a video, rewrote the code under each stage, and got the GPUs to 70-80% of their theoretical ceiling instead of their usual 30-40%. No quality loss. Video now generates faster than you can film it. The models have gotten so cheap and fast that end users aren't even asking for improvements in either category anymore. The gap has moved to quality, or how closely the model follows the prompt. Hollywood wasn't a customer a year ago and is now fal's fastest growing segment. Studios love it for the little things - extending a shot, moving the camera, changing the lighting. Those edits land 80-90% of the time. fal is chasing 99.9%. In this conversation with a16z's Jennifer Li: 00:00 Intro 01:45 The first open model worth rebuilding 03:45 The industry ran out of compute in April 06:25 35x faster without losing quality 11:05 5s of video generated in 1.5s 14:25 The weekend fal dropped everything 16:15 3 viral projects nobody planned 18:20 Teaching a video model to remember 20:25 An hour of video that's consistent 23:30 2x the usage of other models in 3 weeks 26:35 The case for giving video away for free 29:00 Blender sketch in, finished shot out 30:40 Chasing 99.9% reliability 34:15 Hollywood, fal's fastest-growing customer 36:50 Why studios wouldn't touch it until now YouTube: @gorkem @isidentical @fal @JenniferHli

The sunset at Yuantouzhu in Wuxi today is simply amazing! The sky is painted with beautiful colors, and the lake reflects the gorgeous sunset, creating a dream - like scene. It's really a visual feast! 🌇 #TravelinChina# #Yuantouzhu# #SunsetBeauty#

Anti-Zionist posters broadly denouncing Zionism all over Monroe on the Rebbe’s Yartzeit! His vision, beliefs, and unyielding loyalty to Judaism are being carried forward by thousands upon thousands of Jews across the world. The Rebbe sacrificed his life to explain how Zionism is incompatible with Judaism, and the ripple effect of his great mission is being carried as an unyielding torch by us all!