BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
BEGIN:VEVENT
UID:evt-samsung-q2-2026-memory-hbm-earnings-window@catalyst-calendar.local
DTSTAMP:20260720T200547Z
DTSTART:20260724T000000Z
DTEND:20260724T003000Z
SUMMARY:Samsung Electronics 2026年二季度业绩与HBM/存储复苏窗口
DESCRIPTION:Samsung二季度业绩窗口将检验存储价格、HBM客户认证进展、先进逻辑代工和AI服务器内存需求，对韩国半导体、全球DRAM/NAND和HBM竞争格局有行业级影响。\\nImpact score: 80\\nExpected: 市场将关注Samsung是否缩小与SK hynix在HBM的差距，以及DRAM/NAND价格复苏是否继续。\\nAffected: 005930.KS(subject\, mixed\, score 80)\; 000660.KS(peer\, mixed\, score 66)\; MU(peer\, mixed\, score 64)\; NVDA(customer\, mixed\, score 55)\; SOXX(etf\, mixed\, score 54)\\nSources: Samsung IR home: https://www.samsung.com/global/ir/\\nSamsung earnings releases page: https://www.samsung.com/global/ir/financial-information/earnings-release/\\nQuartr Samsung earnings date: https://quartr.com/companies/samsung-electronics-co-ltd_4754\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-samsung-q2-2026-memory-hbm-earnings-window
CATEGORIES:earnings\,KR\,Samsung\,HBM\,DRAM\,NAND\,foundry
SEQUENCE:0
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DESCRIPTION:Review catalyst preview: Samsung Electronics 2026年二季度业绩与HBM/存储复苏窗口
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ACTION:DISPLAY
DESCRIPTION:Complete post-event review: Samsung Electronics 2026年二季度业绩与HBM/存储复苏窗口
END:VALARM
END:VEVENT
END:VCALENDAR