{"id":72783,"date":"2026-10-09T03:38:21","date_gmt":"2026-10-09T07:38:21","guid":{"rendered":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/samsung-secures-2025-memory-supply-as-porsche-sales-slump-in-china\/72783\/"},"modified":"2026-10-09T03:38:21","modified_gmt":"2026-10-09T07:38:21","slug":"samsung-secures-2025-memory-supply-as-porsche-sales-slump-in-china","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/samsung-secures-2025-memory-supply-as-porsche-sales-slump-in-china\/72783\/","title":{"rendered":"Samsung Secures 2025 Memory Supply as Porsche Sales Slump in China"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_86 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/samsung-secures-2025-memory-supply-as-porsche-sales-slump-in-china\/72783\/#Key_Takeaways\" >Key Takeaways<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/samsung-secures-2025-memory-supply-as-porsche-sales-slump-in-china\/72783\/#Samsung_Locks_in_AI-Driven_Demand\" >Samsung Locks in AI-Driven Demand<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/samsung-secures-2025-memory-supply-as-porsche-sales-slump-in-china\/72783\/#Porsche_Struggles_Amid_China_Slowdown\" >Porsche Struggles Amid China Slowdown<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/samsung-secures-2025-memory-supply-as-porsche-sales-slump-in-china\/72783\/#Londons_IPO_Market_Gains_Momentum\" >London\u2019s IPO Market Gains Momentum<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/samsung-secures-2025-memory-supply-as-porsche-sales-slump-in-china\/72783\/#Sector_Shifts_Aviation_and_Healthcare\" >Sector Shifts: Aviation and Healthcare<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/samsung-secures-2025-memory-supply-as-porsche-sales-slump-in-china\/72783\/#Geopolitical_and_Economic_Pressures\" >Geopolitical and Economic Pressures<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Key_Takeaways\"><\/span>Key Takeaways<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li><strong>Samsung Electronics (<a href=\"\/stock\/SSNLF\">SSNLF<\/a>)<\/strong> has reportedly secured long-term agreements (LTAs) for <strong>75\u201380% of its 2025 memory supply<\/strong>, including high-demand HBM chips, with major partners like <a href=\"https:\/\/stockmarketwatch.com\/stock\/NVDA\" data-internallinksmanager029f6b8e52c=\"15\" title=\"stock: NVDA\">Nvidia<\/a> (<a href=\"\/stock\/NVDA\">NVDA<\/a>) and Google (<a href=\"\/stock\/GOOGL\">GOOGL<\/a>).<\/li>\n<li><strong>Porsche AG (<a href=\"\/stock\/P911\">P911<\/a>)<\/strong> reported a <strong>16% year-over-year decline<\/strong> in global deliveries for the first nine months of 2026, driven by a massive <strong>33% slump in the Chinese market<\/strong>.<\/li>\n<li><strong>Airtel Money (<a href=\"\/stock\/AMC\">AMC<\/a>)<\/strong> successfully debuted on the London Stock Exchange in what is expected to be the city&#39;s <strong>largest IPO in five years<\/strong>, valuing the fintech firm at approximately <strong>\u00a35.3 billion<\/strong>.<\/li>\n<li><strong>Barclays<\/strong> downgraded <strong>Ryanair (<a href=\"\/stock\/RYA\">RYA<\/a>)<\/strong> to Equal-Weight, citing a &quot;hedging cliff&quot; and rising fuel costs that threaten 2027 profitability.<\/li>\n<li><strong>Switzerland&#39;s SECO Consumer Confidence<\/strong> fell to <strong>-35.8 in September<\/strong>, missing analyst estimates of -31.5 and highlighting deepening household pessimism.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Samsung_Locks_in_AI-Driven_Demand\"><\/span>Samsung Locks in AI-Driven Demand<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Samsung Electronics (<a href=\"\/stock\/SSNLF\">SSNLF<\/a>) has moved aggressively to stabilize its revenue streams for 2025 by locking in the vast majority of its memory production. According to Korean media reports, the tech giant has finalized contracts covering <strong>75\u201380% of its volume<\/strong> for next year, specifically targeting High-Bandwidth Memory (HBM) required for AI workloads. These agreements involve industry leaders such as <a href=\"https:\/\/stockmarketwatch.com\/stock\/NVDA\" data-internallinksmanager029f6b8e52c=\"15\" title=\"stock: NVDA\">Nvidia<\/a> (<a href=\"\/stock\/NVDA\">NVDA<\/a>), <a href=\"https:\/\/stockmarketwatch.com\/stock\/MSFT\" data-internallinksmanager029f6b8e52c=\"18\" title=\"Stock: MSFT\">Microsoft<\/a> (<a href=\"\/stock\/MSFT\">MSFT<\/a>), and Google (<a href=\"\/stock\/GOOGL\">GOOGL<\/a>).<\/p>\n<p>In a related development, Samsung Electro-Mechanics is nearing a <strong>KRW 700 billion<\/strong> deal with Delta Electronics to supply multilayer ceramic capacitors (MLCCs). This push into long-term agreements reflects a broader industry shift to protect against market volatility while capitalizing on the sustained demand for AI infrastructure.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Porsche_Struggles_Amid_China_Slowdown\"><\/span>Porsche Struggles Amid China Slowdown<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Porsche AG (<a href=\"\/stock\/P911\">P911<\/a>) is facing significant headwinds as global deliveries fell to <strong>178,532 vehicles<\/strong> in the first nine months of 2026. The luxury automaker saw a <strong>33% drop in China<\/strong>, its most challenging market, while North American deliveries also slipped by <strong>13%<\/strong>. Despite the overall decline, the iconic <strong>911 model<\/strong> remained a bright spot, with sales increasing <strong>12%<\/strong> as the company prioritizes brand value over pure volume.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Londons_IPO_Market_Gains_Momentum\"><\/span>London\u2019s IPO Market Gains Momentum<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The London Stock Exchange saw a major boost with the listing of <strong>Airtel Money (<a href=\"\/stock\/AMC\">AMC<\/a>)<\/strong>. The mobile payments firm, which operates across 13 African countries, priced its IPO at <strong>\u00a31.96 per share<\/strong>, raising roughly <strong>\u00a3529 million<\/strong>. The debut is being closely watched as a litmus test for London\u2019s ability to attract high-growth fintech companies and revitalize its capital markets.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Sector_Shifts_Aviation_and_Healthcare\"><\/span>Sector Shifts: Aviation and Healthcare<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Barclays analysts have turned cautious on the European aviation sector, downgrading <strong>Ryanair (<a href=\"\/stock\/RYA\">RYA<\/a>)<\/strong> and reducing its price target to <strong>\u20ac24<\/strong>. The bank warned that low-cost carriers are particularly vulnerable to a widening &quot;crack spread&quot; between <a href=\"https:\/\/stockmarketwatch.com\/energy\/crude-oil\" data-internallinksmanager029f6b8e52c=\"12\" title=\"Crude oil\">crude oil<\/a> and kerosene prices. Meanwhile, in the U.S., <strong>Humana (<a href=\"\/stock\/HUM\">HUM<\/a>)<\/strong> shares saw a surge following improvements in its <strong>Medicare Quality Ratings<\/strong>, providing a much-needed boost to the healthcare insurer&#39;s outlook.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Geopolitical_and_Economic_Pressures\"><\/span>Geopolitical and Economic Pressures<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Geopolitical tensions continue to impact global trade as the <strong>Russian Defence Ministry<\/strong> claimed a strike on a cargo ship at Ukraine&#39;s <strong>Mykolaiv port<\/strong>. On the economic front, <strong>European Q3 revenue growth<\/strong> forecasts remain steady at <strong>10.6%<\/strong>, according to LSEG IBES data, even as individual nations like <strong>Switzerland<\/strong> report sharp declines in consumer sentiment. These conflicting signals suggest a fragmented recovery across the Eurozone as the year draws to a close.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways Samsung Electronics (SSNLF) has reportedly secured long-term agreements (LTAs) for 75\u201380% of its 2025 memory supply, including high-demand [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":50383,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center 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