[Samsung's record quarterly earnings](https://www.cnbc.com/2026/07/07/samsung-q2-2026-earnings.html) sparked a tech selloff, but the market's reading this backwards. The real story isn't margin compression—it's the divergence in how chip suppliers are scaling. ASML sits on in free cash flow with a fortress balance sheet (D/E: 1.6x, ROIC: ), while NVDA's FCF generation masks a concerning trend: net income growth of only YoY despite revenue surging .

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