SAMSUNG ELECTRONICS005930.KS

Founded in 1969, Korea's largest company and the world's biggest memory-chip maker. It splits the DRAM/NAND duopoly with SK hynix and chases TSMC in foundry. A conglomerate spanning Galaxy phones, displays and appliances, its comeback attempt in HBM is the storyline to watch.

CEO Jun Young-hyun · Han Jong-hee (Co-CEOs) · Founded 1969 · Listed 1975.6 · HQ Suwon, South Korea · Exchange KOSPI · Website samsung.com

Predictions & track record (15)

• Awaiting grading The Day SK Hynix Locked In Xiaomi as Its First LPDDR6 Customer, Its Stock Fell Below IPO PriceCheck by end of December 2026 whether CXMT starts LPDDR6 mass production on schedule and begins supplying Xiaomi/Huawei, and whether SK Hynix's ADR recovers above its $149 IPO price.
• Awaiting grading SK Hynix leads HBM. Why is Samsung betting its comeback on a 2nm foundry process instead?To be scored when HBM5 actually ships (industry estimates put this around 2027-2028): whether the 2nm GAA base die reaches mass production and the 50%+ speed target over HBM4E holds up.
• Awaiting grading With 0.6% share in China, why is Samsung weighing Chinese DRAM for its phones?Check when Samsung reports Q2 2026 earnings whether the Mobile eXperience division actually swung to an operating loss, as several brokerages estimated.
• Awaiting grading China's CXMT Surges 470% on Debut, Becoming a $489 Billion Chipmaker OvernightCheck whether, after the January 27, 2027 lock-up expiry, CXMT trades closer to Nomura's ¥116 target or Morningstar's ¥14.90 fair value.
• Awaiting grading Substrates, Memory and Specialty Gas All Tighten at Once in the AI Chip Supply ChainCheck whether substrate, DDR5 and WF6 prices keep climbing together next quarter, and whether actual AI server shipment delays get reported.
• Awaiting grading SanDisk sold NAND to Meta below its own quote. Does that mean demand is dying?To be scored on whether Q3 2026 QLC contract pricing settles above $0.38, and whether SanDisk's LTA share actually clears half of shipments.
• Awaiting grading AMD says a full HBM4 supply deal with Samsung is “almost there,” as Samsung's foundry chief flew in personally to close itWhether AMD and Samsung actually sign the definitive HBM4 supply agreement around Helios's end-of-Q3 shipping start will be checked in mid-October 2026.
• Awaiting grading A Morgan Stanley note turning bearish on memory chips is real, and may be behind Korea's KOSPI pullback, analyst Jukan confirmsCheck whether Q4 2026 memory price increases actually slow to around 5% quarter-over-quarter as Morgan Stanley's Shawn Kim projected, or come in hotter, which would support the bull case instead.
• Awaiting grading South Korea moves up crackdown on single-stock leverage products to July 31, but critics call it too littleCheck whether the July 31 deposit hike and the follow-on tracking-error rule due August 19 both take effect as scheduled, and whether trading volume in single-stock leverage products actually drops.
• Awaiting grading Meru: Alphabet raises 2026 capex to $195-205B even as free cash flow turns negative, good news for Samsung and SK HynixCheck at Alphabet's Q3 2026 earnings, expected around late October, whether free cash flow returns positive and cloud order backlog keeps growing past the $514B Q2 level.
• Awaiting grading SK hynix denies buying Intel's Ohio fab, but doesn't rule out a joint ventureCheck in the coming months whether SK hynix and Intel announce a joint venture or acquisition deal for the Ohio site.
• Awaiting grading Xiaomi raises phone shipments as OPPO and vivo push back on Samsung's next price hikeScore in Q3 earnings season: did Samsung's Q3 memory prices actually rise as guided, or did OPPO/vivo-style pushback force smaller increases than planned?
• Awaiting grading Nvidia's CMX could soak up huge volumes of NAND, an Apple-sized new buyerScore later: does CMX-linked NAND demand actually climb toward the cited 100M+ terabytes in 2027?
• Hit Meru: Alphabet's Wednesday earnings are the first stress test of the AI capex cycle, watch the CAPEX line, not the profitAlphabet's Q2 2026 earnings (reported July 22, 2026) beat revenue and profit estimates, but the company raised its 2026 capex guidance to $195-205B from the prior $180-190B, and GOOGL shares fell about 5-7% on the capex hike despite the beat -- confirming Meru's call that the capex line, not profit, would drive the market reaction.
• Awaiting grading Meritz: "this is not the time to sell Samsung and SK Hynix", 2027 DRAM supply covers only ~60% of demandTracking the call that H2 2026 DRAM supply covers only 75-80% of demand

39 related posts

• Watch The Day SK Hynix Locked In Xiaomi as Its First LPDDR6 Customer, Its Stock Fell Below IPO Price Jukan (@jukan05) · 2026-07-28
• Watch SK Hynix leads HBM. Why is Samsung betting its comeback on a 2nm foundry process instead? Jukan (@jukan05) · 2026-07-27
• Watch CXMT soared 472% on debut, on the back of a city government's 20-year bet 메르 (ranto28) · 2026-07-27
• Bull The inside story of how Samsung is lifting DRAM output 15% at Hwaseong without a new fab Jukan (@jukan05) · 2026-07-27
• Watch With 0.6% share in China, why is Samsung weighing Chinese DRAM for its phones? Jukan (@jukan05) · 2026-07-27
• Watch Korea built 2x ETFs to pull money home from Hong Kong. Why didn't it come back? 메르 (ranto28) · 2026-07-27
• Watch China's CXMT Surges 470% on Debut, Becoming a $489 Billion Chipmaker Overnight Serenity (@aleabitoreddit) · 2026-07-27
• Watch Why do the 2x Samsung and SK Hynix ETFs bleed principal even in a flat market? 메르 (ranto28) · 2026-07-27
• Watch Substrates, Memory and Specialty Gas All Tighten at Once in the AI Chip Supply Chain Serenity (@aleabitoreddit) · 2026-07-26
• Watch Goldman Sachs expert call: China's DRAM prices already rival global leaders despite lower yields Jukan (@jukan05) · 2026-07-25
• Watch SanDisk sold NAND to Meta below its own quote. Does that mean demand is dying? Jukan (@jukan05) · 2026-07-25
• Watch Samsung and SK hynix stay cautious on 3D chip stacking as China's CXMT chases the niche Jukan (@jukan05) · 2026-07-25
• Bull SK hynix agrees to $750 billion five-year memory supply deal with Nvidia, Samsung signs separate $200 billion MOU with Broadcom Jukan (@jukan05) · 2026-07-25
• Bull Korea's presidential office says Samsung and SK hynix are about to announce “very large-scale” deals with US tech firms during President Lee Jae-myung's Silicon Valley trip Jukan (@jukan05) · 2026-07-24
• Bull AMD says a full HBM4 supply deal with Samsung is “almost there,” as Samsung's foundry chief flew in personally to close it Jukan (@jukan05) · 2026-07-24
• Watch Equipment delivery times for chipmakers have nearly doubled, and Samsung and SK hynix are now placing orders early to get ahead of the delay Jukan (@jukan05) · 2026-07-24
• Bear China's CXMT gets bold enough to push around Huawei on chip prices, and now charges more than Samsung for memory, analyst Jukan reports Jukan (@jukan05) · 2026-07-24
• Bear A Morgan Stanley note turning bearish on memory chips is real, and may be behind Korea's KOSPI pullback, analyst Jukan confirms Jukan (@jukan05) · 2026-07-24
• Watch South Korea moves up crackdown on single-stock leverage products to July 31, but critics call it too little Jukan (@jukan05) · 2026-07-23
• Bear China's YMTC overtakes Micron and SanDisk in NAND market share, closing in on Kioxia Jukan (@jukan05) · 2026-07-23
• Bull Musk repeats Optimus is Tesla's 'biggest product ever' as Q2 call flags Micron memory allocation and new supplier buildout Serenity (@aleabitoreddit) · 2026-07-23
• Bull Reuters: Intel and AMD in talks for multi-year CPU supply deals with Chinese customers as prices surge and lead times stretch to six months Jukan (@jukan05) · 2026-07-23
• Bull Samsung Electro-Mechanics signs MLCC supply deal with an unnamed 'large global company', extending Big Tech's part hoarding beyond memory Jukan (@jukan05) · 2026-07-23
• Bull Meru: Alphabet raises 2026 capex to $195-205B even as free cash flow turns negative, good news for Samsung and SK Hynix 메르 (ranto28) · 2026-07-23
• Watch Samsung reportedly in talks to invest up to €1B in France's Mistral AI at a €20B valuation Jukan (@jukan05) · 2026-07-22
• Watch SK hynix denies buying Intel's Ohio fab, but doesn't rule out a joint venture Jukan (@jukan05) · 2026-07-22
• Bull Samsung starts building a hybrid-bonding line for next-gen HBM, picks Dutch supplier Besi Jukan (@jukan05) · 2026-07-21
• Bull Kioxia jumps 17%, Samsung 6%, as the AI trade rallies across memory, optics, and neoclouds Serenity (@aleabitoreddit) · 2026-07-21
• Watch Xiaomi raises phone shipments as OPPO and vivo push back on Samsung's next price hike Jukan (@jukan05) · 2026-07-21
• Watch Korea and the Nasdaq are moving in lockstep like never before, as the AI trade goes global The Kobeissi Letter (@KobeissiLetter) · 2026-07-21
• Bull Nvidia's CMX could soak up huge volumes of NAND, an Apple-sized new buyer Jukan (@jukan05) · 2026-07-20
• Watch CXL bolts on memory like a warehouse. So why did Samsung push production to 2027? 메르 (ranto28) · 2026-07-20
• Bull Samsung extends its Nvidia alliance into NAND as V10 shipments begin Jukan (@jukan05) · 2026-07-20
• Watch The memory Big Three quietly walk away from their own CXL chips Jukan (@jukan05) · 2026-07-20
• Watch Meru: Alphabet's Wednesday earnings are the first stress test of the AI capex cycle, watch the CAPEX line, not the profit 메르 (ranto28) · 2026-07-20
• Watch Goto on keeping your head as memory and semis whipsaw 後藤達也 (Tatsuya Goto) · 2026-07-19
• Meritz: "this is not the time to sell Samsung and SK Hynix", 2027 DRAM supply covers only ~60% of demand Serenity (@aleabitoreddit) · 2026-07-17
• A brake on 2x leverage: Korea's cash rule aims at the Samsung/Hynix retail crowd 메르 (ranto28) · 2026-07-16
• Emin Yurumazu: could Korea, sitting at the center of the AI bubble, be the one to pull the trigger? エミン・ユルマズ (Emin Yurumazu) · 2026-06-05