SSNLF · Samsung Electronics Co., Ltd.Samsung Electronics Co., Ltd.
📋 Samsung Foundry is gaining traction with Chinese automakers, including BYD, for advanced automotive chips (2nm/4nm), capitalizing on SMIC's technology gap and potentially expanding to AI chips
Samsung Foundry is gaining traction with Chinese automakers, including BYD, for advanced automotive chips (2nm/4nm), capitalizing on SMIC's technology gap and potentially expanding to AI chips.
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Samsung and SK Hynix can pass increased costs onto hyperscalers due to memory demand not being in a downturn like 2022, making the current dip a buying opportunity.
source ↗Fears over oil/LNG/helium disruptions for SK Hynix and Samsung are overblown; energy cost impact is minimal (sub-3% margin hit) and easily absorbed or passed through, making the recent selloff unjustified.
source ↗Questions Samsung's claim of having the best-performing HBM4 after NVIDIA placed additional HBM4 orders with SK Hynix, suggesting Samsung may be losing ground.
source ↗Goldman Sachs raised operating profit forecasts for Samsung for 2026-2028, implying stronger earnings growth.
source ↗Memory Big Three (Samsung, SK Hynix) are being revalued from cyclical commodity plays to structural growth companies due to LTAs with hyperscalers, providing earnings visibility and a floor against downcycles.
source ↗Samsung Foundry is gaining traction with Chinese automakers, including BYD, for advanced automotive chips (2nm/4nm), capitalizing on SMIC's technology gap and potentially expanding to AI chips.
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