SSNLF Samsung Electronics

$SSNLF 37 analyst give Samsung average target price (in local Won currency) that has 74% upside potential. $SOXL $KORU $DRAM.X $MU

Theres’s a real supply shortage — not short term. $SSNLF , $SKHY , and $MU are shifting production toward AI data center chips. Prices up sharply over the past few quarters, and cloud companies are still spending heavily — over $600B expected in 2026, up 40% from last year. This means strong pricing and revenue for memory companies through 2026. The trend for memory and AI stocks is strong, regardless of noise. Now factor in that none of that functions without $NLST, because we hold all of the main intellectual property that allow these big guys to store data.

$SSNLF $ASML Samsung, ASML expand collaboration for semiconductor manufacturing Samsung Electronics (SSNLF) and ASML (ASML) announced an expansion of their long-standing strategic partnership, deepening collaboration on High NA EUV lithography and advanced semiconductor manufacturing technologies that will help drive the next generation of innovation in the AI era. The companies will work together to accelerate the development and deployment of technologies that support the increasing performance and efficiency requirements of advanced semiconductor manufacturing. Samsung will join the industry initiative to advance next-generation 12-inch photomask technology for future manufacturing. The semiconductor industry has relied on the 6-inch photomask format for decades. With High NA EUV, the transition to larger, 12-inch masks is expected to further increase fab productivity, lower chipmaking costs and remove stitching constraints. It will enable advanced chip manufacturers to fully leverage the advantages of High NA EUV, making future generations of leading-edge chips more cost-effective. Samsung also plans to introduce ASML's High NA extreme ultraviolet lithography into future DRAM high-volume manufacturing for the first time in the industry by 2028, further demonstrating the readiness of High NA technology to support advanced memory and logic applications. High NA EUV is expected to extend the DRAM scaling roadmap, with improved resolution enabling process simplification and increased efficiency.

$SSNLF Samsung to announce shareholder return package of up to $79B, Bloomberg says Samsung Electronics is expected to hold a board meeting and disclose the details of a shareholder return program that could be worth as much as $79B, Bloomberg's Yoolim Lee reports, citing a person familiar with the matter.

3/4: Samsung Electronics sets record 2026 shareholder returns of 90–110tn won; plans ~30tn won cash dividends in Q3, more details due late Oct board meeting $SSNLF $EWY $SOXX $SMH PickAlpha View: Treat this as a supportive capital-return signal for Samsung, but with meaningful execution risk until the buyback/cancellation components and sequencing are formally authorized.

After TSMC, Samsung Is Also Reportedly Planning To Hike Chip Prices Amid Demand Surge Fueled By Nvidia, Apple, Tesla And Others $SSNLF $TSM $NVDA $AAPL $TSLA https://stocktwits.com/news/equity/markets/samsung-hikes-chip-prices-15-percent-tsmc-capacity-crunch-nvidia-apple/cZYdhI1RJkr

$SSNLF $AAPL I guess the sheeple are not supposed to remember what an abysmal failure foldable screens were back in 2019.

Samsung Electronics was ordered by a London High Court judge to pay $11.6 million to Swatch Group after being found liable for illegally hosting smartwatch displays that copied luxury watch brands, including Breguet, Longines and Omega. Swatch had sought around $170 million in damages, while Samsung argued that the appropriate amount should be substantially lower. The ruling follows an earlier decision that Samsung infringed Swatch’s trademarks by allowing watch-face designs resembling the Swiss group’s brands to be offered through its smartwatch app store between 2015 and 2019. Judge Marcus Smith said the availability of the copied designs for little or no cost was particularly harmful because it undermined the exclusivity and value of Swatch’s brands. He noted that Swatch had spent decades carefully developing and promoting its trademarks, while Samsung had treated them as having little commercial significance. $SSNLF $SWGAY

$SSNLF From Bloomberg: "Samsung Plans $80 Billion in Dividends, Buybacks After AI Gains" Samsung Electronics Co plans to return as much as 110 trillion won ($80 billion) to investors this year, joining SK Hynix Inc. in sharing an AI windfall and putting in motion the largest shareholder return program in South Korea’s history. The world’s biggest memory maker will give about half of its free cash flow to shareholders, with 30 trillion won of cash dividends planned for the third quarter, it said in a regulatory filing Friday. It also aims to buy back about 15 trillion won of stock for employee compensation. Samsung didn’t elaborate on how it would pay out the remainder of the targeted amount. Samsung’s program ranks among the largest-ever shareholder return plans. In 2024, Apple Inc. approved $110 billion of repurchases in what was dubbed the biggest US stock buyback ever. Still, Friday’s announcement didn’t include the proportion allocated to share buybacks and cancellations. Samsung said the remaining returns will be finalized at a January board meeting. Its shares erased gains and fell as much as 2.6% in post-market trading after some investors found the announcement underwhelming. The won strengthened on Friday, rising as much as 1%. “Some investors have recently expected up to 150 trillion won of shareholder returns, which explains the post-market share” action, said Kim Minji, a portfolio manager at Must Asset Management. The moves by the two suppliers of memory to Nvidia Corp. — and key architects of the AI buildout — respond to growing investor pressure to share more of the cash generated by the boom. SK Hynix’s 40 trillion won buyback plan has added pressure on Samsung to return more cash to shareholders, who point to the electronics giant’s swelling reserves. Expectations of a sizable shareholder return program have buoyed Samsung’s stock this week. “This could help spark a broader structural change across the Korean stock market,” said Tom Kang, research director at Counterpoint. “We see this as a solid step toward a more shareholder-focused style of management — much closer to what you typically see in the US market.” Samsung’s preferred shares surged more than 8% ahead of the announcement on Friday. The surge may reflect expectations for stronger shareholder returns and higher dividends for preferred shares. Such shares have also traded at “a significant discount,” according to Albert Yong, managing partner and chief investment officer at Petra Capital Management. “The real question is how much is incremental and how much comes through buybacks versus dividends,” he said. “The key question for investors will now be how the remaining capital is returned, rather than just the headline amount,” said Jung In Yun, chief executive officer at Fibonacci Asset Management Global. “In particular, the market is likely to focus on the proportion allocated to share buybacks and cancellations versus special dividends.”