Samsung Electronics Co Ltd (005930.KS) — the peer cohort

Long reads

• Who Owns the AI Chip Buildout?Dossier · $39 · 12 Feb 2026

101 and glossary

• Memory Wall & HBM Economics: The Next AI Constraint101Key Companies MU ★ Sentinel Micron Sentinel Ticker — HBM pricing as demand signal 000660.KS SK Hynix HBM market leader — NVIDIA preferred supplier 005930.KS Samsung HBM laggard — recovery trajectory is key variable

Dailies

• ASML — record €11.7 billion quarter and sold out into 2028; inflation at 12:30 UTCMorning 10 · 14 Oct 2026SK Hynix trades 1.0% lower and Samsung Electronics 0.9% higher.
• Korea — Kospi −5.5% breaks its 18-month uptrend; SK Hynix and Samsung about −8% on a China memory scareMorning 10 · 13 Oct 2026The two memory makers carry it: SK Hynix and Samsung Electronics traded down around 8%, as reported, after China's CXMT flagged progress on a new memory chip.
• Korea — Kospi −3.5% on its first day back as chipmakers catch up; SpaceX deal sinks T-Mobile 13%Morning 10 · 12 Oct 2026SK Hynix trades about 3.5% lower and Samsung Electronics about 2.6% lower in early trade, as reported by Investing.com and Korean market summaries.
• Fed — minutes point to another rate hike by year-end; Samsung earns a record $80 billion in one quarterMorning 10 · 8 Oct 2026Overnight Samsung Electronics reported a record quarterly operating profit of about 107.4 trillion won ($80 billion) — and its shares barely moved.
• Storage — Seagate −9.2%, Western Digital −6.9% on a record day for the S&P 500 and the NasdaqMorning 10 · 7 Oct 2026In Seoul SK Hynix fell 2.5% to ₩1,728,000 and Samsung Electronics traded at ₩270,750 (−0.5%); the Kospi stood at 6,841 (−1.4%).
• Nasdaq — record close at 27,477 while the chip funds sit 5–15% below their June peaksMorning 10 · 6 Oct 2026In its first session since Friday the Kospi was down 1.1% at 6,929 in the afternoon, and the two memory makers led the drop: SK Hynix −3.3% to ₩1,780,000, Samsung Electronics −1.5% to ₩271,750.
• Asia — Nikkei back near 70,000, Taiwan +2.4%; euro at a 17-month low, US futures slightly lowerMorning 10 · 5 Oct 2026
• Markets — Nasdaq +1.5% before the open even as TLT breaks 78; Tokyo +3.3% on Micron's record quarterMorning 10 · 1 Oct 2026Seoul's Kospi opened lower, then turned up about 1% to around 6,920, with Samsung Electronics and SK Hynix up about 2% each by midday.