Samsung Electronics Co Ltd (005930.KS) — Quality & forensics

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

• Rates — Fed day at a 5% 10-year: the hike is priced, the cycle is not; Yardeni cuts the S&P target to 7,900Morning 10 · 16 Sept 2026
• AI trade — sellers of compute sold, buyers bought: chips −5.6%, software +5%, SoftBank +7% in TokyoMorning 10 · 15 Sept 2026
• AI trade — the labs ask for a slowdown: Kospi −3.3%, SoftBank −11%, Nasdaq futures −1.2%, oil back above $106Morning 10 · 14 Sept 2026The Kospi fell 3.3% to 6,678.66 from Friday’s 6,909.91 — a second straight session below 7,000 — with SK Hynix −6.7% to 1,690,000 won and Samsung Electronics −4.0% to 249,000 won; the two lost a combined 123 trillion won, about $91…
• Oil settles at $107.63, the 10-year hits 4.95% and the 30-year 5.36%, its highest since 2007: chips lead a fourth down day, Oracle beats and jumps 4% after hours, Adobe beats and slips — and Asia sells its chipmakers 3% to 7%Morning 10 · 11 Sept 2026Seoul, on a derivatives-expiry day with foreign and institutional selling reported, fell to 6,859 in the morning, −2.5%, and has recovered to 6,922.64 at 06:25 UTC, −1.6%, five minutes before the close; Samsung Electronics −3.3% to…
• Brent closes above $100 for the first time since July and the 10-year hits 4.86%: Wall Street falls a third day while Cloudflare +10%, Datadog +7% and Meta +7% catch the money the chip leaders gave backMorning 10 · 10 Sept 2026The Kospi fell 1.3% to 6,961 by mid-morning and has recovered to 7,043, −0.1%, as of 05:40 UTC, with SK hynix +0.2% at 1,860,000 won and Samsung Electronics −0.2%; the Kosdaq is up 0.4%.
• Oil knocks on $100 and Wall Street sells everything but the AI pipe: Intel +9%, Lumentum +11%, Dow −1.2% — Seoul buys the dip and the Kospi is back above 7,000Morning 10 · 9 Sept 2026The Kospi opened at 6,972.87, went back through 7,000 within the first hour and is at 7,037.88, up 1.2%, as of 05:41 UTC, with SK hynix +3.1% at 1,848,000 won and Samsung Electronics −0.4%; institutions are the buyers, individuals and…
• Asia’s chip rally fades into the close: Kospi touches 7,171 and ends under 7,000, Nikkei −1.2% on a 153 yen — and Lenovo drops 6%, Z.ai 10% in Hong KongMorning 10 · 8 Sept 2026Korea opened the way Monday ended: the Kospi crossed 7,000 at the open for the first time since July 23, climbed as far as 7,171 by early afternoon with SK hynix up 5.2% at 1,876,000 won, and then sold off into the close, finishing at…
• Kospi jumps 4% on OpenAI’s new model: SK hynix +7%, Kioxia +9%, SoftBank +10% — while gold and bitcoin slide on the rate-hike oddsMorning 10 · 7 Sept 2026SK hynix is up 7.4% at 1,769,000 won, Samsung Electronics 5.0% at 268,250, Hanmi Semiconductor 4.3%.