Semiconductors · Memory · Foundry

Samsung Electronics

A diversified semiconductor company spanning memory, foundry, and finished products. In the AI cycle it supplies HBM to AMD and NVIDIA and builds chips for Tesla, Apple, and Qualcomm through its foundry.

005930.KS Updated Jul 12, 2026 6 AI consumers· 5 recurring

Per the valuechain.wiki graph, Samsung Electronics is directly linked to 84 companies (75 supply, 10 revenue, 1 investment relationships) and reaches 138 companies within two hops; the links are backed by 138 dated sources, 26 of them primary filings (as of 2026-07-12).

Annual return · 2026-07-10'21-9%'22-14.2%'23+20.9%'24-26.4%'25+212.9%YTD+77.9%
Money in ▸NVIDIA●IBM (foundry — Telum/Power fabrication)●Tesla●AMD●Hyundai Motor Company●Qualcomm◐Apple◐Marvell◐Broadcom◐Alphabet (Google)◐
Samsung Electronics₩333.6T
▸ Money outSFA Semicon●ASML●Leeno Industrial●SCREEN Holdings●Wonik QnC●Applied Materials●ASM International●Lasertec●Tokyo Ohka Kogyo (TOK)●Wonik IPS●Foosung●Shin-Etsu Chemical●Teradyne●Linde●Merck KGaA (EMD)●Nepes●Entegris●KC Tech●GlobalWafers●Siemens EDA●S&S Tech●SUMCO Corporation●Samsung Electro-Mechanics●Dongjin Semichem●Hitachi High-Tech●Soulbrain●PSK Inc●Eugene Technology●ISC●Lam Research●Qnity (CMP·레지스트·패키징 소재)●Park Systems●HPSP●KLA●JSR Corporation●이오테크닉스 (레이저 마커)●Tokyo Electron (TEL)●Photronics●LG Display●Hana Micron●Advantest●Kokusai Electric●EO Technics●Simmtech●Samsung E&A●에어프로덕츠 (산업가스)●ASMPT◐Hanmi Semiconductor◐Daeduck Electronics◐Uni Test◐Onto Innovation◐Resonac◐Disco Corporation◐Synopsys◐JCET (Jiangsu Changjiang Electronics)◐Ebara◐Montage Technology◐BESI◐Cadence Design Systems◐SK Siltron◐Arm Holdings◐Camtek◐ENF Technology◐Fujimi Incorporated◐Hana Materials◐Jusung Engineering◐코보 (RF)◐Powertech Technology (PTI)◐Air Liquide◐FormFactor◐Arteris◐스미토모화학 (반도체 소재·레지스트)◐MediaTek○Cohu○LG Innotek○

Financials & Segments

  • Total revenue · ₩333.6T (FY2025 consolidated)
  • Operating profit · ₩43.6T
  • Net income · ₩45.2T
  • Segments · DS (Semiconductors) · DX · SDC · Harman

Revenue from

  • NVIDIA High confidence
    Began supplying HBM3E from Q3 2025.
    Confirms EN Reuters / Yahoo Finance Published Jun 5, 2026: NVIDIA certifies Samsung, SK Hynix and Micron for Vera Rubin HBM4 supply (Jun 5, 2026)
    Mentions KO DART (FSS Electronic Disclosure) Published Mar 10, 2026: Samsung Electronics business report (2025.12)
    Confirms EN SEC filing Published Feb 25, 2026: NVIDIA FY2026 Form 10-K (FYE Jan 25, 2026) — revenue $215.9B (+65%), Data Center $193.74B (+68%, 90%)
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN KED Global Published Oct 30, 2025: Samsung sells out 2026 HBM after Nvidia shipments
  • IBM (foundry — Telum/Power fabrication) High confidence
    Samsung Foundry fabricates IBM's enterprise processors — Telum II (5nm), Power10 (7nm) — low-volume but a high-performance HPC-logic reference that validates Samsung's advanced nodes for server-grade chips.
    Confirms EN SamMobile Published Aug 26, 2024: Samsung Foundry to manufacture IBM's two new AI chips
    Confirms KO ZDNet Korea Published Dec 16, 2021: Samsung Foundry wins Qualcomm, IBM, Google, ST — makes IBM's Power10 (7nm)/Power11 (5nm) server CPUs
  • Tesla High confidence· 계약금액 $16B · 다년
    Foundry (Taylor fab AI chip).
    Mentions KO DART (FSS Electronic Disclosure) Published Mar 10, 2026: Samsung Electronics business report (2025.12)
    Confirms EN SEC EDGAR Published Jan 29, 2026: Tesla Form 10-K (2026-01-29)
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN TrendForce Published Nov 13, 2025: Samsung eyes foundry profitability by 2027
  • AMD High confidence
    Supplies 12-high HBM3E (MI350 accelerator); seen as ahead on HBM4.
    Mentions EN Analyst consensus Published Jun 1, 2026: Samsung Electronics — analyst consensus (memory upcycle, HBM expansion)
    Mentions KO DART (FSS Electronic Disclosure) Published Mar 10, 2026: Samsung Electronics business report (2025.12)
    Confirms EN SEC EDGAR Published Feb 4, 2026: AMD Form 10-K (FY2025, 2025-12-27)
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Mentions EN KED Global Published Oct 30, 2025: Samsung sells out 2026 HBM after Nvidia shipments
  • Hyundai Motor Company High confidence
    Exynos Auto V920 supply plus 8nm foundry win for Hyundai's AV chip (2030).
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms KO ZDNet Korea Published Oct 17, 2025: Samsung Foundry wins Hyundai's 8nm automotive chip
  • Qualcomm Medium confidence
    Supplies foundry (partial, 2nm talks) to Qualcomm.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms KO Korea Economic Daily Published Jan 7, 2026: Samsung Foundry wins Qualcomm orders, chases TSMC
    Mentions EN TrendForce Published Nov 13, 2025: Samsung eyes foundry profitability by 2027
    Confirms EN TrendForce Published Mar 26, 2025: Qualcomm taps TSMC 4nm for Snapdragon 8s Gen 4
    Confirms EN SEC EDGAR Published Nov 6, 2024: Qualcomm Form 10-K
  • Apple Medium confidence
    Foundry contract manufacturing.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Mentions EN TrendForce Published Nov 13, 2025: Samsung eyes foundry profitability by 2027
  • Marvell Medium confidence
    Custom HBM collaboration for Marvell's custom AI chips.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms KO Korea Economic Daily Published Dec 11, 2024: Marvell partners with Samsung and SK hynix on custom HBM
  • Broadcom Medium confidence
    Supplies HBM for Broadcom's AI accelerators.
    Confirms KO Seoul Economic Daily Published Mar 6, 2026: Broadcom results: AI revenue surges, opening a door for Samsung HBM
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
  • Alphabet (Google) Medium confidence
    Supplies HBM/DRAM to Google’s TPUs and datacenters (60%+ of Google TPU HBM in 2024); also in talks to make the next-gen TPU I/O die on Samsung 2nm foundry (≈2028, not finalized).
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Mentions KO Financial Post Published Jan 15, 2026: Samsung Foundry favored for Google’s 10th-gen TPU on 2nm
    Confirms KO Seoul Economic Daily Published Jan 10, 2026: Samsung favored for Google next-gen TPU; supplies 60%+ of TPU HBM
    Mentions KO TheElec Accessed Jun 20, 2026: Samsung to make some of Google’s next-gen TPU

Pays to

  • SFA Semicon High confidence
    Uses memory back-end packaging and test from SFA Semiconductor.
    Confirms KO Daum News Published Jun 17, 2026: Memory back-end packaging upturn
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN SFA Semicon Published May 1, 2025: SFA Semicon IR
  • ASML High confidence
    Buys EUV lithography from ASML (its largest customer).
    Confirms EN Seoul Economic Daily Published Apr 17, 2026: Samsung, SK Secure Two-Thirds of ASML's Annual EUV Shipments
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
  • Leeno Industrial High confidence
    Purchases test sockets and pins from Leeno Industrial.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN Leeno Published May 1, 2025: Leeno IR
    Confirms KO Komachine Published Jan 1, 2025: Leeno profile
  • SCREEN Holdings High confidence
    Buys cleaning and track equipment from SCREEN Holdings.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN SCREEN Published May 1, 2025: SCREEN Holdings IR
    Confirms KO Komachine Published Jan 1, 2025: SCREEN cleaning No.1 47%
  • Wonik QnC High confidence
    Purchases quartz and ceramic parts from Wonik QnC.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms KO Daum Research Published Jan 1, 2025: Wonik QnC, quartz No.1 domestic
    Confirms KO ZDNet Korea Published Apr 22, 2020: Wonik QnC quartz revenue grows
  • Applied Materials High confidence
    Buys Applied Materials wafer-fab tools.
    Confirms KO Asia Business Daily Published Apr 28, 2026: Fueled by Samsung and SK hynix, semiconductor equipment market rises 12%
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
  • ASM International High confidence
    Buys ALD deposition equipment from ASM International.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN ASM Published May 1, 2025: ASM International IR
    Confirms KO TheElec Published Jan 1, 2025: ASM, the ALD originator
  • Lasertec High confidence
    Buys EUV mask inspection equipment from Lasertec.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN Lasertec Published Aug 8, 2025: Lasertec FY2025 (year ended June 2025) IR results
    Confirms KO TheElec Published Jan 1, 2025: Lasertec 100% EUV mask inspection
  • Tokyo Ohka Kogyo (TOK) High confidence
    Buys EUV photoresist from Tokyo Ohka Kogyo.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms KO JK Daily Published Jun 1, 2025: TOK leads EUV PR at 25%
    Confirms EN TOK Published May 1, 2025: Tokyo Ohka Kogyo IR
  • Wonik IPS High confidence
    Buys PECVD/ALD deposition tools from Wonik IPS (incl. leading-edge foundry).
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms KO Hankyung (Daum) Published Nov 4, 2025: Wonik IPS benefits from Samsung, triples capacity
  • Foosung High confidence
    Buys C4F6 (etch) and WF6 (interconnect) specialty gases from Foosung.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms KO HuffPost Korea Accessed Jun 20, 2026: Foosung, Korea’s only C4F6/WF6 maker, supplies Samsung and SK
  • Shin-Etsu Chemical High confidence
    Buys 300mm silicon wafers from Shin-Etsu Chemical under LTA.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms KO ICN Magazine Published Jan 15, 2026: HBM4’s hidden bottleneck — special polished wafers
  • Teradyne High confidence
    Buys test equipment (ATE) from Teradyne.
    Confirms KO Korea Economic Daily Published Feb 24, 2026: Teradyne surges on the chip upturn and robotics boom
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN SEC EDGAR Published Feb 26, 2025: Teradyne Form 10-K
    Confirms EN Teradyne Published Jan 1, 2025: Teradyne semiconductor testing
  • Linde High confidence
    Sources industrial/specialty gases from Linde.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN SEC EDGAR Published Oct 30, 2025: Linde quarterly report (10-Q)
    Confirms KO Pressian Published Jan 3, 2023: Linde to produce semiconductor rare gases in Pyeongtaek
  • Merck KGaA (EMD) High confidence
    Sources thin-film/CMP/gas materials from Merck KGaA.
    Confirms EN Merck KGaA Published Mar 6, 2026: Merck KGaA Electronics annual report 2025
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
  • Nepes High confidence
    Purchases back-end packaging from Nepes.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN Nepes Published May 1, 2025: Nepes IR
    Confirms KO THE VC Published Jan 1, 2025: Nepes company profile
  • Entegris High confidence
    Buys high-purity materials and CMP slurry from Entegris.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN SEC EDGAR Published Feb 12, 2025: Entegris Form 10-K
    Confirms EN MatrixBCG Published Jan 1, 2025: Entegris serves TSMC, Samsung, Intel
  • KC Tech High confidence
    Purchases CMP slurry and equipment from KCTech.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms KO StockStalker Published Jun 1, 2025: Korean equipment makers
    Confirms EN KC Tech Published May 1, 2025: KC Tech IR
  • GlobalWafers High confidence
    Uses/buys 300mm silicon wafers from GlobalWafers.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN GlobalWafers Published Mar 1, 2025: GlobalWafers Investor Relations
    Confirms EN Mordor Intelligence Published Jan 1, 2025: Silicon Wafer Market (top-five oligopoly)
    Confirms KO TheElec Published Jun 1, 2024: GlobalWafers’ Siltronic bid (blocked by Germany)
  • Siemens EDA High confidence
    Pays for Siemens EDA (Calibre etc.) licenses.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN SemiWiki Published Jun 1, 2025: Siemens EDA (Mentor Graphics) wiki
    Confirms EN Siemens Published Jan 1, 2025: Siemens Calibre physical verification
  • S&S Tech High confidence
    Purchases blank masks and pellicles from S&S Tech.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms KO ETNews Published Jan 12, 2026: Samsung to adopt domestic EUV blank masks (reducing dependence on Japan's Hoya)
    Confirms KO Financial News Published Mar 21, 2025: S&S Tech ramps EUV blankmask
  • SUMCO Corporation High confidence
    Buys 300mm silicon wafers from SUMCO Corporation under LTA.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms KO ICN Magazine Published Jan 15, 2026: HBM4’s hidden bottleneck — special polished wafers
  • Samsung Electro-Mechanics High confidence
    Buys MLCCs, IC substrates (FC-BGA) and camera modules from affiliate Samsung Electro-Mechanics — its largest customer (~29% of its revenue, diversifying into AI/auto).
    Confirms KO CEO Score Daily Published Mar 11, 2026: Samsung Electro-Mechanics cuts reliance on Samsung Electronics, expands to AI/auto
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Mentions EN Blackridge Research Accessed Jun 19, 2026: Top semiconductor companies in South Korea
  • Dongjin Semichem High confidence
    Buys photoresist (incl. EUV) and process chemicals from Dongjin Semichem; Samsung is ~59% (Q3 2025) of Dongjin revenue — a key domestic alternative reducing reliance on Japan.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms KO Korea Economic TV Published Dec 2, 2025: Dongjin Semichem: Samsung is 59% of revenue (photoresist)
    Mentions EN Blackridge Research Accessed Jun 19, 2026: Top semiconductor companies in South Korea
  • Hitachi High-Tech High confidence
    Purchases etch and metrology equipment from Hitachi High-Tech.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN Hitachi High-Tech Published May 1, 2025: Hitachi High-Tech financials
    Confirms EN Hitachi Published Nov 27, 2024: Hitachi High-Tech DCR etch system
  • Soulbrain High confidence
    Buys etchants, cleaners and CMP slurry from Soulbrain (incl. 3nm GAA etchant).
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms KO Bloter Accessed Jun 20, 2026: Soulbrain pins hopes on Samsung and SK advanced processes
  • PSK Inc High confidence
    Buys dry-strip (PR removal) tools from PSK (global No.1).
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms KO TheElec Accessed Jun 21, 2026: PSK launches metal etcher; customers Samsung, SK, Intel
  • Eugene Technology High confidence
    Purchases ALD deposition equipment from Eugene Technology.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN Eugene Technology Published May 1, 2025: Eugene Technology IR
    Confirms KO TheElec Published Jan 1, 2025: Domestic ALD split
  • ISC High confidence
    Purchases test sockets from ISC.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN ISC Published May 1, 2025: ISC IR
    Confirms KO Namu Published Jan 1, 2025: ISC overview
  • Lam Research High confidence
    Buys Lam Research etch and deposition tools (memory/logic).
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN SEC EDGAR Published Aug 11, 2025: Lam Research FY2025 Form 10-K
  • Qnity (CMP·레지스트·패키징 소재) High confidence
    CMP pad/slurry, photoresist and packaging-material source (DuPont spinoff).
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN SEC EDGAR Published Oct 1, 2025: Qnity Electronics Form 10 (spinoff, customer concentration)
  • Park Systems High confidence
    Purchases AFM metrology equipment from Park Systems.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms KO Sisa Journal e Published Jan 1, 2026: Park Systems develops hybrid-bonding metrology for Samsung/SK
    Confirms EN Park Systems Published May 1, 2025: Park Systems IR
  • HPSP High confidence
    Buys high-pressure hydrogen annealing tools from HPSP (sole supplier).
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms KO Korea Economic Daily Published Jul 13, 2025: HPSP holds a monopoly in high-pressure hydrogen annealing
  • KLA High confidence
    Buys KLA inspection and metrology tools.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms KO KIPOST Accessed Jun 20, 2026: KLA unveils EUV defect-inspection tools (supplies Intel, Samsung, SK)
  • JSR Corporation High confidence
    Buys photoresist from JSR.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN JSR Published May 1, 2025: JSR IR
    Confirms KO Digital Daily Published Jan 1, 2025: Samsung sources EUV PR from JSR/Shin-Etsu, TOK
  • 이오테크닉스 (레이저 마커) High confidence
    Near-sole supplier of laser marking/grooving equipment.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms KO Daum News Published Nov 18, 2025: EO Technics: exclusive Samsung supply, likely P5 win
  • Tokyo Electron (TEL) High confidence
    Buys coater, etch, deposition and clean tools from Tokyo Electron.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms KO Sisa Journal e Accessed Jun 21, 2026: Foreign toolmakers including TEL ramp investment to court Samsung and SK
  • Photronics High confidence
    Supplies photomasks to Samsung.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN TrendForce Published Nov 13, 2025: Samsung eyes foundry profitability by 2027
    Confirms KO TheElec Published Jun 1, 2025: Samsung weighs outsourcing memory photomasks; reviews Photronics PKL
  • LG Display High confidence
    WOLED TV panel sourcing (~800k units expected in 2025).
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms KO ETNews Published Jan 16, 2025: Samsung adopts WOLED in flagship TVs, quadrupling LGD volume
  • Hana Micron High confidence
    Uses back-end packaging and test from Hana Micron.
    Confirms KO Daum News Published Jun 17, 2026: Memory back-end packaging upturn
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN Hana Micron Published May 1, 2025: Hana Micron IR
  • Advantest High confidence
    Buys test equipment (ATE) from Advantest.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms KO AlphaBiz Published Sep 1, 2025: Advantest dominates the HBM tester market
    Confirms EN Advantest Published Jun 1, 2025: Advantest Integrated Annual Report 2025
    Confirms EN Mordor Published Jan 1, 2025: Test equipment market
  • Kokusai Electric High confidence
    Sources batch ALD/CVD from Kokusai.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms KO TheElec/Daum Published Jan 1, 2025: Eugene Tech vs Kokusai batch-ALD patent suit
    Confirms EN SemiAnalysis Published Oct 15, 2023: Kokusai Electric IPO: ~70% batch ALD
  • EO Technics High confidence
    Samsung is the largest customer for EO Technics' semiconductor laser markers, annealing and femtosecond cutting tools, at 25.3% of EO Technics' FY2025 revenue.
    Confirms KO DART / FSS Published Mar 23, 2026: EO Technics Annual Business Report (FY2025)
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
  • Simmtech High confidence
    Purchases memory package substrates from Simmtech.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN Simmtech Published May 1, 2025: Simmtech IR
    Confirms KO TheElec Published Jan 1, 2025: Substrate makers grow
    Mentions EN Blackridge Research Accessed Jun 19, 2026: Top semiconductor companies in South Korea
  • Samsung E&A High confidence
    Fab construction (P4, Taylor) orders; 22.0% of Samsung E&A's FY2025 revenue.
    Confirms KO FSS DART Published Mar 11, 2026: Samsung E&A Annual Report (FY2025)
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
  • 에어프로덕츠 (산업가스) High confidence
    Industrial/specialty gas source for the Pyeongtaek fab (build-own-operate).
    Confirms EN Air Products Published Apr 29, 2026: Air Products to expand industrial gas supply for Samsung's Pyeongtaek fab
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
  • ASMPT Medium confidence
    HBM TC bonder.
    Confirms KO ZDNet Korea Published Apr 13, 2026: Samsung Electronics evaluates ASMPT HBM TC bonders... supply chain diversification continues
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Mentions KO The Korea Economic Daily Published Jan 21, 2026: Samsung seeks new TC bonder suppliers... in supply talks with ASMPT after Semes
  • Hanmi Semiconductor Medium confidence
    HBM bonding equipment (TC bonder). Shares this supplier with SK hynix.
    Confirms KO Aju Business Daily Published Feb 25, 2026: [Exclusive] Samsung Electronics in TC bonder supply talks with Hanmi Semiconductor... diversifying HBM back-end supply chain
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Mentions EN TrendForce Published Apr 23, 2025: [News] The TC Bonder Drama: Could Hanmi's Supply Shift the HBM Race Between Micron, SK hynix, and Samsung?
  • Daeduck Electronics Medium confidence
    Purchases FC-BGA package substrates from Daeduck Electronics.
    Confirms KO TheElec Published Feb 1, 2026: Daeduck invests 800B in AI substrates
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN Daeduck Published May 1, 2025: Daeduck IR
  • Uni Test Medium confidence
    Purchases HBM burn-in and wafer testers from Unitest.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms KO Green Economy Published Jan 1, 2026: Uni Test ships HBM4 burn-in tester to SK hynix
    Confirms KO Pinpoint News Published Jan 1, 2026: Uni Test grows on HBM4/SSD
  • Onto Innovation Medium confidence
    Buys metrology and inspection tools from Onto Innovation.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms KO TheElec Published Sep 1, 2025: Onto/Camtek dominate HBM inspection
    Confirms EN SEC EDGAR Published Feb 6, 2025: Onto Innovation Form 10-K
  • Resonac Medium confidence
    Buys packaging materials from Resonac.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN Resonac Published Dec 1, 2025: Resonac wins TSMC Excellent Performance Award
    Confirms EN Resonac Published May 1, 2025: Resonac IR
  • Disco Corporation Medium confidence
    Purchases dicing and grinding equipment from Disco.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN Disco Published May 1, 2025: Disco IR
    Confirms EN SemiAnalysis Published Jan 1, 2025: Disco, world leader in dicing/grinding
  • Synopsys Medium confidence
    Uses/buys EDA tools and IP from Synopsys.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN SemiAnalysis Published Sep 1, 2025: EDA Market Primer
    Confirms KO Seoul Economic Daily Published Jul 1, 2025: China conditionally approves Synopsys-Ansys merger
    Confirms EN SEC EDGAR Published Dec 18, 2024: Synopsys Form 10-K
  • JCET (Jiangsu Changjiang Electronics) Medium confidence
    Uses assembly and test from JCET.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN TrendForce Published May 13, 2025: Top 10 OSAT 2024 (PTI No.5)
    Confirms EN JCET Published May 1, 2025: JCET IR
  • Ebara Medium confidence
    Sources CMP/vacuum pumps from Ebara.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms KO Namuwiki Published Jan 1, 2026: Ebara Corporation (CMP, vacuum pumps)
    Confirms EN SemiconductorX Published Jun 1, 2025: WFE CMP: AMAT Reflexion vs Ebara F-REX
  • Montage Technology Medium confidence
    RCD for Samsung DDR5 modules.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN TrendForce Published Nov 13, 2025: Samsung eyes foundry profitability by 2027
  • BESI Medium confidence
    HBM bonder.
    Mentions EN Bits&Chips Published Jul 7, 2026: Besi's blue ocean is slowly turning redder
    Confirms KO The Korea Economic Daily Published Feb 25, 2026: Besi CEO: early Q2 is the watershed for Samsung's HBM4 hybrid bonding adoption
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
  • Cadence Design Systems Medium confidence
    Uses/buys EDA tools and IP from Cadence Design Systems.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN SemiAnalysis Published Sep 1, 2025: EDA Market Primer
    Confirms KO Seoul Economic Daily Published Mar 1, 2025: Cadence, an AI chip-design leader, reignites growth
    Confirms EN SEC EDGAR Published Feb 24, 2025: Cadence Form 10-K
  • SK Siltron Medium confidence
    Buys 300mm silicon wafers from SK Siltron.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms KO BizWatch Published May 23, 2025: SK Siltron, the hidden wafer champion, takes on Japan’s lead
  • Arm Holdings Medium confidence
    Uses/buys CPU-architecture IP (license and royalty) from Arm Holdings.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms KO Economy6 Published Jan 15, 2026: Arm Holdings results and the NVIDIA relationship
    Confirms EN Arm IR Published Jul 1, 2024: Arm Annual Report FY2024
    Confirms EN SEC EDGAR Published May 22, 2024: Arm Holdings Form 20-F
  • Camtek Medium confidence
    Buys inspection and metrology tools from Camtek.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN SEC EDGAR Published Mar 1, 2025: Camtek annual report (SEC)
    Confirms KO TheElec Published Jan 1, 2025: Camtek unveils HBM 16-hi tester in Korea
  • ENF Technology Medium confidence
    Buys stripper, etchant and precursors from ENF.
    Confirms KO DART (Korea FSS) Published Mar 20, 2026: ENF Technology annual report (DART, 2025)
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
  • Fujimi Incorporated Medium confidence
    CMP slurry to Samsung.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN TrendForce Published Nov 13, 2025: Samsung eyes foundry profitability by 2027
  • Hana Materials Medium confidence
    Purchases silicon and SiC etch parts from Hana Materials.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN Hana Materials Published May 1, 2025: Hana Materials IR
    Confirms KO ETNews Published Sep 25, 2024: Hana Materials supplies SiC rings to TEL
  • Jusung Engineering Medium confidence
    Buys ALD and other deposition tools from Jusung Engineering.
    Confirms KO Sisa Journal e Published Apr 14, 2026: Jusung gains as Samsung and SK raise ALD share
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
  • 코보 (RF) Medium confidence
    Galaxy RF front-end supplier (10% of Qorvo revenue).
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN SEC EDGAR Published May 20, 2025: Qorvo 10-K (FY2025)
  • Powertech Technology (PTI) Medium confidence
    Uses memory packaging and test from Powertech (PTI).
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN TrendForce Published May 13, 2025: Top 10 OSAT 2024 (PTI No.5)
    Confirms EN PTI Published May 1, 2025: PTI IR
  • Air Liquide Medium confidence
    Sources UHP/specialty gases from Air Liquide.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN Air Liquide Published Oct 28, 2025: Air Liquide Q3 2025 results/activity report
    Confirms KO e4ds news Published Jan 1, 2024: Air Liquide invests $80M in Sejong semiconductor specialty gases
  • FormFactor Medium confidence
    Sources HBM/DRAM probe cards from FormFactor.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN SEC EDGAR Published Oct 29, 2025: FormFactor 10-Q
    Confirms KO ETNews Published Apr 24, 2024: SK Hynix sources DRAM probe cards from FormFactor (US) and MJC (Japan)
  • Arteris Medium confidence
    NoC IP licensed for Samsung SoCs.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN TrendForce Published Nov 13, 2025: Samsung eyes foundry profitability by 2027
  • 스미토모화학 (반도체 소재·레지스트) Medium confidence
    Sources EUV/ArF photoresists and high-purity chemical materials from Sumitomo Chemical, including local production at Iksan.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN Sumitomo Chemical Published Sep 30, 2025: Integrated Report 2025 — Sumitomo Chemical's Semiconductor-Related Business
  • MediaTek Low confidence
    Purchases mobile APs (Galaxy A, etc.) from MediaTek.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN MediaTek Published May 1, 2025: MediaTek IR
    Confirms KO Namu Published Jan 1, 2025: MediaTek as a TSMC customer
  • Cohu Low confidence
    Purchases test handlers and interfaces from Cohu.
    Confirms EN Cohu Inc (SEC 10-K) Published Feb 17, 2026: Cohu Inc — Form 10-K (FY2025)
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Confirms EN Mordor Published Jan 1, 2025: Test equipment market
  • LG Innotek Low confidence
    Substrates and components. Supply relationship inferred.
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results
    Mentions EN Blackridge Research Accessed Jun 19, 2026: Top semiconductor companies in South Korea

Investments

  • Samsung Electro-Mechanics High confidence
    Samsung Electronics holds 23.7% of Samsung Electro-Mechanics.
    Confirms KO News1 Published Apr 24, 2026: Samsung Electro-Mechanics and LG Innotek under Samsung/LG Electronics
    Confirms EN Samsung Electronics Published Jan 28, 2026: Samsung Electronics FY2025 Q4 & Full-Year Results

Value-chain ripple (2 tiers)

Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.

CompanyChain'21'22'23'24'25YTD
Dell Technologieslead2+51.2-26.6+95.9+53+11.2+248.1
Lenovolead2-4.6-20.9+36.2+18.2-0.6+175.7
Hewlett Packard Enterpriselead2+37.4+4.5+9.7+29.1+15.5+104
TeraWulflead2+77.1-95.5+258.2+135.8+103+91.2
LG Electronicslead2-16.2-20.9-5.8-9.5+19.2+85.5
Eoptolinklead2-10.1-27.7+136.6+197+368.8+74.9
Aurora Innovationlead2·-89.3+261.2+44.2-39+66.1
Kyoceralead2+7.5-2.1+33.8-24+46.7+63
Mercury Systemslead2-37.5-18.7-18.3+14.8+73.8+47.9
ASUSTeK Computerlead2+35.5-12.9+72+41.1-14.1+46.7
Wiwynnlead2+24.7-22.3+206.4+3.5+64.4+45.1
Gigabyte Technologylead2+82.3-3.4+173.2-15.9-4.7+44.4
Arista Networkslead2+97.9-15.6+94.1+87.7+18.5+42.7
Cloudflarelead2+73-65.6+84.2+29.3+83.1+36.1
Quanta Computerlead2+22.2-12.8+254.5+12.7+8.9+33.4
SK Telecomlead2+7.9-12+15.8+15.5+37.5+23.4
Celesticalead2+37.9+1.3+159.8+215.2+220.3+21.7
Geely Autolead2-40.8-22.9-40.3+98.5+14.5+18.9
Wistronlead2+7.9+9.7+272.7-1.6+22.7+14.8
Alphabet (Google)lead2+65.3-39.1+58.3+36+66+14.3
Foxconn (Hon Hai)lead2-5.1+2.8+7.8+80.1+26.9+10.9
IRENlead2·-92.3+472+37.3+284.6+8.9
Amazonlead2+2.4-49.6+80.9+44.4+5.2+6.3
Meta Platformslead2+23.1-64.2+194.1+66+13.1+1.6
Tempus AIlead2····+74.9-1.4
IBMlead2+16.7+10.6+21.8+39.3+38.2-1.6
Super Microlead2+38.8+86.8+246.2+7.2-4-3.3
General Motorslead2+40.8-42.4+7.9+49.8+54.2-3.8
IonQlead2·-79.3+259.1+237.1+7.4-4.5
Hyundai Motor Companylead2-16.7-4.7+16.2+12.3+158.8-7.8
Teslalead2+49.8-65+101.7+62.5+11.4-9.3
Toyota Motor Corporationlead2+58.1-13.4+63+1.8+21.8-18.2
Microsoftlead2+52.5-28+58.2+12.9+15.6-20
Alibaba Grouplead2-49-25.8-10.8+11.8+75.8-22.7
Tencent Holdings Limitedlead2-28.6-14.2-28.7+49.8+52.1-23.2
Baidulead2·-8.2-23.4-13.5+74.2-24.5
Rigetti Computinglead2·-92.9+35.1+1449.2+45.2-25.3
Xiaomilead2-43.9-21.1-4.6+209.7-6.9-27.2
Oraclelead2+36.9-4.6+30.9+60+18.1-27.4
Kratos Defenselead2-29.3-46.8+96.6+30+187.8-36.5
Pony.ailead2····+1-54.6
Marvelllead1+84.6-57.5+63.7+83.8-22.8+177.8
AMDlead1+56.9-55+127.6-18.1+77.3+160.5
Broadcomlead1+56.5-13.3+104.2+110.5+50.6+16
NVIDIAlead1+125.5-50.3+239+171.2+38.9+13.3
Qualcommlead1+22.3-38.6+35.1+8.3+13.8+11.7
Samsung Electronicsnode-9-14.2+20.9-26.4+212.9+77.9
Samsung Electro-Mechanicsbenef1-11.8-18.5-1.4-2.5+110+467.7
Jusung Engineeringbenef1+127.9-42.6+173.3-3.1+30.7+364.1
PSK Incbenef1+22.7-19.6+14.2-2.6+228.2+208
LG Innotekbenef1+78.2-22-28.8-22.1+66.8+204.6
Cohubenef1-0.2-15.9+10.4-24.6-12.8+141.4
Applied Materialsbenef1+83.6-37.5+68+1.1+59.6+135
MediaTekbenef1+27.8-26.6+52.9+58.3+24.9+124.3
Arterisbenef1·-79.6+37+73+52.1+124.3
FormFactorbenef1+6.3-51.4+87.6+5.5+26.8+110.7
Onto Innovationbenef1+112.9-32.7+124.6+9-5.3+103.6
Simmtechbenef1+119.6-34.6+12.4-63.3+392.9+94.9
Daeduck Electronicsbenef1+64.2-0.3+13.3-22.7+250.2+92.1
SCREEN Holdingsbenef1+40.7-13.2+220.1-24.1+84.9+86.3
ASMPTbenef1-29-12.4+21.8-4.8+47.6+82
Resonacbenef1-2.6-4+37.5+30.3+137.9+80.4
Kokusai Electricbenef1···-35.4+165.3+70
ASMLbenef1+64.1-30.5+39.9-7.7+55.8+68.6
Foosungbenef1+59.9-33.5-34.5-39.1+67.4+62.2
Eugene Technologybenef1+28.1-45.1+64.1-12.6+202.5+49.5
Montage Technologybenef1-18.2-21.8-18+51.4+169+47.4
Samsung E&Abenef1+74.5+20-13.7-15.9+76.7+43.2
Tokyo Ohka Kogyo (TOK)benef1-2.7-3+63.8+4.3+111.5+42.9
Camtekbenef1+110.1-52.3+215.9+18.3+31.7+35.2
ASM Internationalbenef1+44.2+2.9+68.7+10.3+25.9+28.8
Powertech Technology (PTI)benef1+4.8-7.5+86-16+128.6+26
Air Products and Chemicalsbenef1+13.8+3.9-9+8.1-12.7+23.7
Lasertecbenef1+78.9+2.4+57-60.6+138.9+22.4
Sumitomo Chemicalbenef1+19.6-9.1-27.7-2.2+43.9+16
Nepesbenef1-29.5-44+6.7-62.7+179.2+15.1
Merck KGaA (EMD)benef1+42.2-0.4-19.1-2.5-12.7+13.5
Disco Corporationbenef1-6.6+27.7+218.5+11.6+49.6+10.2
Wonik QnCbenef1+26.2+2+11.9-33.7+53.4+9.3
Wonik IPSbenef1-19.7-19.8-0.2-25.5+408.8+9.3
Hanmi Semiconductorbenef1+98.5-21.7+313.1+93.7+87.9+5.5
Qorvobenef1-5.9-42+24.2-37.9+20.8+1.5
ISCbenef1+43.2+14.2+116.5-11.9+126.8+0.3
Park Systemsbenef1+25.1+1.6+41.6+37.3+28.9-11.2
Hana Materialsbenef1+106-30.5+26.1-47.4+173.9-15.7
Dongjin Semichembenef1+28.1-13.7+16.1-42.8+160.1-15.8
Uni Testbenef1+23.4-57.8+11.3-1.6+6.8-24.8
ENF Technologybenef1-32.9-23.6+1.3-16.1+204.6-28.4
Leeno Industrialbenef1+21-5.3+18.3+9.5+150.1-30.3
SFA Semiconbenef1-5.8-34.1+48.7-48.7+139.8-31.8
Soulbrainbenef1-8.2-3.9+16.6-37.6+192.8-35.9
S&S Techbenef1-17.3-5+45.8-31.2+210.8-47.5
Ichor Holdingsbenef2+52.7-41.7+25.4-4.2-42.8+444.2
United Microelectronics (UMC)benef2+43.2-40.3+39.2-19+28.8+215.1
Nan Ya PCBbenef2+110.6-46.7-0.5-38.3+188.2+213.4
Arm Holdingsbenef2···+64.2-11.4+195.8
Kulicke & Soffabenef2+92.4-25.8+25.5-13.2-0.3+150.1
MKS Instrumentsbenef2+16.4-51+22.6+2.2+54.4+131
JCET (Jiangsu Changjiang Electronics)benef2-34+0.2-15.2+73.3+28+104.6
LG Electronicsbenef2-16.2-20.9-5.8-9.5+19.2+85.5
Ajinomotobenef2+31+36+44.5+4+14.1+63.7
Advanced Energy Industriesbenef2-5.7-5.4+27.5+6.6+81.6+47.2
TSMCbenef2+12.1-36.7+42.3+92.6+55.9+43.6
SMC Corporationbenef2+0.9+4.5+28.6-28+4.2+26.6
Advantestbenef2+17-2.3+155.7+49.5+196+17.1
Hana Micronbenef2+109-41+143.5-52.4+269.3+5.3
King Yuan Electronics (KYEC)benef2+26.7-7.7+132.4+38.6+171+4.2
TCK (Tokai Carbon Korea)benef2-10.1-16.9+2.8-28.7+225.7-2.5
Skyworks Solutionsbenef2+2.7-39.9+26.5-18.9-25.5-2.8
Cosmo Advanced Materials & Technologybenef2+121.4+48.7+128.9-60.4-3.4-22.5
Ecopro HNbenef2·+4.6+17-47.7+38-32
SFA Engineeringbenef2-7.8+13-26.9-28.9+84.8-32.7

YTD as of 2026-07-10 · source: Yahoo Finance

Samsung Electronics operates across Semiconductors, Memory, Foundry. It is up +77.9% in 2026. The supply side (avg +268.3%) has moved harder than the stock (+77.9%). That is the classic bottleneck pattern: supplier volume leverage is being priced before this layer's own margin. Among connected nodes the furthest ahead is Samsung Electro-Mechanics (+467.7%) and the furthest behind is Tesla (-9.6%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. In the AI cycle it supplies HBM to AMD and NVIDIA and builds chips for Tesla, Apple, and Qualcomm through its foundry.

Analysis generated from returns as of 2026-07-10

Analyst ratings

Consensus: Buy 5 · Hold 0 · Sell 0 · Avg. target ₩306,000 · Price ₩286,500 (07-11) · Upside +7%

BrokerRatingTargetPublished
Shinhan SecuritiesBuy₩550,000May 28, 2026Report ↗
KB SecuritiesBuy₩360,000May 4, 2026Report ↗
Kiwoom SecuritiesBuy₩210,000Feb 10, 2026Report ↗
iM SecuritiesBuy₩200,000Jan 30, 2026Report ↗
Eugene Investment & SecuritiesBuy₩210,000Jan 30, 2026Report ↗

Memory demand exceeds supply through at least 2027; foundry improves from H2 on yields and orders. Buy, KRW550,000 target.

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