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🚨 JUST IN: 🇰🇷 More than ₩100 TRILLION has now been wiped out from South Korea’s stock market today.
📉 Heavy selling continues hammering AI and semiconductor stocks as global markets rapidly shift into risk-off mode.
⚠️ South Korea became one of the biggest winners of the AI rally in 2026. Now it is becoming one of the most volatile markets during the unwind.
Samsung and SK Hynix remain at the center of the global AI trade.
#KOSPI #Samsung #SKHynix #AI #Markets
📉 Heavy selling continues hammering AI and semiconductor stocks as global markets rapidly shift into risk-off mode.
⚠️ South Korea became one of the biggest winners of the AI rally in 2026. Now it is becoming one of the most volatile markets during the unwind.
Samsung and SK Hynix remain at the center of the global AI trade.
#KOSPI #Samsung #SKHynix #AI #Markets
⚡ JUST IN !!!
SAMSUNG TO INVEST BILLIONS IN VIETNAM FOR NEW MEMORY CHIP PLANT
🏭 #Samsung has officially submitted environmental permit applications in Vietnam for a new factory. The company plans to invest $1.5 billion in a memory chip testing facility, with operations expected to begin in November 2027.
🔴 Market sources indicate Samsung is considering an additional $2.5 billion investment in chip production in Vietnam, potentially bringing the total investment to $4 billion.
🚀 This marks a significant commitment by Samsung to expand its semiconductor footprint in Vietnam, further strengthening the country’s position in the global supply chain.
$HYPE $ZEC $WLD
SAMSUNG TO INVEST BILLIONS IN VIETNAM FOR NEW MEMORY CHIP PLANT
🏭 #Samsung has officially submitted environmental permit applications in Vietnam for a new factory. The company plans to invest $1.5 billion in a memory chip testing facility, with operations expected to begin in November 2027.
🔴 Market sources indicate Samsung is considering an additional $2.5 billion investment in chip production in Vietnam, potentially bringing the total investment to $4 billion.
🚀 This marks a significant commitment by Samsung to expand its semiconductor footprint in Vietnam, further strengthening the country’s position in the global supply chain.
$HYPE $ZEC $WLD
Tech Sector Momentum: Samsung shares surge +7% as union workers approve wage deal 🚀📱
Big update from the global tech supply chain! Samsung electronics shares have surged by over 7% following strong union support (74% approval) for a new wage deal, putting an end to potential operational disruptions.
This is a massive win for the broader hardware and semiconductor market, especially coming off the back of recent explosive tech rallies in the West.
The Web3 / Crypto Connection:
Samsung isn't just a consumer electronics giant; they are a critical player in producing the high-performance memory chips, hardware architecture, and secure elements that power modern tech infrastructure—including the smartphones hosting our Web3 wallets and the advanced chips powering next-gen AI processing.
When the heavyweights of tech hardware clear up operational bottlenecks and see their stock fly, it signals massive institutional confidence in the overall tech sector. Historically, a thriving tech market creates a highly favorable liquidity environment that eventually overflows straight into Web3 and AI-focused crypto tokens. 💸
#Samsung #technews #Semiconductors #Web3 #CryptoRotation
Big update from the global tech supply chain! Samsung electronics shares have surged by over 7% following strong union support (74% approval) for a new wage deal, putting an end to potential operational disruptions.
This is a massive win for the broader hardware and semiconductor market, especially coming off the back of recent explosive tech rallies in the West.
The Web3 / Crypto Connection:
Samsung isn't just a consumer electronics giant; they are a critical player in producing the high-performance memory chips, hardware architecture, and secure elements that power modern tech infrastructure—including the smartphones hosting our Web3 wallets and the advanced chips powering next-gen AI processing.
When the heavyweights of tech hardware clear up operational bottlenecks and see their stock fly, it signals massive institutional confidence in the overall tech sector. Historically, a thriving tech market creates a highly favorable liquidity environment that eventually overflows straight into Web3 and AI-focused crypto tokens. 💸
#Samsung #technews #Semiconductors #Web3 #CryptoRotation
#Samsung Electronics is leading the smartphone market in South America, the Middle East, and Southeast Asia in Q1.
Industry data released on Monday shows that Samsung Electronics is dominating the smartphone market in Central and South America, the Middle East, and Southeast Asia in the first quarter of this year, thanks to steady sales from the high-end Galaxy S26 series and entry-level Galaxy A series smartphones.
According to data collected by industry tracking agency Omdia, Samsung Electronics sold around 12.9 million smartphones in the Central and South American market during the period from January to March, accounting for 37% of total smartphone sales in the region, which reached 34.8 million units in the same period.
Omdia stated that the overall performance growth was driven by strong sales of the Galaxy A series smartphones, as well as a diverse product lineup that meets market needs.
In the Middle Eastern market, smartphone sales in Q1 fell by 6% year-on-year to 11 million units, but Samsung Electronics still leads the market with a 34% share thanks to strong demand for the latest Galaxy S26 and Galaxy A series smartphones.
The company also sold 4.6 million smartphones in the Southeast Asian market, contributing 21% of total smartphone sales in the region during Q1.
Omdia noted that strong sales from the Galaxy S26 series released in January, along with stable demand for the Galaxy A series, helped Samsung Electronics expand its market share in Southeast Asia. Smartphone sales in the region in Q1 dropped by 9% year-on-year.
Previously, Omdia mentioned that Samsung Electronics ranked first in the global smartphone market in Q1 with a market share of 22%.
Industry data released on Monday shows that Samsung Electronics is dominating the smartphone market in Central and South America, the Middle East, and Southeast Asia in the first quarter of this year, thanks to steady sales from the high-end Galaxy S26 series and entry-level Galaxy A series smartphones.
According to data collected by industry tracking agency Omdia, Samsung Electronics sold around 12.9 million smartphones in the Central and South American market during the period from January to March, accounting for 37% of total smartphone sales in the region, which reached 34.8 million units in the same period.
Omdia stated that the overall performance growth was driven by strong sales of the Galaxy A series smartphones, as well as a diverse product lineup that meets market needs.
In the Middle Eastern market, smartphone sales in Q1 fell by 6% year-on-year to 11 million units, but Samsung Electronics still leads the market with a 34% share thanks to strong demand for the latest Galaxy S26 and Galaxy A series smartphones.
The company also sold 4.6 million smartphones in the Southeast Asian market, contributing 21% of total smartphone sales in the region during Q1.
Omdia noted that strong sales from the Galaxy S26 series released in January, along with stable demand for the Galaxy A series, helped Samsung Electronics expand its market share in Southeast Asia. Smartphone sales in the region in Q1 dropped by 9% year-on-year.
Previously, Omdia mentioned that Samsung Electronics ranked first in the global smartphone market in Q1 with a market share of 22%.
🚨LATEST: Samsung has agreed to pay up to $26.6 BILLION in bonuses to 78,000 semiconductor workers after last-minute union negotiations narrowly avoided another strike.
The new 10-year profit-sharing agreement could award employees an average of $340K–$400K each through a mix of cash payouts and stock options.
#Samsung #bonuses #EmployeeBonuses
The new 10-year profit-sharing agreement could award employees an average of $340K–$400K each through a mix of cash payouts and stock options.
#Samsung #bonuses #EmployeeBonuses
🚨 BREAKING: Samsung avoided a massive strike after agreeing to a huge bonus deal for 78,000 semiconductor workers.
📈 The profit-sharing agreement could pay many employees over $400,000 through cash and stock rewards.
🔥 Samsung stock surged 8.5% to a record high as AI chip demand continues exploding worldwide.
#Samsung #AI #Stocks #Technology #Markets
📈 The profit-sharing agreement could pay many employees over $400,000 through cash and stock rewards.
🔥 Samsung stock surged 8.5% to a record high as AI chip demand continues exploding worldwide.
#Samsung #AI #Stocks #Technology #Markets
𝐆𝐋𝐎𝐁𝐀𝐋 𝐂𝐀𝐏𝐈𝐓𝐀𝐋 𝐈𝐒 𝐅𝐋𝐄𝐄𝐈𝐍𝐆 𝐒𝐎𝐔𝐓𝐇 𝐊𝐎𝐑𝐄𝐀 🚨
Foreign investors are pulling money out of South Korean equities at an unprecedented pace.
📊 Key numbers:
🔶 -$22B sold in May alone
🔶 ~$60B sold year-to-date
🔶 Largest monthly outflow on record if current pace continues
🔶 Foreign investors own ~39% of KOSPI market cap
The biggest pressure points:
📉 SK Hynix: ~$20B sold YTD
📉 Samsung: Heavy institutional selling pressure
📉 SK Hynix outflows since Nov 2025: ~$26.7B
Why this matters:
Capital movement often acts as an early signal.
When global money starts leaving one of the strongest performing markets, it can reflect changing risk appetite, valuation concerns, or broader macro shifts.
Markets don't move only because of news.
They move because liquidity moves.
𝗧𝗿𝗮𝗱𝗶𝗻𝗴 𝗛𝗲𝗶𝗴𝗵𝘀 𝗩𝗲𝗿𝗱𝗶𝗰𝘁:
Massive capital exits do not automatically mean a market crash, but record outflows are difficult to ignore. Smart money usually leaves footprints before major shifts become obvious.
Question for you 👇
Is this temporary profit-taking… or the beginning of a bigger global rotation? 🔥
#Stocks #KOSP I #Samsung #SKHynix
Foreign investors are pulling money out of South Korean equities at an unprecedented pace.
📊 Key numbers:
🔶 -$22B sold in May alone
🔶 ~$60B sold year-to-date
🔶 Largest monthly outflow on record if current pace continues
🔶 Foreign investors own ~39% of KOSPI market cap
The biggest pressure points:
📉 SK Hynix: ~$20B sold YTD
📉 Samsung: Heavy institutional selling pressure
📉 SK Hynix outflows since Nov 2025: ~$26.7B
Why this matters:
Capital movement often acts as an early signal.
When global money starts leaving one of the strongest performing markets, it can reflect changing risk appetite, valuation concerns, or broader macro shifts.
Markets don't move only because of news.
They move because liquidity moves.
𝗧𝗿𝗮𝗱𝗶𝗻𝗴 𝗛𝗲𝗶𝗴𝗵𝘀 𝗩𝗲𝗿𝗱𝗶𝗰𝘁:
Massive capital exits do not automatically mean a market crash, but record outflows are difficult to ignore. Smart money usually leaves footprints before major shifts become obvious.
Question for you 👇
Is this temporary profit-taking… or the beginning of a bigger global rotation? 🔥
#Stocks #KOSP I #Samsung #SKHynix
🚨 BREAKING: ₩85 TRILLION ($58 BILLION) has been wiped out from South Korea’s stock market.
📉 Heavy selling hit semiconductor and AI-related stocks after one of the strongest rallies in global markets this year.
⚠️ South Korea’s market has become extremely concentrated around Samsung and SK Hynix, making volatility far more intense as traders rapidly rotate in and out of AI exposure.
After explosive gains, markets are now entering violent correction territory.
#KOSPI #Samsung #SKHynix #AI #Stocks
📉 Heavy selling hit semiconductor and AI-related stocks after one of the strongest rallies in global markets this year.
⚠️ South Korea’s market has become extremely concentrated around Samsung and SK Hynix, making volatility far more intense as traders rapidly rotate in and out of AI exposure.
After explosive gains, markets are now entering violent correction territory.
#KOSPI #Samsung #SKHynix #AI #Stocks
Korean Stocks Skyrocket, Retail Dumps Bitcoin: What's Next for BTC?
The KOSPI just hit an all-time high, doubling year-to-date on the back of chip giants like Samsung and SK Hynix. This isn't just a rally; it's a liquidity vacuum sucking retail cash straight out of crypto. We're talking billions flowing into leveraged chip ETFs, dwarfing even Tesla and Microsoft plays.
#kospi #samsung #skhynix #bitcoin #retail
The KOSPI just hit an all-time high, doubling year-to-date on the back of chip giants like Samsung and SK Hynix. This isn't just a rally; it's a liquidity vacuum sucking retail cash straight out of crypto. We're talking billions flowing into leveraged chip ETFs, dwarfing even Tesla and Microsoft plays.
#kospi #samsung #skhynix #bitcoin #retail
🚨 ASIA'S RETAIL TRADERS ARE GOING ALL-IN ON AI CHIPS
The biggest leveraged stock bet on Earth isn't Tesla.
It isn't Nvidia.
And it isn't Microsoft.
It's SK Hynix.
The 2x Leveraged SK Hynix ETF listed in Hong Kong has pulled in $1.3 billion of inflows this year alone.
Assets under management have surged to $8 billion, making it the world's largest single-stock leveraged ETF.
And the frenzy is accelerating.
Just three months ago, the fund was less than one-third its current size.
At the same time, a 2x leveraged Samsung ETF has also attracted roughly $1.3 billion in fresh capital during 2026.
Together, these leveraged chip-stock products have attracted more money than comparable leveraged ETFs tied to Tesla and Microsoft.
Why?
Because investors see one trade dominating everything else:
AI.
SK Hynix is a critical supplier of high-bandwidth memory chips powering the AI boom.
Samsung is racing to capture a larger share of the same market.
And retail investors across Asia are using leverage to maximize exposure.
The result is extraordinary concentration.
SK Hynix and Samsung now account for nearly half of South Korea's KOSPI index.
When two companies drive a nation's stock market...
And investors are piling into 2x leveraged products...
The conviction is undeniable.
But so is the risk.
Leverage amplifies gains.
It also amplifies losses.
Right now, retail traders are making one of the biggest concentrated bets in modern market history:
That the AI boom is still in its early innings.
#AI #Stocks #SKHynix #Samsung #Investing
The biggest leveraged stock bet on Earth isn't Tesla.
It isn't Nvidia.
And it isn't Microsoft.
It's SK Hynix.
The 2x Leveraged SK Hynix ETF listed in Hong Kong has pulled in $1.3 billion of inflows this year alone.
Assets under management have surged to $8 billion, making it the world's largest single-stock leveraged ETF.
And the frenzy is accelerating.
Just three months ago, the fund was less than one-third its current size.
At the same time, a 2x leveraged Samsung ETF has also attracted roughly $1.3 billion in fresh capital during 2026.
Together, these leveraged chip-stock products have attracted more money than comparable leveraged ETFs tied to Tesla and Microsoft.
Why?
Because investors see one trade dominating everything else:
AI.
SK Hynix is a critical supplier of high-bandwidth memory chips powering the AI boom.
Samsung is racing to capture a larger share of the same market.
And retail investors across Asia are using leverage to maximize exposure.
The result is extraordinary concentration.
SK Hynix and Samsung now account for nearly half of South Korea's KOSPI index.
When two companies drive a nation's stock market...
And investors are piling into 2x leveraged products...
The conviction is undeniable.
But so is the risk.
Leverage amplifies gains.
It also amplifies losses.
Right now, retail traders are making one of the biggest concentrated bets in modern market history:
That the AI boom is still in its early innings.
#AI #Stocks #SKHynix #Samsung #Investing
🚨 BREAKING: South Korea’s KOSPI just added ₩305 TRILLION ($220 BILLION) in market value and hit a fresh ALL-TIME HIGH.
📈 KOSPI surged +4% to 8,380 as AI semiconductor stocks exploded higher.
🔥 Samsung: +6.5%
🔥 SK Hynix: +9.5%
⚠️ Together, Samsung and SK Hynix now control roughly 42% of the entire KOSPI index, showing how concentrated the global AI boom has become.
📊 The KOSPI has now surged 25% in May alone, adding nearly $900 BILLION in market value.
#KOSPI #Samsung #SKHynix #AI #Stocks
📈 KOSPI surged +4% to 8,380 as AI semiconductor stocks exploded higher.
🔥 Samsung: +6.5%
🔥 SK Hynix: +9.5%
⚠️ Together, Samsung and SK Hynix now control roughly 42% of the entire KOSPI index, showing how concentrated the global AI boom has become.
📊 The KOSPI has now surged 25% in May alone, adding nearly $900 BILLION in market value.
#KOSPI #Samsung #SKHynix #AI #Stocks
🤝 Samsung's subsidiary is acquiring a stake in Dunamu, the operator of Upbit, for $408 million.
🕵️♂️ #ETH Exploring Possible Bearish Signals: Increase in Failed ETH Transactions and Exchange Inflows
This friction in the network combined with potential liquidity in the forex market could indicate a somewhat bearish outlook for the asset in the short term.
🐳 The whale linked to Matrixport holding 120,000 $ETH ($237 million) has lost $33.86 million.
They just created a new account, deposited $5M USDC, and opened a 20x long at 500 $BTC ($36.5M).
🏴☠️ James Wynn has just launched a token called $WORLD and has beefed it up.
He only made 3.2 $SOL ($260) with it.
🔮 Polymarket is looking into implementing KYC. This move comes as the platform blocks or restricts access in several countries due to concerns about illegal gambling.
🔮 #POLY #UMA Polymarket claims that the KYC procedure will only apply to the beta version of the product, not to the existing platform.
#ballenas #Inversiones #Polymarket_News #Samsung
🕵️♂️ #ETH Exploring Possible Bearish Signals: Increase in Failed ETH Transactions and Exchange Inflows
This friction in the network combined with potential liquidity in the forex market could indicate a somewhat bearish outlook for the asset in the short term.
🐳 The whale linked to Matrixport holding 120,000 $ETH ($237 million) has lost $33.86 million.
They just created a new account, deposited $5M USDC, and opened a 20x long at 500 $BTC ($36.5M).
🏴☠️ James Wynn has just launched a token called $WORLD and has beefed it up.
He only made 3.2 $SOL ($260) with it.
🔮 Polymarket is looking into implementing KYC. This move comes as the platform blocks or restricts access in several countries due to concerns about illegal gambling.
🔮 #POLY #UMA Polymarket claims that the KYC procedure will only apply to the beta version of the product, not to the existing platform.
#ballenas #Inversiones #Polymarket_News #Samsung
The KOSPI stock index just hit an all-time high of 8,450 points, showcasing a staggering 98% growth since the beginning of 2026 and a phenomenal 215% rally (not 360%) from the spring lows of 2025. This Asian supercycle is being propelled purely by silicon doping: the insane AI demand for high-throughput chips has catapulted Samsung Electronics and SK Hynix into the elite club of companies with a market cap exceeding $1 trillion, making this duo account for exactly 50% of the entire South Korean index's weight.
A colossal influx of Asian liquidity is fueling the overall risk-on appetite, but a critical capital skew towards semiconductors is creating a dangerous systemic bubble. Any hint of deflation could instantly trigger a hard cascade of investors fleeing to safe havens and Bitcoin.
#KOSPI #SouthKorea #Samsung #SKHynix #ArtificialIntelligence
A colossal influx of Asian liquidity is fueling the overall risk-on appetite, but a critical capital skew towards semiconductors is creating a dangerous systemic bubble. Any hint of deflation could instantly trigger a hard cascade of investors fleeing to safe havens and Bitcoin.
#KOSPI #SouthKorea #Samsung #SKHynix #ArtificialIntelligence
🚨 GLOBAL FUNDS ARE DUMPING SOUTH KOREAN STOCKS AT THE FASTEST PACE IN HISTORY.
📉 Foreign investors have reportedly sold more than $74 BILLION worth of Korean equities in 2026 alone.
⚠️ In March, overseas investors dumped a record $29.5 BILLION in a single month — the largest foreign selloff EVER recorded.
🔥 Meanwhile, the KOSPI keeps hitting new all-time highs as retail investors aggressively pile into Samsung and SK Hynix shares using loans and even insurance cash-outs.
Smart money is selling. Retail keeps buying.
#KOSPI #Samsung #Stocks #SouthKorea #Markets
$BTC $ETH $XRP
📉 Foreign investors have reportedly sold more than $74 BILLION worth of Korean equities in 2026 alone.
⚠️ In March, overseas investors dumped a record $29.5 BILLION in a single month — the largest foreign selloff EVER recorded.
🔥 Meanwhile, the KOSPI keeps hitting new all-time highs as retail investors aggressively pile into Samsung and SK Hynix shares using loans and even insurance cash-outs.
Smart money is selling. Retail keeps buying.
#KOSPI #Samsung #Stocks #SouthKorea #Markets
$BTC $ETH $XRP
🚨 BREAKING: Memory chip prices could COLLAPSE as China rapidly floods the global market with cheap DRAM and NAND chips.
📉 Chinese DRAM is reportedly selling for around $150 compared to the global average of $300-$400.
⚠️ China’s CXMT and YMTC are aggressively expanding production, directly threatening Samsung, SK Hynix, and Micron.
🔥 China is using one strategy: Flood the market with cheaper chips, crush prices, and take global market share.
#China #AI #Samsung #Technology #Stocks
$BTC $ETH $BNB
📉 Chinese DRAM is reportedly selling for around $150 compared to the global average of $300-$400.
⚠️ China’s CXMT and YMTC are aggressively expanding production, directly threatening Samsung, SK Hynix, and Micron.
🔥 China is using one strategy: Flood the market with cheaper chips, crush prices, and take global market share.
#China #AI #Samsung #Technology #Stocks
$BTC $ETH $BNB
🟢🚨 THIS IS ABSOLUTELY CRAZY.
South Koreans are cashing out life insurance policies to buy chip stocks.
Here’s what’s happening.
People are pulling cash from savings accounts, fixed deposits, and insurance policies to chase SK Hynix and Samsung near all-time highs.
Savings deposits have just dipped below ₩100 trillion for the first time in 4 years.
Time deposits in commercial banks have fallen by about ₩12 trillion since February.
At the same time, cancellations of insurance policies at major life insurers in Korea surged by 16% last quarter.
The most alarming part is who's buying.
#CoreaDelSur #Inversiones #Samsung #SKHYNIX #Market_Update $USDC $ETH
South Koreans are cashing out life insurance policies to buy chip stocks.
Here’s what’s happening.
People are pulling cash from savings accounts, fixed deposits, and insurance policies to chase SK Hynix and Samsung near all-time highs.
Savings deposits have just dipped below ₩100 trillion for the first time in 4 years.
Time deposits in commercial banks have fallen by about ₩12 trillion since February.
At the same time, cancellations of insurance policies at major life insurers in Korea surged by 16% last quarter.
The most alarming part is who's buying.
#CoreaDelSur #Inversiones #Samsung #SKHYNIX #Market_Update $USDC $ETH
🚨 Samsung’s next chip threat might not be China or Nvidia… it’s its own workers.
Labor talks just collapsed, strike risks are rising, and the timing couldn’t be worse for the global AI chip race. 👀
One disruption in Samsung’s supply chain = shockwaves across the entire tech market.
#Samsung #AI #Semiconductors #stocks
#tech
$SIREN
$EDEN
$RLS
Labor talks just collapsed, strike risks are rising, and the timing couldn’t be worse for the global AI chip race. 👀
One disruption in Samsung’s supply chain = shockwaves across the entire tech market.
#Samsung #AI #Semiconductors #stocks
#tech
$SIREN
$EDEN
$RLS
🚨 THIS IS ABSOLUTELY CRAZY.
South Koreans are reportedly cashing out life insurance policies, savings accounts, and fixed deposits to pile into AI chip stocks near all-time highs.
📈 Retail investors are aggressively chasing companies like SK Hynix and Samsung after the massive semiconductor rally fueled by the global AI boom.
⚠️ The surge in speculative buying is now raising fears of overheating in South Korea’s stock market as everyday investors rush into tech stocks at elevated valuations.
🔥 Analysts warn that when people begin pulling long-term savings to buy stocks, it often signals extreme market euphoria.
The AI mania is reaching another level.
#AI #Stocks #Samsung #SKHynix #Markets
South Koreans are reportedly cashing out life insurance policies, savings accounts, and fixed deposits to pile into AI chip stocks near all-time highs.
📈 Retail investors are aggressively chasing companies like SK Hynix and Samsung after the massive semiconductor rally fueled by the global AI boom.
⚠️ The surge in speculative buying is now raising fears of overheating in South Korea’s stock market as everyday investors rush into tech stocks at elevated valuations.
🔥 Analysts warn that when people begin pulling long-term savings to buy stocks, it often signals extreme market euphoria.
The AI mania is reaching another level.
#AI #Stocks #Samsung #SKHynix #Markets
Samsung just dropped a massive 110 trillion won ($73.2 billion) annual semiconductor investment plan, marking the largest single annual chip spend in history. Sounds like they’re ready to crush the competition.
But when you check the numbers, there's another side to Samsung: their foundry market share is only 7.2%, compared to TSMC's 69.9%. The gap isn't closing; it's widening. The Texas Taylor plant was supposed to go live by the end of 2026, but the latest buzz suggests it might be pushed back to early 2027.
Here’s the kicker—HBM4 started mass production this February, and they’ve already sold out their entire 2026 capacity. The storage side is raking in profits, and Micron's CEO has openly stated they can only meet 50-67% of customer demand, leaving a gap that won’t be filled until after 2026.
Samsung is using the profits from storage to tough it out in a consumption war on the foundry side. They’re betting 110 trillion won that the 3nm yield will turn things around.
#Samsung
Meanwhile, TSMC's revenue for the same period hit $122.5 billion. Challenging a 70% titan with a 7.2% market share isn’t just investing; it’s a high-stakes gamble.
$TSM
#Binance
But when you check the numbers, there's another side to Samsung: their foundry market share is only 7.2%, compared to TSMC's 69.9%. The gap isn't closing; it's widening. The Texas Taylor plant was supposed to go live by the end of 2026, but the latest buzz suggests it might be pushed back to early 2027.
Here’s the kicker—HBM4 started mass production this February, and they’ve already sold out their entire 2026 capacity. The storage side is raking in profits, and Micron's CEO has openly stated they can only meet 50-67% of customer demand, leaving a gap that won’t be filled until after 2026.
Samsung is using the profits from storage to tough it out in a consumption war on the foundry side. They’re betting 110 trillion won that the 3nm yield will turn things around.
#Samsung
Meanwhile, TSMC's revenue for the same period hit $122.5 billion. Challenging a 70% titan with a 7.2% market share isn’t just investing; it’s a high-stakes gamble.
$TSM
#Binance
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