Samsung stock price soars nearly 200%, AI chip demand accelerates growth

LootboxPhobia · 2026-02-24T12:10:44+00:00

Samsung Electronics' stock price hits a new high of 200,000 KRW, with a cumulative increase of nearly 200% over the past six months. Benefiting from a surge in demand for memory chips, especially shipments related to AI servers. Analysts expect this trend to continue, and Samsung's high-end product strategy will enhance its market competitiveness. Capital expenditures by other major tech companies also indicate sustained strong investments, driving optimistic market expectations for the semiconductor industry.

LootboxPhobia

2026-02-24 12:10:44

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Investing.com - Samsung Electronics (KS:005930) stock price rises to a record 200,000 KRW, marking the end of a strong six-month rally with a nearly 200% increase, driven by surging demand for memory chips.

This South Korean conglomerate, one of the world’s largest memory producers alongside Micron Technology (NASDAQ: MU) and SK Hynix (KS:000660), is increasingly benefiting from the development of artificial intelligence infrastructure. Servers have become the main driver of demand, with approximately 70% of Samsung’s memory shipments related to AI server applications.

Analysts expect this momentum to continue. As Samsung’s high-end strategy gains recognition, the company is believed to be regaining a technological edge, especially with plans to start supplying HBM4 products for NVIDIA’s Vera Rubin GPU in the second half of 2026. HBM4 is expected to deliver speeds of 11.7 gigabits per second, making the company more competitive in the high-performance memory sector.

Broader demand conditions remain strong. It is projected that the combined capital expenditures of Google, Microsoft, Amazon, and Meta will grow by 76% year-over-year in 2026, reflecting continued aggressive investment in AI infrastructure. With cloud demand still outstripping supply, large-scale cloud service providers have little incentive to delay spending, which should keep server-related memory demand high through the end of the year.

Investor capital flows are also shifting to support the Korean stock market. Over the past week, the iShares MSCI Korea ETF (NYSE: EWY) saw approximately $1 billion in inflows, the highest in ten years.

KB Securities analyst Jeff Kim said this shift reflects Korea’s unique position in emerging markets. “We believe this is because Korea’s stock market is the only emerging market offering both profit growth (year-over-year +90%) and valuation advantages (10x P/E),” he said.

Kim expects semiconductor profits to drive most of the earnings expansion. The combined operating profit of Samsung Electronics and other chip manufacturers is forecasted to grow by 224 trillion KRW in 2026, accounting for 84% of the total KOSPI operating profit growth of 267 trillion KRW.

On the technological frontier, progress in DRAM manufacturing is also improving the outlook. According to industry reports, Samsung’s sixth-generation 10-nanometer DRAM (called 1c) yield has exceeded 80%, marking the start of stable mass production. Since the 1c node is the foundation for next-generation HBM4, this milestone is expected to support both competitiveness and profitability amid the accelerating demand for AI memory.

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