Market Pulse
KIS quote snapshot · Sep 21, 2026 11:00 KST · KIS quote snapshots + ECOS · 30 min refresh
KOSPI
6,984.85
+90.62 (+1.31%)
KOSDAQ
835.91
+8.79 (+1.06%)
KOSPI 200
1,108.10
+17.87 (+1.64%)
USD/KRW
1,383.30
005930KOSPI·Nov 27, 2025
Stronger Tailwind From Google TPU
KB Securities published a company analysis report on Samsung Electronics Co., Ltd. (005930) titled "Stronger Tailwind From Google TPU".
Summary
Covers Samsung Electronics Co., Ltd. (005930).
Covered stock
More on 005930
HBM to offset macro comcermsMirae Asset Securities · Sep 07, 2026Stay focused amid heightened concernsMirae Asset Securities · Aug 27, 2026Positive developments on multiple frontsMirae Asset Securities · Aug 14, 2026An opportune time to increase exposureMirae Asset Securities · Aug 11, 2026Dividend appeal has increased sharplyMirae Asset Securities · Jul 29, 2026Stay the course despite the recent pullbackMirae Asset Securities · Jul 07, 2026AI Investment Run to ContinueKB Securities · Jul 01, 2026Capacity advantage to become more pronounced in 2027Mirae Asset Securities · Jun 25, 2026On Verge of Re-rating CycleKB Securities · Jun 25, 2026The full-stack advantageMirae Asset Securities · Jun 15, 2026Apple's All-Kill Strategy: iPhone Dominance to BeginKB Securities · Jun 12, 2026Still Not Halfway ThroughKB Securities · Jun 11, 2026CXMT IPO: Re-Rating CatalystKB Securities · Jun 10, 2026When in doubt, focus on earnings fundamentalsMirae Asset Securities · Jun 09, 2026Additional upside from large-scale shareholder returnsMirae Asset Securities · Jun 01, 2026AI Infrastructure Demand Surging; Earnings Run Just StartingKB Securities · Jun 01, 2026Nvidia CEO Jensen Huang's Korea Visit: Going All In on Physical AIKB Securities · Jun 01, 2026Moving Closer to Valuation of USD2tnKB Securities · May 28, 2026Valuation gap set to narrowMirae Asset Securities · May 27, 2026Exceptional memory demandMirae Asset Securities · May 21, 2026Uncertainties Priced InKB Securities · May 20, 2026AI Investment UncappedKB Securities · May 15, 2026Strong medium/long-term visibilityMirae Asset Securities · May 11, 2026Cheapest NowKB Securities · May 11, 2026Removing the valuation discountMirae Asset Securities · May 07, 2026Profitability concerns likely to be temporaryMirae Asset Securities · May 04, 2026Strong iPhone Sales, Solid Margins: Suppliers to benefitKB Securities · May 04, 2026Supply Shortage to WorsenKB Securities · May 04, 2026Likely to Be Ultimate Winner in AI Inference EraKB Securities · Apr 29, 2026Strike to Amplify Price Upside PressureKB Securities · Apr 23, 2026Attractive Time to BuyKB Securities · Apr 15, 2026Rally into Uncharted TerritoryKB Securities · Apr 08, 2026The start of an exceptional earnings cycleMirae Asset Securities · Apr 07, 2026World’s Highest OP VisibleKB Securities · Apr 07, 2026Structurally higher earnings likely to be confirmedMirae Asset Securities · Apr 06, 2026At Cheapest: Earnings Surprise Cycle to BeginKB Securities · Apr 06, 2026Beginning of a structural shiftMirae Asset Securities · Apr 02, 2026Start of Price and Earnings CycleKB Securities · Apr 02, 2026Correction to be Short and Rally to be LongKB Securities · Apr 01, 2026Memory to Benefit Most from KRW1qa AI InvestmentKB Securities · Mar 30, 2026Physical AI Market Foray Coming into ViewKB Securities · Mar 25, 2026Positive momentum continuesMirae Asset Securities · Mar 23, 2026Inventories at Lows While Orders at HighsKB Securities · Mar 20, 2026Still Ample Upside PotentialKB Securities · Mar 19, 2026A true full-stack playerMirae Asset Securities · Mar 18, 2026Chips Expected to Sell Out Through 2027KB Securities · Mar 12, 2026Valuation appeal has increasedMirae Asset Securities · Mar 10, 2026Sharp pullback presents an opportunityMirae Asset Securities · Mar 05, 2026Regaining its technological edgeMirae Asset Securities · Feb 23, 2026AI Servers Driving Memory Demand GrowthKB Securities · Feb 23, 2026Earnings Run Only StartingKB Securities · Feb 12, 2026World’s 6th Largest 2026E OPKB Securities · Feb 05, 2026Increasingly favorable environmentMirae Asset Securities · Jan 30, 2026Entire Output Through 2027 Expected to Sell OutKB Securities · Jan 30, 2026Largest Capacity is Strongest AdvantageKB Securities · Jan 27, 2026Benefits Expected from Tesla’s AI EcosystemKB Securities · Jan 23, 2026Major beneficiary of Nvidia��s advancesMirae Asset Securities · Jan 21, 2026Remarkable earnings and potential for additional shareholder returnsMirae Asset Securities · Jan 16, 2026Foundry: Source of Memory CompetitivenessKB Securities · Jan 16, 2026Demand Accelerates, While Supply StallsKB Securities · Jan 15, 2026DRAM OP to Top KRW100tnKB Securities · Jan 09, 2026DRAM Price-driven Surprise in 1Q26KB Securities · Jan 07, 2026OP Could Triple This YearKB Securities · Jan 06, 20262026E OP Within A Stone’s Throw of KRW100tnKB Securities · Dec 18, 2025Entering Mega CycleKB Securities · Dec 15, 2025Expect HBM Market Share to Double in 2026KB Securities · Dec 12, 2025DS OP to Jump 5x in 4Q25KB Securities · Dec 11, 2025Expect Rerating to AccelerateKB Securities · Dec 09, 2025Sellers’ Market to Continue; Record Earnings ExpectedKB Securities · Dec 05, 2025HBM4 Likely to Gain Approval This YearKB Securities · Dec 03, 2025Renewal of Upcycle Set to BeginKB Securities · Dec 01, 2025Key Beneficiary of AI Ecosystem ExpansionKB Securities · Nov 26, 2025Expecting an Earnings SurpriseKB Securities · Nov 25, 2025Expect DRAM Earnings Surprise in 2026KB Securities · Nov 21, 2025DRAM: Strongest Up-cycle in 30 YearsKB Securities · Nov 19, 2025HBM4 to Bring PremiumKB Securities · Nov 13, 2025Nvidia Alliance Becoming VisibleKB Securities · Nov 03, 2025Competitive edge restoredMirae Asset Securities · Oct 31, 2025Back on the growth trackMirae Asset Securities · Oct 15, 2025Broad-based industry recovery underwayMirae Asset Securities · Sep 22, 2025Commodity memory up-cycle approachingMirae Asset Securities · Sep 15, 2025Expectations of market situation improvement from the acquisition(Full ver.)Korea IR Service · Sep 02, 2025Optimism restored by Tesla dealMirae Asset Securities · Aug 01, 2025Disappointment already priced inMirae Asset Securities · Jul 14, 2025Solid fundamentals deserve attentionMirae Asset Securities · May 07, 2025Attractive valuation vs. limited short-term earnings visibility; lower TPMirae Asset Securities · Feb 03, 2025Focus on the positivesMirae Asset Securities · Jan 09, 2025Attractive valuation; time to buyMirae Asset Securities · Jan 02, 2025Earnings, stock price to rise in 2H23KB Securities · Apr 24, 2023