Overview
- Samsung’s co-CEOs pledged an AI-first push across semiconductors, foundry services and consumer devices, emphasizing the firm’s “one-stop” capability spanning logic, memory, manufacturing and advanced packaging.
- Chip chief Jun Young-hyun said HBM4 drew strong client evaluations with feedback that “Samsung is back,” with talks disclosed in October to supply Nvidia that underscore ongoing customer qualifications.
- Samsung pointed to accelerating foundry growth supported by new wins, including a reported $16.5 billion contract with Tesla.
- SK hynix CEO Kwak Noh-jung said AI demand has become a constant, urging faster development and sustained investment as he cautioned that operating conditions in 2026 will be tougher.
- The HBM contest remains closely watched, with SK hynix at 53% and Samsung at 35% of Q3 2025 share per Counterpoint Research, as strong chip profits translate into larger employee bonuses across Korean semiconductor firms.