Why Is Samsung Electronics (KOSE:A005930) Pushing AI Tablets With A 3nm Chip?

Samsung Electronics (KOSE:A005930) issued Q3 2026 guidance, forecasting ₩195 trillion in sales and ₩107.4 trillion in operating profit. Shares have declined 4.17% in 7 days and 7.19% in 90 days, despite a 105.84% year-to-date gain. The company's fair value is estimated at ₩500,000, suggesting it is undervalued at the last close of ₩264,500. Investors debate whether to buy at current levels or wait for a lower price.

SK Hynix (KOSE:A000660) approved a ₩54 trillion investment to build new DRAM and NAND fabrication facilities in Yongin and Cheongju, South Korea. The expansion aims to meet long-term AI-driven demand and increase production capacity, positioning the company competitively in the semiconductor market.

Samsung Electronics, according to the article, has settled longstanding patent litigation with Netlist. The agreement includes a five-year cross-licensing and commercial deal covering patent fees, product supply arrangements, and Samsung’s equity investment in Netlist. The settlement ends disputes across jurisdictions and is linked to memory IP and AI/data-center technology relationships.

SK hynix (KOSE:A000660) approved a ₩7.1 billion expansion of its Cheongju advanced packaging plant P&T7, including accelerating the cleanroom opening and adding capacity for AI memory semiconductors. The article notes the stock trades around ₩1,830,000 and highlights implications for future production volumes and capital intensity.

AbCellera Biologics (ABCL) plans to advance its hot-flash drug, ABCL635, into Phase 3 trials after promising Phase 2 results. The company is modeling dosing and engaging in regulatory discussions with the FDA. ABCL635 showed sleep-score results comparable to Bayer's LYNKUET, according to the company. AbCellera is also developing other candidates, including ABCL992, a longer-acting version of ABCL635.

AMD and PsiQuantum expanded their partnership to build infrastructure for fault-tolerant quantum computers. AMD will take an equity stake in PsiQuantum, but the amount was not disclosed. The collaboration focuses on hybrid quantum-classical applications and AI, with initial targets in drug discovery. AMD provides CPUs, GPUs, FPGAs, and ROCm software, while PsiQuantum contributes photonic quantum technology.