$KOSCF

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.

Samsung Electronics (KOSE:A005930) launched the Galaxy Tab S12 Ultra and S12+ with AI features and a 3nm processor. The tablets come with pre-installed Adobe Photoshop, targeting productivity and creative workloads. Samsung aims to integrate AI-centric hardware into its broader device and semiconductor ecosystem, though high capital intensity remains a concern.

SK hynix (KOSE:A000660) launched SK hynix Ventures, a corporate venture capital arm focused on AI investments. The unit will target startups and partners in AI hardware, data center technology, and related supply chains. This move aligns with SK hynix's strategy to strengthen its position in the AI ecosystem, particularly in high bandwidth memory and next-generation DRAM for AI workloads.

Samsung Electronics (KOSE:A005930) has chosen MediaTek's Dimensity 9500 platform for its upcoming Galaxy Tab S12 Ultra and S12+ tablets. The chip features TSMC 3nm manufacturing, advanced AI engines, and a high-performance GPU. This collaboration highlights Samsung's focus on AI-driven, premium devices and its role in the global electronics supply chain. The company's fair value is estimated at ₩471,908, with the Galaxy Tab S12 retail launch scheduled for October 7, 2026.

SK hynix (KOSE:A000660) launched SK hynix Ventures, focusing on AI computing and data centers. Its share price is ₩1,840,000, up 171.79% year-to-date but down 28.68% in 90 days. Analysts suggest it's undervalued at a fair value of ₩3,179,700, citing strong AI memory demand and capacity expansion.

Samsung Electronics (KOSE:A005930) announced expanded semiconductor alliances with Mistral AI and ASML, boosting its share price by 11.27% over the past week. The company's stock has a 1-year total return of 230.54%, and analysts suggest a fair value of ₩500,000, indicating a 45% undervaluation. The deals highlight Samsung's focus on AI infrastructure and advanced chip manufacturing, with risks including potential shifts in AI chip demand and KRW fluctuations.

Samsung Electronics (KOSE:A005930) and Bark Technologies launched Bark Watch on the Galaxy Watch8 platform, targeting older children with AI-based safety monitoring. The partnership extends Samsung's wearable tech into the children's safety segment, potentially impacting recurring revenue and profitability. Investors should watch Galaxy Watch8 LTE shipment mix for signs of financial impact.

SK hynix (KOSE:A000660) launched SK hynix Ventures to invest in AI technology, focusing on computing, data centers, and related software. The unit will collaborate with startups through equity stakes and partnerships, aiming to strengthen its role in AI infrastructure. SK hynix is a major semiconductor producer, and this move aligns with its strategy to support AI hardware ecosystems.

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 and Movellus Circuits said they will collaborate to provide on-die power optimization and telemetry IP for AI and high performance computing chip designers via Samsung Foundry’s SAFE Program. The companies aim to add power management technology to Samsung’s foundry offering for advanced process nodes, expanding Samsung’s AI-related IP beyond earlier memory-focused work.