Samsung's foundry remains a distant second to TSMC with 2nm GAA yield issues persisting. HBM3E qualification at Nvidia has finally cleared but HBM4 leadership has shifted decisively to SK Hynix. The memory cycle remains supportive but Samsung's relative position has weakened. Handset and consumer electronics provide a stabilizing offset to semis volatility.
Thesis reviewed May 29, 2026
Samsung Electronics Co. Ltd. is headquartered in South Korea, which is currently showing moderate signals.
🇰🇷South Korea58NEUTRALView South Korea risk detail →💻Semiconductors2WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| 2330.TW | TSMC | 12 | — | ↓54% | NEUTRAL |
| ONTO | Onto Innovation Inc. | 12 | +17% | ↓54% | EARLY |
| TSM | Taiwan Semiconductor Manufacturing Company | 12 | +12% | ↓54% | NEUTRAL |
| AMD | Advanced Micro Devices, Inc. | 12 | +14% | ↓54% | EARLY |
| WOLF | Wolfspeed Inc. | 12 | -29% | ↓54% | AVOID |
| MU | Micron Technology, Inc. | 12 | +16% | ↓54% | EARLY |
| UMC | United Microelectronics Corporation | 12 | +7% | ↓54% | NEUTRAL |
Investors who hold SSNLF may also have indirect exposure through these country funds.
Samsung HBM3E finally certified at Nvidia for B200
Foundry 2nm yield below 30%, well behind TSMC
SK Hynix wins exclusive HBM4 first-window allocation
Estimates · Yahoo Finance · Not audited figures