Samsung Electronics — 005930.KS

Technology · Consumer Electronics · KRX (local listing)

About Samsung Electronics

Samsung Electronics Co., Ltd. engages in the consumer electronics, information technology and mobile communications, and device solutions businesses worldwide. The company operates through four divisions: Device eXperience (DX), Device Solutions (DS), SDC, and Harman. The company offers smartphones, tablets, audio sounds, watches, switches, and accessories; TVs, and sound devices; appliances, including refrigerators, washing machines and dryers, vacuum cleaners, cooking appliances, dishwashers, air conditioners, and air purifiers; monitors and memory storage products; displays, and smart and LED signages; and other accessories. It also engages in venture capital investments, cloud services, network devices installation, semiconductor equipment services, digital advertising platforms, marketing, consulting, connected services provider, logistics, financing, and software design activities.

The global AI memory chain

Memory is where the AI build-out is most supply-constrained: high-bandwidth memory (HBM) feeds the accelerators, and data-center DRAM and NAND scale with every new cluster. The industry is a tight oligopoly — Samsung, SK hynix and Micron in DRAM; those plus Kioxia and Sandisk in NAND — famous for brutal boom-bust cycles: shortages mint record profits, then capacity catches up and prices collapse. Samsung Electronics is the world's largest memory maker (DRAM + NAND) and a diversified electronics giant spanning foundry, smartphones and displays — broader than a pure memory bet, but the memory division is the AI-cycle lever.

Key data · local session close, delayed · as of 8 July 2026

Ticker / exchange	005930.KS · KRX
Company	Samsung Electronics
Price (local)	₩300,000
Market cap	₩1,973.3T
Performance	1M +1.5% · 1Y +391.8%
Analyst mean target	₩470,290 (37 analysts, strong_buy)

Access for US investors: Seoul-listed (KRX). US investors typically get exposure via the DRAM memory ETF or OTC lines — check liquidity before assuming easy access. See the DRAM memory ETF for the basket route.

Valuation read

What the price implies: after the global AI-memory run (+392% in a year on the local line), Samsung Electronics trades on a forward P/E near 5× — like the rest of the memory complex, the market is treating current earnings as close to a cycle peak rather than a new baseline. Cyclicals at peak earnings can look deceptively cheap on multiples; that's the cycle speaking, not automatically value. Compare the US-listed peers with the fair-value calculator.

Chart

2025-07-07 · low ₩59,7172026-07-07 · high ₩362,500

1-year daily closes, local session (delayed). Interactive: TradingView ↗ · Yahoo Finance ↗

The memory complex

SK Kioxia Nanya Winbond MU DRAM ETF

See the full picture on the AI stocks bubble map, or gauge froth with the AI bubble-risk index — and stress-test your memory exposure with the portfolio stress test.

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Local-market data is delayed and provided for education, not as financial advice. Foreign listings carry currency and access frictions. "Hot" means attention, not direction.