Onion
July 22, 2026
🔥 Samsung Electronics, the Return of Foreign Investors and HBM 'Persistence' Momentum - 2026.07.22
Well, well, the market has finally come back to life! I haven't been watching the market for 30 years for nothing; let's dive straight into the Samsung Electronics news I've gathered for you today. With the overnight tailwinds and the return of foreign investors, the playing field has really heated up [1].
The Return of Foreign Investors and HBM's 'Persistence' 🚀
What did I tell you? I said this sector would be the first to react when macro tailwinds blow, didn't I? Today, it hit as high as 276,000 KRW during the session and closed solidly at 260,750 KRW (a 0.68% increase) [1]. On top of that, foreign investors net bought over 580 billion KRW today alone! Can you hear the market applauding?
And that's not all. According to Seoul Economic TV, Samsung Electronics has dramatically broken through to a 70% yield for its next-gen HBM4, leading to projections that it will effectively sweep the supply chain for AMD's 'MI450' [5]. A 70% HBM yield—that's a 'lucky seven' breakthrough if I've ever seen one! Of course, since these are projections from external media, we should double-check the facts until the company officially confirms the numbers.
AI Ecosystem Expansion and the Asan Mega-Project 🌍
They are also expanding their global footprint in a bold way. News broke that they are in talks to invest a massive 1.7 trillion KRW into Mistral, a rising AI startup in France [2]. It seems they intend to secure a firm grip on the global AI ecosystem by joining forces with Europe's largest AI company.
Back home, there's been some major news as well. They signed a mutual growth agreement with Asan City for the expansion of an HBM production plant, which is said to be the first step in the '3 Major Mega-Projects' pushed by Samsung Electronics [3]. It's very interesting to see such aggressive investment both domestically and internationally.
Tonight at 10 PM, Keep Your Eyes on London 📱
Now, for tonight, grab a cup of coffee and keep your eyes on London. The second-half 'Galaxy Unpacked 2026' event will be held in London, UK, at 10 PM Korean time on the 22nd [4].
Three new foldable phones will be unveiled there, and rumor has it that a flood of new devices—including the Galaxy Fold 8, their first smart glasses in collaboration with Google, and new wearables—will be released [4]. It seems the Mobile Experience (MX) division has really sharpened its blade. I believe the convergence of today's foreign net buying, HBM momentum, and anticipation for new products is a variable that strongly supports a bullish scenario.
With macro positives, favorable supply/demand, and significant investment news all overlapping, the atmosphere has completely shifted. Let's keep tracking how tonight's Unpacked event will pose new questions to this trend!
📰 Reference News (4)
Signs of Semiconductor Rebound, '7000 Points' in Sight... Is the '2.6 Trillion KRW Buy' the Signal for Foreign Return?
네이버뉴스 · 2026.07.22
📰 View original
"Samsung Electronics in Talks to Invest 1.7 Trillion KRW in French AI Firm Mistral" - News1
뉴스1 · 2026.07.22
📰 View original
Asan City and Samsung Electronics Sign Mutual Growth Agreement for HBM Plant Expansion... First Step of '3 Major Mega-Projects' - Hankyoreh
한겨레 · 2026.07.22
📰 View original
Samsung Electronics, Tonight in London
네이버뉴스 · 2026.07.22
📰 View original
Comments 0
to comment Login