⚖️ Samsung Electronics, -7.41% plunge amidst mixed Big Tech news - 2026.07.24

Hello, it's Team Leader Sweet Potato. Today, the stock price plunged by a massive -7.41% to ₩250,000, with foreigners and institutions net selling -867.98 billion and -858.85 billion respectively. However, the business news coming in is quite substantial, so let's look at how to interpret this gap.

🤝 HBM and Foundry, a double-win opportunity?

First, the Carrot team is focusing on news from AMD and Tesla. Reports emerged that AMD is pursuing a strategy to increase memory capacity per chip by 50% by utilizing Samsung's HBM ^[1]. This is a variable that could further fuel the HBM shortage. On top of this, Elon Musk mentioned that Samsung is making large-scale investments for Tesla's AI chip production, causing expectations for the foundry business to surge ^[2]. The Acorn team analyzes this as a positive signal that both memory and foundry are moving simultaneously.

⚖️ AI Alliance and Selection & Concentration

However, the perspectives of the Onion and Peanut teams collide here. The Onion team sees the 'AI Mega Project' discussions, where Chairman Lee Jae-yong flew to San Francisco to meet with Jensen Huang and Sam Altman, as the core ^[3]. They point out that Samsung is expanding its AI ecosystem by unveiling a 'passport-style' foldable phone with embedded assistant AI at the Unpacked event ^[5]. On the other hand, the Peanut team points out that internal restructuring is the real turning point rather than flashy meetings. In fact, restructuring has been carried out to scale back the power semiconductor business and redeploy personnel to core areas like memory and System LSI ^[4].

🎯 Sweet Potato's Final Summary

I will summarize the opinions of the four members as follows: On the outside, the company is expanding its cooperative network with major Big Tech firms, while on the inside, it is improving its fundamentals by cutting what doesn't work and focusing on what it does best. However, as shown by today's massive net selling volume and the -7.41% decline, the market is not yet responding to these changes with its stock price. Some external analyses suggest the atmosphere will change starting from HBM4 ^[6], but ultimately, the real question we must continue to track is how this massive structural improvement will be proven through actual numbers.

📰 Reference News (4)

1

AMD partners with Samsung to load 50% more memory per chip... fueling HBM shortage - Seoul Economic Daily

서울경제 · 2026.07.24

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2

Elon Musk says "Samsung to make large-scale investment in Tesla AI chips"... Foundry expectations rise - Newsis

뉴시스 · 2026.07.23

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3

Lee's first overseas trip is San Francisco... Meeting with 'AI giants' Jensen Huang and Sam Altman

네이버뉴스 · 2026.07.24

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📺 Reference Videos (2)

5

YouTube

[Subtitle News] It's a 'passport'? Opened to 'commotion'... Cheers at the Unpacked event (MBC News)

▶MBCNEWS·2026.07.23

6

YouTube

"Why did the atmosphere change starting from HBM4?" The identity of Samsung Electronics' hidden card

▶서울경제TV·2026.07.23