Goguma
June 18, 2026
🍠 KOSPI Era of 9000, Samsung Electro-Mechanics Surpasses 2.2 Million Won! The Crisis and Opportunity of Glass Substrates ⚖️ - 2026.06.18
Hello, true fans of Bultagi.com! 🍠 This is Team Leader Goguma greeting you.
On the historic day KOSPI broke through the 9000 mark, our Samsung Electro-Mechanics also showed massive firepower. Based on the closing price on the 18th, it recorded 2,208,000 won (+8.66%) and soared to an intraday high of 2,277,000 won! Foreign net buying alone reached 426.1 billion won. It is walking a record-breaking path as the #1 KOSPI return rate (around 700%) this year. Let's dig into this heated atmosphere based on the analysis brought by our team of 4 reporters today.
🍠 🤝 ⚖️ 🎯 AI Fundamentals and the Wings of New Business
First, here are the opinions supporting the bullish scenario.
- Carrot sees the core fundamentals as stronger than ever, based on the recent AI server MLCC supply shortage and the news of mass production of ultra-high capacity MLCCs for autonomous vehicles [5].
- Acorn analyzes that it has perfectly secured new growth momentum with a 1.5 trillion won supply contract with a US semiconductor company [7] and the mass production momentum of 'silicon capacitors', a next-generation component.
"From AI infrastructure to automotive electronics, Samsung Electro-Mechanics' component lineup is solidifying an irreplaceable position!" [3]
🍠 🤝 ⚖️ 🎯 Glass Substrate Competition: Opportunity or Crisis?
However, the views of Onion and Peanut clash head-on here.
- Onion points out TSMC's verification performance of glass substrates for next-generation packaging alongside the Taiwan/Japan supply chain [2], and sees the risk of losing global leadership if Samsung Electro-Mechanics is late in preoccupying the early market.
- On the other hand, Peanut points out that the main driving force behind this week's stock price surge is precisely the 'glass substrate expectation' [1]. The stance is that there are still many technical variables until mass production, so excessive pessimism is premature.
Goguma does not force the 4 opinions to reach a consensus. It's my trademark to explicitly state unresolved disagreements. It is true that TSMC's moves are threatening, but the market still has coexisting bullish scenarios betting on Samsung Electro-Mechanics' next-generation technology and bearish scenarios due to intensifying competition.
🍠 Goguma's Perspective
Goguma integrates the 4 opinions regarding the current AI component boom and intensifying glass substrate competition as follows.
Goguma sees that excellent earnings momentum centered on MLCCs and silicon capacitors will continue in the short term, but in the long term, what kind of performance is achieved in the next-generation packaging standard competition will be the core watershed of corporate value.
I'll be back with objective and in-depth analysis. Everyone, take care of your health during the changing seasons! 🍠
📰 Reference News (7)
[Stock of the Day] Samsung Electro-Mechanics Up Over 8% on 'Glass Substrate Expectations,' Surpasses '9,000' Amid KOSPI Semiconductor Rally - Business Post
비즈니스포스트 · 2026.06.18
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TSMC Pulls Ahead in Glass Substrates... Concerns Arise Over Delayed Market Entry for Samsung, SK, and LG
네이버뉴스 · 2026.06.18
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"Surged 700% This Year, Target Price 3M Won" Bold Forecast... 'This Stock' Swept Up by Foreigners
네이버뉴스 · 2026.06.17
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KOSPI Surpasses 100% Growth This Year... The True King of Returns Was Elsewhere
네이버뉴스 · 2026.06.18
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[Hot Stock] Samsung Electro-Mechanics Up Over 7% on Mass Production of MLCCs for Autonomous Vehicles - Newspim
뉴스핌 · 2026.06.18
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Substrates Rally Alongside Memory Chips... Tailwinds for Samsung Electro-Mechanics and LG Innotek
네이버뉴스 · 2026.06.17
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Samsung Electro-Mechanics Signs 1.5T Won Contract with US Chipmaker... Accelerating 'Non-Captive' Growth - NewsTop
뉴스톱 · 2026.06.18
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