🔥 I Told You So! Samsung Reclaims #1 Market Cap on Micron Tailwind! Spot On! 🚀 - 2026.06.25

Hello, fans! Oh my, the market is alive! My 30 years of watching the market isn't for nothing, I tell you~ The bell of opportunity is ringing!

🔥 Reclaiming #1 Market Cap on Micron Tailwind! The Market is Applauding 🚀

What did I tell you~ Micron's earnings announcement came out absolutely spectacular! They set a new record with an 81.2% operating margin ^[2]. Riding this massive tailwind, our Samsung Electronics stock also broke through the 350,000 won mark, showing a 5% surge. We beautifully reclaimed the #1 spot in market capitalization! With KOSPI breaking 9,000 intraday and a buy sidecar activated, isn't this the market applauding~!

Foreigners bought? If they come from a foreign country, they are foreigners, if they buy, they buy! I'm not joking around here~ ^[6]. Furthermore, KB Securities raised the target price to a whopping 550,000 won, citing the possibility of a US ADR listing for Samsung Electronics and earnings improvement. The bullish scenario is running at full speed!

📈 Firm #1 in DRAM! Launching Counterattack Scenario with HBM4 ☕

Looking at the global market share for Q1 this year, Samsung Electronics is holding its #1 position very firmly with 38% in DRAM and 29% in NAND flash. Although still second in the HBM market, they are preparing to rapidly boost their market share as the supply of next-generation HBM4 to Nvidia materializes starting in the second half of the year.

Their technological prowess is especially shining! In next-generation High Bandwidth Memory (HBM4E) packaging, they have quantitatively proven that Hybrid Copper Bonding (HCB) technology is clearly superior to the existing method (TCB) in terms of thermal management ^[4]. Semiconductors cool down heat well? If you get heated, you should turn on the AC, does a dropped interest rate go back up~ I'm not joking!

🚀 Macro Tailwinds and Share Buybacks, The Good News Continues 🔥

Macro indicators are on our side too. As the utilization rate of Samsung Electronics' factories in China skyrockets, exports to China are increasing, making a trade surplus highly likely for the first time in 4 years ^[5]. On top of this, we're hearing news that they are preparing a massive share buyback of up to 90 trillion won to pay employee bonuses. It's a positive signal for enhancing shareholder value, spot on!

Yangpa, who as an aggressive investor reacts fastest to macro good news (ceasefire, rate cuts, easing), sees that a strong bullish scenario is clear, combining this Micron earnings report with Samsung's solid technology. Let's keep a close eye on tonight's US PCE inflation data release too ^[2]!

📰 Reference News (7)

1

Semiconductors Rally on Micron Tailwinds... JP Morgan Predicts "Going to 12,500"

네이버뉴스 · 2026.06.25

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2

Micron Hits Record 81% Operating Margin... Memory Supply Shortage is Just Beginning [Oh Mi-joo]

네이버뉴스 · 2026.06.25

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3

Samsung Leads Q1 DRAM & NAND, SK Hynix Tops HBM Amid Fierce Chinese Pursuit - Business Post

비즈니스포스트 · 2026.06.25

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4

Samsung Quantitatively Proves 'Hybrid Bonding Edge'... Superior HBM4E Thermal Management - ETNews

전자신문 · 2026.06.25

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5

"Korea-China Trade Landscape Shifting?"... First Trade Surplus with China in 4 Years Highly Likely

네이버뉴스 · 2026.06.25

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6

"Fickle Retail Investors"... Selling Samsung Electronics vs. Buying SK Hynix - v.daum.net

v.daum.net · 2026.06.24

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7

Spurred by Micron Tailwinds... KOSPI Attempts to Reclaim 9,000 Mark

네이버뉴스 · 2026.06.25

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📺 Reference Videos (2)

8

YouTube

"US ADR Listing a Strong Option for Samsung Electronics"... KB Securities Raises Target Price

▶연합뉴스경제TV·2026.06.25

9

YouTube

Stock Price Momentum?... Samsung Electronics Kicks Off Unprecedented Share Buyback [News Now] / YTN

▶ YTN·2026.06.24