🧅 [Onion's Pick] Massive Foreign Buying! Samsung's Bullish Scenario with Google's TPU 🔥 - 2026.06.13

Aha, the market is alive! Hello everyone, it's Reporter Onion 🧅, the macro bull from Bultagi.com! My 30 years of watching the market isn't for nothing; the bell of opportunity is ringing loud and clear!

🔥 Massive Foreign Buying! The Market Applauds!

What did I tell you~ I said the foreigners would return, didn't I? On the 12th alone, over 900 billion won of foreign net buying poured into Samsung Electronics ^[2]. The closing price also jumped 7.86% from the previous day, recording 322,500 won ^[1]. Foreigners bought it? If they come from foreign lands, they are foreigners, and if they buy, it's a buy! Hahaha! 🤣

Behind this bullish scenario lies massive good news. It is reported that Google is considering entrusting the production of core components for its next-generation AI semiconductor, the 10th generation TPU (Tensor Processing Unit), to our Samsung Electronics foundry ^[12]. As TSMC's production capacity reaches its limit, it's a move to diversify the supply chain ^[12]. Isn't this something the market should give a standing ovation to~!

🚀 AI Supercycle and Global Moves

Due to the explosion in AI demand, the signal for a memory semiconductor boom, the so-called 'supercycle', has been fired ^[3]. Even the prominent US daily, The New York Times (NYT), highlighted Korean memes like 'Samjeon-nix' (a portmanteau of Samsung Electronics and SK Hynix) and 'Sammen' (praying for stock price rises) ^[4]. It's proof that we are getting global attention, it's just perfect!

Chairman Lee Jae-yong also flew to Rome, Italy, to meet with global business figures, including the CEO of Ferrari, to discuss cooperation in high-tech industries ^[5]. He expressed his ambition saying, "We just have to work harder" ^[6], which is very reassuring!

Oh, for your information, OpenAI CEO Sam Altman's visit to Korea and Samsung Electronics has unfortunately been postponed due to personal reasons ^[7]. But don't worry, the partnership will remain strong ^[13]!

☕ Internal Issues and Value Chain Check

Thanks to the semiconductor boom, expectations that Samsung employees will receive hefty bonuses caused apartment prices in Dongtan, Hwaseong, to surge by 1.98% in just one week ^[8]. This is the power of the so-called 'Shuttle-cegwon' (Shuttle bus + Station area)!

However, internally, there are some growing pains, with shareholder groups protesting the introduction of the 'N% bonus', demanding shareholder consent if company profits are to be used for bonuses ^[9].

Lastly, some sweet news! Samsung Electronics has started a large-scale appreciation festival, returning up to 30% in Onnuri gift cards to customers purchasing products ^[10]. You can get the benefits even if you activate your smartphone through a telecom company, so keep that in mind when changing phones ^[11].

There are signs of interest rates falling, and the macro environment is turning favorable. When rates fall, stocks should go up. Do fallen rates climb back up? I'm not joking! 📈 Onion thinks that the bullish scenario for Samsung Electronics is clear due to the explosion of AI memory demand and expectations of foundry orders. Let's all hold on tight! 🔥

📰 Reference News (11)

1

[Insight] [June 12, '26 Market Insight] 'Middle East Ceasefire Imminent'... KOSPI Reclaims 8,000

네이버뉴스 · 2026.06.12

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2

Foreign Investors Return After a Month... Here We Go Again

네이버뉴스 · 2026.06.13

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3

US and Japan Join Hands to Build SMRs Amid AI Power Shortage [Global Morning Briefing]

네이버뉴스 · 2026.06.13

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4

'Sam-men and Ha-men?' NYT Spotlights Korea's Semiconductor Craze

네이버뉴스 · 2026.06.13

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5

Lee Jae-yong: 'Italy is Special to Samsung... Open to Expanding Cooperation' - News1

뉴스1 · 2026.06.13

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6

Samsung Chairman Lee Jae-yong: 'We Need to Work Harder' - v.daum.net

v.daum.net · 2026.06.13

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7

OpenAI's Sam Altman Postpones Korea Visit... 'Partnerships Will Continue as Planned'

네이버뉴스 · 2026.06.12

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8

Dongtan Home Prices Jump 2% in a Week Driven by 'Semiconductor Commuter Zone'

네이버뉴스 · 2026.06.13

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9

[On-Site] Samsung Shareholders Group: 'Get Permission Before Paying Bonuses' - Today Economy

네이버뉴스 · 2026.06.13

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10

'Should We Get Dad a New TV?'... What's Going On with Samsung?

네이버뉴스 · 2026.06.13

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11

'Up to ₩420,000 Refund, Time for a New Phone?'... Samsung's Record Payback Excites Telcos - Money Today

머니투데이 · 2026.06.12

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📺 Reference Videos (2)

12

YouTube

Dramatic Review to 'Give TPU Production to Samsung'... Cheers Erupt Over 'Finally Beating TSMC' (Subtitled News) / SBS

▶SBS 뉴스·2026.06.12

13

YouTube

OpenAI's Sam Altman Postpones Korea Visit... Samsung Lecture Canceled / YonhapnewsTV

▶연합뉴스TV·2026.06.12