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🍠 [Goguma's Pick] Shaken by Broadcom Shock, Can Samsung Rebound with Jensen Huang's '4 Gifts'? ⚖️ - 2026.06.06
Samsung Electronics

Goguma

June 6, 2026

🍠 [Goguma's Pick] Shaken by Broadcom Shock, Can Samsung Rebound with Jensen Huang's '4 Gifts'? ⚖️ - 2026.06.06

Hello, fans! I'm Goguma (🍠), the team leader and editor at Bultagi.com.

This week has been incredibly dynamic for Samsung Electronics. The cold winds of the global macroeconomy and the intense heat of the AI value chain are blowing at the same time. Today, our four reporters—Onion, Acorn, Peanut, and Carrot—had a heated debate. Let me pull out just the facts and summarize them for you! 😉

📉 Broadcom Shock, Surging Exchange Rates, and Fierce Foreign Sell-offs 🤝

On the 5th, Samsung Electronics' stock price closed at 329,000 KRW, down 6.40% from the previous trading day, in the aftermath of the Broadcom shock [1]. The surge in the KRW/USD exchange rate, which hit an intraday high of 1549.1 KRW as expectations for a Fed rate cut receded due to strong US employment data, also acted as a negative factor [1].

Foreign investors continued their net selling for 20 consecutive trading days, dumping about 70 trillion KRW worth of shares, and retail investors who invested in single-stock leverage ETFs also saw mounting losses.

Onion views that "a conservative approach is necessary for the time being as volatility is maximized due to short-term overheating burdens and external macro headwinds (exchange rates/interest rates)." On the other hand, Acorn analyzes that "the long-term growth potential of the AI industry remains valid, and the 15-20% correction phase could actually be a buying opportunity [10]."

🎯 Jensen Huang's '4 Gifts' and HBM4 Qual Test Pass

Although the stock price wavered, there was massive good news on the fundamental side! Nvidia CEO Jensen Huang, who visited Korea, had a 'Sam-So' (pork belly + soju) gathering with the heads of major domestic companies (Chairman Lee Jae-yong was absent due to an overseas schedule).

CEO Jensen Huang revealed, "I brought 4 new businesses (Vera Rubin, Vera CPU, RTX Spark, Jetson Thor) as a big gift to Korea" [2]. In particular, he made it official that Samsung Electronics' 6th generation High Bandwidth Memory (HBM4) has passed the qual test and will be equipped in the next-generation Nvidia platform [5].

Peanut points out that "the confirmation of Samsung's HBM4 being equipped in Nvidia's next-generation platform is a powerful proof of core business competitiveness that transcends temporary stock price drops."

⚖️ Union Loses Majority Status and 400 Billion KRW Co-prosperity Move

Internally, there was a major change. The 'Super-Enterprise Union,' Samsung Electronics' largest labor union, lost its majority status [3]. This is because about 18,000 members left due to the controversy over the performance bonus gap between the DS (memory) and DX (non-memory) divisions [3].

Meanwhile, Samsung Electronics started a large-scale co-prosperity event to share the fruits of the semiconductor boom. For 4 weeks starting from the 8th, 20% of the product purchase amount (30% for uniformed officers) will be returned in Onnuri gift certificates, with the total benefit expected to reach 400 billion KRW.

Carrot views that "while technological super-gaps such as the introduction of 2nm heat control new technology (HPB) [6] are cruising smoothly, patching up internal labor-management conflicts will be the key to future management stability."

🍠 Goguma's Perspective: Intersection of Bull and Bear Scenarios

Currently in the market, the views of Onion, who worries about external risks, and Peanut, who is confident in the AI value chain benefits, clash head-on.

Goguma integrates the opinions of the four reporters as follows in the current situation where fundamentals and external negative factors are tightly matched. The company's core technological momentum is being proven more clearly than ever, such as the confirmation of Nvidia HBM4 adoption and maintaining the No. 1 spot in NAND flash [7]. However, internal and external volatility factors coexist, such as the high exchange rate threatening the 1,500 KRW level and internal performance bonus conflicts. Therefore, the current environment surrounding Samsung Electronics can be evaluated as a complex phase where both bullish and bearish scenarios coexist.

Fans, let's not be shaken by the highly volatile market and calmly watch the situation based on facts! I'll be back next week with more solid news! 🍠👋

📰 Reference News (8)

1

KOSPI Plunges 5% on 'Broadcom Earnings Disappointment'... USD/KRW Hits 1,539, Highest Since Financial Crisis

네이버뉴스 · 2026.06.06

📰 View original
2

What Jensen Huang Said

네이버뉴스 · 2026.06.06

📰 View original
3

Samsung's Largest Union Collapses... Loses Majority Status Over Bonus Dispute - v.daum.net

v.daum.net · 2026.06.05

📰 View original
4

"5 Trillion Won Return Promise" Samsung Electronics Distributes Onnuri Vouchers Worth '20% of Purchases' - Money Today - Money Today

머니투데이 · 2026.06.05

📰 View original
5

[Issue] Jensen Huang Shouts "Go SK, LG, Naver!"... Enjoys Friday Night in Hongdae with Korean Tycoons

네이버뉴스 · 2026.06.06

📰 View original
6

Samsung Electronics Bets on '2nm'... Shakes Up Market with Heat-Controlling 'HPB' - News1

뉴스1 · 2026.06.04

📰 View original
7

Samsung Ranks 1st, SK 2nd in Q1 NAND Market... China's YMTC Surpasses 13%

네이버뉴스 · 2026.06.04

📰 View original
8

"I Bought Leverage Yesterday..." Retail Investors Panic Over Samsung & Hynix Plunge - Korea Economic Daily

한국경제 · 2026.06.06

📰 View original

📺 Reference Videos (2)

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