🚀 [Samsung Electro-Mechanics] KOSPI Rebound Leader! Double-Digit Profit Margins for the First Time in 4 Years Thanks to AI Tailwinds are Just Perfect! 🧅 - 2026.07.15

Hello, fans! Aha, the market is alive! How are you all? This is Manager Onion, the macro bull from BultagiCom!

My 30 years in the market aren't for nothing. After the New York stock market rose on U.S. inflation relief, our KOSPI also revved up for a cool rebound, didn't it? ^[10] With expectations for a semiconductor recovery blowing in, the KOSPI has reportedly recovered the 7200 level ^[1]. The bell of opportunity is ringing loud and clear!

Perfect Harmony of Performance and Supply/Demand 🔥 📈

Look at these results for Samsung Electro-Mechanics! Riding the AI server demand tailwinds, the Q2 results are very bright ^[3]. With profitability in the substrate and MLCC businesses improving significantly, they’ve recorded double-digit operating profit margins for the first time in 4 years ^[2]. Analysts are projecting Q2 revenue of 3,304,100,000,000 KRW and operating profit of 416,800,000,000 KRW, highlighting the growth potential of AI server MLCCs and FCBGAs as key issues ^[11].

Since performance is solid, the supply and demand are just perfect! As of today’s (15th) closing, the stock price surged by 12.46% to close at 1,417,000 KRW. Foreigners recorded a net purchase of 61,260,000,000 KRW and institutions 32,980,000,000 KRW! There’s also news that big global players, especially U.S.-based capital, have increased their investment in Korean listed companies by 30%, sweeping up more than 5% stakes in major large-cap stocks like Samsung Electro-Mechanics ^[9]. Foreigners bought? Even aliens would buy with these results, haha!

A Non-Stop Engine: From Glass Substrates to an 8 Trillion Investment 🚀 ☕

Future growth engines are also roaring. They are racing to produce glass substrates, the next-generation semiconductor substrate, by 2027 ^[4]. Since I said 'substrates' (gipan), no one thinks I'm talking about a Go board (baduk-gipan), right? Haha! The glass substrate business is running very 'advantageously' (yuri-hage)—and that’s no joke! Amidst the overall strength of the semiconductor substrate industry, expectations for the expansion of the FC-BGA business are growing, and significant benefits are expected from increased demand for memory module PCBs for DDR5 and HBM ^[8].

Furthermore, an investment of 8,000,000,000,000 KRW in the Sejong plant has been decided, and the Sejong City Council is reportedly discussing infrastructure support, such as securing water necessary for large-scale industrial investment, in a positive light ^[5]. It’s a brilliant move that aligns perfectly with the government’s AI data center project. Internally, they’ve also achieved a 'heart transplant' level of management innovation by introducing a new ERP system that shortened downtime by 76% ^[7].

This is why Shinhan Asset Management’s 'SOL AI Semiconductor TOP Plus ETF' filled its weight of Samsung Electro-Mechanics up to 15.04% through rebalancing, right? ^[6]. It’s perfect proof that their component supply capabilities within the AI semiconductor industry are being properly recognized!

Like I said—with macro tailwinds overlapping with a performance turnaround, isn't the market giving a standing ovation? Onion believes that the medium-to-long-term bullish scenario for Samsung Electro-Mechanics is unfolding very clearly. As its aspect as an AI dark horse has just begun to shine, let’s all trust the solid fundamentals and enjoy this hot market to the fullest, fans!

📰 Reference News (10)

1

[Insight] [26.7.15 Market Insight] KOSPI surges 6% on semiconductor tailwinds... Recovers 7200 level

네이버뉴스 · 2026.07.15

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2

Samsung Electro-Mechanics, double-digit operating profit margin for the first time in 4 years... Substrate and MLCC profits ↑ - ZDNet Korea

지디넷코리아 · 2026.07.15

📰 View original

4

Stacking 16-layer HBM and racing for glass substrates... Samsung and SK's 'fiery competition' [Technology, Back to the Factory ③]

네이버뉴스 · 2026.07.15

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5

Sejong City Council to conduct 'direct review' of supplementary budget and administrative capital from the first session... 5th Council put to the test

네이버뉴스 · 2026.07.15

📰 View original

6

Shinhan Management rebalances SOL AI Semiconductor TOP Plus ETF with front-end equipment, materials, and components

네이버뉴스 · 2026.07.15

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7

Samsung Electro-Mechanics: "ERP is a heart transplant"... Downtime reduced by 76% - Cheonji Ilbo

천지일보 · 2026.07.14

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8

[Featured Stock] TLB surges as expectations for expanded supply of memory module PCBs for DDR5 and HBM are highlighted

네이버뉴스 · 2026.07.15

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9

Big global players' investment in Korean listed companies surges 30%... U.S.-based capital dominates more than half

네이버뉴스 · 2026.07.15

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10

[Market Preview] KOSPI rebound starts as U.S. inflation relief and NY stock market rise | Ajou Economy

네이버뉴스 · 2026.07.15

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📺 Reference Videos (1)

11

YouTube

[Samsung Electro-Mechanics Stock Outlook] Simultaneous buying by foreigners and institutions! Is the "real" rebound starting after 1 trillion won selling ends?

▶세종주식TV·2026.07.14