📊 Samsung Heavy Industries: Reviewing New Businesses Amid Stock-Price Roller Coaster - 2026.10.15

Hey there~ 🧅 It’s Onion. The shipbuilding scene is lively again today! Let’s get straight to Samsung Heavy Industries.

The Stock Is on a Roller Coaster, but There’s a Reason 🎢

Let’s start with the stock price. On October 13, the intraday low fell to ₩17,210, before it closed at ₩18,370(+2.74%) ^[7]. The next day, October 14, it climbed to a closing price of ₩19,090(+3.92%), but today, October 15, it fell back to close at ₩18,170(-4.12%). Now that’s a roller coaster. Whew, my palms are getting sweaty!

Orders: The U.S. Navy and Data Centers 🚀

First, the U.S. angle. Samsung Heavy Industries is reportedly working with a local U.S. shipbuilder to pursue MRO work on U.S. Navy auxiliary vessels ^[1]. The company is preparing based on its status under the Ship Repair Agreement (MSRA), and whether it can secure its first project results within the year has become a point of interest. The key here is the timeline: “within the year.”

Next up is the floating data center (FDC). As the AI industry grows, global IT and telecom companies are moving to secure data center capacity, and reports say Samsung Heavy Industries is also aiming to get ahead in this market ^{[2] [3]}. However, the articles don’t provide specific figures on commercialization timelines or negotiation progress, so it’s best to focus on the direction of travel for now. No matter how excited I get, I can’t talk numbers without numbers, right?

On the Technology Front: Green Solutions and Automation ⚙️

We can’t leave out the technology news. Samsung Heavy Industries reportedly received Approval in Principle (AiP) from Norway’s classification society DNV for a battery-hybrid system for shuttle tankers ^{[4] [5]}. The system pairs batteries with shuttle tankers that transport crude oil to reduce fuel consumption and carbon emissions—a sign of the company’s technological capabilities in green shipping. That’s exactly it!

On top of that, the company is reportedly developing and operating more than 90 types of automated equipment and robots, with the goal of an unmanned, automated shipyard by 2030 ^[6]. AI holding a welding rod—now that’s a story with sparks 🔥 Still, these are targets and current developments reported in the articles, so it’s too early to treat them as confirmed achievements.

A Note from Onion and Questions That Remain 🧅

Onion thinks the order pipeline and technology certifications are pointing in the same direction, making a bullish scenario easy to imagine. If macroeconomic tailwinds kick in, I’m ready to react first—but for now, these are developments still in progress, not confirmed good news.

So here are the questions: Will MRO results actually materialize within the year? How far will the floating data center business become a reality? And when the stock swings like it did today, how will the market interpret these stories? Nobody knows the answers yet. 🤔

📰 Reference News (7)

1

Samsung Heavy Industries Speeds Up U.S. Navy MRO Push… Focus on Landing an Order Within the Year [Biz360]

네이버뉴스 · 2026.10.15

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3

Samsung Heavy Industries Picks ‘Floating Data Centers’ as a Future Growth Driver… Expands into the Digital Infrastructure Industry

네이버뉴스 · 2026.10.15

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5

Samsung Heavy Industries Obtains Technology Certification for ‘Electric Hybrid Shuttle Tanker’

네이버뉴스 · 2026.10.14

📰 View original

6

AI Grabs a Welding Rod… Launching the ‘Future of K-Shipbuilding’

네이버뉴스 · 2026.10.15

📰 View original

7

Samsung Heavy Industries Stock Falls 4.33% Intraday on October 15, to 18,130 KRW

네이버뉴스 · 2026.10.15

📰 View original