Onion
July 21, 2026
🧅 Samsung Electronics Breaks Through 260,000 Won with Surprise '2nm' Offensive - 2026.07.21
Whoa, the market is back! 🚀
It was struggling around the 240,000 won mark until yesterday, but today (the 21st), the closing price surged to 260,000 won. It rebounded with a change rate of +6.56%, and foreign investors bought net worth 500.75 billion won while institutions bought net worth 468.83 billion won, showing massive inflows. What did I say~? Having watched this market for 30 years isn't nothing. The flow of funds is tipping back toward the bullish side.
2nm Exynos, Samsung Electronics Turns on Qualcomm
This is big news~ A real plot twist. Rumors are circulating that Samsung Electronics has suddenly begun commercializing its '2nm' Exynos chips for major clients like Google and Tesla [10]. This breaks through Qualcomm's dominance, significantly boosting competitiveness in foundry and system LSI sectors. Isn't the market applauding this~! 📈
Robotics Business, a Next-Generation Growth Axis
To make robotics a core next-generation growth driver, Samsung Electronics established the 'RX (Robotics eXperience) Business Promotion Office,' reporting directly to the CEO [1]. This demonstrates its resolve to concentrate corporate-wide efforts to advance mid-to-long-term strategies. Forward-looking organizational restructuring is becoming another engine for stock price increases.
AI Demand and Large-Scale Investment
Analyses also suggest sustained demand for Samsung Electronics and SK Hynix due to AI technology advancements, such as the 'Kimi Shock' [2]. Additionally, comprehensive investments are underway to build four new semiconductor fabs in Yongin, Pyeongtaek, and Honam regions by 2030 [3]. The record for #1 job creation increase was also impressive [4].
Leverage Regulations and Labor Disputes
On the other hand, President Lee Jae-myung expressed concerns over the sharp rise in Samsung Electronics and SK Hynix's weight in KOSPI market capitalization and the introduction of leverage, ordering supplementary measures [5]. Issues regarding unions demanding N% performance bonuses and negotiations over factory locations have also sparked controversy [6], [7]. However, looking at current fund inflow trends, it seems corporate earnings and technological positives are outweighing these regulatory risks.
Onion's Conclusion
The Q2 earnings report is approaching on July 30th [8]. The securities industry predicts that since the sharply fallen stock price is undervalued, now might be a 'picking up bargains' timing [9]. Analysts also note that shareholder return policies could become a catalyst for recovery [11].
Onion believes the bullish scenario is clear given the convergence of technical positives and fund inflows. 🧅
📰 Reference News (9)
Samsung Electronics Steps Up Full Support for Robotics Business
네이버뉴스 · 2026.07.21
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'Kimi Shock'?... 'Suggests Sustained Demand for Samsung Electronics & SK Hynix' - Korea Economic Daily
한국경제 · 2026.07.21
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Samsung Electronics to Build 4 New Fabs by 2030... Comprehensive Investment in Yongin, Pyeongtaek, Honam - ZDNet Korea
지디넷코리아 · 2026.07.21
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Large Corp Earnings Grow Double Digits Amid Employment Stagnation... #1 Job Creator Samsung Electronics - News1
뉴스1 · 2026.07.20
📰 View originalPresident Lee: 'Can You Really Succeed Just By Introducing Leverage?' Orders Supplementary Measures
네이버뉴스 · 2026.07.21
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Will Unions Decide Semiconductor Factory Locations?... Controversy Over Scope of Negotiations for 'Honam Project'
네이버뉴스 · 2026.07.21
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President Lee: 'Corporate Operating Profit Distribution Should Not Be Subject to Labor Disputes'
네이버뉴스 · 2026.07.21
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Will the Stock Market Recover as the '6500 Line' Shakes?... Earnings Season Marks a Turning Point for Rotational Trading
네이버뉴스 · 2026.07.21
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"SamHynix Too Cheap" Is Now the 'Pick-Up Bargain' Timing After the Plunge?... Securities Industry Outlook - Maeil Business Newspaper - Maeil Business Newspaper
머니투데이 · 2026.07.21
📰 View original📺 Reference Videos (2)
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