I've only gotten to investing a month ago so maybe there's things I don't understand yet.
But I see so many posts about the usual Tech suspects. Internacional players less so, but even then, occasionally someone will mention TSMC or ASML...
Samsung develops and makes chips in house. Including the recently announced next gen HBM4 architecture.
It is quite shielded from US Tariff policies. It is investing within US borders, with a Texas factory that Elon has stated will exclusively produce Teslas AI6 chips up to 2033. Offering an alternative to the huge monopoly TSMC has had over most of the industry.
They have their own hardware of course, and while they're no longer the only big alternative to Apple they are not to be ignored. Galaxy S26 is looking like a significant upgrade after S25 dull iteration.
The stock has risen like a fucking rocket, breaking 200,000 krw today.
Mostly duo to Korean policie changes and of course the AI chip craziness.
But most analysts still predict their growth in the upcoming year.
Again, Im not an expert in any of this. Fell free to blast any of what I said.