Samsung Electronics

The world's largest smartphone manufacturer by unit volume and a major semiconductor producer, Samsung occupies a unique position in the AI race as both a chipmaker and device maker. - Launched Galaxy S26 series, pursuing 800 million AI device target

Two years ago, Samsung declared its Galaxy S24 the 'world's first AI phone.' On February 25, the company unveiled the Galaxy S26 series in San Francisco with something more ambitious: three competing AI assistants running simultaneously on a single device, a display that physically blocks shoulder surfers at the pixel level, and a processor capable of 100 trillion operations per second. Samsung is no longer just adding AI features to phones—it is rebuilding the phone around AI as its organizing principle.

Updated 2 days ago

The world's largest memory chip maker by total volume is aggressively expanding AI chip production after falling behind SK Hynix in the race to qualify high-bandwidth memory with key customers. - Largest KOSPI-listed company by market cap; ramping HBM4 production to close gap with SK Hynix

South Korea's benchmark KOSPI stock index crossed 6,000 points for the first time on February 25, 2026, completing its climb from 5,000 to 6,000 in just 34 trading days—the fastest thousand-point advance in the index's history. The index has gained 43% since January and 76% in 2025, making Seoul's market the best-performing major bourse in the world. Two companies explain most of the move: Samsung Electronics and SK Hynix, which together account for roughly 40% of the KOSPI's market capitalization and produce approximately 80% of the world's high-bandwidth memory (HBM) chips—the specialized components that artificial intelligence data centers cannot run without.

Updated 3 days ago

The world's largest memory chip maker by overall revenue, but trailing in HBM with 35% market share. - Second-place HBM competitor, planning 50% capacity increase

For decades, chip packaging was the unglamorous final step—stacking and connecting silicon dies after the real engineering was done. Now it's the constraint holding back AI. SK Hynix announced a $12.9 billion investment to build the world's largest advanced packaging facility in South Korea, a bet that the company controlling 61% of the high-bandwidth memory market can't afford to lose its lead as competitors circle. At CES 2026, the company unveiled the first 16-layer, 48GB HBM4 module—double the capacity of current generation memory—requiring silicon wafers thinned to just 30 micrometers, thinner than a human hair.

Updated Jan 15

Samsung pioneered the smart refrigerator category in 2016 with Family Hub. - Leading AI home appliance integration with Google partnership

Samsung just put Google's Gemini AI inside a refrigerator. Not alongside it, not as an app—built directly into the hardware. The Bespoke AI refrigerator, unveiled at CES 2026, can recognize your food without you scanning barcodes, read handwritten labels on containers, and suggest recipes based on what's actually inside. It's the first home appliance with Gemini integration, and it signals a major shift: AI assistants are moving from our phones and speakers into every appliance in the house.

Updated Jan 6