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005930

Did Samsung Signal a Memory Supercycle Through 2028? Reframing the DS Stock-Bonus Buyback

After NVIDIA Q1 FY27 — No AI CAPEX Peakout. Korean Alpha Is Spreading Beyond HBM

The May 14-15 Beijing US-China Summit — Managed Truce, H200 Refusal, and What It Means for Korean Semiconductors

NVIDIA Earnings and AI-RAN: Why the Supply Chain Matters More Than a Single SK Telecom Bet

Can Samsung Electronics Deserve 15x PER? From Memory Cycle Stock to AI Integration Platform

Samsung Electronics Strike vs Memory Supercycle — Can Higher Prices Really Offset the Walkout? The Real Question Is 'Who Captures the Excess Profit'

Korean Semiconductors Rally May 6, 2026 — Samsung +14.4%, SK Hynix +10.6%, ₩3.1T Foreign Buying: Reading the Two-Stage Spread to Substrate and Equipment

Samsung Foundry Customer List 2026 — Who Uses Samsung Foundry? Tesla, Tenstorrent, Qualcomm, Google, Ambarella, and the Rest of the Confirmed Stack

Samsung Electronics vs Samsung Electro-Mechanics: Big Tech AI Capex Read-Through