- ๋ชฉ์ฐจ
Company Overview
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Founded: 1969
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Headquarters: Suwon, South Korea
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CEO: Young-Hyun Jun (appointed March 2025)
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Listed on: KRX (Korea Exchange) since 1975
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Main Businesses: Semiconductors, Mobile, Displays, Consumer Electronics
๐ In March 2025, following the sudden passing of Co-CEO Han Jong-hee, semiconductor expert Young-Hyun Jun was appointed as the sole CEO of Samsung Electronics. His leadership is expected to focus on reinforcing the company’s technological edge and long-term competitiveness.
Stock Overview (as of May 2025)
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Share Price: 52,400 KRW
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Market Cap: Approx. 384 trillion KRW
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PER: About 12x
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PBR: Around 0.99x
→ With both PER and PBR at relatively low levels, the stock is currently considered undervalued by many investors.
Why You Should Consider Investing in Samsung Electronics in 2025
1. Booming Demand for AI and High-Performance Memory
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The rise of AI servers, autonomous vehicles, and cloud infrastructure has significantly increased demand for HBM3E and DDR5 memory chips.
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Samsung plans to ramp up production of AI-optimized semiconductors by late 2025.
2. AI-Led Innovation in Mobile
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With the Galaxy S25 lineup, Samsung has fully embraced AI in its smartphones, offering standout features like smart translation, AI-assisted photography, and on-device summarization.
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These innovations are fueling both sales growth and brand differentiation.
3. Aggressive R&D Investment
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In 2025, Samsung is set to invest over 9 trillion KRW in R&D — a record high.
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The focus spans beyond semiconductors to next-gen batteries, biosensors, and system chips.
4. Shareholder-Friendly Policies
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Samsung continues its massive annual dividend payouts, with a projected 9.8 trillion KRW distributed to shareholders.
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The stock remains attractive for long-term investors seeking both growth and income.
5. Evolution into a Global Tech Infrastructure Leader
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More than a manufacturer, Samsung is transforming into a global platform provider, linking semiconductors, mobile, displays, and consumer tech.
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Its vision aligns with becoming a total AI + hardware solutions company.
Key Investment Risks
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Geopolitical Uncertainty: Ongoing US-China trade tensions and semiconductor export controls
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Rising Competition: Local rival SK Hynix is gaining ground, especially in high-end memory
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Foreign Capital Outflows: Selling pressure from global investors could increase short-term volatility
Summary
Samsung Electronics is at a critical inflection point in the global tech landscape. With deep cash reserves, strong brand power, and an aggressive roadmap across AI and semiconductors, 2025 may represent a turning point for the company.
The stock currently trades at undervalued levels, making it an attractive candidate for long-term growth-oriented investors.
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