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005930.KRX
Samsung Electronics Co
Information Technology · Technology Hardware, Storage & Peripherals

South Korean multinational electronics company and global manufacturer of smartphones, semiconductors, and consumer electronics.

HQ: South KoreaListed: South Korea

Historical AI Forecasts

Audit every published iPulse AI forecast batch and immutable historical research document for Samsung Electronics Co.

Historical AI Forecasts

Samsung Electronics Co Ltd (005930.KRX) AI FORECASTS & ADVISOR ANALYSIS

Read and compare the 11 individual AI Advisor deep-dive reports, including their forecast paths, ratings, price targets, and reasoning.

Updated on 11 April 2026Deep analysis 11 April 2026

PublisherRusslan Ramdowar
25 min readAudit All Past Forecasts
Elon Musk AI advisor icon

Elon Musk AI

The Visionary FrameworkAI Researcher

Model rating

Buy

5-Year Return Est.

+107.7%

Includes 0.22% annual net dividend contribution

1. Investment Thesis — Base Case

The Base Case forecasts a massive, volatile upward grind as the AGI hardware supercycle overwhelms the noise of macro shocks. We are buying the physical atoms required for AGI.

  • and 2nm hit , cementing Samsung as an indispensable duopoly player alongside TSMC and SK Hynix.
  • Hormuz helium shocks and Warsh's create wild quarterly drawdowns, shaking out weak hands and momentum tourists.
  • The legacy consumer divisions (phones, appliances) remain dead weight, dragging on and preventing pure hyper- expansion.
  • is mechanically forced to buy the stock as the only viable geopolitical hedge against Taiwan .
  • The implied market cap expands drastically, but it is mathematically sound given the multi-trillion-dollar that relies completely on these specific physical configurations of silicon.

Historical prices and published forecast

Historical prices and published forecastObserved prices and the selected advisor's published projection share a split-adjusted price basis. Prices after the forecast start are later observations, not information known at publication. Forecasts are uncertain. Values in KRW.15.31K126.57K237.83K349.09K460.35KApr 2021Oct 2023Apr 2026Oct 2028Apr 2031Forecast starts
  • Observed price
  • Published advisor forecast
Observed prices and the selected advisor's published projection share a split-adjusted price basis. Prices after the forecast start are later observations, not information known at publication. Forecasts are uncertain. Values in KRW.
View chart values
Historical prices and published forecast — published chart values
SeriesDateValue (KRW)
Observed price2021-04-0686,000
Observed price2021-04-3081,500
Observed price2021-05-0482,600
Observed price2021-05-2079,500
Observed price2021-06-0582,100
Observed price2021-06-2179,900
Observed price2021-06-2981,000
Observed price2021-07-1979,000
Observed price2021-08-0482,900
Observed price2021-08-2072,700
Observed price2021-08-2874,400
Observed price2021-09-1777,200
Observed price2021-09-2577,433
Observed price2021-10-1169,625
Observed price2021-10-3169,867
Observed price2021-11-1270,600
Observed price2021-11-1671,300
Observed price2021-12-1076,900
Observed price2021-12-1477,000
Observed price2021-12-2680,300
Observed price2022-01-1178,900
Observed price2022-01-2771,300
Observed price2022-02-1674,800
Observed price2022-02-2471,500
Observed price2022-03-1670,400
Observed price2022-04-0169,100
Observed price2022-04-0569,200
Observed price2022-04-2566,300
Observed price2022-05-1165,700
Observed price2022-05-2367,900
Observed price2022-05-3167,400
Observed price2022-06-2458,400
Observed price2022-07-0656,400
Observed price2022-07-1861,900
Observed price2022-07-2661,700
Observed price2022-08-1159,900
Observed price2022-08-3159,700
Observed price2022-09-0855,600
Observed price2022-09-2852,900
Observed price2022-10-1456,300
Observed price2022-10-2256,433
Observed price2022-11-1162,900
Observed price2022-12-0162,600
Observed price2022-12-0560,300
Observed price2022-12-1359,700
Observed price2022-12-2955,300
Observed price2023-01-1860,400
Observed price2023-01-2663,800
Observed price2023-02-1162,900
Observed price2023-03-0360,500
Observed price2023-03-1159,667
Observed price2023-03-3164,000
Observed price2023-04-0463,600
Observed price2023-04-1266,000
Observed price2023-05-1464,367
Observed price2023-05-2670,300
Observed price2023-05-3072,300
Observed price2023-06-0771,000
Observed price2023-07-0969,633
Observed price2023-07-1773,300
Observed price2023-07-2970,333
Observed price2023-08-1866,300
Observed price2023-08-2266,600
Observed price2023-09-1572,000
Observed price2023-09-1969,800
Observed price2023-10-0966,300
Observed price2023-10-2967,300
Observed price2023-11-0670,900
Observed price2023-11-1470,800
Observed price2023-11-3072,800
Observed price2023-12-1673,167
Observed price2024-01-0179,380
Observed price2024-01-1771,000
Observed price2024-02-0275,200
Observed price2024-02-1074,540
Observed price2024-02-2672,800
Observed price2024-03-1772,633
Observed price2024-03-2982,400
Observed price2024-04-0285,000
Observed price2024-04-2276,100
Observed price2024-05-0881,300
Observed price2024-05-2475,900
Observed price2024-06-0174,233
Observed price2024-06-2180,000
Observed price2024-06-2580,800
Observed price2024-07-1187,600
Observed price2024-07-3183,900
Observed price2024-08-0873,400
Observed price2024-08-2078,900
Observed price2024-09-1364,400
Observed price2024-09-1763,533
Observed price2024-10-1159,300
Observed price2024-10-1561,000
Observed price2024-11-0857,000
Observed price2024-11-1253,000
Observed price2024-11-2457,267
Observed price2024-12-1455,933
Observed price2024-12-3053,200
Observed price2025-01-0755,400
Observed price2025-01-3152,400
Observed price2025-02-0452,700
Observed price2025-02-2058,400
Observed price2025-03-0853,700
Observed price2025-03-2460,500
Observed price2025-04-0158,800
Observed price2025-04-0953,000
Observed price2025-05-1557,300
Observed price2025-05-2354,200
Observed price2025-05-2753,900
Observed price2025-06-0859,625
Observed price2025-06-2860,467
Observed price2025-07-1867,100
Observed price2025-07-2266,000
Observed price2025-07-3072,600
Observed price2025-08-3168,300
Observed price2025-09-1275,400
Observed price2025-09-1679,400
Observed price2025-10-1094,400
Observed price2025-10-1491,600
Observed price2025-11-03111,100
Observed price2025-11-2396,067
Observed price2025-12-05108,400
Observed price2025-12-13107,533
Observed price2026-01-02128,500
Observed price2026-01-06138,900
Observed price2026-01-30160,500
Observed price2026-02-07161,200
Observed price2026-02-27216,500
Observed price2026-03-19200,500
Observed price2026-03-27179,700
Observed price2026-03-31167,200
Observed price2026-04-24219,500
Observed price2026-04-28222,000
Observed price2026-05-14296,000
Observed price2026-06-03356,000
Observed price2026-06-11299,000
Observed price2026-06-27334,000
Observed price2026-07-17252,250
Observed price2026-07-29208,500
Observed price2026-08-14274,500
Observed price2026-08-22273,333
Observed price2026-09-03250,000
Observed price2026-09-15248,500
Observed price2026-09-18261,000
Published advisor forecast2026-04-10206,000
Published advisor forecast2026-07-10189,520
Published advisor forecast2026-10-10200,891
Published advisor forecast2027-01-10220,980
Published advisor forecast2027-04-10238,659
Published advisor forecast2027-07-10250,592
Published advisor forecast2027-10-10240,568
Published advisor forecast2028-01-10257,408
Published advisor forecast2028-04-10288,297
Published advisor forecast2028-07-10302,712
Published advisor forecast2028-10-10287,576
Published advisor forecast2029-01-10304,831
Published advisor forecast2029-04-10329,217
Published advisor forecast2029-07-10342,386
Published advisor forecast2029-10-10332,114
Published advisor forecast2030-01-10348,720
Published advisor forecast2030-04-10369,643
Published advisor forecast2030-07-10395,518
Published advisor forecast2030-10-10387,608
Published advisor forecast2031-01-10403,112
Published advisor forecast2031-04-10423,268

2. Scenarios & Signals

Bull case

The Bull Case materializes if the Base Case execution is amplified by a structural governance shift and unforced errors by TSMC.

  • Samsung finally grows a spine and spins off the foundry division, entirely nuking the boomer .
  • Apple and Nvidia shift 30+ percent of 2nm orders to Samsung to actively de-risk from the CCP's crosshairs.
  • works flawlessly, allowing them to steal structural back from SK Hynix.
  • The stock goes absolutely parabolic, repriced as a pure-play AGI physical .

Bear case

The Bear Case triggers if fundamental physics fail to scale and macro frictions destroy the liquidity environment.

  • The thermodynamics of 16-layer break down in volume production, permanently relegating Samsung to a tier-2 memory supplier.
  • Qatari helium shortages from the Hormuz war physically bottleneck EUV lithography, destroying the newly acquired 2nm foundry yields.
  • The Warsh USD wrecking ball triggers an Asian currency crisis, cratering the KRW and destroying dollar-denominated returns for foreign investors.

Current crowd narrative

The noisy normies on FinTwit and sell-side boomers think Samsung is just staging a cute cyclical 'Great Recovery' because they finally passed Nvidia's HBM3E test. They anchor to the historical , treating this as a bloated TV and smartphone company that got lucky on memory pricing. The crowd assumes Samsung Foundry will always be the perennial runner-up to TSMC, capping the multiple, completely blind to the physics of the 2nm .

Alpha-gap assessment

The is that () physics at 2nm is the ultimate paradigm shifter. Samsung ate dirt on 3nm to pioneer ; now they are hitting 60 percent yields while TSMC is barely transitioning. Combine this with the Stargate —megacaps MUST diversify away from Taiwan's geopolitical fault line. Samsung is the ONLY entity on Earth capable of dual-supplying 2nm logic and memory. The isn't smartphones; it's the bedrock of AGI compute. This isn't a recovery; it's a .

Convergence catalyst

The closes when Samsung ships commercial volumes of 2nm Exynos 2600 and stacks for Nvidia's Vera Rubin in late 2026, and formally announce Samsung as a primary 2nm dual-source. This confirms the AGI physical infrastructure thesis.

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