Samsung just crossed $1 trillion in market cap.

Shares up 14% in a single day. The second Asian company ever to hit the mark, after TSMC. The KOSPI broke 7,000 for the first time in history.
Nobody talks about Samsung the way they talk about Nvidia or TSMC. They should.
Q1 2026 operating profit hit a record 57.2 trillion won. The chip division alone contributed 94% of it. That's not a chip company with a phone business. That's a chip company that also makes phones.
Samsung just began mass production of HBM4, the next generation of AI memory chips. First in the world to do it.
The AI boom needs memory. Memory is tight. New semiconductor capacity takes two to three years to come online. Supply stays constrained. Margins stay high.
Samsung built quietly for a decade. The AI wave just repriced everything they built.