Samsung Equity Gains 0.64% Ahead of Reported December Taylor Facility Trial
Yahoo Finance ·
Samsung Electronics shares advanced 0.64 percent to close at 189,900 won in Seoul on Monday, November 9, outperforming the KOSPI index which dropped 0.81 percent to 5,018.85. The upward movement occurred as reports indicated that the company's new semiconductor facility in Taylor, Texas, may initiate trial operations by mid-to-late December. Additionally, a South Korean science ministry official stated that contracted deliveries of Nvidia graphics processing units are anticipated to proceed without interruption. While mass manufacturing is scheduled for 2027, featuring Tesla AI6 semiconductors under a 16.5 billion dollar agreement, the exact Taylor schedule remains unconfirmed by the firm. Financial results for the third quarter highlighted substantial growth, with revenue surging 127 percent year over year to 195.3 trillion won and operating profit reaching 107.4 trillion won, yielding a 55 percent margin. The memory and chip segment drove approximately 99 percent of operating earnings, bolstered by expanding HBM4 shipments. Capital expenditures for 2026 are projected at roughly 84.4 trillion won as the organization looks toward advanced logic foundry opportunities.
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Samsung Electronics closed 0.64% higher despite the Kospi's decline, driven by expectations for the December test operation of its Taylor plant in Texas. Third-quarter revenue surged 127% year-over-year to 195.3 trillion won, with operating profit reaching 107.4 trillion won, proving the memory boom. Investors should closely monitor the smooth foundry orders and the 2027 mass production schedule for the Taylor plant.
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- Semiconductors — Q3 revenue reached 195.3 trillion won and operating profit hit 107.4 trillion won, with HBM4 sales significantly driving earnings.
- Electric Vehicles — Mass production of Tesla's AI6 chips is planned at the Taylor plant by 2027, raising expectations for supply chain expansion.
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Samsung Electronics' Q3 earnings were driven by the semiconductor sector, which accounted for 99% of total operating profit at 106.5 trillion won, fueled by expanded HBM4 sales. Capital expenditures (capex) for 2026 are expected to reach 84.4 trillion won, and the Taylor plant will be a turning point in securing cutting-edge logic customers such as Tesla for AI6 chip production.
The bullish scenario involves the successful December test operation of the Taylor plant and securing additional customers like AMD, while the bearish scenario includes schedule delays and stagnant profitability in the foundry division. Key monitoring indicators are the actual operational schedule of the Taylor plant and news of mass production supply contracts for 2027.
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