$SSNLF

Samsung isn’t new to this, but it has launched a major offensive to regain leadership in the new-generation AI-focused memory market.
On February 12, 2026, Samsung announced that it started mass production of the world’s first HBM4 (6th-generation High Bandwidth Memory) and shipped it to customers. Last year it had fallen somewhat behind SK Hynix and Micron; this move is being seen as an effort to regain leadership in AI chips (especially for Nvidia’s next-generation GPUs).
Where Samsung is actually entering newly, or trying to improve profitability, is the non-memory semiconductor (foundry) business. The Tesla deal: Samsung signed a multi-billion-dollar contract to manufacture next-generation autopilot chips for Tesla. Analysts expect Samsung’s non-memory chip division, which has been loss-making for years, to turn operationally profitable for the first time in 2026.
Giants like Goldman Sachs and UBS are forecasting acute shortages for Samsung. This could meaningfully expand Samsung’s profit margins. People are talking about 2026 operating profit potentially rising above 180T won, nearly quadrupling alongside higher memory prices.
But the stock is in terrible shape. Getting off this bottom won’t be easy. Also, it’s the OTC market, so you have to be careful