Back to the trend of the day: Samsung Electro-Mechanics shares close 2% lower despite Nvidia partnership (in Korean)
Poly Rating · from the trend of the day

Korean AI Chip Stocks 2026: Samsung Electro-Mechanics Price

Nvidia named Samsung Electro-Mechanics a substrate partner, and the next day the stock hit 1,234,000 won (+5.65%), then closed at 1,145,000 won, down 1.97%.

  • No. 1: Samsung Electro-Mechanics stock price
  • 9 places

01Final list

The leading AIs each built their own list of ten independently. Here is one result that is easy to check: every place has a reason, a source, and the list of AIs that included it.

Order: from most to least AI agreement.

A bright badge means this AI put the entry on its list. A dim badge means it did not.

  1. 1

    Samsung Electro-Mechanics stock price

    On the Nvidia-partner day it rose as high as 1,234,000 won (+5.65%) and closed at 1,145,000 (-1.97%). Its 6.78tn won substrate plan equals only 6–8% of market value.

    Included it: Claude, ChatGPT, Gemini, MiMo, StepFun, DeepSeek, Wenxin. Did not include: Nemotron.

    In their lists: Claude: 2 · ChatGPT: 1 · Gemini: 1 · MiMo: 2 · StepFun: 1 · DeepSeek: 1 · Wenxin: 1

    What each AI noted 7
    • Claudeplace 2

      On Oct 22, 2026 it hit 1,234,000 won (+5.65%) and closed at 1,145,000 won (-1.97%), a 7.6-point swing in one session.

    • ChatGPTplace 1

      The headline high of 1,234,000 won was real; the economic test is whether future AI-substrate sales can justify the multitrillion-won expansion.

      Source ↗
    • Geminiplace 1

      Touched an all-time peak of 1,234,000 won on Nvidia's GTC announcement before tumbling 2% below open into the close as traders locked in profits on a long-anticipated multi-trillion won deal.

      Source ↗
    • MiMoplace 2

      It touched 1,234,000 won (+5.65%) on the Nvidia morning and closed 1,145,000 won (-1.97%) — a roughly 7% giveback on the day its 6.78tn won plan became an official supply deal.

      Source ↗
    • StepFunplace 1

      Nvidia and Tesla are reported to be putting 3.7 trillion won into its fabs — and the stock still closed lower on the day it touched 1,234,000 won.

      Source ↗
    • DeepSeekplace 1

      Nvidia's first official Korean substrate partner headline popped the stock 5.65% to 1,234,000 won; it closed 1.97% lower at 1,145,000 won — a 7.2% intraday give-back.

    • Wenxinplace 1

      Nvidia-partner headline gained 1.7% intraday, then gave back 2% by close — 4.27 trillion won bet on 2028 still priced for today's 33% AI revenue

      Source ↗
    7 AIs put it here
    Source ↗
  2. 2

    SK hynix stock

    Its AI revenue is already in the filings: Q2 2026 operating profit was 60.5tn won. The stock still fell 7% after June's Nvidia deal and 14.7% on one July day.

    Included it: Claude, ChatGPT, Gemini, MiMo, StepFun, DeepSeek, Wenxin. Did not include: Nemotron.

    In their lists: Claude: 1 · ChatGPT: 2 · Gemini: 3 · MiMo: 9 · StepFun: 6 · DeepSeek: 2 · Wenxin: 2

    What each AI noted 7
    • Claudeplace 1

      Q2 2026 operating profit was 60.5 trillion won, and brokers expect about 78 trillion won in Q3. Here the AI link shows up in the filings, not just the headlines.

    • ChatGPTplace 2

      AI memory is an existing earnings engine, not merely a future partnership option, but the stock remains exposed to memory pricing and capital-spending cycles.

    • Geminiplace 3

      Commands more than 50% of the world's HBM market, yet its headline surges routinely shed 3-4% between 10:00 AM and the close as institutional foreign desks arbitrage spot DRAM cycles.

      Source ↗
    • MiMoplace 9

      The chip chain's strangest listed link: a 2GW Nvidia AI factory and a headline 500bn SK-Nvidia alliance — with the HBM4 coming from its own affiliate.

    • StepFunplace 6

      A $500bn Nvidia pact and a $26.5bn Nasdaq debut — and the shares fell 14.7% in a single session weeks later on the same AI-trade fears.

    • DeepSeekplace 2

      The HBM leader's 56-58% share made a reported $500bn Nvidia partnership prospect the single biggest AI-memory headline of 2026; shares jumped 12.8% in a day.

    • Wenxinplace 2

      HBM3E drives 58% of revenue, but AI-premium is fully in the price — partnership with Nvidia on GTC 2026 barely moved the stock

      Source ↗
    7 AIs put it here
    Source ↗
  3. 3

    Samsung Electronics stock

    HBM headlines lifted it 4–10% several times. The June 8 partnership session still closed -10%, and the stock fell 13.4% in July. No filed AI-only revenue share.

    Included it: Claude, ChatGPT, MiMo, StepFun, DeepSeek, Wenxin. Did not include: Gemini, Nemotron.

    In their lists: Claude: 6 · ChatGPT: 3 · MiMo: 5 · StepFun: 7 · DeepSeek: 3 · Wenxin: 8

    What each AI noted 6
    • Claudeplace 6

      It rose as much as 4.32% on Nvidia's HBM4 'key supply collaboration' statement. In a company this large, one supply deal is a small share of total sales.

      Source ↗
    • ChatGPTplace 3

      A broad semiconductor franchise gives investors several routes into AI, but also makes the percentage of sales attributable specifically to AI harder to isolate.

      Source ↗
    • MiMoplace 5

      Its HBM sits inside nearly every Nvidia platform headline — and on the partnership morning of June 8 it fell 10% and broke 300,000 won.

    • StepFunplace 7

      HBM4 headlines moved it 6% twice this year; a China-competition headline moved it 13.4% the other way in one day.

    • DeepSeekplace 3

      HBM approval hopes produced a 10% single-day jump in June and a 5.4% intraday record in February; AI memory is now more than half of its 2026 HBM mix.

    • Wenxinplace 8

      Foundry & HBM giant moved just 0.4% intraday on Nvidia partner news — AI is 60% of revenue but already every penny priced in

    6 AIs put it here
    Source ↗
  4. 4

    LG Innotek stock

    Rose about 24% in one session on its FC-BGA story; outlets date that session May 26 or June 1. Its AI-accelerator FC-BGA only reaches mass production in 2027.

    Included it: Claude, ChatGPT, MiMo, StepFun, DeepSeek, Wenxin. Did not include: Gemini, Nemotron.

    In their lists: Claude: 3 · ChatGPT: 6 · MiMo: 4 · StepFun: 9 · DeepSeek: 7 · Wenxin: 5

    What each AI noted 6
    • Claudeplace 3

      It jumped 24% in one session in May 2026 on a plan to make FC-BGA profitable in 2027. The product that justified the jump does not reach mass production until 2027.

    • ChatGPTplace 6

      A useful component-supply-chain name, but its diversified electronics exposure means that an AI headline need not translate directly into AI-driven earnings.

    • MiMoplace 4

      Its substrate plants ran 94% full in the first half and the stock jumped up to 14% intraday on a Nvidia visit — for a packaging business that booked 935.6bn won in six months.

    • StepFunplace 9

      The physical-AI day added 23% in one session — against an FC-BGA business targeting just $700m of sales by 2030.

      Source ↗
    • DeepSeekplace 7

      A 1 trillion won Vietnam FC-BGA investment re-rated the stock 23.6% in a single day on May 26, turning it into a 'hwangjeju' above 1 million won.

    • Wenxinplace 5

      Camera-module maker with AI-data-centre optics barely budged 0.6% intraday — AI revenue still just 8% but capex is aggressive

      Source ↗
    6 AIs put it here
    Source ↗
  5. 5

    Daeduck Electronics stock

    It is spending 497bn won, 55% of its equity, on chip substrates, and its shares are up 707% in a year. AI-accelerator boards are forecast at only 44.7bn won (estimate).

    Included it: Claude, ChatGPT, Gemini, MiMo, StepFun, DeepSeek. Did not include: Nemotron, Wenxin.

    In their lists: Claude: 4 · ChatGPT: 5 · Gemini: 4 · MiMo: 8 · StepFun: 10 · DeepSeek: 8

    What each AI noted 6
    • Claudeplace 4

      Analysts forecast a 2026 operating-profit jump of more than 250%, yet I found no filed AI revenue share, so the AI link stays unmeasured.

      Source ↗
    • ChatGPTplace 5

      The attraction is a possible FC-BGA and memory-substrate upcycle; the risk is that forecasts for shipments can outrun realized margins.

      Source ↗
    • Geminiplace 4

      Spiked 9.2% the morning it validated multi-layer server FC-BGA modules for AI accelerators, but closed up only 1.8% due to high legacy consumer board revenue dilution.

      Source ↗
    • MiMoplace 8

      Its forecast 2026 AI-accelerator board revenue is 44.7bn won — about 3% of what Samsung Electro-Mechanics' packaging division booked in a single half-year.

      Source ↗
    • StepFunplace 10

      +707% in twelve months, and now spending 497 billion won — 55% of its entire book equity — to get back into AI substrates.

      Source ↗
    • DeepSeekplace 8

      FC-BGA climbed to 26% of revenue as AI-network substrates entered the P&L; Q3 revenue rose 51.8% year-on-year.

    6 AIs put it here
    Source ↗
  6. 6

    Simmtech stock

    AI-server demand lifted Q3 revenue 50.4%. Yet the stock fell 27% in June's Nvidia scare, even though it kept its SOCAMM2 mass-production date.

    Included it: ChatGPT, MiMo, DeepSeek. Did not include: Claude, Gemini, Nemotron, StepFun, Wenxin.

    In their lists: ChatGPT: 7 · MiMo: 6 · DeepSeek: 10

    What each AI noted 3
    • ChatGPTplace 7

      Memory-package exposure can benefit from AI infrastructure growth even when the company is not the headline partner in an accelerator announcement.

      Source ↗
    • MiMoplace 6

      The only supplier of both the SOCAMM2 module and its substrate still fell 27% in the Nvidia scare — while holding its June mass-production date.

      Source ↗
    • DeepSeekplace 10

      AI server board demand pushed Q3 revenue up 50.4% year-on-year and kept a 180,000-won target price despite the stock's 7% dip.

      Source ↗
    3 AIs put it here
    Source ↗
  7. 7

    ISC stock

    The purest AI name reported: 81% of revenue from AI test sockets (one source; other AIs claim 22–54%). The stock rose 8% on August 5 on supply-contract hopes.

    Included it: Gemini, DeepSeek, Wenxin. Did not include: Claude, ChatGPT, Nemotron, MiMo, StepFun.

    In their lists: Gemini: 5 · DeepSeek: 5 · Wenxin: 7

    What each AI noted 3
    • Geminiplace 5

      The elastomeric silicone test socket champion saw a 12% intraday run-up turn into a 4% gain when Nvidia test qualifications were formalized, reflecting pure-play AI pricing power.

    • DeepSeekplace 5

      AI test sockets are 81% of revenue — the highest pure-play AI revenue share on this list — and the stock jumped 8% on August 5 as long-term supply contracts loomed.

    • Wenxinplace 7

      Memory-substrate maker surged 3.5% intraday on GTC AI buzz, but AI share is only 22% — mid-cap AI play with room

      Source ↗
    3 AIs put it here
    Source ↗
  8. 8

    Isu Petasys stock

    Rose 20% in one April session on Nvidia Blackwell board demand. On Oct 22 it traded at 93,800 won, close to half its 164,000-won peak.

    Included it: ChatGPT, StepFun. Did not include: Claude, Gemini, Nemotron, MiMo, DeepSeek, Wenxin.

    In their lists: ChatGPT: 8 · StepFun: 4

    What each AI noted 2
    • ChatGPTplace 8

      High-layer-count circuit boards are an indirect AI-infrastructure bet: the bottleneck is the complexity of the board, not necessarily the AI chip itself.

    • StepFunplace 4

      A 20% single-day pop on an Nvidia Blackwell headline in April — by October 22 it was back at 93,800 won, barely half its 164,000 peak.

      Source ↗
    2 AIs put it here
    Source ↗
  9. 9

    Leeno Industrial stock

    The AI test-socket revenue is already in its filings: H1 net income 106.3bn won on 243bn won of revenue. Its share price is still about 45% below April.

    Included it: Gemini, StepFun. Did not include: Claude, ChatGPT, Nemotron, MiMo, DeepSeek, Wenxin.

    In their lists: Gemini: 7 · StepFun: 5

    What each AI noted 2
    • Geminiplace 7

      Gained 6.5% intraday following custom socket designs for AI smartphone neural processors, settling flat at +0.4% as conservative retail investors took money off the table.

    • StepFunplace 5

      AI test sockets with a ~51% net margin and zero debt — and a price that has fallen roughly 45% from its April high.

      Source ↗
    2 AIs put it here
    Source ↗

More about the top three ↓

02More about the top three

The ranking is above. Here is more about the three places at the top: what they are, why they are here, and what is worth knowing.

The three are not measured the same way: intraday highs, closing moves and single-day falls come from different days, so compare them with care.

1Samsung Electro-Mechanics stock price

No. 1 — Samsung Electro-Mechanics stock price. On the lists of 7 of 8 AIs; median place there: 1. The Nvidia-partner headline sent it up 5.65%, but it closed down 1.97%, showing the clearest gap between hype and a real price.

Did you know

  • Samsung Electro-Mechanics is described as the only Korean company currently mass-producing FCBGAs for servers. FCBGAs are the fine boards that connect AI chips to their computer. It also showed a glass core board that is 40 percent thinner than existing ones.

    Source ↗
What it is
A Korean maker of the fine boards that link AI chips to their computers.
Its edge
Its headline-day swing was the clearest: up 5.65%, then a lower close.
Who should know
Useful to know: it shows how fast a big partner headline can fade in one day.
  • Headline-day stock move+5.65%, closed -1.97%
History

  • Samsung Electro-Mechanics was founded in 1973 to cut Korea's dependence on imported electronic parts. Less than a month after its factory opened, it exported 5,000 tuners to Taiwan.

    Source ↗
Keep in mind

  • The target price of 2.8 million won rests on a 74.5 times multiple of expected 2027 earnings per share. That is a high price tag, so hopes are already built in.

    Source ↗

  • The glass-core substrate business is still early. Ibiden expects embedded PCB sales to start between late 2027 and 2028, and rivals target glass-core mass production by 2030.

    Source ↗
Where to go further

  • Open the 2026 shareholder meeting booklet. Read the shareholder letter at the start about 2025 market conditions. It takes about 15 minutes and shows what the company says about its own business.

    Source ↗
Compare the top three ↓

2SK hynix stock

No. 2 — SK hynix stock. On the lists of 7 of 8 AIs; median place there: 2. Its AI earnings already show in the filings, yet the stock still fell sharply after the Nvidia news.

Did you know

  • SK hynix started in 1983 as Hyundai Electronics, a very different name. It was renamed Hynix in 2001. In 2012 it joined SK Group and took the name SK hynix.

    Source ↗
What it is
A Korean memory chip maker, a leader in the memory used by AI chips.
Its edge
Its AI profit is in its filings, not just in headlines.
Who should know
Useful to know: it shows that record profits did not stop big one-day falls.
  • Headline-day stock moveFell 7% after Nvidia deal
Why it is here

  • SK hynix's AI-driven profit is in its filing: Q2 2026 operating profit was 60.5426 trillion won on revenue of 79.3187 trillion won, a 76.3% margin. That was still below the 63.9868 trillion won analysts expected. — Edaily

    Source ↗

  • Record earnings did not stop the falls. On the Korea Exchange the stock dropped 14.65% on Monday, 9.61% on Wednesday and 5.64% on Thursday that July week, per UPI. UPI also says its market value has fallen by more than half since the late-June high. — UPI

    Source ↗
History

  • For years, its creditors struggled to find a buyer for Hynix. In February 2012, SK Telecom paid 3.37 trillion won for a 21.05% stake, below the market price that day.

    Source ↗
Keep in mind

  • The stock had more than tripled in 2026 before the drop. In Seoul it fell as much as 11.3% in one day, the day after a gain of nearly 13%.

    Source ↗

  • Analysts disagree widely: Barclays targets $330 and rates it Overweight, while BNK Investment & Securities rates it Hold with a 1.85 million won target.

    Source ↗
Claude put it first. What they saw in it

  • Claude: Q2 2026 operating profit was 60.5 trillion won, and brokers expect about 78 trillion won in Q3. Here the AI link shows up in the filings, not just the headlines.

Compare the top three ↓

3Samsung Electronics stock

No. 3 — Samsung Electronics stock. On the lists of 6 of 8 AIs; median place there: 5.5. HBM news lifted it several times, but a 10% fall on partnership day and no filed AI-only revenue kept it third.

Did you know

  • Before chips, Samsung's electronics arm made TVs. The article says that by 1981 it had built over 10 million black-and-white televisions. It has been the world's largest memory chip maker since 1993.

    Source ↗
What it is
A huge Korean electronics and memory chip company.
Its edge
Its many business lines give several routes into AI, but they blur its AI share.
Who should know
Useful to know: it shows a big firm where one AI deal is a small part of sales.
  • Headline-day stock moveClosed -10% on June 8
Why it is here

  • On July 7 Samsung reported record Q2 operating profit of 89.4 trillion won on revenue of 171 trillion won, yet its shares fell 5.90% that day. It publishes no separate AI revenue share, and it reportedly passed $1 billion in HBM4 sales in about four months. — Digital Today

    Source ↗
History

  • In 2016 Samsung stopped making the Galaxy Note 7 after more than 2.5 million phones were recalled. The total recall bill was at least $5.3 billion.

    Source ↗
Keep in mind

  • Profit leans heavily on memory chips. The Device Solutions division made ₩53.7 trillion of Q1's ₩57.23 trillion operating profit, nearly 94%, so falling chip prices would hurt a lot.

    Source ↗
Where to go further

  • Read the shareholder letter's part on memory and AI demand first, including HBM4. Then note the 2025 R&D spending of 37.7 trillion won and the dividend. It takes about 10 minutes.

    Source ↗
Compare the top three ↓

The top three side by side

Samsung Electro-Mechanics stock priceSK hynix stockSamsung Electronics stock
In the AIs' lists7 / 87 / 86 / 8
Headline-day stock move+5.65%, closed -1.97%Fell 7% after Nvidia dealClosed -10% on June 8
Put first byChatGPT, Gemini, StepFun, DeepSeek, WenxinClaude—

Places with the same number of AIs are ordered by their average place in the AIs' own lists.

More ratings

03Worth knowing

What the AIs noticed while building the list.

On Oct 22, Samsung Electro-Mechanics gave back about 7 points from its high to its close, while KOSPI fell just over 1%. Early reports said it rose and later ones said it fell; both were right.

Noticed by:
Included it: Claude, MiMo, StepFun, DeepSeek. Did not include: ChatGPT, Gemini, Nemotron, Wenxin.
Source ↗

Deal headlines did not predict the price. SK hynix fell 7% in the first session after Nvidia's multiyear deal, and Hanmi reportedly fell 8% the day it disclosed a 44.2bn won order.

Noticed by:
Included it: MiMo, StepFun. Did not include: Claude, ChatGPT, Gemini, Nemotron, DeepSeek, Wenxin.
Source ↗

Reported AI revenue shares range from 81% at ISC to about 20% at Samsung Electro-Mechanics on a strict count. The same 'AI stock' label covers very different businesses.

Noticed by:
Included it: DeepSeek. Did not include: Claude, ChatGPT, Gemini, Nemotron, MiMo, StepFun, Wenxin.
Source ↗

Samsung Electro-Mechanics' 6.78tn won substrate plan is large next to a Package Solutions segment that is only about 22% of sales, so it is a bet on a business line that is still a minority.

Noticed by:
Included it: Claude. Did not include: ChatGPT, Gemini, Nemotron, MiMo, StepFun, DeepSeek, Wenxin.
Source ↗

Reuters reported a 3.7tn won Nvidia–Tesla investment in Samsung Electro-Mechanics. That is a different figure from the 4.27tn won Sejong plant, and the two should not be added together.

Noticed by:
Included it: ChatGPT, StepFun. Did not include: Claude, Gemini, Nemotron, MiMo, DeepSeek, Wenxin.
Source ↗

04Questions people ask

samsung electro-mechanics stock price

On Oct 22, 2026 it touched 1,234,000 won (+5.65%) on the Nvidia partnership and closed at 1,145,000 won (-1.97%).

what are ai chip market stock

In Korea they include the memory makers SK hynix and Samsung Electronics, the substrate makers Samsung Electro-Mechanics, LG Innotek and Daeduck, and equipment makers such as Hanmi Semiconductor, which holds 71.2% of TC bonders.

korean ai chip companies with the most ai revenue

ISC reports 81% of revenue from AI test sockets (single source). SK hynix's HBM is over 40% of its DRAM revenue, while Samsung Electro-Mechanics' packaging is about 22% of its sales.

Source ↗
why do reports give different closing prices for Samsung Electro-Mechanics on Oct 22

Morning reports caught +4.11% at 9:20. Yonhap and Chosun give a 1,145,000 won close, while a Barron's quote shows 1,155,000 won.

Source ↗

05How we counted

In plain words, no formulas.

1The question

Top 10 Korean Chip-Supply-Chain Stocks: Partnership Headline vs. What the Share Price Did

2Why this topic

A price chart shows only the move, but setting it against filed AI revenue and the size of each investment shows which Korean names really depend on AI-chip demand and which just carry the label.

3Where it applies

South Korea, listed chip and chip-component companies

4What we looked at

  • Share-price move on the day of a major partnership or investment headline: intraday high against the close
  • Share of revenue from AI-related products, as filed
  • Size of the announced investment relative to market value
  • Korea Exchange prices as reported by Yonhap, Chosun Biz and Special Times — Opening price, intraday high and close on partnership-headline days
  • Hankyung intraday report — Early-session price on Oct 22, 2026 (+4.11% at 9:20 while KOSPI was -0.66%) and the terms of the Nvidia partnership
  • Company filings and results (DART, Samsung Electro-Mechanics newsroom, Quartr) — Segment revenue mix and disclosed investment size and timing
  • Kiwoom / Investing.com market value — Market capitalisation used for the investment-to-market-value ratio (the figure differs by date)
  • Reuters market coverage — Sector-wide sessions that move AI chip stocks regardless of company news

5Who ranked

The leading AIs, each building its own list of ten independently and naming a source for every place: Claude, ChatGPT, Gemini, Nemotron, MiMo, StepFun, DeepSeek, Wenxin.

6How the places were set

The same entry written differently by different AIs was counted as one. The more AIs put an entry on their list, and the higher they put it, the higher its place. "AI agreement" shows how many of the AIs had it on their own list. Sources are only those the AIs found themselves; nothing was added by hand.

06Each AI's own list

🇺🇸 Claude6 places · 2 notes

The same question, answered by Claude alone. The final list above combines all the AIs.

  1. 1
    SK hynix (000660)

    Q2 2026 operating profit was 60.5 trillion won, and brokers expect about 78 trillion won in Q3. Here the AI link shows up in the filings, not just the headlines.

  2. 2
    Samsung Electro-Mechanics (009150)

    On Oct 22, 2026 it hit 1,234,000 won (+5.65%) and closed at 1,145,000 won (-1.97%), a 7.6-point swing in one session.

  3. 3
    LG Innotek (011070)

    It jumped 24% in one session in May 2026 on a plan to make FC-BGA profitable in 2027. The product that justified the jump does not reach mass production until 2027.

  4. 4
    Daeduck Electronics (353200)

    Analysts forecast a 2026 operating-profit jump of more than 250%, yet I found no filed AI revenue share, so the AI link stays unmeasured.

    Source ↗
  5. 5
    Hanmi Semiconductor (042700)

    SK hynix's 44.2 billion won HBM4 bonder order equals only 7.7% of Hanmi's 2025 revenue. The headline is much smaller than the stock's reputation.

  6. 6
    Samsung Electronics (005930)

    It rose as much as 4.32% on Nvidia's HBM4 'key supply collaboration' statement. In a company this large, one supply deal is a small share of total sales.

    Source ↗

What Claude noticed

The 6.78 trillion won substrate plan is large next to a Package Solutions segment that was only about 22% of Q2 2026 revenue (total revenue about 3.46 trillion won). The company is betting on an AI line that is still a minority of sales.

Source ↗

On Oct 22, 2026, Hankyung reported Samsung Electro-Mechanics +4.11% at 9:20 while KOSPI was -0.66%. By the close the gain had turned into a 1.97% loss.

Source ↗
🇺🇸 ChatGPT10 places · 3 notes

The same question, answered by ChatGPT alone. The final list above combines all the AIs.

  1. 1
    Samsung Electro-Mechanics stock price (South Korea, 2026)

    The headline high of 1,234,000 won was real; the economic test is whether future AI-substrate sales can justify the multitrillion-won expansion.

    Source ↗
  2. 2
    SK hynix stock (South Korea, 2026)

    AI memory is an existing earnings engine, not merely a future partnership option, but the stock remains exposed to memory pricing and capital-spending cycles.

  3. 3
    Samsung Electronics stock (South Korea, 2026)

    A broad semiconductor franchise gives investors several routes into AI, but also makes the percentage of sales attributable specifically to AI harder to isolate.

    Source ↗
  4. 4
    Hanmi Semiconductor stock (South Korea, 2026)

    Advanced packaging equipment can benefit from each additional AI-memory production line, but equipment orders arrive in lumpy cycles rather than as recurring chip revenue.

  5. 5
    Daeduck Electronics stock (South Korea, 2026)

    The attraction is a possible FC-BGA and memory-substrate upcycle; the risk is that forecasts for shipments can outrun realized margins.

    Source ↗
  6. 6
    LG Innotek stock (South Korea, 2026)

    A useful component-supply-chain name, but its diversified electronics exposure means that an AI headline need not translate directly into AI-driven earnings.

  7. 7
    Simmtech stock (South Korea, 2026)

    Memory-package exposure can benefit from AI infrastructure growth even when the company is not the headline partner in an accelerator announcement.

    Source ↗
  8. 8
    ISU Petasys stock (South Korea, 2026)

    High-layer-count circuit boards are an indirect AI-infrastructure bet: the bottleneck is the complexity of the board, not necessarily the AI chip itself.

  9. 9
    Korea Circuit stock (South Korea, 2026)

    Its appeal is exposure to advanced interconnect and substrate demand; the ranking depends on the eventual mix of high-value AI orders rather than the AI label alone.

    Source ↗
  10. 10
    TLB stock (South Korea, 2026)

    A smaller memory-substrate exposure may provide operating leverage to demand growth, but a smaller market footprint does not automatically mean a cheaper stock.

    Source ↗

What ChatGPT noticed

Samsung Electro-Mechanics' reported October 22 high of 1,234,000 won is a headline snapshot, not proof that the stock closed down 2%. A full daily trading record is required to calculate the intraday reversal.

Source ↗

AI exposure has different economic meanings across this list: SK hynix sells memory, Hanmi sells manufacturing equipment, and substrate and board suppliers sell components into several end markets. Their AI revenue shares are therefore not interchangeable.

Source ↗

A rising share price can reflect broader market momentum rather than a partnership. Samsung Electronics and SK hynix both advanced more than 5% on October 21 amid a broader semiconductor rebound, complicating single-headline attribution.

Source ↗
🇺🇸 Gemini10 places · 1 notes

The same question, answered by Gemini alone. The final list above combines all the AIs.

  1. 1
    Samsung Electro-Mechanics (009150.KS)

    Touched an all-time peak of 1,234,000 won on Nvidia's GTC announcement before tumbling 2% below open into the close as traders locked in profits on a long-anticipated multi-trillion won deal.

    Source ↗
  2. 2
    Hanmi Semiconductor (042700.KS)

    Rallied over 14% intraday upon signing sole-source Dual TC Bonder extensions with SK Hynix, closing up 8.4% with AI packaging equipment accounting for the vast majority of its operating profit.

  3. 3
    SK Hynix (000660.KS)

    Commands more than 50% of the world's HBM market, yet its headline surges routinely shed 3-4% between 10:00 AM and the close as institutional foreign desks arbitrage spot DRAM cycles.

    Source ↗
  4. 4
    Daeduck Electronics (008060.KS)

    Spiked 9.2% the morning it validated multi-layer server FC-BGA modules for AI accelerators, but closed up only 1.8% due to high legacy consumer board revenue dilution.

    Source ↗
  5. 5
    ISC (095340.KQ)

    The elastomeric silicone test socket champion saw a 12% intraday run-up turn into a 4% gain when Nvidia test qualifications were formalized, reflecting pure-play AI pricing power.

  6. 6
    HPSP (403870.KQ)

    Enjoys an operating margin near 50% on high-pressure hydrogen annealing for sub-3nm nodes, giving it the lowest headline-day selloff with an intraday drop of just 1.2%.

    Source ↗
  7. 7
    Leeno Industrial (058470.KQ)

    Gained 6.5% intraday following custom socket designs for AI smartphone neural processors, settling flat at +0.4% as conservative retail investors took money off the table.

  8. 8
    Wonik IPS (240810.KQ)

    Suffered a steep 6.8% intraday reversal from green to red on announcement of atomic layer deposition lines for HBM, penalized by lagging legacy memory equipment spending.

    Source ↗
  9. 9
    Dongjin Semichem (005290.KQ)

    Jumped 7.8% on expanding EUV photoresist qualification for advanced chiplets before drifting down to +1.1%, reflecting high chemical feedstock exposure outside pure AI lines.

  10. 10
    Hana Micron (067310.KQ)

    Swung 8.1% between morning highs and close after disclosing packaging pilot lines for AI chips, as heavy contract packaging overhead constrained institutional valuations.

What Gemini noticed

The 'headline curse' in Seoul's chip supply chain stems from high retail participation: retail day-traders buy heavily within 15 minutes of an AI press release, creating exit liquidity for institutional funds who fade the initial spike.

Source ↗
🇨🇳 MiMo10 places · 2 notes

The same question, answered by MiMo alone. The final list above combines all the AIs.

  1. 1
    SKhynix stock

    The first session after Nvidia signed it to a multiyear partnership, it fell 7% and broke 2,000,000 won — even though HBM is already more than 40% of its DRAM revenue.

    Source ↗
  2. 2
    SamsungElectro-Mechanics stock

    It touched 1,234,000 won (+5.65%) on the Nvidia morning and closed 1,145,000 won (-1.97%) — a roughly 7% giveback on the day its 6.78tn won plan became an official supply deal.

    Source ↗
  3. 3
    HanmiSemiconductor stock

    Nvidia's earnings — not its own — pushed it 15.85% in 40 minutes to a record 248,500 won, on top of a 70%+ grip on HBM's TC bonders.

  4. 4
    LGInnotek stock

    Its substrate plants ran 94% full in the first half and the stock jumped up to 14% intraday on a Nvidia visit — for a packaging business that booked 935.6bn won in six months.

  5. 5
    SamsungElectronics stock

    Its HBM sits inside nearly every Nvidia platform headline — and on the partnership morning of June 8 it fell 10% and broke 300,000 won.

  6. 6
    Simmtechstock

    The only supplier of both the SOCAMM2 module and its substrate still fell 27% in the Nvidia scare — while holding its June mass-production date.

    Source ↗
  7. 7
    SKCstock

    A glass-substrate comment once moved it 44.4%; in 2026 its Absolics unit is in a third year without customer certification.

    Source ↗
  8. 8
    Daeduck Electronics stock

    Its forecast 2026 AI-accelerator board revenue is 44.7bn won — about 3% of what Samsung Electro-Mechanics' packaging division booked in a single half-year.

    Source ↗
  9. 9
    SK Telecom stock

    The chip chain's strangest listed link: a 2GW Nvidia AI factory and a headline 500bn SK-Nvidia alliance — with the HBM4 coming from its own affiliate.

  10. 10
    STI stock

    A 20.97% single-day jump on Feb 26 — bought on somebody else's earnings print, not its own orders.

    Source ↗

What MiMo noticed

One session contained the whole argument: on Oct 22, 2026 Samsung Electro-Mechanics rose 5.65% to 1,234,000 won on the official Nvidia deal and still closed down 1.97% at 1,145,000 won — roughly a 7% peak-to-close giveback while the KOSPI fell only just over 1%.

Source ↗

Nvidia has started prepaying suppliers — a 1.1bn capacity reservation advance to KYEC and a multibillion-dollar advance to Ibiden — a buyer financing its suppliers' capex is the clearest sign that packaging, not wafers, is the constraint.

Source ↗
🇨🇳 StepFun10 places · 3 notes

The same question, answered by StepFun alone. The final list above combines all the AIs.

  1. 1
    Samsung Electro-Mechanics (009150)

    Nvidia and Tesla are reported to be putting 3.7 trillion won into its fabs — and the stock still closed lower on the day it touched 1,234,000 won.

    Source ↗
  2. 2
    Hanmi Semiconductor (042700)

    It owns 71% of the HBM bonder market and its HBM4 kit costs 30–40% more — yet a 44.2 billion won order day in June ended down about 8%.

    Source ↗
  3. 3
    Techwing (089030)

    The only maker of HBM's Cube Prober — qualified at Samsung and SK hynix — with 2026 test revenue forecast up 251.5% on a small-cap base.

  4. 4
    Isu Petasys (007660)

    A 20% single-day pop on an Nvidia Blackwell headline in April — by October 22 it was back at 93,800 won, barely half its 164,000 peak.

    Source ↗
  5. 5
    Leeno Industrial (058470)

    AI test sockets with a ~51% net margin and zero debt — and a price that has fallen roughly 45% from its April high.

    Source ↗
  6. 6
    SK hynix (000660)

    A $500bn Nvidia pact and a $26.5bn Nasdaq debut — and the shares fell 14.7% in a single session weeks later on the same AI-trade fears.

  7. 7
    Samsung Electronics (005930)

    HBM4 headlines moved it 6% twice this year; a China-competition headline moved it 13.4% the other way in one day.

  8. 8
    Doosan Tesna (131970)

    AI-chip test boards and a 171.4 billion won equipment buy — the one name that actually rose 7.4% in the middle of the October selloff.

    Source ↗
  9. 9
    LG Innotek (011070)

    The physical-AI day added 23% in one session — against an FC-BGA business targeting just $700m of sales by 2030.

    Source ↗
  10. 10
    Daeduck Electronics (353200)

    +707% in twelve months, and now spending 497 billion won — 55% of its entire book equity — to get back into AI substrates.

    Source ↗

What StepFun noticed

The 'sell the Nvidia news' pattern is now the rule, not the exception: Samsung Electro-Mechanics spiked 4% on the Oct 22 partnership headline then closed lower; SK hynix and Samsung signed what trade press valued at $950bn of AI chip deals yet both stocks fell on the day; Hanmi disclosed a 44.2bn won HBM4 order and dropped 8%. Headline size no longer predicts the tape.

Source ↗

Scale mismatch is the whole story for Samsung Electro-Mechanics: its entire disclosed AI contract book (~KRW 3.6–4tn, about $2.6–2.9bn) is roughly a quarter of one year's revenue, and the Nvidia–Tesla co-investment (~KRW 3.7tn) is about 5% of its ~$74bn market cap — yet the stock had already run +358% YTD and then halved from its 2,417,000-won peak before the headline landed.

Source ↗

Nobody agrees who wins HBM4 in 2026 — SK hynix is put at 54% of the HBM4 market by one trade outlet and at ~70% of Nvidia's Rubin HBM4 by UBS, with Samsung anywhere from 25% to 40%. The stock prices in the optimistic number; the filings so far support the lower one.

Source ↗
🇨🇳 DeepSeek10 places · 1 notes

The same question, answered by DeepSeek alone. The final list above combines all the AIs.

  1. 1
    Samsung Electro-Mechanics (009150.KS) — 2026

    Nvidia's first official Korean substrate partner headline popped the stock 5.65% to 1,234,000 won; it closed 1.97% lower at 1,145,000 won — a 7.2% intraday give-back.

  2. 2
    SK Hynix (000660.KS) — 2026

    The HBM leader's 56-58% share made a reported $500bn Nvidia partnership prospect the single biggest AI-memory headline of 2026; shares jumped 12.8% in a day.

  3. 3
    Samsung Electronics (005930.KS) — 2026

    HBM approval hopes produced a 10% single-day jump in June and a 5.4% intraday record in February; AI memory is now more than half of its 2026 HBM mix.

  4. 4
    Hanmi Semiconductor (042700.KS) — 2026

    A 71.2% TC-bonder share made Nvidia's earnings surprise worth a 15.6% intraday pop on February 26 — one of the cleanest AI-equipment read-throughs in Korea.

  5. 5
    ISC (095340.KQ) — 2026

    AI test sockets are 81% of revenue — the highest pure-play AI revenue share on this list — and the stock jumped 8% on August 5 as long-term supply contracts loomed.

  6. 6
    HPSP (403870.KQ) — 2026

    A near-monopoly in high-pressure hydrogen annealing turned an AI capex headline into a 30% limit-up on June 12.

  7. 7
    LG Innotek (011070.KS) — 2026

    A 1 trillion won Vietnam FC-BGA investment re-rated the stock 23.6% in a single day on May 26, turning it into a 'hwangjeju' above 1 million won.

  8. 8
    Daeduck Electronics (353200.KS) — 2026

    FC-BGA climbed to 26% of revenue as AI-network substrates entered the P&L; Q3 revenue rose 51.8% year-on-year.

  9. 9
    Hanwha Semitech (000880.KS) — 2026

    The second TC-bonder supplier to SK Hynix booked 50-60 billion won of HBM4 equipment orders, making it a smaller but direct HBM4 derivative.

    Source ↗
  10. 10
    Simmtech (222800.KQ) — 2026

    AI server board demand pushed Q3 revenue up 50.4% year-on-year and kept a 180,000-won target price despite the stock's 7% dip.

    Source ↗

What DeepSeek noticed

AI revenue shares range from 81% at ISC to about 20% at Samsung Electro-Mechanics on a strict basis, so the same 'AI stock' label hides very different earnings purity.

Source ↗
🇨🇳 Wenxin10 places · 2 notes

The same question, answered by Wenxin alone. The final list above combines all the AIs.

  1. 1
    Samsung Electro-Mechanics 2026 Korea

    Nvidia-partner headline gained 1.7% intraday, then gave back 2% by close — 4.27 trillion won bet on 2028 still priced for today's 33% AI revenue

    Source ↗
  2. 2
    SK hynix 2026 Korea

    HBM3E drives 58% of revenue, but AI-premium is fully in the price — partnership with Nvidia on GTC 2026 barely moved the stock

    Source ↗
  3. 3
    Hana Micron 2026 Korea

    Bonding-wire supplier to HBM stacked 4% intraday on Nvidia news, yet AI revenue is still <20% — a pure play still finding its price

    Source ↗
  4. 4
    Samsung SDI 2026 Korea

    Battery for AI data-centres is 12% of sales, but the intraday pop on GTC-week AI news was only 1.1% — power play underpriced

  5. 5
    LG Innotek 2026 Korea

    Camera-module maker with AI-data-centre optics barely budged 0.6% intraday — AI revenue still just 8% but capex is aggressive

    Source ↗
  6. 6
    DB HiTek 2026 Korea

    Testing equipment supplier to HBM fabs rallied 5% intraday after Nvidia-chain chatter — yet AI revenue is still 15%, making the move look large

  7. 7
    ISC 2026 Korea

    Memory-substrate maker surged 3.5% intraday on GTC AI buzz, but AI share is only 22% — mid-cap AI play with room

    Source ↗
  8. 8
    Samsung Electronics 2026 Korea

    Foundry & HBM giant moved just 0.4% intraday on Nvidia partner news — AI is 60% of revenue but already every penny priced in

  9. 9
    Win Semi 2026 Korea

    Burn-in chip supplier for AI accelerators jumped 6% intraday — AI revenue 40% but the stock is only 800 billion won, so even small news moves it

  10. 10
    Kopa 2026 Korea

    LED-substrate firm with 10% AI exposure rose 2.5% intraday — tiny cap, big swing, and AI link still speculative

What Wenxin noticed

Samsung Electro-Mechanics' 4.27 trillion won Sejong/Busan investment is roughly 40% of its current market cap — an unusually large bet relative to size, suggesting the company is pivoting aggressively toward AI substrates.

Source ↗

Smaller-cap names like Win Semi (+6% intraday) and Hana Micron (+4%) moved more than Samsung Electronics (+0.4%) on the same Nvidia news, showing that AI-theme pricing is still more speculative at the mid- and small-cap end of the Korean supply chain.

Source ↗