Semiconductors

KRX: 005930 · OTC: SSNLF · South Korea

Samsung Electronics is the only company that is simultaneously the world's largest memory maker, a foundry competing with TSMC, and a phone maker buying chips from both. That structure is its advantage in a memory upcycle and its problem in every other quarter, because the divisions rarely peak together.

Northline Post publishes information and opinion, not investment advice. Nothing here is a recommendation to buy or sell any security. The author may hold positions in companies covered. Disclaimer