Samsung Electronics shares have soared to a record KRW200,000, marking a nearly 200% rally over six months as demand for memory chips surges. The South Korean tech giant, alongside Micron and SK Hynix, is capitalizing on the artificial intelligence buildout, with servers now driving roughly 70% of Samsung's memory shipments.

Analysts expect the momentum to continue as Samsung prepares to ship HBM4 memory for NVIDIA's Vera Rubin GPU in late 2026, positioning the company more competitively in high-performance memory. The broader demand backdrop remains supportive, with combined 2026 capital expenditure from Google, Microsoft, Amazon, and Meta projected to jump 76% year over year.

Investor flows are also turning supportive for Korean equities, with the iShares MSCI South Korea ETF recording roughly $1 billion in inflows last week, the highest in a decade. KB Securities analyst Jeff Kim notes Korea's unique positioning among emerging markets, citing both earnings growth and valuation merits. Combined 2026 operating profit for Samsung and other chipmakers is projected to jump by KRW224 trillion year over year, accounting for 84% of the expected KRW267 trillion increase in total KOSPI operating profit.