Samsung Electronics shares fell approximately 12% over the past week. The company reported record-breaking consolidated revenue and operating profit for the second quarter of 2026. High demand for memory chips used in AI infrastructure drove this financial performance.
Investors are questioning the sustainability of the AI rally and the memory industry's cyclical nature. The market is currently weighing high expectations against sector-specific risks. Samsung is refining its Galaxy AI strategy to focus on localized, user-centric features.
Bank of America predicts Samsung will return 50% of its free cash flow to shareholders. This plan includes a special dividend exceeding KRW 30 trillion. The company may also execute share repurchases of over KRW 40 trillion by mid-2027.