Samsung Electronics is strong in early trading on the 7th on news that it will design and supply Apple's next-generation image sensor. It appears that the possibility of being partially exempt from a 100% tariff on semiconductors is also acting as a positive factor.
As of 9:06 a.m. on this day, Samsung Electronics is trading at 70,300 won, up 1,500 won (2.18%) from the previous trading day.
Samsung has succeeded in winning large contracts in the United States following the production of next-generation chips for Tesla. In particular, as it continues to achieve results in the foundry institutional sector, which was believed to be the cause of recent poor performance, expectations for future performance improvement are growing.
Apple noted, "We are collaborating with Samsung at the semiconductor factory in Austin, Texas, and will supply chips that optimize the power efficiency and performance of Apple products, including iPhones, shipped worldwide."
Samsung Electronics is also expected to have the possibility of being exempt from tariffs on semiconductors. President Trump stated that he would impose a 100% tariff on semiconductors, but noted that "it will not be imposed on corporations that produce in the United States." Samsung Electronics is currently producing system semiconductors at its factory in Austin, Texas, and is also in the process of constructing a second foundry plant in Taylors.