Samsung Electronics

Samsung Electronics

Organization

Heard in 48 episodes across 23 shows since Mar 2026

Samsung Electronics is a South Korean multinational technology and semiconductor company and the flagship listed company of the Samsung Group. It manufactures memory chips—including products central to the AI hardware boom—as well as displays, smartphones, televisions, home appliances, and related electronics; the podcast references primarily concern its role as a major memory-chip supplier and AI-trade beneficiary.

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Discussed inAI & Tech58%Markets35%Politics8%

Episodes

48
across 23 shows

This week

7
episodes on 7 shows

Share of the conversation

0.2‰
12.5× its usual level

Expert statements

11
6 positive · 5 negative

Share of the conversation

Mentions of Samsung Electronics per 1,000 mentions of anything, 7-day rolling, across the podcasts PodLume Trends follows.

0.0‰0.05‰0.1‰0.15‰usual level · 0.01‰Aug 15Sep 6Sep 29Oct 21Nov 12
Show the data
DayShare (7-day)Mentions
Aug 200.09‰2
Aug 210.13‰3
Aug 240.11‰1
Aug 280.03‰2
Aug 290.05‰2
Sep 50.01‰1
Sep 80.02‰1
Sep 110.04‰2
Sep 150.03‰1
Sep 240.01‰1
Oct 10.01‰1
Oct 150.03‰3
Oct 160.03‰1
Oct 170.04‰1
Oct 210.05‰1
Oct 260.02‰1
Oct 280.02‰1
Nov 40.02‰2
Nov 50.03‰2
Nov 60.06‰3
Nov 80.07‰1
Nov 100.12‰7
Nov 110.13‰3

The full trend: rank, tone and why it is trending →

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What experts have said about Samsung Electronics

11 statements · 6 positive · 5 negative

  1. Matt DayPositiveOct 29, 2026· Bloomberg Tech

    Samsung’s 60% capital-spending increase signals a bid to regain industry leadership.

    “the sign that they're going to spend 60% more on capital spending this year is a signal to the rest of the industry that they're bidding to take a leadership position again”

    Listen at 34:43

    Open the episode · Google Sales Miss Reignites AI Fears, Microsoft Eyes $25B Debt Offering
  2. Colin McQueenPositiveOct 17, 2026· Excess Returns

    Samsung Electronics’ valuation could fall to about 1.2 times book value.

    “it comes down to about 1.2 in the next couple of years”

    Listen at 19:27

    Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out
  3. Rick WursterNegativeOct 16, 2026· Bloomberg Surveillance

    Skilled labor is the biggest bottleneck for Samsung’s U.S. foundry expansion.

    “The labor issue is the hardest part.”

    Listen at 47:03

    Open the episode · AI Integration and Stock Fears
See all 11 statements →

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

48 episodes featuring Samsung Electronics, newest first

See all 48 episodes →