What podcasts say about Samsung Electronics
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Samsung Electronics
11 statements · 6 positive · 5 negative
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”
Open the episode · Google Sales Miss Reignites AI Fears, Microsoft Eyes $25B Debt OfferingListen at 34:43
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”
Open the episode · We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves OutListen at 19:27
Skilled labor is the biggest bottleneck for Samsung’s U.S. foundry expansion.
“The labor issue is the hardest part.”
Open the episode · AI Integration and Stock FearsListen at 47:03
“400, 500,000 dollars, like enormous bonuses, annual bonuses, which could continue for years”
Open the episode · Daybreak Weekend: US Jobs, Germany Elections, South Korea InflationListen at 36:22
Samsung’s buyback plan is less ambitious than SK Hynix’s policy
“it does seem a lot less ambitious than Hynix shareholder return policy”
Open the episode · Alibaba Drops, Samsung Slides, Nvidia SlumpsListen at 1:49
Samsung is unlikely to add factories and flood memory supply soon.
“That could happen, but not anytime soon. Takes too long to build the factories.”
Open the episode · Mad Money w/ Jim Cramer 8/17/26Listen at 4:24
Samsung employees are expected to average $400,000 bonuses
“Samsung employees are expected to receive average bonuses of roughly $400,000 this year”
Open the episode · Zuck's AI Future, AI Hacks Gym, SpaceX Moons | Ryan Spoon, Nicolai Klemke, Adam Goldstein & Brian YutkoListen at 33:53
Samsung’s custom-chip deals with Meta and Anthropic are supporting its share price.
“Samsung being tapped to do custom chips for Meta shortly after it kind of organized that with Anthropic. So this is a new vertical line for Samsung which is kind of helping the share.”
Open the episode · SK Hynix Drops, Murata Plunges, Tencent RisesListen at 1:11
Investors want Samsung to report multiyear orders and capacity to fulfill them.
“We want Samsung to say that they have multi year order books and that they have the capacity to fill those order books.”
Open the episode · SK Hynix Drops, Murata Plunges, Tencent RisesListen at 4:09
Samsung and Hynix have highly aggressive capital-expenditure plans.
“They have a very aggressive capex plan”
Open the episode · TSMC Rises, China Life Drops, SK Hynix FallsListen at 1:11
Investors are reacting negatively to Samsung and Hynix capacity spending.
“people are adjusting to that kind of negatively”
Open the episode · TSMC Rises, China Life Drops, SK Hynix FallsListen at 1:22
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.