Samsung's AI Comeback Fuels $350 Billion Rally; Record Earnings Expected

• Samsung Electronics' market value surged by $350 billion since early last year, with analysts predicting further growth due to record earnings.
• Despite a slow start in the AI rally, Samsung's shares are outperforming SK Hynix in 2026, after years of underperformance.
• Anticipated AI advancements and significant memory chip price increases are driving the "Samsung is back" narrative.
• Samsung is reportedly close to a deal to supply Nvidia with high-bandwidth memory (HBM) chips, potentially boosting its value.
• Demand for HBM has negatively impacted traditional memory product capacity, causing prices for legacy DRAM (used in PCs, smartphones) to skyrocket.

Why It Matters: Samsung's strong earnings and AI chip advancements signal a major comeback, sustaining its $350 billion market rally.