031330.KQ(031330.KQ)

$11080.00—

Chart

031330.KQ(031330.KQ)

KOE

$11080.00—

Chart Studio

031330.KQ(031330.KQ)

031330.KQ

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

7/5/26

SAMT (031330.KQ)

Sunday

5:10 AM

Thesis: Recent strategic partnerships and capacity expansions are expected to significantly enhance SAMT's revenue potential and market position.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$3.76T	$1.14T	$2.29T
Rev. Growth	+30.0%	-69.7%	+101%
EPS	$758.33	$413.50	$648.00
EPS Growth	+36.2%	-45.5%	+56.7%
P/E (fwd)	14.6×	26.8×	17.1×

★ Analysts see FY2027 revenue reaching $2.29T — +101% growth in a single year.

What’s Driving the Stock

1Recent announcements of new partnerships with major cloud providers for AI chip development could drive revenue growth by 25% over the next two years.
2Increased production capacity in its new facility in Pyeongtaek is expected to lower production costs by 15%, enhancing margins.
3A significant contract win with a leading smartphone manufacturer for next-gen memory chips could boost market share by 10%.
4AI infrastructure buildout
55G technology adoption
6Global demand for memory chips, particularly from the smartphone and data center markets
7Technological advancements in semiconductor manufacturing processes
8Supply chain disruptions affecting semiconductor availability

FY2025 Snapshot

Revenue: $3.76T
Rev. Growth: +30.0%
Gross Margin: 4.3%
Op. Margin: 3.0%
Net Margin: 2.0%
Net Income: $75.8B
NI Growth: +39.5%
EPS: $758.33
1Y Return: +301%

031330.KQ Chart

My Notes

"Our commitment to innovation and strategic partnerships positions us well for sustained growth in the semiconductor market."
Moat: SAMT's competitive advantage is strengthened by its advanced manufacturing capabilities and extensive R&D investment.
growth - SAMT's strong revenue growth and market leadership in semiconductors appeal to growth-oriented investors.
Rising interest rates can increase financing costs for capital expenditures, potentially impacting SAMT's investment in new technologies…
Watch on earnings: Global semiconductor sales growth rate, Average selling price of memory chips, Utilization rates of manufacturing facilities.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $1.14T to $2.29T as recent announcements of new partnerships with major cloud providers for ai chip development could drive revenue growth.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

Writing up the research note…

First read for a new ticker takes about 20–30 seconds while we build the analysis from the latest fundamentals, estimates, and intelligence. It's saved after this, so future visits are instant.

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

14.6×

26.8×

17.1×

What’s Driving the Stock

1Recent announcements of new partnerships with major cloud providers for AI chip development could drive revenue growth by 25% over the next two years.

2Increased production capacity in its new facility in Pyeongtaek is expected to lower production costs by 15%, enhancing margins.

3A significant contract win with a leading smartphone manufacturer for next-gen memory chips could boost market share by 10%.

4AI infrastructure buildout

55G technology adoption

6Global demand for memory chips, particularly from the smartphone and data center markets

7Technological advancements in semiconductor manufacturing processes

8Supply chain disruptions affecting semiconductor availability

My Notes

"Our commitment to innovation and strategic partnerships positions us well for sustained growth in the semiconductor market."

Moat: SAMT's competitive advantage is strengthened by its advanced manufacturing capabilities and extensive R&D investment.

growth - SAMT's strong revenue growth and market leadership in semiconductors appeal to growth-oriented investors.

Rising interest rates can increase financing costs for capital expenditures, potentially impacting SAMT's investment in new technologies…

Watch on earnings: Global semiconductor sales growth rate, Average selling price of memory chips, Utilization rates of manufacturing facilities.