Weekly Recap: MoU to supply Broadcom chips and possible share buyback

Samsung Electronics Co Ltd Sponsored GDR Pfd (KRX:005930) is deepening AI and chip ties—MoU with Broadcom for HBM, sub‑2nm and packaging, joining Korea’s $880B buildout and eyeing a ~€1B Mistral stake—while weighing a buyback, adding stablecoin in Samsung Wallet and centralizing robotics under TM R…

Previous Week Recap

Samsung Electronics Co Ltd Sponsored GDR Pfd MoU Broadcom: Samsung Electronics (005930) signed an MoU with Broadcom to supply high-bandwidth memory, sub-2nm foundry processes and advanced packaging for Broadcom’s next-gen ASICs and communications chips.
Samsung Weighs Share Buyback Decided: Samsung Electronics (005930) is weighing a share buyback to fund stock-based pay tied to 2026 performance; timing and repurchase size remain undecided.
Samsung Joins $880B AI Chip Buildout: Samsung Electronics (005930) joins South Korea’s $880B AI and chip buildout; first phase targets ~8GW of data-center power. Strong U.S. demand cited as a key order driver.
Samsung Investment In Mistral Valuation €20B: Samsung Electronics (005930) is reportedly negotiating a roughly €1 billion investment in French AI startup Mistral, valuing Mistral near €20 billion; EQT Scaleup Europe Fund may join the round.
Samsung Wallet Adds Native Stablecoin: Samsung Electronics (005930): Samsung Wallet will add native stablecoin support, enabling fast on‑phone digital value transfers and expanding the app from payments to digital assets and rewards.
Samsung Momentum Weakens; ETFs Slide: Samsung Electronics (005930) shows weakening momentum; leveraged ETFs tied to the stock have seen softer inflows and now trade over 50% below launch volume-weighted average purchase price.
Robotics eXperience Division Created: Samsung Electronics (005930) created a Robotics eXperience division under CEO TM Roh to unify robotics strategy and tech. EVP Dongkun Lee will lead; research hubs planned in the US, China, Japan.

This is an AI-generated summary and may contain inaccuracies. Please verify any important information with the original sources.