Samsung.
KOREA OWNS 90% OF THE $100 BILLION AI MEMORY MARKET.
Everyone stares at Nvidia and TSMC like tourists at the Mona Lisa. Meanwhile the real money hangs in a quieter room: memory. HBM, the ultra-fast memory inside every AI system on the planet, is the bottleneck: Micron's 2026 supply is booked before the year started.
Igor's predictions on Samsung
Questions about Samsung, answered
What is the future of healthcare?
The future of healthcare is prevention, not repair. I predict AI diagnostics, personalized medicine, genomics (reading your DNA to tailor treatment), wearables, and predictive systems will improve outcomes while cutting cost. The model flips. Instead of waiting for you to get sick, the system monitors, predicts, and intervenes early. Big Tech is already inside: Apple and Samsung on your wrist, Google and Microsoft in the hospital data. I have warned against fast food and processed food on stage for 25 years, because prevention starts with what you eat, not with a pill. Medicine stops being a repair shop and becomes a guardian.
Full answer →What do the chip experts say about Terafab?
Jensen Huang calls matching TSMC "virtually impossible." And Samsung signed a $16.5 billion deal to keep building Tesla's chips through 2033. Read that again: Tesla is hedging its own fab.
Full answer →Why does memory matter more than logic chips for AI?
Because every AI system is memory-bound: the chips everyone tweets about wait on the memory feeding them. Korea took the AI hardware crown quietly while the analysts were writing Nvidia fan fiction, and in June 2026 Samsung and SK Hynix pledged $520 billion for 4 new chip plants. The market that books out a year ahead tells you where the bottleneck, and the pricing power, sits.
Full answer →Who controls the HBM market?
South Korea. SK Hynix and Samsung held 79% of global HBM in Q2 2025 and 83% in Q2 2026, SK Hynix 50%, Samsung 33%. My call: 90% or more by 2028. The receipts: SK Hynix beat Samsung on operating profit in 2025 for the first time in history, briefly overtook it as Korea's most valuable listed company in June 2026, and put 120 trillion won into the Yongin cluster through 2030, first fab 2027.
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