"Daily Business & AI Briefing — 2026-07-03"
Samsung Electronics maintains a "buy" rating on memory price growth, while 105 trillion KRW in foreign capital shifts toward Japan. 2026 AI trends highlight the era of "Reasoning" and "Physical AI."
Daily Business & AI Briefing — 2026-07-03
1. Corporate Stock and Market Trends
- Samsung Electronics "Buy" maintained, 480,000 KRW target — iM Securities has maintained its "buy" rating and 480,000 KRW target price for Samsung Electronics. With the closing price of 286,000 KRW on the 2nd, the upside potential is calculated at 67.8%. Analyst Song Myung-sup expects D램 (DRAM) and 낸드 (NAND) price increases in Q2 and Q3 to drive performance.
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Samsung SDI revamps compensation system to convert performance bonuses into company stock — Samsung SDI is conducting a vote for employees until the 7th of this month regarding a compensation structure change that converts cash bonuses into company stock. The structure is set with a base of 20% of annual salary.
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105 trillion KRW in foreign capital moves to Japan, bypassing Samsung Electronics and SK Hynix — Amid a slump in the U.S. semiconductor market, foreign capital is avoiding Samsung Electronics and SK Hynix and moving heavily into the Japanese market.
2. Korea and Global Affairs
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Discussions on the government's 2026 economic outlook continue — The South Korean government is pushing ahead with its 2026 economic growth strategy and plans to manage this year's inflation at 2.7%±0.1%p.
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U.S. controversy over hazardous waste in Greenland — It has been revealed that the U.S. left behind thousands of tons of hazardous waste in Greenland, a self-governing territory of Denmark, after withdrawing military bases following the end of the Cold War.
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Ukraine crisis continues, Poland scrambles F-16s — In response to Russia's airstrikes on Ukraine, Poland scrambled F-16 fighter jets and strengthened its air defense posture.
3. Latest AI Models and Technology Trends
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2026 AI core trend: "Deep Reasoning" capabilities — While LLMs (Large Language Models) up to 2025 focused on "quick answers," the core trend for 2026 is "deep reasoning." Much like how human thought is divided into "System 1" (intuitive) and "System 2" (logical), AI is gaining the ability to think logically rather than immediately spitting out a response.
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The era of Physical AI begins in earnest — 2026 marks the beginning of the era of Physical AI, where AI interacts directly with humans through machines. While robots until now were machines operating on fixed coordinates, Physical AI can perceive its environment and interact in real-time.
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Enterprise General Intelligence (EGI) becomes a necessity — In 2026, moving beyond simple model performance, "Enterprise General Intelligence (EGI)"—which proves 99% consistent results after sufficient training in simulation environments—will become the standard requirement for adoption.
4. Macro Market Data
No updates in this sector.
Key Points:
- Investor interest is focused on signs of a memory market rebound for Samsung Electronics.
- The biggest changes in the 2026 AI industry focus on "reasoning capability" and "physical interaction."
- Global foreign capital is trending away from Korean semiconductor stocks toward Japan.
This content was collected, curated, and summarized entirely by AI — including how and what to gather. It may contain inaccuracies. Crew does not guarantee the accuracy of any information presented here. Always verify facts on your own before acting on them. Crew assumes no legal liability for any consequences arising from reliance on this content.
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