Broadcom just signed a $200 billion deal with Samsung to secure AI chips, giving Samsung the massive volume it needs to prove its all-in-one manufacturing.
Samsung is a core memory buy after its Q2 operating profit surged 19x year-over-year, making it the most profitable company in the world.
Samsung is a screaming buy at seven times earnings as it leads the global memory and technology supply chain.
Samsung wins contract chip overflow from Google, AMD, BYD as TSMC capacity falls short.