Samsung Stocks Rise 0.64% as Taylor Fab Nears December Trial Run Khac Phu Nguyen Mon, November 9, 2026 at 1:28 PM EST 1 min read 005930.KS +0.64% NVDA -4.45% TSLA +6.38% SSNLF 0.00% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Samsung Electronics (SSNLF) shares rose 0.64% to 189,900 won at the Seoul close on Monday, November 9, even as the KOSPI dropped 0.81% to 5,018.85. The gain came as reports said Samsung's new fab in Taylor, Texas, could begin a trial run in mid-to-late December. South Korea's deputy science minister also said the government expects no disruption to contracted deliveries of Nvidia GPUs.
Warning! GuruFocus has detected 4 Warning Signs with SSNLF.
Is SSNLF fairly valued? Test your thesis with our free DCF calculator.
The Taylor timeline comes from industry sources cited by The Korea Herald; Samsung has not confirmed a date. Mass production is planned for 2027, including Tesla's AI6 chips under a $16.5 billion supply deal. Samsung's own numbers show the scale behind the bet: third-quarter revenue hit 195.3 trillion won, up 127% year over year, and operating profit reached 107.4 trillion won, a 55% margin. The chip division alone earned 106.5 trillion won as HBM4 sales scaled. Samsung expects 2026 capex of about 84.4 trillion won.
Samsung's GF Score stands at 95/100 on GuruFocus, with a perfect 10/10 for Financial Strength and Growth and 9/10 for Profitability and Momentum. GF Value Rank is the weakest dimension at 5/10, so the model sees the shares as fairly valued rather than cheap after the memory boom. Memory is doing almost all the work: the chip division generated about 99% of third-quarter operating profit. Taylor is Samsung's chance to show its foundry can win leading-edge logic customers, and NH Investment & Securities said AMD may draw more attention, Reuters reported on Monday. The next test is whether the December trial run happens on schedule.
