Samsung Electronics
Scores out of 100 · Ranks within the 50-company cohort
Target date 2026-09-18
Target date 2027-09-18
Target date 2030-09-18
Our power thesis
Memory, foundry, and devices produce unusual breadth. We expect better compute execution and stronger device controls, but continued dependence on external AI platforms. Other Samsung group companies are excluded.
Four Forces breakdown
Each force uses the same fixed 0–100 scale. The strongest force and breadth of control determine the Power Score.
| Force | 2026 | 2027 | 2030 |
|---|---|---|---|
| Compute | 85 | 90 | 90 |
| Interface | 80 | 80 | 80 |
| Alignment | 60 | 65 | 70 |
| Energy | 20 | 25 | 30 |
Our forecast
Across our 2026–2030 view, the Power Score rises from 73.1 to 78.8; the rank moves from #15 to #16.
Compute 85 → 90; Alignment 60 → 70; Energy 20 → 30.
The thesis above explains our call. Rank can fall even when power grows if other companies gain faster.
What would change our mind
Memory and foundry improvements fail to turn into durable competitive positions.
Research behind the judgment
Samsung’s Q2 results describe HBM4 production expansion, HBM4E samples, advanced foundry activity, and its Galaxy ecosystem.
- Q2 2026 results2026-07-30 · Accessed 2026-09-18
Sources inform the factual premises. Force scores, ranks, and forecasts are exmxc’s judgments as of this edition.