ended4월 14일· 1 sources
[박종면칼럼] 삼성전자 위기론의 종언과 미완의 ‘초격차’
Why it matters
Samsung's record-breaking profits driven by the AI memory super-cycle signal an end to its financial crisis, yet market valuation remains cautious regarding its long-term structural dominance. To truly reclaim its 'Super Gap' status, the company must transition from being a cyclical beneficiary to building a sustainable ecosystem and 'moat' comparable to Apple or Nvidia. This pivot will determine whether Samsung can evolve into a platform-level leader rather than remaining a mere hardware supplier.
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Samsung ElectronicsHBMAI memoryEconomic MoatSuper GapFoundry