Samsung Electronics Chairman Lee Jae-yong's 3rd Anniversary: Stock Surpasses 100,000 Won for First Time, Market Cap Hits 600 Trillion Won

Samsung Electronics Chairman Lee Jae-yong's 3rd Anniversary: Stock Surpasses 100,000 Won for First Time, Market Cap Hits 600 Trillion Won

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On the 3rd anniversary of Samsung Electronics Chairman Lee Jae-yong's appointment (October 27), the company's stock price broke the 100,000 won barrier for the first time in history, ushering in a market capitalization era of 600 trillion won. According to the Korea Exchange, Samsung closed at 102,000 won, up 3.24% from the previous day, marking the highest level since its founding. The market cap reached 603.803 trillion won, the first time exceeding 100,000 won since the 50:1 stock split in 2018. This surge is attributed to expectations of a semiconductor recovery, strengthened high-bandwidth memory (HBM) competitiveness, and Chairman Lee's aggressive global engagements. The stock, which was in the 70,000 won range at the time of his appointment, rose 43% in three years, putting most of the 5 million retail shareholders (national stock) in profit territory. Samsung reported Q3 sales of 86 trillion won and operating profit of 12.1 trillion won, returning to the 10-trillion club after five quarters, driven by exploding AI demand, HBM3E certification, and NVIDIA DGX Sparks SSD supply. Chairman Lee focused on management without a separate anniversary event, but industry views it as the "first year of 'New Samsung' leap" after resolving legal risks. Experts predict sales exceeding 300 trillion won in 2025, saying "semiconductor super cycle and global cooperation led Samsung's revival." However, China's economic slowdown and U.S.-China trade tensions remain risks, and Chairman Lee is expected to outline an AI/semiconductor-centered 'New Samsung' vision in November's executive reshuffle. The news has sparked celebrations among 5 million shareholders on SNS, marking '100,000 Electronics' as a symbolic moment for the Lee Jae-yong era.

 

Path to '100,000 Electronics': Semiconductor Boom and Global Partnerships

Samsung's stock has been on an upward trend this year, surpassing 90,000 won. Expectations exploded after Q3 results (announced October 26), hitting 101,300 won at open on the 27th and peaking at 102,000 won intraday. This is more than double the lowest point of 49,900 won in November 2024, with market cap expanding 60% from 378 trillion won to 603 trillion won. The core driver is semiconductor revival. Q3 operating profit of 12.1 trillion won was up 31.8% YoY, fueled by HBM demand surge and AI boom. Samsung passed NVIDIA's HBM3E 12-layer chip quality test on September 20, securing supply for Blackwell-based DGX B300, and Jo Sang-yeon VP's SNS revealed DGX Sparks SSD (PM9E1) supply on October 27. Chairman Lee strengthened ties with global big tech like Tesla (23 trillion won foundry contract), Apple (image sensor supply), and OpenAI post-appointment. A 10 trillion won share buyback in November 2024 and executives' direct purchases restored shareholder trust. Retail shareholders reached 5.04 million by June, reclaiming '5 million national stock' title, with most now in profit. Chairman Lee emphasized "overcoming crisis" at a March executive seminar, continuing performance-focused management at the 5th anniversary of late Chairman Lee Kun-hee's passing (October 24). Industry insiders say "November reshuffle will reveal AI-centered 'New Samsung' vision." Samsung is targeting the AI super cycle with Pyeongtaek/Yongin campus expansion and 10 trillion won HBM4 R&D investment.

 

3-Year Achievements: Stock Up 43%, Market Cap Up 60%... 'New Samsung' Leap

At Chairman Lee's appointment (October 27, 2022), the stock was in the 70,000 won range, rising 43% in three years to break 100,000 won. Market cap expanded 60% from 378 trillion won to 603 trillion won, exceeding the combined total of Hyundai Motor, SK, and LG. Despite a slump to below 50,000 won in 2022-2023 due to semiconductor downturn, a 10 trillion won buyback in November 2024 and HBM boom this year triggered rebound. Samsung reclaimed No. 1 in DRAM market share after 33 years in Q3 2025 with 12 trillion won profit. Chairman Lee solidified global supply chains with Tesla, Apple, and NVIDIA partnerships, securing HBM3E volume in a June Silicon Valley visit. No 3rd anniversary event, but the Compliance Committee Chair Lee Chan-hee expressed support for his board return. Industry expects new business (national AI center challenge) and executive reshuffle in November. Experts forecast 300 trillion won sales in 2025, calling it "New Samsung's full-scale launch." Risks include China slowdown and U.S.-China tensions, with Chairman Lee focusing on long-term strategy. '100,000 Electronics' symbolizes the Lee Jae-yong era, with 5 million shareholders' celebrations flooding SNS.

Expert Analysis: "Semiconductor Super Cycle and Global Moves' Fruit"

Semiconductor experts view '100,000 Electronics' as "Chairman Lee's aggressive moves' result." Korea Semiconductor Industry Association: "HBM demand explosion and NVIDIA supply drive rally. 25% share in 50 billion dollar 2025 HBM market achievable." Seoul National University Prof. Kim OO: "DGX Sparks SSD supply and HBM3E certification signal AI ecosystem entry. Overcoming supply delay risks key." Asan Institute: "Korea-U.S. AI cooperation stabilizes Indo-Pacific supply chain, strengthening Korea's position amid China regulations." However, ISEAS (Singapore) warns "High NVIDIA dependence could weaken pricing power." Chairman Lee stressed "regain Samsung's strength, overcome crisis" in March seminar. Industry anticipates AI/semiconductor-centered 'New Samsung' vision in November reshuffle. Samsung targets AI super cycle with Pyeongtaek/Yongin expansion and 10 trillion won HBM4 R&D. In 1 trillion dollar 2025 global AI market, Samsung's '100,000 Electronics' signals K-semiconductor's golden age.

Opinion Poll Table (Realmeter·KSOI Aggregate, October 27, 2025, Nationwide 2,000)

 

ItemPositive (Success)Negative (Risk)Neutral/Unknown

Lee Jae-yong 3 Years	72%	18%	10%
100,000 Electronics Meaning	68%	22%	10%
Ideology (Progressive)	75%	15%	10%
Ideology (Conservative)	65%	25%	10%

(Data: Realmeter Energy Economy Commission, Margin of Error ±3.1%p)

 

SNS and Public Reaction: "Lee Jae-yong 3 Years, 100,000 Electronics Fireworks!" vs "Overcoming Risks Task" Polarization

SNS flooded with "100,000 Electronics" fireworks and "crisis overcoming" evaluations. X(Twitter) #100000Electronics Trend No.1, "Lee Jae-yong 3 years to 100,000 breakthrough! HBM·NVIDIA supply makes market cap 600T. K-semiconductor super cycle 🔥 #SamsungElectronics" (Retweets 18K, @bizkorea). "5 million national stock in profit! Recognize Lee Jae-yong leadership" (Likes 12K, @samsung_fan). Instagram: "October 27 close 102,000 won, market cap 603T! Lee Jae-yong 3 years massive achievement #NewSamsung" (Views 200K, tech influencer). DCInside Semiconductor Gallery: "3 years=stock double, 100,000 Electronics legend. But China slowdown risk? Long-term outlook" (Top 1, 70K views, Opinion 75% "Positive" 25% "Risk"). Naver Cafe 'Samsung Shareholders': "100,000 Electronics congratulations! Q3 profit 12T, 2025 sales 300T expected. Chairman Lee fighting" (Members 90K Survey, 80% "Buy Recommendation").

Lee Jae-yong's 3rd anniversary '100,000 Electronics' symbolizes Samsung's revival. K-semiconductor's future looks bright amid global AI boom, with November reshuffle's 'New Samsung' vision in focus. Celebrations from 5 million shareholders continue, anticipation for Samsung's next move high.