KB Securities: AI Investment Profitability Outweighs Interest Rate Concerns for Samsung Electronics

KB Securities Research Head Kim Dong-won stated that investors should prioritize the early profitability of Samsung Electronics' AI investments over concerns regarding rising U.S. Treasury yields. Given the performance of hyperscalers, the AI investment payback period is expected to shorten to under three years. With infrastructure capacity for major cloud providers like Amazon, Google, and Microsoft largely booked through 2028, demand for AI infrastructure remains