Macro Strategy & Institutional Research

On 6 May 2026, Samsung Electronics crossed the 1 trillion valuation threshold, closing at approximately 1.03 trillion dollars, or 1,500 trillion won, as its shares

Executive Summary ●      AI infrastructure CapEx of approx 650 billion in 2026 marks a structural, decade‑long re‑industrialisation of the digital economy. ●      Economic power shifts