Samsung SDI is trading 7.49% up at KRW 459,000 after announcing plans to begin U.S. LFP battery-cell production in October 2026.

  • Initial deliveries of its SBB 2.0 system are expected before year-end.
  • The company recently returned to operating profitability after seven quarters, supported by stronger battery demand and U.S. manufacturing credits.
  • Improving energy-storage demand expectations and broader strength in Korean battery stocks support the move, while technology-sector volatility remains a risk.