For Allerman, a prominent South Korean bedding maker, its most lucrative endeavor last year wasn’t crafting duvets or mattress covers. Instead, it was strategically investing in semiconductor stocks.
The company’s significant investments in leading memory-chip giants Samsung Electronics and SK hynix generated remarkable unrealized gains of approximately 37.6 billion won ($27.7 million). This impressive return notably surpassed the operating profit Allerman earned from its core bedding business.
According to Allerman’s latest audit report, the company judiciously acquired 30,000 Samsung Electronics shares and 17,132 SK hynix shares last year, with a combined purchase price of 13.3 billion won.
These semiconductor investments have since dramatically appreciated in value, propelled by the robust artificial intelligence (AI)-driven rally that continues to uplift South Korea’s dominant memory-chip manufacturers.
Based on Monday’s closing prices, Allerman’s stake in Samsung Electronics was valued at approximately 10.5 billion won, while its SK hynix holdings reached roughly 40.5 billion won. Cumulatively, these two strategic positions totaled close to 51 billion won – nearly four times the initial investment.
The resulting paper gain of approximately 37.6 billion won significantly exceeded Allerman’s 2025 operating profit, which stood at 26.9 billion won. During this period, the company reported annual revenue of 123.6 billion won.
A substantial portion of this investment windfall is attributed to SK hynix, whose shares have experienced a remarkable surge driven by booming global demand for high-bandwidth memory (HBM), an essential component in advanced AI servers. Concurrently, Samsung Electronics has also rallied sharply as investors anticipate a strong recovery in its AI memory business and its increasing participation in Nvidia’s next-generation AI ecosystem.
On Monday, Samsung Electronics closed at 349,000 won, and SK hynix concluded trading at 2,363,000 won. Both stocks are currently hovering near record highs, fueled by sustained enthusiasm for AI infrastructure development and the broader semiconductor market rally.
These unprecedented gains position Allerman as an unexpected success story. As South Korea’s burgeoning chip boom continues to redefine the stock market landscape, this bedding company’s strategic semiconductor investments are proving far more lucrative than its traditional business of selling bedding.
silverstar
