India, Aug. 13 -- Samsung Electronics is approaching a rare inflection point - the kind that combines cyclical tailwinds with structural breakthroughs. For years, the company's semiconductor business has operated under the long shadow of TSMC in foundry, and Sony in image sensors, with market perception clouded by execution inconsistencies.

Now, a confluence of financial recovery, technological advances, and landmark customer wins is setting the stage for a sustained rebound that could reframe Samsung's role in the global semiconductor hierarchy.

Financial recovery in motion

After a prolonged earnings trough, early signs of a turnaround are becoming unmistakable. Samsung should deliver an operating profit of at least KRW 8.5 trillion i...