560,000-won Samsung Electronics is too weak. Samsung heading to 630,000 won?

Seoul Economic Daily

Yuanta Securities has raised its target price for Samsung Electronics to KRW 630,000, citing a prolonged memory-chip upcycle as the key driver. Analysts say supply shortages could persist through 2028 as AI inference demand grows and HBM production absorbs capacity that would otherwise be used for conventional DRAM. Expectations that Samsung could also take the No. 1 position in HBM are adding further attention to the “KRW 630,000 Samsung” scenario.  #SamsungElectronics #SamsungStock #SamsungStockOutlook #SemiconductorStocks #HBM #MemorySemiconductors

Transcript

00:00They said Samsung would rank number one in HBM next year.

00:03But this time, the target stock price has been raised to $630,001.

00:08Instead, after one brokerage projected,

00:11Samsung Electronics HBM market share to be no.

00:14Won in 2027 and set a target price of $560,001.

00:19This time, Uanta Securities raised its target price from $530,001 to $630,001.

00:26The key point Uanta Securities sees is the long duration of the memory semiconductor cycle.

00:33With the spread of AI inference, demand for high-capacity memory is increasing,

00:38and HBM is gradually eroding the production capacity of general-purpose DRAM.

00:43So the analysis suggests a shortage of memory supply could continue until 2028.

00:50It was also forecast that Samsung Electronics earnings would improve significantly,

00:55and Uanta Securities expected operating profit in 2027 to be about $59,001,001.

01:01In the end, with intensifying competition in HBM,

01:05combined with a prolonged memory industry supply-side situation,

01:10brokerage firms have raised their target.

01:12Stock prices from $560,001 to $630,001.

01:16Will we really be able to reach $630,001 in electronics this time?

01:21hypotheses.

01:21Société Radio-Canada

카테고리

트랜스크립트

추천