星球日报|Sep 07, 2026 05:38
[Institution: Samsung's HBM Shipment Expansion Expected to Offset General Memory Growth Slowdown by 2027]
Odaily Planet Daily News – Mirae Asset Securities analyst Kim Young-gun stated that the expansion of Samsung Electronics' HBM shipments for AI applications is expected to offset the impact of the slowdown in general memory chip growth next year. It is projected that Samsung Electronics' HBM shipment capacity and average selling price will soar by 57% and 49%, respectively, by 2027, surpassing the anticipated growth rates of 16% and 20% for general memory chips. Mirae Asset predicts that Samsung's profitability will be weighed down by the strengthening of the Korean won against the US dollar, but overall performance is expected to remain stable. The institution has revised down its forecast for Samsung's operating profit in 2026 by 5.7% to 37.0057 trillion won and in 2027 by 4.2% to 53.5682 trillion won. (Jin10)
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