Samsung Electronics and SK Hynix Targets Raised as Memory Supercycle View Holds
A report released today cited Nvidia’s next-generation Vera Rubin, LPDDR demand and rising foundry prices as reasons for higher Samsung Electronics and SK Hynix targets.
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A report released today raised target prices for Samsung Electronics and SK Hynix to 430,000 won and 2.75 million won, respectively, judging that the memory supercycle has not ended. The key background is demand tied to Nvidia’s next-generation Vera Rubin and strong absorption in the LPDDR market. The report said LPDDR is increasing memory cost pressure and weighing on Chinese smartphone makers. At the same time, prices for 2-nanometer foundry and mature processes are also moving higher. Nvidia-driven demand was presented as a factor strengthening the outlook for a boom at Samsung Electronics and SK Hynix. Source: mk.co.kr
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- A report released today cited Nvidia’s next-generation Vera Rubin, LPDDR demand and rising foundry prices as reasons for higher Samsung Electronics and SK Hynix targets.
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