On November 24, Pak Yu-ak, an analyst from Kiwoom Securities, released a research report indicating that Samsung Electronics' fourth-quarter performance is poised to exceed market expectations, thanks to DRAM chip prices that have risen beyond initial projections. As the global leader in memory chip production, Samsung is anticipated to report an operating profit of KRW 17.6 trillion for the fourth quarter. This figure marks a 44% sequential increase and surpasses the broader market's forecasts. Pak Yu-ak highlighted that the pricing of DRAM chips, which are integral components in personal computers, mobile phones, and data servers, is experiencing a notable uptick. Furthermore, Kiwoom Securities projects that Samsung's operating profit will soar to KRW 100 trillion by 2026. This optimistic outlook is underpinned by the anticipated expansion of the HBM4 market and the continued appreciation of general-purpose DRAM chip prices.
