Samsung Electronics' price-to-earnings (P/E) ratio premium over SK Hynix is currently near its lowest level in two years, but this premium is expected to widen as Samsung regains HBM market share from its competitor. UBS models predict that Samsung's market share in HBM shipments will increase from 20% in 2025 to 31% this year, and further rise to 40% by 2027, when it will surpass SK Hynix for the first time. UBS has designated Samsung as its top stock pick in the sector.