Institution: Samsung's HBM Shipment Expansion Expected to Offset Slowdown in General-Purpose Memory Growth by 2027
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Author:小编   

On September 7, Kim Young-gun, an analyst at Mirae Asset Securities, stated that Samsung Electronics' expansion of HBM shipments for AI applications could offset the impact of slowing growth in general-purpose memory chips next year. It is projected that by 2027, Samsung Electronics' HBM shipment capacity and average selling price will surge by 57% and 49%, respectively, with growth rates expected to surpass those of general-purpose memory chips, which are 16% and 20%. Mirae Asset anticipates that despite the potential drag on Samsung's profits from a stronger Korean won against the US dollar, its overall profitability will remain robust. Consequently, the institution has revised downward its operating profit forecast for Samsung by 5.7% to KRW 370.057 trillion for 2026 and by 4.2% to KRW 535.682 trillion for 2027.