Yuanta Securities has raised its target price for Samsung Electronics to KRW 630,000, citing a prolonged memory-chip upcycle as the key driver. Analysts say supply shortages could persist through 2028 as AI inference demand grows and HBM production absorbs capacity that would otherwise be used for conventional DRAM. Expectations that Samsung could also take the No. 1 position in HBM are adding further attention to the “KRW 630,000 Samsung” scenario.
#SamsungElectronics #SamsungStock #SamsungStockOutlook #SemiconductorStocks #HBM #MemorySemiconductors
