Samsung 2quarterly operating profit 100trillion won outlook widens the market-cap gap again
Brokerages 2forecast Samsung Electronics’ quarterly operating profit at 100trillion won and SK hynix’s at 71trillion won. The backdrop is a sharp rise in DRAM and NAND prices, while market attention is shifting from a focus on HBM to commodity DRAM, NAND, and foundry operations.
Brokerages 2issued quarterly earnings forecasts. They put Samsung Electronics’ operating profit at 100trillion won and SK hynix’s at 71trillion won. As a result, some price targets were raised.
Recent memory price increases have lifted earnings forecasts. DRAM prices rose 55%, while NAND prices rose 70%. These price changes were cited by brokerages as grounds for raising earnings forecasts.
The focus of market participants is also shifting. Attention, which had been concentrated on HBM, has broadened to include commodity DRAM, NAND, and foundry operations. Samsung Electronics is mentioned as a company with capabilities in commodity DRAM, NAND, and foundry operations.
Industry observers use the term “AI memory supercycle” to refer to AI demand. The phrase emerged in the context of strong demand across memory products and a rebound in prices. It is also noted that the scope of benefits and strengths differ by company.
The gap in market capitalization has widened again amid the latest outlook and price changes. Investors are assessing differences in company performance based on quarterly results and memory price trends. Quarterly earnings announcements and price indicators are expected to be key variables in the outlook ahead.
Sources: 연합인포맥스
Bullstory synthesized this report from the linked sources. AI may have assisted the writing process. Check the original reports for factual confirmation.