Samsung Electronics Target Raised to 110,000 Won on Semiconductor Demand Surge

KB Securities analyzed on the 23rd that Samsung Electronics' semiconductor performance improvement speed is expected to exceed expectations due to the recent surge in memory demand. The target stock price was raised to 110,000 won, and the investment opinion was maintained as 'Buy'.

Kim Dong-won, a KB Securities researcher, stated, "We have revised this year's and next year's net profits upward by 16.1% and 24.4% compared to previous estimates, to 34 trillion won and 52 trillion won, respectively," adding, "In the second half of this year, the semiconductor sector's operating profit is expected to reach 20.8 trillion won, a 33% increase compared to the same period last year."

Kim researcher said, "In the High Bandwidth Memory (HBM) HBM4 to be mounted on NVIDIA's Rubin next year, Samsung Electronics is expected to establish a favorable position compared to competitors," explaining, "Samsung Electronics' HBM4 applies 1c DRAM and a 4-nanometer (nanometer·1 nm = one-billionth of a meter) logic die (the chip that serves as the brain at the base of HBM), and is expected to meet NVIDIA's specifications for higher performance and increased volume simultaneously by achieving the highest performance (11 Gbps) among suppliers."

He added, "The visibility of supplying 12-layer HBM3E that has passed NVIDIA's final quality test and the expanded possibility of new HBM4 supply will act as a strong reference in the global HBM market, leading to a simultaneous surge in HBM supply volumes for big tech companies such as AMD, Broadcom, Amazon, and Google."

Kim researcher forecasted that Samsung Electronics' performance and stock price in this cycle will differ from the past. He explained, "Except for the new HBM expansion next year, under limited expansion of general-purpose memory production capacity, memory demand is diversifying from AI data centers to server DRAM, 7th-generation graphics DRAM (GDDR7), the latest low-power DRAM (LPDDR5X), and solid-state drives (eSSD). Additionally, the passage of NVIDIA's HBM3E 12-layer quality test and the expanded possibility of supplying 1c DRAM-based HBM4 are expected to lead to a surge in HBM shipments next year."

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