Samsung Electronics Set to Get Boost From 'Memory Super-Cycle' -- Market Talk

Dow Jones

2025/10/31

0328 GMT - Samsung Electronics is set to get a sharp earnings boost from the "memory super-cycle" boom in the industry, Nomura analysts led by C.W. Chung write in a research note. The South Korean tech giant's semiconductor segment is likely to post KRW14.1 trillion in operating profit in 4Q, up 82% from 3Q, supported by higher prices of commodity DRAM and NAND chips, they reckon. They revise their 2026 operating-profit forecast for Samsung 21% higher to KRW110 trillion. Nomura raises its price target for the stock by 22% to KRW150,000 and keeps a buy rating. Shares are 1.1% higher at KRW105,200. (kwanwoo.jun@wsj.com)

(END) Dow Jones Newswires

October 30, 2025 23:28 ET (03:28 GMT)

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Chung write in a research note. The South Korean tech giant's semiconductor segment is likely to post KRW14.1 trillion in operating profit in 4Q, up 82% from 3Q, supported by higher prices of commodity DRAM and NAND chips, they reckon. They revise their 2026 operating-profit forecast for Samsung 21% higher to KRW110 trillion. Nomura raises its price target for the stock by 22% to KRW150,000 and keeps a buy rating. Shares are 1.1% higher at KRW105,200. 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Chung write in a research note. The South Korean tech giant's semiconductor segment is likely to post KRW14.1 trillion in operating profit in 4Q, up 82% from 3Q, supported by higher prices of commodity DRAM and NAND chips, they reckon. They revise their 2026 operating-profit forecast for Samsung 21% higher to KRW110 trillion. Nomura raises its price target for the stock by 22% to KRW150,000 and keeps a buy rating. Shares are 1.1% higher at KRW105,200. (kwanwoo.jun@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 30, 2025 23:28 ET (03:28 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SSNHZ","symbol_name":"Samsung Electronics Co., Ltd.","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2579482148","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2579482148","pubTimestamp":1761881280,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0328 GMT - Samsung Electronics is set to get a sharp earnings boost from the \"memory super-cycle\" boom in the industry, Nomura analysts led by C.W. Chung write in a research note. The South Korean tech giant's semiconductor segment is likely to post KRW14.1 trillion in operating profit in 4Q, up 82% from 3Q, supported by higher prices of commodity DRAM and NAND chips, they reckon. They revise their 2026 operating-profit forecast for Samsung 21% higher to KRW110 trillion. Nomura raises its price target for the stock by 22% to KRW150,000 and keeps a buy rating. Shares are 1.1% higher at KRW105,200. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"SSNHZ":"Samsung Electronics Co., Ltd."},"translate_title":"三星电子将从“内存超级周期”中获得提振——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SSNHZ":0.9},"content_text":"0328 GMT - Samsung Electronics is set to get a sharp earnings boost from the \"memory super-cycle\" boom in the industry, Nomura analysts led by C.W. Chung write in a research note. The South Korean tech giant's semiconductor segment is likely to post KRW14.1 trillion in operating profit in 4Q, up 82% from 3Q, supported by higher prices of commodity DRAM and NAND chips, they reckon. They revise their 2026 operating-profit forecast for Samsung 21% higher to KRW110 trillion. Nomura raises its price target for the stock by 22% to KRW150,000 and keeps a buy rating. Shares are 1.1% higher at KRW105,200. (kwanwoo.jun@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 30, 2025 23:28 ET (03:28 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"economic","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}