Samsung Electronics' OpenAI Alliance Boosts Memory Chip Outlook -- Market Talk

Dow Jones

2025/10/03

0902 GMT - Samsung Electronics' Stargate partnership with OpenAI is expected to drive structural growth in demand for the company's high-bandwidth memory chips, lifting its earnings outlook, CGS analyst Kyunga Lee says in a note. She projects 3Q operating profit to rise 8% from a year earlier to 9.9 trillion won, supported by favorable forex and stronger-than-expected NAND memory prices, and raises its 2026 operating profit forecast by 33% to 54 trillion won. CGS expects the redesigned 1anm HBM3e chip to restore Samsung's technological edge if it meets customers' performance requirements. HBM shipments are forecast to grow 114% in 2026, while the average selling price could fall 3%, Lee adds. CGS maintains its add rating on the stock and raises its target price to KRW125,000 from KRW81,000. Shares last closed at KRW89,000. (jason.chau@wsj.com)

(END) Dow Jones Newswires

October 03, 2025 05:02 ET (09:02 GMT)

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She projects 3Q operating profit to rise 8% from a year earlier to 9.9 trillion won, supported by favorable forex and stronger-than-expected NAND memory prices, and raises its 2026 operating profit forecast by 33% to 54 trillion won. CGS expects the redesigned 1anm HBM3e chip to restore Samsung's technological edge if it meets customers' performance requirements. HBM shipments are forecast to grow 114% in 2026, while the average selling price could fall 3%, Lee adds. CGS maintains its add rating on the stock and raises its target price to KRW125,000 from KRW81,000. Shares last closed at KRW89,000. (jason.chau@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 03, 2025 05:02 ET (09:02 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\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":"2572050356","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2572050356","pubTimestamp":1759482120,"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":"0902 GMT - Samsung Electronics' Stargate partnership with OpenAI is expected to drive structural growth in demand for the company's high-bandwidth memory chips, lifting its earnings outlook, CGS analyst Kyunga Lee says in a note. She projects 3Q operating profit to rise 8% from a year earlier to 9.9 trillion won, supported by favorable forex and stronger-than-expected NAND memory prices, and raises its 2026 operating profit forecast by 33% to 54 trillion won. CGS expects the redesigned 1anm HBM3e chip to restore Samsung's technological edge if it meets customers' performance requirements. HBM shipments are forecast to grow 114% in 2026, while the average selling price could fall 3%, Lee adds. CGS maintains its add rating on the stock and raises its target price to KRW125,000 from KRW81,000. Shares last closed at KRW89,000. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"SSNHZ":"Samsung Electronics Co., Ltd."},"translate_title":"三星电子OpenAI联盟提振存储芯片前景——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SSNHZ":0.9},"content_text":"0902 GMT - Samsung Electronics' Stargate partnership with OpenAI is expected to drive structural growth in demand for the company's high-bandwidth memory chips, lifting its earnings outlook, CGS analyst Kyunga Lee says in a note. She projects 3Q operating profit to rise 8% from a year earlier to 9.9 trillion won, supported by favorable forex and stronger-than-expected NAND memory prices, and raises its 2026 operating profit forecast by 33% to 54 trillion won. CGS expects the redesigned 1anm HBM3e chip to restore Samsung's technological edge if it meets customers' performance requirements. HBM shipments are forecast to grow 114% in 2026, while the average selling price could fall 3%, Lee adds. CGS maintains its add rating on the stock and raises its target price to KRW125,000 from KRW81,000. Shares last closed at KRW89,000. (jason.chau@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 03, 2025 05:02 ET (09:02 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":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}