Samsung Set to Gain From Higher Chip Prices Through 2028 Amid Global Undersupply -- Market Talk

Dow Jones

06/02

0216 GMT - Samsung Electronics is expected to benefit from higher semiconductor prices through 2028 amid a global undersupply of DRAM and NAND, the two main types of memory chips, Goldman Sachs analysts say. They raise their annual operating profit forecasts for the world's top memory-chip maker by 5.3% to 374 trillion won in 2026, 21% to 530 trillion won in 2027 and 23% to 610 trillion won in 2028. They forecast "sustained and solid long-term growth" in memory demand, driven by artificial intelligence. They expect global demand for DRAM and NAND products to grow 28% and 23%, respectively, this year, outpacing supply growth of 23% and 19%, respectively. (kwanwoo.jun@wsj.com)

(END) Dow Jones Newswires

June 01, 2026 22:16 ET (02:16 GMT)

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They raise their annual operating profit forecasts for the world's top memory-chip maker by 5.3% to 374 trillion won in 2026, 21% to 530 trillion won in 2027 and 23% to 610 trillion won in 2028. They forecast \"sustained and solid long-term growth\" in memory demand, driven by artificial intelligence. They expect global demand for DRAM and NAND products to grow 28% and 23%, respectively, this year, outpacing supply growth of 23% and 19%, respectively. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4581":"高盛持仓","BK4504":"桥水持仓","DRAM":"Roundhill Memory ETF","SSNHZ":"Samsung Electronics Co., Ltd.","EMXC":"iShares MSCI Emerging Markets ex China ETF","BK4550":"红杉资本持仓","BK4588":"碎股","IEMG":"iShares Core MSCI Emerging Markets ETF"},"translate_title":"在全球供应不足的情况下，三星将在2028年之前从芯片价格上涨中获益——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DRAM":0.9,"IEMG":1.5,"SSNHZ":0.9,"EMXC":1.5},"content_text":"0216 GMT - Samsung Electronics is expected to benefit from higher semiconductor prices through 2028 amid a global undersupply of DRAM and NAND, the two main types of memory chips, Goldman Sachs analysts say. They raise their annual operating profit forecasts for the world's top memory-chip maker by 5.3% to 374 trillion won in 2026, 21% to 530 trillion won in 2027 and 23% to 610 trillion won in 2028. They forecast \"sustained and solid long-term growth\" in memory demand, driven by artificial intelligence. They expect global demand for DRAM and NAND products to grow 28% and 23%, respectively, this year, outpacing supply growth of 23% and 19%, respectively. (kwanwoo.jun@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 01, 2026 22:16 ET (02:16 GMT)\n\n\n  Copyright (c) 2026 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":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}