Samsung's HBM Shipment Expansion to Offset General Storage Slowdown in 2027: Mirae Asset

News Editor

2026-09-07 05:24:37

Mirae Asset Securities analyst Kim Young-gun projects that Samsung's HBM shipments for AI will offset the slowdown in general memory chip growth in 2027. HBM capacity and ASP are expected to surge 57% and 49% respectively, outpacing general storage. Profit may be weighed by won strength but remain solid.

Mirae Asset Securities analyst Kim Young-gun said that Samsung Electronics' expansion of HBM (High Bandwidth Memory) shipments for AI applications is expected to offset the slowdown in general memory chip growth in 2027. The report projects that Samsung's HBM shipment capacity and average selling price will surge 57% and 49% respectively in 2027, surpassing the expected 16% and 20% growth rates of general memory chips.

Mirae Asset expects Samsung's earnings to be weighed down by the strength of the Korean won against the U.S. dollar, but overall profitability will remain solid. The firm lowered its 2026 operating profit forecast for Samsung by 5.7% to 370.057 trillion won, and its 2027 forecast by 4.2% to 535.682 trillion won.

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