Mirae Asset Securities analyst Kim Young-gun said Samsung Electronics’ expanding shipments of high bandwidth memory, or HBM, for AI applications are expected to offset the impact of slower growth in conventional memory chips next year. The firm projects Samsung’s HBM shipment volume and average selling price in 2027 will jump 57% and 49%, respectively, outpacing the expected 16% and 20% growth rates for conventional memory. Mirae Asset also said Samsung’s earnings are likely to face pressure from a stronger Korean won against the U.S. dollar, though overall profitability should remain solid. It lowered its forecast for Samsung’s operating profit in 2026 by 5.7% to KRW 370.057 trillion, and cut its 2027 estimate by 4.2% to KRW 535.682 trillion. The report was cited by Jin10 in a news brief carried by Odaily.
Odaily reported that Mirae Asset Securities analyst Kim Young-gun said Samsung Electronics’ expansion in shipments of HBM for AI applications is expected to offset the effect of slower growth in conventional memory chips next year.
Mirae Asset estimates that Samsung’s HBM shipment capacity and average selling price in 2027 will surge 57% and 49%, respectively. That would top the expected 16% and 20% growth rates for conventional memory chips.
The firm also said Samsung’s earnings are likely to be weighed down by a stronger Korean won against the U.S. dollar, although overall performance should remain steady. Mirae Asset cut its 2026 operating profit forecast for Samsung by 5.7% to KRW 370.057 trillion, and lowered its 2027 forecast by 4.2% to KRW 535.682 trillion.
The item cited Jin10 as the source.
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