Institution: Samsung HBM Shipment Expansion Expected to Offset Slower Growth in General-Purpose Storage in 2027

Odaily Planet Daily News Mirae Asset Securities analyst Kim Young-gun stated that Samsung Electronics' expansion of HBM shipments for AI applications is expected to offset the impact of slower growth in general-purpose memory chips next year. It is estimated that Samsung Electronics' HBM shipment capacity and average selling price in 2027 will surge by 57% and 49%, respectively, which is expected to surpass the projected growth rates of 16% and 20% for general-purpose memory chips. Mirae Asset predicts that Samsung's earnings will be dragged down by the won's strength against the U.S. dollar, but overall performance will remain stable. The institution lowered its operating profit forecast for Samsung in 2026 by 5.7% to 370.057 trillion won, and for 2027 by 4.2% to 535.682 trillion won. (Jin Shi)