机构：三星HBM出货扩张料将抵消2027年通用存储增长放缓

The 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 slowdown in general-purpose memory chip growth next year. Samsung Electronics' HBM shipment capacity and average selling price are projected to surge by 57% and 49% respectively in 2027, potentially exceeding the expected growth rates of 16% and 20% for general-purpose memory chips. Mirae Asset expects Samsung's earnings to be weighed down by the won's strength against the US dollar, but overall profitability should remain solid. The firm has cut its 2026 operating profit forecast for Samsung by 5.7% to 370.057 trillion won, and by 4.2% to 535.682 trillion won for 2027. (Jin Shi)