The valuation premium of Samsung Electronics Co., Ltd. over SK hynix, measured by price-to-earnings ratio, is currently near its lowest point in two years. However, this premium is expected to widen as Samsung regains market share in the HBM sector from its competitor.
A model from UBS projects that Samsung Electronics Co., Ltd.'s share of HBM shipments will climb from 20% in 2025 to 31% this year, and further increase to 40% by 2027. At that point, it is anticipated to surpass SK hynix for the first time. UBS has designated Samsung Electronics Co., Ltd. as its top pick in the industry.
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