Samsung Electronics Set to Get Boost From 'Memory Super-Cycle' -- Market Talk

Dow Jones10-31

0328 GMT - Samsung Electronics is set to get a sharp earnings boost from the "memory super-cycle" boom in the industry, Nomura analysts led by C.W. Chung write in a research note. The South Korean tech giant's semiconductor segment is likely to post KRW14.1 trillion in operating profit in 4Q, up 82% from 3Q, supported by higher prices of commodity DRAM and NAND chips, they reckon. They revise their 2026 operating-profit forecast for Samsung 21% higher to KRW110 trillion. Nomura raises its price target for the stock by 22% to KRW150,000 and keeps a buy rating. Shares are 1.1% higher at KRW105,200. (kwanwoo.jun@wsj.com)

(END) Dow Jones Newswires

October 30, 2025 23:28 ET (03:28 GMT)

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They revise their 2026 operating-profit forecast for Samsung 21% higher to KRW110 trillion. Nomura raises its price target for the stock by 22% to KRW150,000 and keeps a buy rating. Shares are 1.1% higher at KRW105,200. 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