Samsung Electronics, SK Hynix Set to Benefit From Memory Supercycle -- Market Talk

Dow Jones2025-12-26

0243 GMT - Samsung Electronics and SK Hynix stand to benefit from the memory supercycle, which will probably last until at least 2027, Nomura analysts say in a research report. Demand in 2026 will likely be strong for dynamic random access memory and high-bandwidth memory, the analysts note. Demand for DRAM is expected to be robust in 2026 thanks to conventional servers and solid-state drives for artificial intelligence and non-AI servers, resulting in memory clients starting proactive purchases, the analysts add. The brokerage raises the target prices of buy-rated Samsung Electronics to KRW160,000 from KRW150,000 and of buy-rated SK Hynix to KRW880,000 from KRW840,000. Shares of Samsung Electronics last at KRW116,500; those of SK Hynix last at KRW603,000. (ronnie.harui@wsj.com)

(END) Dow Jones Newswires

December 25, 2025 21:43 ET (02:43 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2594268748?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-12-26 10:43","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2594268748","market":"nz","top_or_hot":-1,"title":"Samsung Electronics, SK Hynix Set to Benefit From Memory Supercycle -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0243 GMT - <a href=\"https://laohu8.com/S/SSNGY\">Samsung Electronics</a> and <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a> stand to benefit from the memory supercycle, which will probably last until at least 2027, Nomura analysts say in a research report. Demand in 2026 will likely be strong for dynamic random access memory and high-bandwidth memory, the analysts note. Demand for DRAM is expected to be robust in 2026 thanks to conventional servers and solid-state drives for artificial intelligence and non-AI servers, resulting in memory clients starting proactive purchases, the analysts add. The brokerage raises the target prices of buy-rated <a href=\"https://laohu8.com/S/SSNHZ\">Samsung Electronics</a> to KRW160,000 from KRW150,000 and of buy-rated SK Hynix to KRW880,000 from KRW840,000. Shares of <a href=\"https://laohu8.com/S/SSNLF\">Samsung Electronics</a> last at KRW116,500; those of SK Hynix last at KRW603,000. (ronnie.harui@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 25, 2025 21:43 ET (02:43 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Samsung Electronics, SK Hynix Set to Benefit From Memory Supercycle -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSamsung Electronics, SK Hynix Set to Benefit From Memory Supercycle -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-12-26 10:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0243 GMT - <a href=\"https://laohu8.com/S/SSNGY\">Samsung Electronics</a> and <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a> stand to benefit from the memory supercycle, which will probably last until at least 2027, Nomura analysts say in a research report. Demand in 2026 will likely be strong for dynamic random access memory and high-bandwidth memory, the analysts note. Demand for DRAM is expected to be robust in 2026 thanks to conventional servers and solid-state drives for artificial intelligence and non-AI servers, resulting in memory clients starting proactive purchases, the analysts add. The brokerage raises the target prices of buy-rated <a href=\"https://laohu8.com/S/SSNHZ\">Samsung Electronics</a> to KRW160,000 from KRW150,000 and of buy-rated SK Hynix to KRW880,000 from KRW840,000. Shares of <a href=\"https://laohu8.com/S/SSNLF\">Samsung Electronics</a> last at KRW116,500; those of SK Hynix last at KRW603,000. (ronnie.harui@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 25, 2025 21:43 ET (02:43 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SSNHZ","symbol_name":"Samsung Electronics Co., Ltd.","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2594268748","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2594268748","pubTimestamp":1766716980,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0243 GMT - Samsung Electronics and SK Hynix stand to benefit from the memory supercycle, which will probably last until at least 2027, Nomura analysts say in a research report. Demand in 2026 will likely be strong for dynamic random access memory and high-bandwidth memory, the analysts note. Demand for DRAM is expected to be robust in 2026 thanks to conventional servers and solid-state drives for artificial intelligence and non-AI servers, resulting in memory clients starting proactive purchases, the analysts add. The brokerage raises the target prices of buy-rated Samsung Electronics to KRW160,000 from KRW150,000 and of buy-rated SK Hynix to KRW880,000 from KRW840,000. Shares of Samsung Electronics last at KRW116,500; those of SK Hynix last at KRW603,000. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"SSNHZ":"Samsung Electronics Co., Ltd."},"translate_title":"三星电子和SK海力士将受益于内存超级周期——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SSNHZ":0.9},"content_text":"0243 GMT - Samsung Electronics and SK Hynix stand to benefit from the memory supercycle, which will probably last until at least 2027, Nomura analysts say in a research report. Demand in 2026 will likely be strong for dynamic random access memory and high-bandwidth memory, the analysts note. Demand for DRAM is expected to be robust in 2026 thanks to conventional servers and solid-state drives for artificial intelligence and non-AI servers, resulting in memory clients starting proactive purchases, the analysts add. The brokerage raises the target prices of buy-rated Samsung Electronics to KRW160,000 from KRW150,000 and of buy-rated SK Hynix to KRW880,000 from KRW840,000. Shares of Samsung Electronics last at KRW116,500; those of SK Hynix last at KRW603,000. (ronnie.harui@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  December 25, 2025 21:43 ET (02:43 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2594268748","isCrawlerRequest":true}