Samsung Electronics Rides Chips Super Cycle -- Market Talk

Dow Jones04-08

0224 GMT - Samsung Electronics 1Q earnings beat expectations, with a continuing memory chips super-cycle benefiting the company, Nomura analysts CW Chung and Eon Hwang say in a note. Strong DRAM and NAND memory chip prices drove substantial revenue, while a weaker Korean won boosted the semiconductor division, they say. Mobile and home appliance operating profits, however, fell year-over-year amid memory price hikes and heightened competition, which has been a concern in the market. Nomura maintains a buy rating on the stock with a target price of KRW320,000. Shares are up 7.0% at KRW210,000.(venkat.pr@wsj.com)

(END) Dow Jones Newswires

April 07, 2026 22:24 ET (02:24 GMT)

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Strong DRAM and NAND memory chip prices drove substantial revenue, while a weaker Korean won boosted the semiconductor division, they say. Mobile and home appliance operating profits, however, fell year-over-year amid memory price hikes and heightened competition, which has been a concern in the market. Nomura maintains a buy rating on the stock with a target price of KRW320,000. 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