ChainCatcher report, according to the Korea Economic Daily, KB Securities expects Samsung Electronics and SK Hynix to generate a combined operating profit of 1,571 trillion KRW from 2026 to 2027—approximately 2.1 times the combined operating profit of 748 trillion KRW accumulated by the two companies from 2000 to 2025. Specifically, Samsung Electronics and SK Hynix are projected to achieve operating profits of 555 trillion KRW and 389 trillion KRW in 2027, respectively, representing year-over-year growth of 51% and 50%. KB Securities noted that rising demand for AI chips is tightening memory supply, with approximately 70% to 80% of the memory production planned by both companies in 2027 already secured through five-year long-term supply agreements with major global tech firms. Both companies’ price-to-earnings ratios have fallen to around 3x, while foreign ownership has dropped to its lowest level since the global financial crisis in 2008; KB Securities believes the market may be underestimating their medium- to long-term profit growth potential.
KB Securities forecasts Samsung and SK Hynix profits to exceed 2.1 times the total from 2000 to 2025 by 2027.
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Summary
KB Securities forecasts that Samsung and SK Hynix will generate 1,571 trillion KRW in operating profit from 2026 to 2027, 2.1 times their combined total from 2000 to 2025. In 2027, Samsung and SK Hynix are expected to earn 555 trillion KRW and 389 trillion KRW respectively, representing year-over-year increases of 51% and 50%. This growth is driven by rising demand for AI chips and tight memory supply. Both companies have secured 70%–80% of their 2027 production through long-term contracts. Their P/E ratios are near 3x, while foreign ownership has reached its lowest level since 2008. Given this context, altcoins to watch may attract renewed interest as the Fear & Greed Index remains at a cyclical low.
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