According to ME News, on September 7 (UTC+8), Kim Young-gun, an analyst at Mirae Asset Securities, stated that the expansion of Samsung Electronics' HBM shipments for AI applications is expected to offset the anticipated slowdown in growth of general-purpose memory chips next year. Samsung Electronics' HBM shipment volume and average selling price in 2027 are projected to surge by 57% and 49% respectively, surpassing the anticipated growth rates of 16% and 20% for general-purpose memory chips. Mirae Asset expects Samsung's profitability to be pressured by a stronger Korean won against the U.S. dollar, but overall performance will remain robust. The firm has lowered its operating profit forecast for Samsung to 37.0057 trillion KRW in 2026, a 5.7% reduction, and to 53.5682 trillion KRW in 2027, a 4.2% reduction. (Source: BlockBeats)
Samsung's HBM Shipments to Offset Slower General Memory Growth in 2027
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Summary
Samsung’s HBM shipments are expected to offset slower growth in the general memory market in 2027, according to Future Asset Securities. Analyst Kim Young-gun noted a projected 57% increase in HBM shipment volume and a 49% rise in ASP, significantly outpacing general memory growth. Altcoins to watch may benefit from this trend as demand for AI rises. Samsung’s 2026 and 2027 profit forecasts were revised downward due to a stronger won, though earnings remain stable. The Fear & Greed Index continues to serve as a key indicator of market sentiment amid these developments.
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