prediction
디아이 본사 is expected to lead growth in 2027, with orders from major customers' general-purpose memory investments starting in earnest from 1Q27 and memory package tester supply volume rising sharply versus this year.
A prediction by 현대차증권 반도체소부장/로보틱스 윤동욱. Statements are as reported by the cited publishers — not verified by DecisionGateway.
2027년에는 디아이 본사가 성장을 견인할 것으로 전망.
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Related claims
Since the Q3 2026 earnings announcements, 2027 operating profit forecasts for domestic memory companies have been raised again after about four months of stagnation, driven by better-than-expected DRAM prices.하나증권 · statementFor 2027, the report recommends an approach focused on data centers and semiconductors, momentum that can be verified in substance and felt in immediate earnings.현대차증권 건설/유틸리티 신동현 · predictionThe analyst maintains a BUY rating on 디아이 and raises the target price to 60,000 won, up 5.3%.현대차증권 반도체소부장/로보틱스 윤동욱 · predictionPSM과 D社 두 곳 모두 '27년부터 본격적인 양산 물량 공급이 예상되어 100억원 이상의 매출 성장이 기대된다.하나증권 미래산업팀 · prediction디아이's 3Q26 results were revenue of 217.7 billion won (YoY +99.6%, QoQ +29.1%) and operating profit of 59.3 billion won (YoY +493.1%, QoQ +49.9%, OPM 27.3%), far exceeding consensus and the analyst's estimates.현대차증권 반도체소부장/로보틱스 윤동욱 · statement2027년 글로벌 경제는 완만한 성장세를 이어가며, AI 투자와 반도체 업황 개선이 한국과 미국의 성장을 뒷받침할 전망현대차증권 글로벌 자산배분 김중원 · prediction