---
title: "The industry will face an 'earnings cliff' in 2028. — Shawn Kim — DecisionGateway"
description: "prediction by Shawn Kim, recorded recently — verbatim quote and source citation."
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  "og:title": "The industry will face an 'earnings cliff' in 2028. — Shawn Kim — DecisionGateway"
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prediction

# **The industry will face an 'earnings cliff' in 2028.**

A prediction by [**Shawn Kim**](https://dgw.tmarket.io/actors/01a1da7e-81c1-76fd-af25-51dc9b10b339). Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *그는 2028년 업계가 ‘이익 절벽’에 직면할 것이라고 경고*

hanachinaPublished 2026-11-10 [ Read source](https://t.me/hanachina/71883)

[**Shawn Kim dossier **](https://dgw.tmarket.io/actors/01a1da7e-81c1-76fd-af25-51dc9b10b339)

## **Discussion**

## **Related claims**

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## **More claims by Shawn Kim**

[**Long-term DRAM operating margin assumptions for the two companies were sharply lowered to historical average levels.**statement](https://dgw.tmarket.io/claims/01a1da7e-8256-7c00-873a-f19fd1a80e52) [**Four pressures overlap: new production capacity coming online at the end of 2027, delayed data center construction, shrinking HBM premium, and NAND spot prices plunging about 20% in two weeks.**statement](https://dgw.tmarket.io/claims/01a1da7e-8246-7edc-bbae-ef05867e994c) [**Samsung Electronics' target price was cut by 19%.**statement](https://dgw.tmarket.io/claims/01a1da7e-8227-7b6c-9353-6ece0b4d0cbc) [**SK hynix's target price was cut by 38%.**statement](https://dgw.tmarket.io/claims/01a1da7e-8216-717f-8975-0b68a18d1042) [**Shawn Kim downgraded target prices across memory stocks.**statement](https://dgw.tmarket.io/claims/01a1da7e-8205-7c9c-a275-ec3f4086e1fa)

[All claims by Shawn Kim](https://dgw.tmarket.io/claims?claimant_id=01a1da7e-81c1-76fd-af25-51dc9b10b339)

[All claims](https://dgw.tmarket.io/claims)

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