statement
Long-term DRAM operating margin assumptions for the two companies were sharply lowered to historical average levels.
A statement by Shawn Kim. Statements are as reported by the cited publishers — not verified by DecisionGateway.
두 회사의 장기 DRAM 영업이익률 가정을 역사적 평균 수준으로 크게 낮췄음
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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 · statementTotal DRAM bit supply growth will slow from 31% in 2026 to 24% in 2027, then recover to more than 25% in 2028 as new capacity comes online.대만공상시보 · prediction디아이 본사's profitability improved significantly due to operating leverage from a surge in equipment supply volume in the second half.현대차증권 반도체소부장/로보틱스 윤동욱 · statementCombined Server DRAM and HBM bit supply will grow at a 46% compound annual rate from 2024 to 2027, and its share of total DRAM supply will rise to 65% by the end of 2027.대만공상시보 · predictionLPDDR supply is the tightest among DRAM products due to expanding SOCAMM demand for AI systems, and price increases are expected to continue for the time being.하나증권 · prediction택배 사업부 revenue grew 1% YoY but operating profit fell 40% to 380억원 (3.9% margin); volume rose 4% YoY and ASP fell 2%.하나증권 운송/모빌리티 Analyst 안도현 · statement
More claims by Shawn Kim
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.statementThe industry will face an 'earnings cliff' in 2028.predictionSamsung Electronics' target price was cut by 19%.statementSK hynix's target price was cut by 38%.statementShawn Kim downgraded target prices across memory stocks.statement
All claims by Shawn Kim