Samsung Could Benefit from HBM4 Production Ramp-up in 2027
Dow Jones
3 hours ago
0352 GMT - Samsung Electronics could benefit from increasing production of its high-end DRAM product, high-bandwidth memory 4, in 2027, Citigroup's Peter Lee and Jayden Oh say. The analysts expect prices for Samsung's HBM4 12hi product--the most advanced HBM4 variant with 12 DRAM dies stacked vertically--to surge 100%-150% to $4-$5 per gigabit in 2027. "Looking ahead, we expect SEC's market leadership to strengthen further as HBM4 ramps up, supported by its leading production capacity and technology," they write in a note. Citi views Samsung's 3Q preliminary earnings as solid, despite unfavorable foreign-exchange headwinds and additional bonus costs.
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