KB Securities released a report on the 13th and analyzed that Samsung Electronics and SK Hynix are currently in a deep undervalued range. KB Securities analyst Kim Dong-won said, “The combined operating profit of Samsung Electronics and SK Hynix is expected to increase from 91 trillion won in 2025 to 641 trillion won in 2026, and further to 964 trillion won in 2027, approaching 1000 trillion won.” The market expects the two companies to continue their best performance in history in the third quarter of this year. KB Securities predicted that Samsung Electronics' operating profit for the third quarter was 112 trillion won, and SK Hynix's operating profit for the third quarter was 77 trillion won, up 817% and 579%, respectively. The logic that supports the performance is the expansion of long-term supply contracts and the rise in memory chip prices. As long-term supply agreements with hyperscale cloud vendors continue to expand, the two companies have locked in orders for over 60% of their memory chip production capacity. Expectations of price increases for superimposed memory chips are heating up, and companies are expected to continue to hand over impressive financial reports.

KB Securities released a report on the 13th and analyzed that Samsung Electronics and SK Hynix are currently in a deep undervalued range. KB Securities analyst Kim Dong-won said, “The combined operating profit of Samsung Electronics and SK Hynix is expected to increase from 91 trillion won in 2025 to 641 trillion won in 2026, and further to 964 trillion won in 2027, approaching 1000 trillion won.” The market expects the two companies to continue their best performance in history in the third quarter of this year. KB Securities predicted that Samsung Electronics' operating profit for the third quarter was 112 trillion won, and SK Hynix's operating profit for the third quarter was 77 trillion won, up 817% and 579%, respectively. The logic that supports the performance is the expansion of long-term supply contracts and the rise in memory chip prices. As long-term supply agreements with hyperscale cloud vendors continue to expand, the two companies have locked in orders for over 60% of their memory chip production capacity. Expectations of price increases for superimposed memory chips are heating up, and companies are expected to continue to hand over impressive financial reports.