[Featured Stock] Samsung Electronics Rises on Positive Earnings Outlook Amid Memory Supply Improvement

Samsung Electronics' stock price is on the rise. Expectations that earnings will improve due to the improvement in memory semiconductor supply and demand appear to be influencing the stock price.

[Image source=Yonhap News]

As of 9:32 a.m. on the 14th, Samsung Electronics is trading at 79,700 KRW, up 1.40% from the previous day.

No Geun-chang, a researcher at Hyundai Motor Securities, stated, "The supply and demand of memory semiconductors are expected to continue driving product price increases until the end of the year, supported by the wafer production capacity (CAPA) encroachment of High Bandwidth Memory (HBM) and increased demand for premium product lines such as Double Data Rate (DDR)5 5600 and enterprise solid-state drives (SSD)." He added, "Thanks to profitability improvements and gains from inventory asset revaluation, operating profits from memory semiconductors are expected to exceed market expectations every quarter."

Researcher No further commented, "However, if the packaging technology does not prove superior to competitors, there will be limits to the speed of stock price revaluation," and predicted, "Considering the overall shortage of HBM3E supply, delivery of HBM3E to Nvidia is likely in the second half of this year." He added, "Whether HBM3E enters Nvidia will be a trigger for stock price fluctuations."