KRBrief

Two broker forecasts agree that Samsung Electronics is having an extraordinary 2026. Their 2027 DRAM assumptions tell very different stories about what comes next.

Broker research increasingly frames Samsung Electronics’ AI opportunity as a full stack spanning HBM, advanced base dies, foundry and packaging—not memory alone.

Samsung’s HBM progress is real, but the larger 2027 question is whether broad memory pricing stays strong enough to turn that mix shift into sustained earnings.

Samsung’s HBM share is expected to rise into year-end, but broker forecasts diverge sharply on the 2027 DRAM cycle. The key issue is whether a richer AI-memory mix…