Kim Young gun: Samsung Electronics' HBM shipment expansion will offset slowing growth in general storage

Future Asset Securities analyst Kim Young gun stated that the expansion of Samsung Electronics' HBM shipments will offset the slowing growth of general storage chips. It is expected that Samsung Electronics' HBM shipment capacity and average selling price will increase by 57% and 49% respectively in 2027. Future Assets will lower Samsung Electronics' 2026 operating profit forecast by 5.7% to KRW 370.057 trillion, and its 2027 operating profit forecast by 4.2% to KRW 535.682 trillion.