Trade Whisperer(@TradexWhisperer):KB Securities outlook on $DRAM $SKHY $MU “Samsung Electronics and SK Hynix are expected to escape from an extreme undervaluation phase.” Hyperscalers’ AI infrastructure investment next year is projected at $1.3 trillion, up 60% from this year. Memory’s share of AI infrastructure investment is expected to rise from 14% in 2025 → 40% in 2026 → 57% in 2027. TrendForce sees it even higher at 68%. “The current extreme undervaluation could lead to a powerful re-rating.” Over the next three years both companies’ earnings could hit all-time highs, and large-scale shareholder-return policies are expected to continue.

2026.09.07 04:02

KB Securities outlook on $DRAM $SKHY $MU “Samsung Electronics and SK Hynix are expected to escape from an extreme undervaluation phase.” Hyperscalers’ AI infrastructure investment next year is projected at $1.3 trillion, up 60% from this year. Memory’s share of AI infrastructure investment is expected to rise from 14% in 2025 → 40% in 2026 → 57% in 2027. TrendForce sees it even higher at 68%. “The current extreme undervaluation could lead to a powerful re-rating.” Over the next three years both companies’ earnings could hit all-time highs, and large-scale shareholder-return policies are expected to continue.

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