Serenity(@aleabitoreddit):Kim Sunwoo of Meritz Securities: "This Is Not the Time to Sell Samsung Electronics and $SKHY" They claim markets are excessively misunderstanding the situation with semis. And that DRAM shortage will intensify in the second half of this year. - H2 2026: "suppliers can fulfill only 75%–80% of DRAM demand". - 2027: "fulfillment is expected to fall into the 60% range." In the article, they attached market forecasts that show SK Hynix with a 2027 3.5x P/E and Samsung a 3.9x P/E. Think the $INTC CEO said it best around timeframes with his quote "no relief in memory supply or pricing until at least 2028". Especially after $MU 16 LTAs with favorable take or pay volume contracts... memory demand seems structural.

2026.07.17 03:16

Kim Sunwoo of Meritz Securities: "This Is Not the Time to Sell Samsung Electronics and $SKHY" They claim markets are excessively misunderstanding the situation with semis. And that DRAM shortage will intensify in the second half of this year. - H2 2026: "suppliers can fulfill only 75%–80% of DRAM demand". - 2027: "fulfillment is expected to fall into the 60% range." In the article, they attached market forecasts that show SK Hynix with a 2027 3.5x P/E and Samsung a 3.9x P/E. Think the $INTC CEO said it best around timeframes with his quote "no relief in memory supply or pricing until at least 2028". Especially after $MU 16 LTAs with favorable take or pay volume contracts... memory demand seems structural.