P Equity Research 📰(@pequityresearch):UBS on Samsung: > Memory demand keeps increasing headed into 2027 > 60% of demand is fulfilled; unfulfilled spilling over into 2027 base line. > Undersupply worsening in 2027. > HBM de-spec related to customers managing supply. Not translating to demand reduction. > Estimated 90% YoY increase in HBM pricing for Samsung in 2027. $DRAM $EWY $MU

P Equity Research 📰

@pequityresearch

Research 📃 & News 🗞️ | Semis & Tech | Research & Expert Calls: | China Tech:

参加 April 2023

930 フォロー中 64.7K ファン

P Equity Research 📰@pequityresearch

2026.08.26 04:47

UBS on Samsung: > Memory demand keeps increasing headed into 2027 > 60% of demand is fulfilled; unfulfilled spilling over into 2027 base line. > Undersupply worsening in 2027. > HBM de-spec related to customers managing supply. Not translating to demand reduction. > Estimated 90% YoY increase in HBM pricing for Samsung in 2027. $DRAM $EWY $MU