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

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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