Goldman Sachs Raises 2027 Samsung HBM Price Forecast to +44% from +14%

DRAM2.31%
According to Goldman Sachs, the investment bank raised its 2027 price expectations for Samsung HBM to +44% from +14%, citing tight traditional DRAM supply-demand balance transmitting through price spreads to HBM annual negotiations with upside risks. Goldman maintained a buy rating on Samsung Electronics with a target price of 480,000 Korean won for common stock and 360,000 won for preferred stock.
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