$SAMSUNG Samsung’s HBM is back! SK Hynix was cut by 27%, and this rotation—I’ll be the main character
When others get their target prices cut, Samsung is quietly grabbing market share.
News: LS Securities raised Samsung’s target price from 400,000 won to 450,000 won, while SK Hynix was cut by 27%. It’s not that HBM isn’t working anymore—things have changed at the strategic level. Samsung’s HBM4 shipment share jumped from 5% in Q1 to 35% in Q2, and yields are still ramping up. The supplier premium that used to favor SK Hynix is transferring to Samsung.
Technical analysis: RSI6=73.87 is relatively strong, but RSI12=61.88 and RSI24=55.79 are still in the upper-middle zone—not in extreme overbought conditions, with room to run. The price is consolidating around 189 to build momentum. The MACD histogram remains positive, and bulls are in control. The 190–192 area above is a dense liquidation zone for shorts; once it breaks out, the move accelerates.
Capital flow: FLOW SCORE -78, but short-term capital has been in net inflow consecutively, and the 5-minute to 1-hour indicators are improving.
My take: The HBM landscape is changing—Samsung is resetting its pricing. 189 is the breakout trigger, and the target is 195–200.
Trading strategy:
Aggressive: Go long around 189, target 195.
Conservative: Buy on a pullback to 187–188, target 198–200.
Samsung’s HBM4 share rising from 5% to 35% took only three months—what does that speed mean? Join the chat room, I’ll explain in detail: #三星SK海力士领跌韩股KOSPI跌3.6%
When others get their target prices cut, Samsung is quietly grabbing market share.
News: LS Securities raised Samsung’s target price from 400,000 won to 450,000 won, while SK Hynix was cut by 27%. It’s not that HBM isn’t working anymore—things have changed at the strategic level. Samsung’s HBM4 shipment share jumped from 5% in Q1 to 35% in Q2, and yields are still ramping up. The supplier premium that used to favor SK Hynix is transferring to Samsung.
Technical analysis: RSI6=73.87 is relatively strong, but RSI12=61.88 and RSI24=55.79 are still in the upper-middle zone—not in extreme overbought conditions, with room to run. The price is consolidating around 189 to build momentum. The MACD histogram remains positive, and bulls are in control. The 190–192 area above is a dense liquidation zone for shorts; once it breaks out, the move accelerates.
Capital flow: FLOW SCORE -78, but short-term capital has been in net inflow consecutively, and the 5-minute to 1-hour indicators are improving.
My take: The HBM landscape is changing—Samsung is resetting its pricing. 189 is the breakout trigger, and the target is 195–200.
Trading strategy:
Aggressive: Go long around 189, target 195.
Conservative: Buy on a pullback to 187–188, target 198–200.
Samsung’s HBM4 share rising from 5% to 35% took only three months—what does that speed mean? Join the chat room, I’ll explain in detail: #三星SK海力士领跌韩股KOSPI跌3.6%
