Samsung just printed a historic quarter — first tech company ever to cross 100 trillion won in profit. Q3 2026: 195T revenue (+127% YoY), 107.4T profit (+780% YoY). Hana Securities reaffirms BUY, 480K target.
DRAM pricing up 20% quarter-over-quarter. More interesting: LPDDR shortages tied to AI infrastructure are tightening, and supply constraints look sticky through 2028.
This isn't just a cyclical bounce. AI demand is rewriting the memory roadmap, and Samsung's sitting at the center of it. When supply can't keep up with structural demand, pricing power follows. Watch how this plays out across the broader semis supply chain.
DRAM pricing up 20% quarter-over-quarter. More interesting: LPDDR shortages tied to AI infrastructure are tightening, and supply constraints look sticky through 2028.
This isn't just a cyclical bounce. AI demand is rewriting the memory roadmap, and Samsung's sitting at the center of it. When supply can't keep up with structural demand, pricing power follows. Watch how this plays out across the broader semis supply chain.