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RBC says HBM prices may rise 80-100% in 2027

NewsFeeds update

RBC Capital Markets says AI demand keeps outpacing supply, with high-bandwidth memory prices possibly rising 80% to 100% in 2027 and supporting DRAM average selling prices. RBC expects SK Hynix's third-quarter revenue at KRW 101.2tn and adjusted earnings of KRW 8,917 ($6.72) per ADR.

AIChainCatcherAINeutral

Read the original on ChainCatcher

The story so far: Samsung and SK Hynix Q3 results

Samsung reported third-quarter revenue up 127% year on year to KRW 195tn and operating profit of KRW 107.4tn. RBC forecasts HBM prices may rise 80-100% in 2027. Samsung is now poised to overtake SK Hynix in HBM revenue for the first time, with a share near 40% in the fourth quarter.

  1. Samsung posts Q3 operating profit of KRW 107.4tn as SK Hynix results loom

    Samsung Electronics reported third-quarter revenue up 127% year on year to KRW 195tn and operating profit of KRW 107.4tn ($80.2bn), against KRW 12.17tn a year earlier. SK Hynix and Samsung are both due to report full third-quarter 2026 results, with combined operating profit forecast at KRW 184.4tn ($139bn) on rising AI chip demand and memory prices.

    AIChainCatcherAINeutral

  2. Korea's memory chipmakers seen posting over 184tn won in quarterly operating profit

    SK Hynix and Samsung Electronics are expected to report combined third-quarter operating profit of 184.4tn won ($139bn), against 90.8tn won a year earlier, as AI chip demand and memory prices rise.

    AIOdailyAINeutral

  3. RBC says HBM prices may rise 80-100% in 2027

    RBC Capital Markets says AI demand keeps outpacing supply, with high-bandwidth memory prices possibly rising 80% to 100% in 2027 and supporting DRAM average selling prices. RBC expects SK Hynix's third-quarter revenue at KRW 101.2tn and adjusted earnings of KRW 8,917 ($6.72) per ADR.

    AIChainCatcherAINeutral

  4. Samsung set to lead SK Hynix in HBM revenue for first time

    Samsung is poised to overtake SK Hynix in high-bandwidth memory revenue for the first time, with a share near 40% in the fourth quarter.

    AIBloomingbitAINeutral

More AI updates

  1. US AI hardware stocks rise, with AMD up 5.41%

    AIOdailyAINeutral

  2. SK Hynix unit Solidigm in talks with US Commerce Department over $45bn US plant

    AIChainCatcherAINeutral

  3. Seawolf Capital says it is shorting AI cloud firm CoreWeave

    AIChainCatcherAINeutral

Every AI update on NewsFeeds

Every update is a short rewrite, by AI in our own words, of a flash from the outlet named on it, credited and linked. Updates are joined into one story by AI; our editors can change a story’s name or take an update out. Not investment advice.