Korea Investment & Securities says Samsung Electronics’ move toward long-term
memory-chip supply contracts is boosting earnings visibility and underpins a
stronger profit outlook. The broker noted Samsung’s Q2 results beat expectations
as memory prices surged, and new hyperscaler deals are helping stabilize demand
and capacity utilisation. It raised Samsung’s target price 10% to KRW 650,000,
kept a buy rating, and cited an improved earnings outlook and potential upside
to HBM pricing.
