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Medium2026-09-11Short term · NeutralLonger term · Neutral

UBS and JPMorgan Split on Next Year's HBM Leader: Samsung vs SK Hynix

UBS expects Samsung to lead the HBM market next year, while JPMorgan remains bullish on SK Hynix. The split among investment banks signals lingering uncertainty over HBM competition, which could increase SK Hynix's share price volatility, though sustained technology leadership may still pay off long term.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 1 related reports

  • economytribune.co.kr · 09-11 09:58 KST
    Who Leads HBM Next Year? UBS Picks Samsung, JPMorgan Backs SK Hynix

    UBS and JPMorgan diverge on who will lead the HBM market next year: UBS sees Samsung closing the gap on capacity and pricing, while JPMorgan keeps SK Hynix in front. The split highlights HBM competition uncertainty; Hynix shares may swing on ratings, but orders and HBM3E ramp progress remain the key drivers.

UBS and JPMorgan Split on Next Year's HBM Leader: Samsung vs SK Hynix · Hynix Board