KB Securities: Memory Uptrend Accelerates; Samsung and SK Hynix Top Picks

KB Securities said the memory upcycle is accelerating and named Samsung Electronics and SK Hynix as top picks in semiconductors. It expects AI server demand to keep lifting HBM and conventional DRAM prices, leaving room for earnings upgrades. A positive brokerage call tends to support fund flows, a short-term catalyst for SK Hynix shares, while the medium-term path depends on actual memory pricing.

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