High2026-10-14Short term · Leans positiveLonger term · Leans positive

KB Securities: Samsung and SK Hynix Combined 2026 Operating Profit Could Near 1,000 Trillion Won

KB Securities forecast that Samsung Electronics and SK Hynix's combined 2026 operating profit could approach 1,000 trillion won, reflecting expectations of an AI memory-driven supercycle. The estimate far exceeds market consensus; if realized, it would sharply boost earnings and valuations, a strong positive for SK Hynix shares.

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

Related coverage · 2 related reports

비즈니스포스트 · 10-14 09:28 KST
KB Securities: Samsung and SK Hynix Combined 2026 Operating Profit to Hit 1,000 Trillion Won on Worsening Memory Shortage
KB Securities forecasts Samsung Electronics and SK Hynix will post a combined 1,000 trillion won in operating profit next year, citing a deepening memory supply shortage. The bullish report is a direct positive for Hynix shares, reinforcing supercycle expectations and potentially driving valuation upgrades.
PRESS9 · 10-14 08:18 KST
KB Securities: Samsung and SK Hynix Combined 2026 Operating Profit Could Near 1,000 Trillion Won
KB Securities forecasts that Samsung Electronics and SK Hynix could post combined operating profit approaching 1,000 trillion won next year, underscoring the memory supercycle narrative. If realized, it would sharply lift Hynix's earnings and valuation, strongly supporting the stock, though overheating expectations raise execution risk.