High2026-10-20Short term · Leans positiveLonger term · Leans positive

Nomura: Memory Shortage to Last Two More Years; Sets Samsung at 670,000 Won, SK Hynix at 4.7 Million Won

Nomura said the memory supply shortage will last through 2028 and set target prices of 670,000 won for Samsung Electronics and 4.7 million won for SK Hynix, maintaining Buy ratings. The view reinforces memory supercycle expectations and is positive for SK Hynix shares in both the short and long term.

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

Related coverage · 6 related reports

매일경제 · 10-20 18:00 KST
Nomura: Memory Demand to Outpace Supply Through at Least 2027
Nomura Securities forecasts memory chip demand will exceed supply through at least 2027, sustaining tight market conditions. The call reinforces super-cycle expectations for memory, directly benefiting SK hynix's pricing power and earnings outlook and serving as a clear positive catalyst for the stock.
BigGo Finance · 10-20 17:58 KST
Nomura Sets Samsung at ₩670,000, SK Hynix at ₩4.7 Million, Sees Memory Shortage Through 2028
Nomura set targets of ₩670,000 for Samsung Electronics and ₩4.7 million for SK Hynix, expecting the memory shortage to last through 2028. The bullish brokerage call reinforces the pricing upcycle narrative and is a strong positive catalyst for the stock.
Chosunbiz · 10-20 16:40 KST
Nomura Lifts Targets for Samsung, SK Hynix as Memory Tightens to 2028
Nomura raised price targets for Samsung Electronics and SK Hynix, forecasting memory supply tightness through 2028 and bullish pricing and earnings, a key positive catalyst for SK Hynix shares.
중앙일보 · 10-20 15:40 KST
Nomura Sees SK Hynix at 470,000 Won, Samsung at 670,000 Won
Nomura issued an aggressive bullish call, setting targets of 470,000 won for SK Hynix and 670,000 won for Samsung Electronics, well above current levels. The strong broker view could lift memory-sector sentiment and inflows, though execution risk remains.
중앙일보 · 10-20 15:40 KST
Nomura: Memory Shortage to Last Two More Years; Sets Samsung at 670,000 Won, SK Hynix at 4.7 Million Won
Nomura expects the memory supply shortage to persist for about two more years and set target prices of 670,000 won for Samsung Electronics and 4.7 million won for SK Hynix, staying bullish on the memory cycle. If realized, Hynix's earnings and valuation upside would be significant, a strong positive catalyst for the shares.
Seoul Economic Daily · 10-20 15:19 KST
Nomura Keeps Buy on Samsung, SK Hynix, Sees Memory Shortage Through 2028
Nomura maintained Buy ratings on Samsung Electronics and SK Hynix, expecting the memory supply shortage to last through 2028 and staying bullish on memory pricing and the earnings upcycle. The report reinforces confidence in Hynix's medium-term earnings, a positive catalyst; watch institutional flows after the call.