High2026-10-25Short term · Leans positiveLonger term · Leans positive

Nomura Turns Bullish on Memory: Shortages May Last Until 2028, Doubles Samsung and SK Hynix Price Targets

Nomura turned bullish on the memory sector, saying supply shortages could last until 2028, and doubled its price targets for Samsung Electronics and SK Hynix. The top-tier brokerage upgrade directly boosts market confidence in the durability of the memory cycle, a short-term positive for SK Hynix shares and a support for earnings expectations over the medium term if shortages materialize.

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

Related coverage · 1 related reports

BigGo Finance · 10-25 16:35 KST

Nomura published a contrarian bullish report on memory chips, forecasting supply shortages through 2028 and doubling its price targets for Samsung Electronics and SK Hynix. Such a large analyst target hike is typically a direct stock catalyst, signaling institutional confidence in an extended memory upcycle and improved pricing power, with HBM key supplier SK Hynix seen as the biggest beneficiary.