[Special Stock] Samsung Electronics Rises on Foreign Investors' 'Buy'

[Image source=Yonhap News]

Samsung Electronics is on the rise from the early session due to foreign investors' 'buying' spree.

As of 9:26 AM on the 4th, Samsung Electronics is trading at 83,800 KRW, up 2.44% (2,000 KRW) from the previous day. During the session, it even rose to 84,700 KRW. At this time, foreign investors are net buying worth 55.385 billion KRW, driving the stock price.

However, the market still believes that it is crucial to focus on mass production of high-bandwidth memory (HBM). This is because semiconductor demand may slow down in the second half of this year.

Jung Min-kyu, a researcher at Sangsangin Securities, explained, "Samsung Electronics' sales in the second quarter of this year are expected to reach 75.2 trillion KRW, a 25% increase compared to the same period last year, and operating profit is expected to record 8.4 trillion KRW, a 1155% increase during the same period. It is estimated that the ASP (average selling price) of DRAM and NAND, driven by a strategy to induce memory supply shortage, rose by 17% and 18% respectively compared to the previous quarter."

Researcher Jung pointed out, "However, the demand for memory semiconductor inventory stocking by customers, which has continued since the fourth quarter of last year, may slow down in the second half."

He added, "Mass production entry for key HBM customers is delayed, lowering the expected contribution of HBM sales to second-half performance. After securing customers, it is necessary to catch up through rapid stabilization of mass production yield based on superior production capacity compared to competitors."

This content was produced with the assistance of AI translation services.