According to Goldman Sachs's latest research report, the prospects for the DRAM and high-bandwidth storage market are still strong in 2027. TrendForce expects that the increase in server demand and limited supply expansion will drive DRAM prices to continue to rise until the first half of 2028. Even if consumer electronics demand weakens, the market will remain tight on supply and demand, and the coverage rate of long-term supply agreements may reach 60% to 70%. The average comprehensive sales price of HBM is expected to rise 122% year on year to 3.7 US dollars per Gb in 2027, driving the global HBM market revenue to increase by more than 230% year on year and exceed 200 billion US dollars. Goldman Sachs reiterated the “buy” ratings of Samsung Electronics and SK Hynix. The target price for 12 months was 500,000 won and 3.5 million won, respectively, and maintained the target price of 380,000 won for Samsung Electronics' preferred stock.

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