三星电子：存储芯片供应短缺加剧，上调 2026 年价格预期，目标价升至 24 万韩元

Ac t i o n | 26 Jan 2026 09:32:20 ET │ 16 pages Samsung Electronics (005930.KS) Intensifying Memory Supply Shortage Lifts 2026E Pricing Outlook; Raise TP to W240k CITI'S TAKE We raise our 2026E DRAM/NAND ASP growth estimates to +120%/+90% YoY from +88%/+74% YoY and expect 64GB DDR5 RDIMM ASP to jump to US$720 (+60% QoQ) in 1Q26E. Amid exacerbating supply shortage, we project SEC's 2026E OP to reach W182.2tr, driven by the strong memory ASP growth. Raise TP to W240k (vs. W200k before). Commodity Memory Prici ...