Goldman Sachs has revised its 2027 price growth forecast for Samsung's High Bandwidth Memory (HBM) from 14% to 44%. This adjustment reflects the impact of a tight balance in the traditional DRAM market, which is influencing HBM pricing through price spreads. The investment bank also highlighted potential upside risks to this forecast.
Samsung Electronics continues to receive a Buy rating from Goldman Sachs, with a target price set at 480,000 won for common shares and 360,000 won for preferred shares. Meanwhile, the acceleration of DDR5 price hikes has shown signs of slowing, according to the latest analysis.
Goldman Sachs Triples 2027 HBM Price Forecast Amid DRAM Market Tightness
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