Serenity@aleabitoredditPost2026-07-17

Analyst Kim Sunwoo recommends buying Samsung Electronics and SK Hynix, arguing that the ma

Analyst Kim Sunwoo recommends buying Samsung Electronics and SK Hynix, arguing that the market is misjudging semiconductor supply. DRAM shortages will worsen, with only 75-80% of demand met by H2 2026 and 60% by 2027, supported by low P/E ratios and Intel's comment on supply constraints through 2028.

“Kim Sunwoo of Meritz Securities: "This Is Not the Time to Sell Samsung Electronics and $SKHY" They claim markets are excessively misunderstanding the situation with semis. And that DRAM shortage will intensify in the second half of this year. - H2 2026: "suppliers can fulfill only 75%–80% of DRAM demand". - 2027: "fulfillment is expected to fall into the 60% range." In the article, they attached market forecasts that show SK Hynix with a 2027 3.5x P/E and Samsung a 3.9x P/E. Think the $INTC CEO said it best around timeframes with his quote "no relief in memory supply or pricing until at least 2028". Especially after $MU 16 LTAs with favorable take or pay volume contracts... memory demand seems structural.”